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Stock Analysis Compilation
Artisan International Value Strategy on Samsung $005930 KS
Thesis: Samsung’s governance and AI lag pose challenges, but its strong balance sheet and valuation offer long-term potential.
(Extract from their Q4 letter) https://t.co/hzoOrFL4M1
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Artisan International Value Strategy on Samsung $005930 KS
Thesis: Samsung’s governance and AI lag pose challenges, but its strong balance sheet and valuation offer long-term potential.
(Extract from their Q4 letter) https://t.co/hzoOrFL4M1
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Dimitry Nakhla | Babylon Capital®
$CDNS & $SNPS provide tools and IP for designing and verifying microchips and electronic systems
10-year total return:
$CDNS ~1258%
$SNPS ~900%
10-year EPS growth:
$CDNS 535%
$SNPS 421%
10-year multiple expansion:
$CDNS 118%
$SNPS 90%
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As you can see, multiple expansion has significantly driven its total returns
Looking ahead, investors might not want to count on further expansion over the next decade, particularly if growth rates slow during that time
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$CDNS & $SNPS provide tools and IP for designing and verifying microchips and electronic systems
10-year total return:
$CDNS ~1258%
$SNPS ~900%
10-year EPS growth:
$CDNS 535%
$SNPS 421%
10-year multiple expansion:
$CDNS 118%
$SNPS 90%
___
As you can see, multiple expansion has significantly driven its total returns
Looking ahead, investors might not want to count on further expansion over the next decade, particularly if growth rates slow during that time
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Dimitry Nakhla | Babylon Capital®
MercadoLibre $MELI is +33% YTD 🎯
In light of its stellar Q4 earnings report, here’s a snapshot of a Newsletter I shared with my investors in the beginning of 2025 📝
I keep re-reading the last sentence in awe of how powerful that statement is, even though I wrote it 😂 https://t.co/i3AtMpympr
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MercadoLibre $MELI is +33% YTD 🎯
In light of its stellar Q4 earnings report, here’s a snapshot of a Newsletter I shared with my investors in the beginning of 2025 📝
I keep re-reading the last sentence in awe of how powerful that statement is, even though I wrote it 😂 https://t.co/i3AtMpympr
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Dimitry Nakhla | Babylon Capital®
RT @Niche_Seeker: @DimitryNakhla Thank you for your hard work, Dimitry. Unlike many content creators who chase trends every day, your content always has depth.
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RT @Niche_Seeker: @DimitryNakhla Thank you for your hard work, Dimitry. Unlike many content creators who chase trends every day, your content always has depth.
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RT @RagingVentures: ChatGPT Plus increased my investment research productivity by 20-30%.
ChatGPT Pro, which I’m still learning to use, has quickly led to a 100%+ step function improvement in productivity.
Financial modeling and expert/qualitative research calls aside, ChatGPT Pro is already better than most hedge fund caliber analysts.
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RT @RagingVentures: ChatGPT Plus increased my investment research productivity by 20-30%.
ChatGPT Pro, which I’m still learning to use, has quickly led to a 100%+ step function improvement in productivity.
Financial modeling and expert/qualitative research calls aside, ChatGPT Pro is already better than most hedge fund caliber analysts.
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Finding Compounders
Warren Buffett have an interesting answer when he was asked why he would do to live a happier life , if he could live over again https://t.co/BixPpPYksN
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Warren Buffett have an interesting answer when he was asked why he would do to live a happier life , if he could live over again https://t.co/BixPpPYksN
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Finding Compounders
“ Give me $10 billion and how much can I hurt Coca-Cola around the world? I can’t do it.”
Warren Buffett on how to evaluate a business https://t.co/tfbXUtjrrV
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“ Give me $10 billion and how much can I hurt Coca-Cola around the world? I can’t do it.”
Warren Buffett on how to evaluate a business https://t.co/tfbXUtjrrV
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Finding Compounders
I never not read an Alan Greenberg memo once I come across it.
He was hyper focused on cutting costs https://t.co/N8EVSkYLye
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I never not read an Alan Greenberg memo once I come across it.
He was hyper focused on cutting costs https://t.co/N8EVSkYLye
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Finding Compounders
The importance of calculating looking through earnings
You can find the full article on my free newsletter.
Link is in my bio https://t.co/AijMUdhMO9
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The importance of calculating looking through earnings
You can find the full article on my free newsletter.
Link is in my bio https://t.co/AijMUdhMO9
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Finding Compounders
In Berkshire’s 1997 Chairman’s letter, Warren Buffet talks about and briefly explains the concept of look-through earnings. https://t.co/EeoaFTIRBa
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In Berkshire’s 1997 Chairman’s letter, Warren Buffet talks about and briefly explains the concept of look-through earnings. https://t.co/EeoaFTIRBa
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