Long-term, Quality Investing @SmartCompounder

Engineering + Business Student, Entrepreneur & Investor. Vancouver, BC Joined October 2024

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Long-term, Quality Investing @SmartCompounder

2 weeks ago

Great thread on a high quality compounder.

Adam Wilk @AKWilk

2 weeks ago

Great thread on a high quality compounder.

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“This is the start of a once-in-a-generation opportunity to build the digital backbone of the future.” – Brookfield Most think Nvidia, but what about owning the land, building data centers, powering grids, cooling servers, laying fiber, etc.? $BN

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Long-term, Quality Investing @SmartCompounder

a month ago

$MSFT $3.8T company growing faster than majority of companies in the S&P 500. High quality businesses outperform 🤷‍♂️

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Long-term, Quality Investing @SmartCompounder

a month ago

$GOOGL $NFLX

App Economy Insights @EconomyApp

a month ago

$GOOGL $NFLX

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Long-term, Quality Investing @SmartCompounder

2 months ago

$GOOGL Google cloud showcasing their strong operating leverage, operating margins increased from 11.3% to 20.7% 😳 “Google Cloud operating income increased to $2.8B and operating margin increased from 11.3% to 20.7%.” Q2 ‘25 Earnings Call

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Long-term, Quality Investing @SmartCompounder

2 months ago

$GOOGL Search $54.19B +12% YoY “Search delivered double-digit revenue growth, and our new features, like AI Overviews and AI Mode, are performing well.” - Sundar Pichai, CEO “SeArcH is gEtTinG DisRuPted” 🤷‍♂️🤖

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Long-term, Quality Investing @SmartCompounder

2 months ago

$HEI "In a word, absolutely. HEICO, frankly, gives away money every day to our customers. We are incredibly customer-friendly, and we are very, very protective of our long-term and loyal customers." (Q2 2025 Earnings Call) Wow. Long Heico, what a great business.

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Long-term, Quality Investing @SmartCompounder

2 months ago

$ASML: "Based on different market and lithography intensity scenarios, we see an opportunity to achieve 2030 annual revenue between approximately €44-€60 billion with a gross margin between approximately 56%-60%" 2024 Total Rev.: $28.3B. $ASML expects >57% increase in 2030 rev

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Wall St Engine @wallstengine

2 months ago

$ASML Q2’25 Earnings Highlights 🔹 Revenue: €7.69B (Est. €7.51B) 🟢; +23% YoY 🔹 EPS: €5.90 (Est. €5.22) 🟢;+47% YoY 🔹 Gross Margin: 53.7% (Est. 51.9%) 🟢; +220bps YoY 🔹 Net Bookings: €5.54B (Est. €4.80B) 🟢; -0.5% YoY Guidance 🔹 FY25 Revenue Growth: ~15% YoY (Prior:…

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Long-term, Quality Investing @SmartCompounder

2 months ago

$LOAR "Imagine one of our favorite investors calls us boring. You beat, you increase your guidance, you announced your largest acquisition, you improved your margins, and you just continue to do what you say each time. So, look, we're going to continue to be boring."

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Long-term, Quality Investing @SmartCompounder

3 months ago

Looking at the profitable side of the aerospace industry, the component providers, $TDG, $HEI, have produced amazing returns. Recently have been looking into $LOAR, looks quite expensive at first look. IPO’d in 2024 and <10B in Market Cap, will be digging deeper.