Compounding² @CompSquared

Sharing knowledge. Filtering out the BS. Joined October 2023

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Ray Myers @TheRayMyers

11 months ago

📢SEA One Pager! Although $SEA recovered 147% this year, it is still down 70% from its peak. Overall, $SEA is up 205% in 5Y, here is why! 1️⃣ 1,650% Increase in Sales 2️⃣ 343% Growth in FCF 3️⃣ GMV is up 777% 4️⃣ Gaming Paid Users grew 341% 5️⃣ 12X Increase in 2026 EPS

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Visual Capitalist @VisualCap

11 months ago

Right behind India, the UAE and Indonesia rank 2nd and 3rd globally in projected 10-year real GDP growth. The UAE's momentum is fueled by high growth per worker and strong productivity 📈 See how other nations stack in @RayDalio's Great Powers Index 2024: visualcapitalist.com/real-gdp-growt…

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Kairos Investment Research ♟️ @LDiscernment

11 months ago

$CSWI has been a beast since the spin-off in 2015. Yea, it’s a boring industrial growth co. They acquire plumbing, HVAC and lubricant brands. But it ain’t dumb if it works.

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Koyfin @KoyfinCharts

11 months ago

The paper titled "The Equity Compounders" was published by Morgan Stanley in 2016. "These compounders have generated superior risk-adjusted returns across the economic cycle". 🧵 Our 6 favourite highlights:

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Shay Boloor @StockSavvyShay

11 months ago

$HIMS is down over 12% pre-market after the FDA removed $LLY Tirzepatide from its shortage list and tightened compounding regulations -- limiting HIMS’ expansion plans into the GLP-1 space 👀

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Brew Markets @brewmarkets

11 months ago

Cathie Wood sold her shares in Nvidia here:

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Andrew Salamon @andrewkmf

11 months ago

$PLTR My thoughts on Palantir's valuation and why I'm planning on significantly decreasing my % allocation towards Palantir: To start, my current allocation is 79%. Palantir is very rich at these prices, no matter how you slice it. I am still extremely bullish about the future…

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Brett Krieger @BrettKrieger12

11 months ago

$PLTR institutional ownership now sits at ~44% per Bloomberg

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Bourbon Capital @BourbonCap

11 months ago

Here's another: $PDD crashed to $88 just 10 days ago, and today it's back up to $152. That's a 70% increase. But when the stock crashed, 99% of the people on this platform were calling Chinese stocks 'garbage.' I don't own $PDD

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Fiscal.ai (formerly FinChat) @fiscal_ai

11 months ago

Google Cloud is an absolute growth machine. ~36% Revenue CAGR and increasing margins at scale. $GOOGL $GOOG

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Ray Myers @TheRayMyers

11 months ago

📢Amazon One Pager! I believe Amazon is the most undervalued Mag 7! In the last 🔟 years $AMZN is up 1,037%, here is why! 1️⃣ 579% Growth in Revenue 2️⃣ 2,380% Increase in FCF 3️⃣ AWS is Extremely Profitable($33B) 4️⃣ 3P Business is accelerating 5️⃣ 31.3% EPS 2026 CAGR

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The Kobeissi Letter @KobeissiLetter

11 months ago

BREAKING: The S&P 500 rallied 20.8% in the first 3 quarters of 2024, posting its biggest gain since 1997. This is nearly DOUBLE the 11.7% increase seen last year and the third-best performance since 1990. The index also recorded the best start to a presidential election year in…

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Invest In Assets 📈 @InvestInAssets

11 months ago

If I could only screen for one factor, it would be the return on invested capital:

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Thomas Chua @SteadyCompound

4 years ago

Old me: Great, the stock is up 30%! Time to sell. New me: Great, the business fundamentals are improving! Hold. Selling for quick gains prevents you from holding on to multi-baggers. Track the business, not the stock price.

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Ray Myers @TheRayMyers

11 months ago

📢Mercado Libre One Pager! $MELI is up 1,766% in 10Y, here is why! 1️⃣ 2,974% Growth in Revenue 2️⃣ 1,595% Increase in EPS 3️⃣ GMV is up 589% 4️⃣ Payment volume is exploding(10x) 5️⃣ Strong FCF (32.9%) 6️⃣ 41.4% 2026 EPS CAGR

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Koyfin @KoyfinCharts

11 months ago

10 companies, 10-years, 10-baggers. Some are boring, some not. There are many ways to skin the cat.

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Koyfin @KoyfinCharts

11 months ago

These 10 companies have been share cannibals in the last decade, repurchasing between 25% to 65% of their share count: 1) $LOW Lowe's Companies • Market cap: $154 billion • 10Y Total Return: 513% (19.9% CAGR) • 10Y Sharecount: -42.5%

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Ray Myers @TheRayMyers

11 months ago

📢Costco One Pager! Many have dubbed Costco the best retailer in the world! $COST is up 608% in 10Y, here is why! 1️⃣ Cult Following (137M Members) 2️⃣ Massive SCALE ($254B Rev) 3️⃣ 126% Revenue Growth 4️⃣ 257% EPS Growth 5️⃣ 33% Increase in Warehouses 6️⃣ 80% Cardholder Growth

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Quality Stocks @Quality_stocksA

11 months ago

🎉 One Pager Special Week - 🇦🇺 Australia Day 6 - Technology One $TNE 🏆 Score 7.2/10 🎯 My fair price estimation is at AU$16.6 🐂 Bull case - Great growth and profitability - Management usually exceeds expectations - Different sources of growth (price increase, new customers,…

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Natan @nataninvesting

11 months ago

$BABA in Q3 repurchased 52 million shares equivalent to $4.1B. Shares outstanding is down: - 2.1% Q/Q - 8.1% Y/Y The last month increase in the stock price will reduce the decrease rate but everything above 5% Y/Y is very good for shareholders!