ltiple justified by its growth rate AND quality

I consider $V one of the best businesses in the world & as Warren Buffett says:

“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price”

$V is even trading at a valuation better than just a fair price

Today at $254💵 $V appears to be one of the best risk-reward opportunities in today’s market & a strong consideration for investment

#stocks #investing
___

𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet

⁠Finding Compounders
How We Think About Cash - John Neff https://t.co/Nc3VWF1P3T
tweet

⁠The Kobeissi Letter
A LOT happened last night:

As of 12:01 AM ET, largest US tariff hike since 1930 went LIVE and China has announced 15% retaliatory tariffs.

The S&P 500 and crypto are now extending 2-day losses to a massive -$2 TRILLION.

Here's what you need to know today.

(a thread) https://t.co/t5TBw4x4nk
tweet

⁠The Kobeissi Letter
RT @KobeissiLetter: What just happened?

The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.

Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.

Here's exactly what you need to know.

(a thread) https://t.co/nQpKOlrihB
tweet

⁠Quiver Quantitative
RT @QuiverCongress: Senator Rand Paul just said:

“US tariffs inevitably bring Canadian, Mexican, and Chinese tariffs which means higher prices for lumber, steel, aluminum and more expensive homes and cars.”

Do you agree? https://t.co/n125xJ3Gb7
tweet

⁠The Kobeissi Letter
BREAKING: Mexico's president Sheinbaum says they are "responding with tariff and non-tariff measures" to the 25% tariffs imposed by the US.

Mexico says their counter-measures will be announced on Sunday.

A LOT happened last night:

As of 12:01 AM ET, largest US tariff hike since 1930 went LIVE and China has announced 15% retaliatory tariffs.

The S&P 500 and crypto are now extending 2-day losses to a massive -$2 TRILLION.

Here's what you need to know today.

(a thread) https://t.co/t5TBw4x4nk - The Kobeissi Letter
tweet

⁠The Investing for Beginners Podcast
Free cash flow drives value creation for every company.

1. Reinvestments
2. Buy back stocks
3. Pay down debt
4. Pay a dividend
5. Mergers & Acquisitions (M&A)

Without free cash flow, none of this is possible. https://t.co/LP5AmqujSt
tweet

⁠The Kobeissi Letter
TARIFFS NOW LIVE:

1. 25% tariffs on goods from Mexico to US

2. 25% tariffs goods except energy from Canada to US

3. 20% tariffs on many goods from China to US

4. 10% tariffs on energy from Canada to US

5. 25% retaliatory tariffs on up to $155B of goods from US to Canada

6. 10%-15% retaliatory tariffs on goods from US to China

Follow us @KobeissiLetter and turn on our post notifications for real-time trade war updates.

A LOT happened last night:

As of 12:01 AM ET, largest US tariff hike since 1930 went LIVE and China has announced 15% retaliatory tariffs.

The S&P 500 and crypto are now extending 2-day losses to a massive -$2 TRILLION.

Here's what you need to know today.

(a thread) https://t.co/t5TBw4x4nk - The Kobeissi Letter
tweet

⁠Investing visuals
$NVDA is down 24% from its January peak but it returned 75.8% annually over the past 10 years.

Zoom out. https://t.co/CbkTx1t4Nb
tweet