Road2Compound @Road2Compound
Daniel. Compounders only. Joined July 2021-
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La velocidad de las nubes pasando, de la hierva creciendo, de los árboles frutales madurando. A esa velocidad crece tu patrimonio. No hay que hacer cosas todos los días.
Company growing DD+ and repurchasing $20B worth of stock at one of the lowest valuations in a long time But sure, fire the man because the stock is going down $ADBE
Company growing DD+ and repurchasing $20B worth of stock at one of the lowest valuations in a long time But sure, fire the man because the stock is going down $ADBE
Hace unos días anuncié a mis suscriptores que mi próximo análisis será sobre Judges Scientific $JDG Este contenido es premium, pero si os interesa y veo interés, puedo abrirlo para que conozcáis cómo trabajo. Si este tweet llega a 500 likes y 500 retweets, publicaré en abierto…
$META is really the only Big Tech company that "got fit" and addressed the bloated cost structure caused by the pandemic. Zuck's execution is something to behold:
Nuevo análisis publicado👨💼: mi última adquisición es una empresa conocida en la comunidad, con activos muy duraderos, bajo riesgo, una directiva excelente y una valoración muy atractiva. Lo dejaré abierto durante 48 horas si alcanzamos 500 ❤️ y RT 🔁. Si lo conseguimos, avisaré…
Evolution Gaming $EVO Es Navidad🎄, y quiero compartir algo que quizás os interese... Aprovechando la oportunidad que está presentando la compañía, he decidido dejar la tesis en abierto durante unos días. Podéis encontrar el enlace 🔗 en mi perfil. Si creéis que el trabajo…
🎁 Navidad: Suscripción de por vida 🎁 Este 25 de diciembre llegará Papá Noel 🎅y regalaré una suscripción de por vida a Galician Investor, la comunidad más seguida en español sobre ideas de inversión y gestión de cartera, con una rentabilidad histórica verificada del 18,30%…
Asignación de capital buena, lógica y oportunista. Otra forma de decirnos que creen que la empresa vale el doble hoy, y dedicar cientos de millones para aprovecharlo. $BN
My notes from the NEW Poor Charlie's Almanack: The Wit and Wisdom of Charlie Munger turned into maxims: 1. Find a simple idea and take it seriously. 2. Good ideas are rare. When you find one bet heavily. 3. Humans have been writing down their best ideas for 5,000 years.…
MUST READ 🙏 Remembering my teacher Charlie Munger - By Li Lu Thursday, November 30, 2023 I was on a business trip in Asia on Tuesday when I got the call from the Munger family informing me that Charlie was in his final hours. I hopped onto the next flight I could find to…
Very sad to hear. RIP. 🙏 $EDAC $EDAC.MI @JNV_investing @Secrets4stocks EdiliziaAcrobatica, founder and Ad Riccardo Iovino has died. #MarketScreener marketscreener.com/quote/stock/ED…
Llega Septiembre y empieza el cole, hay que educarse. 🧑🏻🎓 Sortearé 5 libros sobre inversiones para un único ganador seleccionados exclusivamente por mi. 📚 ¡Si, 5 libros para un único ganador! 😉 Lee hasta el final del Tweet porque hay sorpresa 🙀 Fecha ganador🗓️ Viernes 15…
How management should think about Capital Allocation Source: @ashishkila
He definitely thinks they’re cheap $B3.ST
You learn something by doing it yourself, by asking questions, by thinking, and by experimenting. You don’t get educated by this self-propagating system in which people study to pass exams, and teach others to pass exams, but nobody knows anything.
The new CEO and already largest shareholder of $B3.ST, Sverre Bjerkeli, continues to buy more shares now that the quiet period has ended.
The new CEO and already largest shareholder of $B3.ST, Sverre Bjerkeli, continues to buy more shares now that the quiet period has ended.
Que no sea por no intentarlo😄👏🏻👏🏻
Que no sea por no intentarlo😄👏🏻👏🏻
Compounding Quality's first e-book is ready! It will be published on Amazon soon (price: $30). Today I am giving it away for free. To receive it: 1️⃣ Follow us (so I can DM you) 2️⃣ Retweet this tweet 3️⃣ Reply 'Book' below
Like beer? Love Stanwell! ❤️ teqnion.se/investor-relat… stanwelltechnic.co.uk
𝗖𝗼𝘂𝗽𝗮𝗻𝗴 $𝗖𝗣𝗡𝗚 𝟭𝗤𝟮𝟯 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 💪🏻 - Rev $5.8b +13% FXN +20% ↗️🟢 - GP $1.4b +36% ↗️🟢 margin 24% +409 bps ✅ - Adj EBITDA $241m ⤴️ margin 4% +593 bps ✅ - EBIT $107m -48% ↘️ margin 2% -218 bps ↘️🔴 - Net Inc $91m -57% ↘️ margin 2% -252 bps ↘️🔴 - OCF $501m ⤴️…
Aubrey Wright @VO4Y419ymgT6cX
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Speedwell Research @Speedwell_LLC
9K Followers 234 Following 🗒️In-depth research on quality public companies 📖 Free content on Substack 🎧 Podcast: The Synopsis 👇 All Linked below 🔸— Drew Cohen & @kevg1412
Oscar 100% @oscar100_x
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