Offshore
Video
Finding Compounders
“Why are prices twice as much as they were now while earnings are less ?”
Ben Graham answers this question while speaking to students at Columbia Graduate School in this rare footage https://t.co/bTLPiCrrgV
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“Why are prices twice as much as they were now while earnings are less ?”
Ben Graham answers this question while speaking to students at Columbia Graduate School in this rare footage https://t.co/bTLPiCrrgV
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Offshore
Photo
Stock Analysis Compilation
Baron Fifth Avenue Growth Fund on Mobileye Global Inc. $MBLY US
Thesis: Mobileye Global Inc. is a promising investment opportunity in the autonomous vehicle market, showing progress despite past challenges.
(Extract from their Q4 letter) https://t.co/I3gvKtaF1N
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Baron Fifth Avenue Growth Fund on Mobileye Global Inc. $MBLY US
Thesis: Mobileye Global Inc. is a promising investment opportunity in the autonomous vehicle market, showing progress despite past challenges.
(Extract from their Q4 letter) https://t.co/I3gvKtaF1N
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Offshore
Photo
The Investing for Beginners Podcast
1/11 Today we will look at the current ratio, a liquidity ratio helping us determine companies able to pay short-term obligations.
🧵⬇️ https://t.co/3L2ODlYvR7
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1/11 Today we will look at the current ratio, a liquidity ratio helping us determine companies able to pay short-term obligations.
🧵⬇️ https://t.co/3L2ODlYvR7
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Offshore
Photo
Finding Compounders
Interesting
An AutoZone write up from 2005
Stock moved $82.34 to $3196
I wonder if they held ? https://t.co/1v6lDRrf2u
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Interesting
An AutoZone write up from 2005
Stock moved $82.34 to $3196
I wonder if they held ? https://t.co/1v6lDRrf2u
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 5 Quality Stocks Trading <10-year mean p/e | down -15% from high | 5-year eps cagr | ltm roic 💵
👾 synopsis $snps
•ntm p/e: 28.87x
•mean p/e: 29.84x
•% down: -27%
•eps cagr: 24%
•ltm roic: 13%
🖱️ google $goog $googl
•ntm p/e: 18.94x
•mean p/e: 23.70x
•% down: -18%
•eps cagr: 25%
•ltm roic: 32%
☀️ asml holding $asml
•ntm p/e: 27.81x
•mean p/e: 31.09x
•% down: -36%
•eps cagr: 26%
•ltm roic: 40%
🧬 novo nordisk $nvo
•ntm p/e: 23.37x
•mean p/e: 25.26x
•% down: -38%
•eps cagr: 23%
•ltm roic: 56%
🏢 nvr inc $nvr
•ntm p/e: 14.26x
•mean p/e: 15.31x
•% down: -28%
•eps cagr: 18%
•ltm roic: 41%
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RT @DimitryNakhla: 5 Quality Stocks Trading <10-year mean p/e | down -15% from high | 5-year eps cagr | ltm roic 💵
👾 synopsis $snps
•ntm p/e: 28.87x
•mean p/e: 29.84x
•% down: -27%
•eps cagr: 24%
•ltm roic: 13%
🖱️ google $goog $googl
•ntm p/e: 18.94x
•mean p/e: 23.70x
•% down: -18%
•eps cagr: 25%
•ltm roic: 32%
☀️ asml holding $asml
•ntm p/e: 27.81x
•mean p/e: 31.09x
•% down: -36%
•eps cagr: 26%
•ltm roic: 40%
🧬 novo nordisk $nvo
•ntm p/e: 23.37x
•mean p/e: 25.26x
•% down: -38%
•eps cagr: 23%
•ltm roic: 56%
🏢 nvr inc $nvr
•ntm p/e: 14.26x
•mean p/e: 15.31x
•% down: -28%
•eps cagr: 18%
•ltm roic: 41%
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Offshore
Photo
App Economy Insights
📊 This Week in Visuals:
🦎 Berkshire $BRK
☁️ Salesforce $CRM
✅ Intuit $INTU
💻 Dell $DELL
👔 Workday $WDAY
❄️ Snowflake $SNOW
🇰🇷 Coupang $CPNG
and more!
https://t.co/qDKEGR1Wig
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📊 This Week in Visuals:
🦎 Berkshire $BRK
☁️ Salesforce $CRM
✅ Intuit $INTU
💻 Dell $DELL
👔 Workday $WDAY
❄️ Snowflake $SNOW
🇰🇷 Coupang $CPNG
and more!
https://t.co/qDKEGR1Wig
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Offshore
Photo
Stock Analysis Compilation
Diamons Hill Small Cap Fund on FTAI Infrastructure $FTAI US
Thesis: FTAI Infrastructure is strategically positioned with critical infrastructure assets that capitalize on long-term trends in energy transition, global trade, and efficient logistics.
(Extract from their Q4 letter)
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Diamons Hill Small Cap Fund on FTAI Infrastructure $FTAI US
Thesis: FTAI Infrastructure is strategically positioned with critical infrastructure assets that capitalize on long-term trends in energy transition, global trade, and efficient logistics.
(Extract from their Q4 letter)
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