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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 3):
@mvcinvesting - $NBIS (update)
@olensrud - $MEDI.OL
@Unclestocknotes (earnings) - $ADBE, $RBRK
@OilandGasInvest - $BYRN
@crashkolnikov - $ORCL (trimmed)
@nataninvesting - $TMDX
@Typhoon_Girl - $AXP https://t.co/DLSdIEoGzh
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt final):
@hughieforbes (liquidation watchlist) - $CDB.V, $HRBR, $MCM-A.V, $HOME.L, $AA4.L, $SFES, $UEM.L, $MPR.AX, $MCS.V, $HRGI.OL
@skewangles - $PERR.PA
@RohanSoor - $BGO.L
@ZenNivesh - $NITCO.NS
VIC ideas
fund letters https://t.co/Xmxl0grp2B
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Investing visuals
You donโ€™t need to pick individual stocks to do well in the market.

$QQQ has returned 13% annually, turning $1,000 into $27,000 over 25 years ๐Ÿ‘Œ https://t.co/AEfEp2hPm1
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Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: Haha โ€” I like when the groceries I want to buy go on sale ๐Ÿ˜‰ โ€” as a long-term investor, many of these declines are opportunities with a longer expiration date (more time to accumulate before the valuation โ€œspoilsโ€)

Take $ASML as an example โ€” the stock fell -20% shortly after earnings multiple times the last couple of years & each time was an opportunity for investors to accumulate more ownership of an excellent business

โ€œInvestors should purchase stocks like they purchase groceries โ€“ not like they purchase perfume .โ€

โ€” Benjamin Graham ๐Ÿ—ฃ๏ธ
- Dimitry Nakhla | Babylon Capitalยฎ
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Umesh
The Lost Kitten!

Prompt: In one continuous shot, a 200-foot calico kitten walks down a city street as people run away. The camera rises higher, past rooftops and circling helicopters, until the city grid unfolds below. At the end, the cat meows cutely, curious and innocent. https://t.co/R0gyK6SBr1
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Umesh
Midjourney + Veo 3 Fast

Possibilities with current image, video, and voice AI models are endless! https://t.co/7MdLFe3jVa
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Umesh
Hailuo AI version! https://t.co/jyvJmg7SlB

The Lost Kitten!

Prompt: In one continuous shot, a 200-foot calico kitten walks down a city street as people run away. The camera rises higher, past rooftops and circling helicopters, until the city grid unfolds below. At the end, the cat meows cutely, curious and innocent. https://t.co/R0gyK6SBr1
- Umesh
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Dimitry Nakhla | Babylon Capitalยฎ
10 High-Quality Stocks That Reduced Share Count >10% in the Last 10 Years ๐Ÿ’ต

๐Ÿ“Š Moodyโ€™s $MCO
โ€ข2015: 203.40M
โ€ขLTM: 181.28M
โ€ข% reduction: 11%
โ€ขEPS boost: 12%

๐Ÿ–ฑ๏ธ Google $GOOG $GOOGL
โ€ข2015 shares: 13.86B
โ€ขLTM shares: 12.31B
โ€ข% reduction: 11%
โ€ขEPS boost: 12%

๐Ÿ‘จ๐Ÿผโ€๐ŸŽจ Adobe $ADBE
โ€ข2015 shares: 507.16M
โ€ขLTM shares: 433.38M
โ€ข% reduction: 15%
โ€ขEPS boost: 18%

๐Ÿ’ณ Visa $V
โ€ข2015 shares: 2.46B
โ€ขLTM shares: 1.97B
โ€ข% reduction: 20%
โ€ขEPS boost: 25%

๐Ÿ’ธ Mastercard $MA
โ€ข2015 shares: 1.14B
โ€ขLTM shares: 916.75M
โ€ข% reduction: 20%
โ€ขEPS boost: 25%

๐Ÿฆ Fair Isaac $FICO
โ€ข2015 shares: 32.61M
โ€ขLTM shares: 24.70M
โ€ข% reduction: 24%
โ€ขEPS boost: 32%

๐Ÿข NVR Inc $NVR
โ€ข2015 shares: 4.26B
โ€ขLTM shares: 3.20B
โ€ข% reduction: 25%
โ€ขEPS boost: 33%

๐Ÿ–จ๏ธ Lam Research $LRCX
โ€ข2015 shares: 1.77B
โ€ขLTM shares: 1.29B
โ€ข% reduction: 27%
โ€ขEPS boost: 37%

๐ŸŒ MSCI Inc $MSCI
โ€ข2015 shares: 109.93M
โ€ขLTM shares: 78.10M
โ€ข% reduction: 29%
โ€ขEPS boost: 41%

โœˆ๏ธ Booking Holdings $BKNG
โ€ข2015 shares: 51.59M
โ€ขLTM shares: 33.25M
โ€ข% reduction: 35%
โ€ขEPS boost: 54%

***EPS BOOST means how much earnings per share increased (assuming 0 growth) solely from share buybacks๐Ÿ’ฐ
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๐˜ผ ๐™จ๐™๐™–๐™ง๐™š ๐™—๐™ช๐™ฎ๐™—๐™–๐™˜๐™ , ๐™–๐™ก๐™จ๐™ค ๐™ ๐™ฃ๐™ค๐™ฌ๐™ฃ ๐™–๐™จ ๐™– ๐™จ๐™ฉ๐™ค๐™˜๐™  ๐™ง๐™š๐™ฅ๐™ช๐™ง๐™˜๐™๐™–๐™จ๐™š, ๐™ž๐™จ ๐™ฌ๐™๐™š๐™ฃ ๐™– ๐™˜๐™ค๐™ข๐™ฅ๐™–๐™ฃ๐™ฎ ๐™ช๐™จ๐™š๐™จ ๐™ž๐™ฉ๐™จ ๐™ค๐™ฌ๐™ฃ ๐™›๐™ช๐™ฃ๐™™๐™จ ๐™ฉ๐™ค ๐™—๐™ช๐™ฎ ๐™—๐™–๐™˜๐™  ๐™ž๐™ฉ๐™จ ๐™ค๐™ฌ๐™ฃ ๐™จ๐™๐™–๐™ง๐™š๐™จ

