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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
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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
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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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Offshore
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The Kobeissi Letter
Shocking stat of the day:
The median price of new homes sold in the US spiked by $31,000 in January, to $446,300, the second-highest level on record.
The median new home price is now only below $460,300 seen in October 2022.
As a result, new home sales fell -10.5% month-over-month in January, marking the second-largest decline since September 2022.
Since August 2020, new home sales have declined by 374,000, or 36%, to 657,000.
Housing is somehow still getting worse.
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Shocking stat of the day:
The median price of new homes sold in the US spiked by $31,000 in January, to $446,300, the second-highest level on record.
The median new home price is now only below $460,300 seen in October 2022.
As a result, new home sales fell -10.5% month-over-month in January, marking the second-largest decline since September 2022.
Since August 2020, new home sales have declined by 374,000, or 36%, to 657,000.
Housing is somehow still getting worse.
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App Economy Insights
What are you watching this week?
• Monday: $GTLB, $OKTA.
• Tuesday: $BBY, $CRWD, $FLUT, $ONON, $TGT, $SE.
• Wednesday: $MDB, $MRVL, $VEEV, $ZS.
• Thursday: $AVGO, $COST, $HCP, $HPE, $IOT, $JD.
All visualized in our PRO coverage next Saturday. https://t.co/3llhKaaeru
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What are you watching this week?
• Monday: $GTLB, $OKTA.
• Tuesday: $BBY, $CRWD, $FLUT, $ONON, $TGT, $SE.
• Wednesday: $MDB, $MRVL, $VEEV, $ZS.
• Thursday: $AVGO, $COST, $HCP, $HPE, $IOT, $JD.
All visualized in our PRO coverage next Saturday. https://t.co/3llhKaaeru
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The Investing for Beginners Podcast
Operating Profit Margin
Look for > 20% https://t.co/TiZOnIpUT7
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Operating Profit Margin
Look for > 20% https://t.co/TiZOnIpUT7
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Offshore
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Stock Analysis Compilation
Artisan Value Income Strategy on Wells Fargo $WFC US
Thesis: Wells Fargo is poised for long-term growth and improved profitability as it works to lift a $1.95 trillion asset cap imposed by the Federal Reserve while enhancing accountability and operational efficiency under CEO Charlie Scharf.
(Extract from their Q4 letter)
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Artisan Value Income Strategy on Wells Fargo $WFC US
Thesis: Wells Fargo is poised for long-term growth and improved profitability as it works to lift a $1.95 trillion asset cap imposed by the Federal Reserve while enhancing accountability and operational efficiency under CEO Charlie Scharf.
(Extract from their Q4 letter)
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Investing visuals
Life goals: being able to buy a share of my favorite company with my X payout🧐
Quicks maths: $17.59 for 1,3 Mln impressions is $0.0000135 per impression.
Oh well…🤷♂️ https://t.co/FfETuizRCR
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Life goals: being able to buy a share of my favorite company with my X payout🧐
Quicks maths: $17.59 for 1,3 Mln impressions is $0.0000135 per impression.
Oh well…🤷♂️ https://t.co/FfETuizRCR
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