Investing visuals @ZeevyInvesting
Creator of visuals about investing | I share my investment journey | Working in tech | Build Notion templates for investors | https://t.co/BESBjAQg9a Zeevy.co Netherlands Joined May 2023-
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Microsoft $MSFT Q1'24 update🔎 Updated one pager with all key information after the latest earnings of $MSFT 👇 Main takeaways 📢 • $MSFT had a very strong quarter with accelerating revenue growth mainly driven by higher then expected cloud revenue of 31% • A.I. contributed…
Tesla $TSLA update after Q1'24🔎 Updated one pager with all key information after the latest earnings of $TSLA 👇 Main earnings takeaways 📢 • Revenue is down -9% YoY to $21.30 billion vs $22.34 billion estimate • Free cash flow is negative ($2.53) billion vs $653.6 million…
Alphabet $GOOGL analysis🔎 A one pager with all key information of one of the world's most known companies👇 Main takeaways 📢 • $GOOGL has massive presence in the daily live of billions of people. Monetizing a user base of such a magnitude has been a big driver of the success…
Which company earnings would you like to have covered in a one pager analysis🔎✨ Current list📜 • $ASML • $NVDA • $TSLA • $PLTR • $MSFT Comment additional options and I might add them on my list! 🙏
📀ASML $ASML update after Q1'24🔎 An updated one pager with all key information after the latest earnings of $ASML 👇 Main earnings takeaways 📢 • Revenue of €5.29 billion came in below expectation of €5.39 billion estimate • Quarterly net bookings of €3.61 billion came…
🤖Palantir $PLTR analysis🔎 A one pager with all key information of a company that is increasingly becoming an A.I. platform for other businesses👇 Main takeaways📢 • $PLTR is well positioned to benefit from the A.I. megatrend with its A.I. Platform (AIP) gaining a lot of…
We have a clear winner! $PLTR Palantir will be the next one pager analysis👌🔎
We have a clear winner! $PLTR Palantir will be the next one pager analysis👌🔎
For which company would you like to have a one pager analysis? Comment if not one of these four👇
🔐Crowdstrike $CRWD analysis🔎 A one pager with all key information of this high quality cybersecurity company👇 Main takeaways📢 • $CRWD has a product suite that is mission critical for many companies. $CRWD keeps expanding their offerings to increasingly become a single…
🚗Tesla $TSLA analysis🔎 A one pager with all key information of this unique company that disrupted the automotive industry👇 Main takeaways📢 • $TSLA has created a strong flywheel combining the EV transition, autonomous driving and transition to renewable energy • Main…
👜 MercadoLibre $MELI analysis One pager with all key information, after its latest Q4 2023 earnings👇 Main takeaways 🔎 • $MELI is a high quality business with a strong moat and interconnected business parts creating a strong flywheel effect • Take rates have dropped…
☁️ Microsoft $MSFT analysis🔎 A one pager with all key information of the worlds most valuable company👇 Main takeaways 📢 • $MSFT is deeply entrenched in many modern businesses. Either through their cloud offering Azure or their Microsoft 365 subscriptions • Well positioned…
🖥️ NVIDIA $NVDA analysis🔎 A one pager with all key information of a company that is performing on a whole new level👇 Main takeaways 📢 • leader in the field of (cloud) computing and graphics with a very strong moat • Well positioned to benefit from the AI mega trend with…
📀 ASML $ASML analysis 🔎 A one pager with all key information of this unique company👇 Main takeaways 📢 • $ASML is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry • The business is prone to…
February Portfolio Performance 📜 • Portfolio +5,57% • Nasdaq $QQQ +4,34% Biggest gainers 📈 🟢 $TTD theTradedesk +25% 🟢 $ADYEY Adyen +25% 🟢 $NET Cloudflare +24% Biggest losers 📉 🔴 $TEAM Atlassian -17% 🔴 $DT Dynatrace -13% 🔴 $MELI MercadoLibre -7% Top 5 positions 🏆…
End of the week portfolio update! 📜 • Portfolio -1,95% • Nasdaq $QQQ +0,44% Biggest gainers 📈 🟢 $MSFT +1,97% 🟢 $IWDA +0,75% 🟢 $NOW +1,19% Biggest losers 📉 🔴 $MELI -8,31% 🔴 $TTD -8,00% 🔴 $CRWD -5,00% A welcome little stock pullback at some of my favorite names.…
Investing in growth stocks isn't just all fun and games. You have to be able to stomach volatile periods. In 2022, my portfolio dropped ~9% in one month, 𝐭𝐡𝐫𝐞𝐞 𝐭𝐢𝐦𝐞𝐬 and ~14% in 𝐨𝐧𝐞 𝐰𝐞𝐞𝐤. Overall, my portfolio was down 9 out of 12 months.
$NVDA quarter is truly mindblowing. Growing revenue 265% on this scale🤯 Congrats to all shareholders of this stunning company! I’ve missed out on this one but that’s allright🙏 I’d say: sell one share and go have a fancy diner with your loved one(s)!🥰
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Microsoft $MSFT Q1'24 update🔎 Updated one pager with all key information after the latest earnings of $MSFT 👇 Main takeaways 📢 • $MSFT had a very strong quarter with accelerating revenue growth mainly driven by higher then expected cloud revenue of 31% • A.I. contributed…
@ZeevyInvesting I am pretty sure that your REVENUE and FCF numbers should be BILLIONS and not Millions.
@ZeevyInvesting Thank you for the answer, i will have to keep it in mind soon.
@ZeevyInvesting Thanks for the information, may i ask, why don't you have a position?
@ZeevyInvesting Thanks for sharing. Thats really nice. Wanna check whats your approach/ methodology in brief to rate the Quality section?
@ZeevyInvesting This is awesome, a really cool idea One question / comment - I think on Key Metrics it would be "YouTube Ad spend"? Assuming that's just a typo.
Looking at the below, would you invest on $GOOGL ❓
@ZeevyInvesting Great Sheet! At the end of February and beginning of March, there was a lot of negative sentiment surrounding $GOOG stock, combined with an really attractive valuation.
@ZeevyInvesting Nice work, What margin of safety did you use in your calcs of fair value?
@ZeevyInvesting More on MOAT They have a big lead and it is widening. Their model is sticky and cost to exit is huge. They tie in customers and suppliers making stickiness industry wide. Land & Expand encourages customer to keep developing new applications to move the enterprise forward.
@ZeevyInvesting Hi, what’s your view on $team now ?
@ZeevyInvesting I think you missed the boat on the Moat. Love the infographic though.
@ZeevyInvesting I swear I was literally thinking I wish I could find projections for PLTR (because I have taken a position). And with one swipe, this came up. GREAT STUFF! Is there any paper that expands details this summary. Thank you so much for sharing. Take my like and follow!
@ZeevyInvesting Wow I love your one-pagers. What tool do you use? Would be interesting to use this in presentations for my work.
@ZeevyInvesting Great visualization - is this viz Tableau-based? (it looks like it is). I don’t own this name (no plans to do that at all), but I like the visuals - good job
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