๐˜ฝ๐™ฎ ๐™™๐™ค๐™ž๐™ฃ๐™œ ๐™ฉ๐™๐™ž๐™จ, ๐™ฉ๐™๐™š ๐™˜๐™ค๐™ข๐™ฅ๐™–๐™ฃ๐™ฎ ๐™ง๐™š๐™™๐™ช๐™˜๐™š๐™จ ๐™ฉ๐™๐™š ๐™ฉ๐™ค๐™ฉ๐™–๐™ก ๐™ฃ๐™ช๐™ข๐™—๐™š๐™ง ๐™ค๐™› ๐™ค๐™ช๐™ฉ๐™จ๐™ฉ๐™–๐™ฃ๐™™๐™ž๐™ฃ๐™œ ๐™จ๐™๐™–๐™ง๐™š๐™จ ๐™–๐™ซ๐™–๐™ž๐™ก๐™–๐™—๐™ก๐™š ๐™ฉ๐™ค ๐™ฉ๐™๐™š ๐™ฅ๐™ช๐™—๐™ก๐™ž๐™˜, ๐™ฉ๐™๐™ช๐™จ ๐™ž๐™ฃ๐™˜๐™ง๐™š๐™–๐™จ๐™ž๐™ฃ๐™œ ๐™ฎ๐™ค๐™ช๐™ง ๐™ฅ๐™š๐™ง๐™˜๐™š๐™ฃ๐™ฉ๐™–๐™œ๐™š ๐™ค๐™ฌ๐™ฃ๐™š๐™ง๐™จ๐™๐™ž๐™ฅ ๐™ค๐™› ๐™›๐™ช๐™ฉ๐™ช๐™ง๐™š ๐™š๐™–๐™ง๐™ฃ๐™ž๐™ฃ๐™œ๐™จ ๐™–๐™ฃ๐™™ ๐™›๐™ง๐™š๐™š-๐™˜๐™–๐™จ๐™-๐™›๐™ก๐™ค๐™ฌ๐™จ

๐™”๐™ค๐™ช ๐™˜๐™–๐™ฃ ๐™ช๐™ฃ๐™™๐™š๐™ง๐™จ๐™ฉ๐™–๐™ฃ๐™™ ๐™ฌ๐™๐™ฎ ๐™’๐™–๐™ง๐™ง๐™š๐™ฃ ๐˜ฝ๐™ช๐™›๐™›๐™š๐™ฉ๐™ฉ ๐™ž๐™จ ๐™– ๐™—๐™ž๐™œ ๐™›๐™–๐™ฃ ๐™ค๐™› ๐™จ๐™๐™–๐™ง๐™š ๐™—๐™ช๐™ฎ๐™—๐™–๐™˜๐™ ๐™จ.

๐™„๐™ฃ ๐™๐™ž๐™จ 2022 ๐˜ผ๐™ฃ๐™ฃ๐™ช๐™–๐™ก ๐™‡๐™š๐™ฉ๐™ฉ๐™š๐™ง, ๐˜ฝ๐™ช๐™›๐™›๐™š๐™ฉ๐™ฉ ๐™ฌ๐™ง๐™ค๐™ฉ๐™š: โ€œ๐™๐™๐™š ๐™ข๐™–๐™ฉ๐™ ๐™ž๐™จ๐™ฃโ€™๐™ฉ ๐™˜๐™ค๐™ข๐™ฅ๐™ก๐™ž๐™˜๐™–๐™ฉ๐™š๐™™: ๐™’๐™๐™š๐™ฃ ๐™ฉ๐™๐™š ๐™จ๐™๐™–๐™ง๐™š ๐™˜๐™ค๐™ช๐™ฃ๐™ฉ ๐™œ๐™ค๐™š๐™จ ๐™™๐™ค๐™ฌ๐™ฃ, ๐™ฎ๐™ค๐™ช๐™ง ๐™ž๐™ฃ๐™ฉ๐™š๐™ง๐™š๐™จ๐™ฉ ๐™ž๐™ฃ ๐™ค๐™ช๐™ง ๐™ข๐™–๐™ฃ๐™ฎ ๐™—๐™ช๐™จ๐™ž๐™ฃ๐™š๐™จ๐™จ๐™š๐™จ ๐™œ๐™ค๐™š๐™จ ๐™ช๐™ฅ. ๐™€๐™ซ๐™š๐™ง๐™ฎ ๐™จ๐™ข๐™–๐™ก๐™ก ๐™—๐™ž๐™ฉ ๐™๐™š๐™ก๐™ฅ๐™จ ๐™ž๐™› ๐™ง๐™š๐™ฅ๐™ช๐™ง๐™˜๐™๐™–๐™จ๐™š๐™จ ๐™–๐™ง๐™š ๐™ข๐™–๐™™๐™š ๐™–๐™ฉ ๐™ซ๐™–๐™ก๐™ช๐™š-๐™–๐™˜๐™˜๐™ง๐™š๐™ฉ๐™ž๐™ซ๐™š ๐™ฅ๐™ง๐™ž๐™˜๐™š๐™จโ€

#stocks #investing
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