⁠iinvested
4Q'24 Madison Small Cap Fund on $KN, $VFC, $MEDP

https://t.co/vieD6sKDdr

More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/v8RiyxxE2c
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⁠Dimitry Nakhla | Babylon Capital®
10 Stocks Where FCF CAGR is Similar or Greater than Stock Price CAGR in the Past 5 Years 💸

🌐 MSCI Inc $MSCI
•FCF CAGR: 16.2%
•Stock CAGR: 12.2%

🧬 Novo Nordisk $NVO
•FCF CAGR: 21.4%
•Stock CAGR: 19.7%

📈 S&P Global $SPGI
•FCF CAGR: 17.2%
•Stock CAGR: 11.9%

🖱️ Alphabet $GOOG $GOOGL
•FCF CAGR: 18.6%
•Stock CAGR: 19.7%

🗂️ Intuit $INTU
•FCF CAGR: 16.4%
•Stock CAGR: 14.1%

📊 Manhattan Associates $MANH
•FCF CAGR: 16.8%
•Stock CAGR: 18.9%

💵 Mastercard $MA
•FCF CAGR: 19.4%
•Stock CAGR: 10.6%

🚘 Copart $CPRT
•FCF CAGR: 28.7%
•Stock CAGR: 18.1%

🏦 Intercontinental Exchange $ICE
•FCF CAGR: 10.1%
•Stock CAGR: 11.5%

📲 Applied Materials $AMAT
•FCF CAGR: 21.7%
•Stock CAGR: 20.4%
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⁠Stock Analysis Compilation
Gemway on Zomato $ZOMATO IN

Thesis: Zomato’s leadership in food delivery, rapid user growth, and Blinkit expansion position it for sustained long-term success in India’s digital economy

(Extract from their Q4 letter) https://t.co/5KKrpqzDGi
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⁠Startup Archive
RT @foundertribune: "Don't be a Career" by Steve Jobs https://t.co/qRzqb5kJlO
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⁠Startup Archive
"The enemy of most dreams and intuitions, and one of the most dangerous and stifling concepts ever invented by humans, is the career."

- Steve Jobs

"Don't be a Career" by Steve Jobs https://t.co/qRzqb5kJlO - The Founders' Tribune
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⁠Startup Archive
RT @mikemcg0: "Think of your life as a rainbow arching across the horizon of this world. You appear, have a chance to blaze in the sky, then you disappear."

- Steve Jobs

"Don't be a Career" by Steve Jobs https://t.co/qRzqb5kJlO - The Founders' Tribune
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⁠Finding Compounders
Francis Chou’s 1999 fund letter

It’s a must read

He criticizes the prices at which investors were buying internet stocks at. https://t.co/dX8FJU1RwL
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⁠Stock Analysis Compilation
Gator CM on Societe Generale $GLE FP

Thesis: Société Générale’s restructuring, cost-cutting, and focus on shareholder returns create a compelling value opportunity

(Extract from their Q4 letter) https://t.co/P7gqyaTmgC
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⁠Ahmad Jivraj
My latest article coming tomorrow:
Deepseek And The Power of Catalysts
A 50-Bagger in a Weekend

Examples of how catalysts can generate significant returns

Subscribe here so you dont miss it

https://t.co/WWKnCsvi3N
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