99theory of value @9Value55207

value investing London, England Joined May 2025

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Northbridge Capital @Northbridge_Cap

2 months ago

🚀 New deep dive: “Alphabet: The Empire Behind Google” • Why $GOOGL still dominates • Where growth will come from • What risks are misunderstood Read here → open.substack.com/pub/northbridg…

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Northbridge Capital @Northbridge_Cap

3 months ago

$TSLA is no longer just a car company. It’s building a vertically integrated energy + AI + autonomy platform. You can dismiss the hype — but you shouldn’t ignore the strategy.

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Northbridge Capital @Northbridge_Cap

3 months ago

Inflation isn't just a number. It's the most misunderstood force in investing. Lower inflation doesn't mean lower prices — it means prices are rising slower. The difference can kill your portfolio if you don’t grasp it.

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Northbridge Capital @Northbridge_Cap

3 months ago

$META is still up 40% YTD, despite market rotation. Why? Because it owns the #1 ad network + growing WhatsApp monetization. Even in downturns, attention monetizes.

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Northbridge Capital @Northbridge_Cap

3 months ago

🚨 New post just dropped: “NVIDIA: The Empire Behind the AI Gold Rush” • $NVDA's 2025 moat • Segment breakdown • Valuation vs. expectations A visual, data-backed deep dive into the most powerful company in tech: 👉 open.substack.com/pub/northbridg…

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Northbridge Capital @Northbridge_Cap

3 months ago

$MSFT is up +20% YTD, but its real engine isn't Office or Windows. It's Azure + OpenAI + enterprise moat. With 50%+ gross margins and $71B in FCF last year, it’s the best-in-class compounder. Will AI push it to a $5T valuation?

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Northbridge Capital @Northbridge_Cap

3 months ago

Why do some companies scale like crazy while others stagnate? The answer often lies in operating leverage As fixed costs stay constant, each new sale adds directly to profit It’s the hidden engine behind businesses like $SHOP $META and $ADBE Know it Spot it Invest in it

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Dividend Talks on YouTube @DividendTalks

3 months ago

Stocks Near 52 Week Lows: LVMH $LVMH - $525 Lockheed Martin $LMT - $458 Thermo Fischer $TMO - $406 Elevance Health $ELV - $390 Adobe $ADBE - $385 Home Depot $HD - $365 UnitedHealth $UNH - $308 Accenture $ACN - $295 Lululemon $LULU - $235 FedEx $FDX - $228 Lowes $LOW -…

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99theory of value @9Value55207

3 months ago

$GOOG 🚀🚀🚀

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Northbridge Capital @Northbridge_Cap

3 months ago

Over the last 20 years, companies with high ROIC have outperformed the S&P 500 by 3–5% annually. Yet few investors track ROIC consistently. Alpha is often hiding in plain sight.

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Northbridge Capital @Northbridge_Cap

3 months ago

Gold has quietly returned +14% YTD. In every major conflict, gold becomes the asset of last resort. But it’s not just fear—it’s rates, inflation, and sovereign debt too. Don’t sleep on $GLD or physical gold exposure.

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Miguel Dabán Baines-MDBbolsa @MDBBolsa

3 months ago

📉 LAS CAÍDAS DE $FICO 🩸 Hoy $FICO vuelve a caer un -4% Ha caído un 25% y ya acumula una caída de casi el 30% desde máximos históricos marcados en noviembre Esto sitúa ya esta caída como una de las más importantes de los últimos 10 años Hoy te cuento por qué 👇🧵

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Northbridge Capital @Northbridge_Cap

3 months ago

Bottom line: If you want to outperform the average investor, do the opposite of what they do: Buy quality. Be patient. Stay consistent. Ignore the noise. 🔁 RT to help others escape average returns.

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Northbridge Capital @Northbridge_Cap

3 months ago

“Most people underperform the market… and it’s not because they’re dumb.” Let’s break down why the average investor consistently loses — and how to fix it: 👇

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Vivireinvertir @Vivirinvertir1

3 months ago

🗣️ Si estás empezando a invertir aquí tienes una cartera 💼 diversificada. 🔟 acciones con una rentabilidad por dividendo de entre el 4% y el 5% Si quieres saber cuáles son sigue leyendo 🕵️

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99theory of value @9Value55207

3 months ago

🚀🚀

Dividend Talks on YouTube @DividendTalks

3 months ago

🚀🚀

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Northbridge Capital @Northbridge_Cap

3 months ago

Oil prices are climbing. The U.S.–Iran tension could push Brent above $90 again. Energy stocks and oilfield services might be the quiet winners here. Watch $SLB, $HAL, $XOM.

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Northbridge Capital @Northbridge_Cap

3 months ago

$LMT is one of the few companies that always wins in geopolitical tension. • Strong FCF yield (5%+) • Largest U.S. defense contractor • Massive backlog ($160B+) When uncertainty rises, defense stocks get defensive.

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Ray Myers @TheRayMyers

3 months ago

Obamacare is how $OSCR got off the ground, but this is not the end game! 🛫 ICHRA is a new law that enables companies to subsidise employee health insurance instead of running a group plan! $OSCR expects that this could lead to 75M changing a health insurance provider! 📈…

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Northbridge Capital @Northbridge_Cap

3 months ago

In investing, simplicity scales. Most great businesses are boring on the outside—operating leverage, high ROIC, recurring demand. Boring ≠ bad. Boring often means rich.