ACCA Qualified accountant, MSc in finance & portfolio manager on Etoro. Fundamentals-based dynamic asset allocation. Fin charts and opinions, but not an advice.patreon.com/CompoundingLabJoined January 2016
Just 22K jobs were added in May, as Mfg. lost 12K. The unemployment rate rose to 4.3%, but U6, which is more consistent with historic methodology, rose to 8.1%. The actual rate is over 10%. The Trump economy is worse than Biden's, with a weaker labor market and rising inflation.
$DHI
D.R. Horton is riding high in the homebuilding sector, but it seems that its stock price is running ahead of fundamentals.
ROIC and growth are decent, which is evidenced in high 3Y and 5Y stock return, but in the most recent year stock was down 6%, reflecting challenging…
$DVN vs $FANG
All charts show that these businesses are highly correlated in terms of performance.
Since both are independent oil and gas producers, I am not surprised with stagnating revenue of DVN. Oil prices in 2014 were much higher than lately. For Diamondback, growth is…
S&P500 might not be even overvalued at this level.
Projected earnings growth >12%.
It's never been so high in history. Not even one decade.
$VOO $SPY $SPX
This industrial conglomerate demonstrated exceptionally stable EPS growth historically. Sales also increased by 6% on average, but EPS outpaced this growth significantly to reach 10% - the result of margin improvements and share buybacks.
Debt level remains at min level, giving…
$VRSK
This is a leading provider of data analytics and proprietary solutions within the insurance ecosystem and their shares are expected to benefit from complex regulations and massive data assets.
Verisk has a Wide moat stemming from intangible assets, switching costs, and…
I have already covered 250+ S&P stocks via OnePagers or StocksBattle visuals.
I think it's possible that by end of this year all S&P500 stocks will be covered.
Went on a walk today and started reflecting on where I am in life…
…and honestly, I got emotional.
We move so fast chasing success that we forget to slow down and appreciate what’s already in front of us.
I’m guilty of this.
I bet a lot of you are too.
At the end of the…
I am preparing something really big (at least for me).
First time I will publish an article bigger than 2,000 words.
It will be a DCF model with a story for one of the well-known stocks.
Full article will be published on Patreon, and a short version here on X.
It will be…
$XYZ
Block Inc provides payment services to merchants through two segments: Square and Cash App.
Company only recently started generating decent net income and we can see that this resulted in growth in earnings yield, which is now 7%. But here is significant income charge…
$CBRE vs $CSGP
CSGP seems to have a wider moat, despite having lower ROIC. This is possible, although not an ordinary combination. CSGP’s moat is wider because it is more structural (data + network effects + switching costs), giving it long-term pricing power and customer…
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