QuantCompounding @QuantCompounder

Magic Formula Investor. Happiness equals reality minus expectations. Not financial advice. Check out my #MagicFormula journey! 👇 quantcompounding.substack.com Joined July 2020

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QuantCompounding @QuantCompounder

2 weeks ago

Thoughtful discussion! @steveclapham @tsaicapital open.spotify.com/episode/2ZeBjq…

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Fiscal.ai (formerly FinChat) @fiscal_ai

3 weeks ago

Crocs is currently trading near its lowest valuation in 10 years. EV/FCF: 7.97 $CROX

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Fiscal.ai (formerly FinChat) @fiscal_ai

3 weeks ago

Norbert Lou is one of the most selective investors of all time. He just bought 2 new positions for the first time in years. Crocs and Paypal now account for 33% of his portfolio. $CROX $PYPL

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StockOpine @Stock_Opine

a month ago

$CROX trades at 7.1x EV/EBITDA, well below peers like $DECK at 11.7x and $SKX at 10.9x. Yet, 5Y forward EPS growth is fairly close: 📈 DECK: 4.2% CAGR 📈 CROX: 3.75% CAGR Is $CROX undervalued relative to peers? Thoughts?

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Chris Clark @valuesci

a month ago

$DAC Not too surprising: "when you see actually the stock appreciating really so much, to continue buyback would have shot the price up quite dramatically, which is not really to the interest of long-term shareholders... And that is why we have paused the buyback."

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QuantCompounding @QuantCompounder

a month ago

I think $CROX still looks compelling despite being up 10% in the last month Still trades at a 15% FCF yield with a buyback authorisation big enough to retire c.20% of the float. I’m buying more shares.

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Chris Shipping 🚢🚢 @christankerfund

2 months ago

$GSL and $DAC 52 week highs

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QuantCompounding @QuantCompounder

2 months ago

If you follow @chriswmayer and have 90 minutes to spare check out: youtu.be/4EvUJ4Ha7cM?si…

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Quokka Capital @StevenH45332279

2 months ago

How can a company that has performed like this still be cheap?

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Lex◇investor @Inves2grow

2 months ago

$DAC (ship leasing). Getting this idea on my timeline. First saw @FishtownCap talking about it 🙏🏼 If anyone has input—lay it out. It would take a patient investor imo, but the play has upside w/ a limited in downside. (bit of read, but worth it) skepticallyoptimistic.substack.com/p/anchored-val…

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QuantCompounding @QuantCompounder

2 months ago

My $AMR stake is down ~60% on cost. Yikes. Below exercise what needs to happen p.a. for my investment to break even: 1Y 150% 3Y 35% 5Y 20% 7Y 14% It would take 10Y of compounding at 17% for my original investment to double. 15Y at 11%. Investing is simple, not easy.

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From Growth To Value @FromValue

2 months ago

Want to study Leonard's investment philosophy in detail? I've compiled his complete shareholder letters (1995-2021), from the man who turned Constellation Software into a $76B giant' Get the full collection here for free: from-growth-to-value.kit.com/fe33d677b8