Offshore
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Stock Analysis Compilation
Aoris on Compass Group $CPG LN
Thesis: Compass Group is the world's largest contract catering firm, benefiting from a growing trend of outsourcing catering services and gaining market share, particularly in the US and Western Europe.
(Extract from their Q4 letter) https://t.co/lJtPuRK4Um
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Aoris on Compass Group $CPG LN
Thesis: Compass Group is the world's largest contract catering firm, benefiting from a growing trend of outsourcing catering services and gaining market share, particularly in the US and Western Europe.
(Extract from their Q4 letter) https://t.co/lJtPuRK4Um
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Offshore
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Finding Compounders
Li Lu when asked on how we understand if a company is cheap .
“Cheap - is a multidimensional concept” https://t.co/efT5Iu0gGF
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Li Lu when asked on how we understand if a company is cheap .
“Cheap - is a multidimensional concept” https://t.co/efT5Iu0gGF
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Offshore
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Quiver Quantitative
This is getting RIDICULOUS.
Last month we sent out a notification on Pelosi's purchase of Tempus AI call options.
$TEM has now risen 145% since the purchase.
145%.
It's been like a month.
It has risen almost every day.
Up another 14% today. https://t.co/ughX41PNly
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This is getting RIDICULOUS.
Last month we sent out a notification on Pelosi's purchase of Tempus AI call options.
$TEM has now risen 145% since the purchase.
145%.
It's been like a month.
It has risen almost every day.
Up another 14% today. https://t.co/ughX41PNly
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Offshore
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Investing visuals
Gentle reminder that successful investing is about figuring out what is below the surface. Stock prices are just noise. https://t.co/pmfTrqVEwc
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Gentle reminder that successful investing is about figuring out what is below the surface. Stock prices are just noise. https://t.co/pmfTrqVEwc
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Offshore
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Quiver Quantitative
BREAKING: Representative Josh Gottheimer just disclosed a purchase of Alibaba stock, $BABA.
Alibaba is a Chinese tech company.
Gottheimer sits on the House Intelligence Committee. https://t.co/UlqKrp89eY
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BREAKING: Representative Josh Gottheimer just disclosed a purchase of Alibaba stock, $BABA.
Alibaba is a Chinese tech company.
Gottheimer sits on the House Intelligence Committee. https://t.co/UlqKrp89eY
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Offshore
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App Economy Insights
$SHOP Shopify Q4 FY24
📦 GMV +26% to $94.5B ($1.5B beat).
📊 MRR +24% to $178M ($4M miss).
• Revenue +31% Y/Y to $2.8B ($80M beat).
• Operating margin 17% (+3pp Y/Y).
• Q1 FY25 growth: mid-20s (in-line). https://t.co/YIqBWkhJev
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$SHOP Shopify Q4 FY24
📦 GMV +26% to $94.5B ($1.5B beat).
📊 MRR +24% to $178M ($4M miss).
• Revenue +31% Y/Y to $2.8B ($80M beat).
• Operating margin 17% (+3pp Y/Y).
• Q1 FY25 growth: mid-20s (in-line). https://t.co/YIqBWkhJev
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Offshore
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative Jason Smith has proposed legislation to extend the statute of limitations on pandemic unemployment fraud.
Do you support this?
Poll below. https://t.co/HRAQzq4BKl
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RT @QuiverCongress: JUST IN: Representative Jason Smith has proposed legislation to extend the statute of limitations on pandemic unemployment fraud.
Do you support this?
Poll below. https://t.co/HRAQzq4BKl
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Offshore
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Stock Analysis Compilation
Aoris on L’Oréal $OR FP
Thesis: L’Oréal is poised for long-term growth with strong earnings and market share gains globally, despite recent softness in China.
(Extract from their Q4 letter) https://t.co/Xq7hchShY7
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Aoris on L’Oréal $OR FP
Thesis: L’Oréal is poised for long-term growth with strong earnings and market share gains globally, despite recent softness in China.
(Extract from their Q4 letter) https://t.co/Xq7hchShY7
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 6 Quality Stocks ROIC >20% Annually Last 5 Years | <$50b10% From Highs 💵
🏦 Fair Isaac $FICO
•LTM ROIC: 58%
•Market Cap: $45B
•% Down: -22%
🏢 NVR Inc $NVR
•LTM ROIC: 41%
•Market Cap: $27B
•% Down: -24%
🚿 A O Smith $AOS
•LTM ROIC: 34%
•Market Cap: $9B
•% Down: -30%
🐕 IDEXX Labs $IDXX
•LTM ROIC: 46%
•Market Cap: $38B
•% Down: -34%
📊 Manhattan Associates $MANH
•LTM ROIC: 74%
•Market Cap: $12B
•% Down: -35%
🏊🏼♂️ Pool Corp $POOL
•LTM ROIC: 23%
•Market Cap: $13B
•% Down: -43%
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RT @DimitryNakhla: 6 Quality Stocks ROIC >20% Annually Last 5 Years | <$50b10% From Highs 💵
🏦 Fair Isaac $FICO
•LTM ROIC: 58%
•Market Cap: $45B
•% Down: -22%
🏢 NVR Inc $NVR
•LTM ROIC: 41%
•Market Cap: $27B
•% Down: -24%
🚿 A O Smith $AOS
•LTM ROIC: 34%
•Market Cap: $9B
•% Down: -30%
🐕 IDEXX Labs $IDXX
•LTM ROIC: 46%
•Market Cap: $38B
•% Down: -34%
📊 Manhattan Associates $MANH
•LTM ROIC: 74%
•Market Cap: $12B
•% Down: -35%
🏊🏼♂️ Pool Corp $POOL
•LTM ROIC: 23%
•Market Cap: $13B
•% Down: -43%
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