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Dimitry Nakhla | Babylon Capital®
$BKNG serves as an ideal case of market neglect
A few months ago, considering its strong fundamentals, it’s surprising to think it was valued so low compared to its growth rate and overall quality 🎯 https://t.co/VezCvn6h5M
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$BKNG serves as an ideal case of market neglect
A few months ago, considering its strong fundamentals, it’s surprising to think it was valued so low compared to its growth rate and overall quality 🎯 https://t.co/VezCvn6h5M
7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸
1️⃣ $BKNG has grown revenue for 19 out of the last 20 years
2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years
3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)
4️⃣ Opportunity for growth in operating and net income margins
5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt
6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)
7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)
#stocks #investing tweet
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Quiver Quantitative
Senator Mike Lee has introduced a bill to leave the United Nations. https://t.co/jOJgiuaqDV
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Senator Mike Lee has introduced a bill to leave the United Nations. https://t.co/jOJgiuaqDV
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Stock Analysis Compilation
Artemis Global Select Fund on Otis Worldwide Corporation $OTIS US
Thesis: Otis is a dominant player in the elevator and escalator market, with strong recurring revenues from servicing contracts that overshadow the minor impact of slowing new equipment sales in China.
(Extract from their Q4 letter)
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Artemis Global Select Fund on Otis Worldwide Corporation $OTIS US
Thesis: Otis is a dominant player in the elevator and escalator market, with strong recurring revenues from servicing contracts that overshadow the minor impact of slowing new equipment sales in China.
(Extract from their Q4 letter)
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Quiver Quantitative
Representative Gottheimer sits on the House Select Committee on Intelligence: https://t.co/WVa1Om0qp1
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Representative Gottheimer sits on the House Select Committee on Intelligence: https://t.co/WVa1Om0qp1
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Startup Archive
Sam Altman: “One of the few arbitrage opportunities left in the market is time”
“I don’t think you can beat the market in a lot of ways, but the one way I do is by making a long-term commitment to something. My new belief on how long I should hold stock in the best companies I invest in is forever. And I think in a world where people are increasingly focused on the tick and the quarterly earnings cycle, you should try to go in the other direction. This is a great way to generate value and wealth.”
Sam continues:
“And so I think that when you’re thinking about a startup, it’s really worthwhile to think about something you’re willing to make a very long-term commitment to because that is where the current void in the market is. You get paid as a founder for the wealth you create for other people… The best companies just create massive amounts of value for the world, and then they capture some of that for themselves. But they capture far less than they create, and they do it over a very long period of time. So if you’re going to be one of those companies, I think you want to make a super long-term commitment to yourself and others that are going to work on it with you… It is worth waiting because you will make far more money over the long term by doing this company really well than a bunch of short term things along the way.”
Video source: @ycombinator (2016)
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Sam Altman: “One of the few arbitrage opportunities left in the market is time”
“I don’t think you can beat the market in a lot of ways, but the one way I do is by making a long-term commitment to something. My new belief on how long I should hold stock in the best companies I invest in is forever. And I think in a world where people are increasingly focused on the tick and the quarterly earnings cycle, you should try to go in the other direction. This is a great way to generate value and wealth.”
Sam continues:
“And so I think that when you’re thinking about a startup, it’s really worthwhile to think about something you’re willing to make a very long-term commitment to because that is where the current void in the market is. You get paid as a founder for the wealth you create for other people… The best companies just create massive amounts of value for the world, and then they capture some of that for themselves. But they capture far less than they create, and they do it over a very long period of time. So if you’re going to be one of those companies, I think you want to make a super long-term commitment to yourself and others that are going to work on it with you… It is worth waiting because you will make far more money over the long term by doing this company really well than a bunch of short term things along the way.”
Video source: @ycombinator (2016)
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iinvested
4Q'24 The London Company - Small-Mid Cap on $CACC, $CCCS, $ESI
More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/ZFLJMk68vt
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4Q'24 The London Company - Small-Mid Cap on $CACC, $CCCS, $ESI
More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/ZFLJMk68vt
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Offshore
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Startup Archive
RT @ArthurMacwaters: This is why missionary founders succeed and mercenary founders fail.
You need to believe in something and work hard on it for a long time
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RT @ArthurMacwaters: This is why missionary founders succeed and mercenary founders fail.
You need to believe in something and work hard on it for a long time
Sam Altman: “One of the few arbitrage opportunities left in the market is time”
“I don’t think you can beat the market in a lot of ways, but the one way I do is by making a long-term commitment to something. My new belief on how long I should hold stock in the best companies I invest in is forever. And I think in a world where people are increasingly focused on the tick and the quarterly earnings cycle, you should try to go in the other direction. This is a great way to generate value and wealth.”
Sam continues:
“And so I think that when you’re thinking about a startup, it’s really worthwhile to think about something you’re willing to make a very long-term commitment to because that is where the current void in the market is. You get paid as a founder for the wealth you create for other people… The best companies just create massive amounts of value for the world, and then they capture some of that for themselves. But they capture far less than they create, and they do it over a very long period of time. So if you’re going to be one of those companies, I think you want to make a super long-term commitment to yourself and others that are going to work on it with you… It is worth waiting because you will make far more money over the long term by doing this company really well than a bunch of short term things along the way.”
Video source: @ycombinator (2016) tweet
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Stock Analysis Compilation
Baron India Fund on Zen Technologies Limited $ZENT IN
Thesis: Zen Technologies Limited is a leading Indian defense training and anti-drone technology company poised for substantial growth due to its innovative products, strong R&D capabilities, and increasing demand driven by global geopolitical risks and domestic manufacturing support.
(Extract from their Q4 letter)
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Baron India Fund on Zen Technologies Limited $ZENT IN
Thesis: Zen Technologies Limited is a leading Indian defense training and anti-drone technology company poised for substantial growth due to its innovative products, strong R&D capabilities, and increasing demand driven by global geopolitical risks and domestic manufacturing support.
(Extract from their Q4 letter)
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