𝐏𝐚𝐬𝐬𝐢𝐯𝐞 𝐈𝐧𝐜𝐨𝐦𝐞 𝐇𝐮𝐧𝐭𝐞𝐫 @PsvIncHunter
Long-term Investor hunting for High Quality Businesses Sharing my Journey l Influenced by Buffett, Munger, T. Smith, H. Marks, F. Rochon, among others. moonlightcap.substack.com Deep Dives & Other Ideas👉🏼 Joined October 2021-
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You can read the first part of my $FAST deep dive here👇🏻 psvinchunter.substack.com/p/deep-dive-fa…
You can read the first part of my $FAST deep dive here👇🏻 psvinchunter.substack.com/p/deep-dive-fa…
You can read my full deep dive on $OTIS for free here👇🏻 psvinchunter.substack.com/p/deep-dive-ot…
You can read my full deep dive on $OTIS for free here👇🏻 psvinchunter.substack.com/p/deep-dive-ot…
Note: The goal of these writeups is not to serve as buying/selling recommendations. They are simply a way for me to organize my research/ideas and share it with people that might find them useful.
Note: The goal of these writeups is not to serve as buying/selling recommendations. They are simply a way for me to organize my research/ideas and share it with people that might find them useful.
The possible candidates for next deep dives can be found in the following image. I'm also open for suggestions.
The possible candidates for next deep dives can be found in the following image. I'm also open for suggestions. https://t.co/bp1mWYYsz4
My favorite aspect of studying B2C-focused businesses as opposed to B2B is that the internet gives you access to a ton of customers' reviews for free. I especially find it very valuable to browse through YouTube content. Below are some examples for my $DOO research.
I've been having a lot of fun learning about the powersports industry through studying $PII and $DOO. Writing deep dives takes a lot of dedication, but the result is always more than worth the effort. Below is my reading history for the past week so far.
One of the main aspects I like to analyze about management teams, besides their compensation structure, is how they treat share buybacks. Are they done opportunistically or are they done in a mindless manner in order to offset share dilution? Fortunately $DOO passes the test.
After I finish studying $DOO in depth it only makes sense for me to research one of my most recent discoveries from Rochon's letters. Fox Factory holdings ( $FOXF), a designer and manufacturer of suspension products. 10 yr revenue CAGR: 21% ROIC: Upper teens to low 20s.
Four types of innovation. $DOO $DOOO
The Dividend Breeder @DividendBreeder
21K Followers 997 Following Thoughts on investing, dividend growth, sports, pop culture and whatever else. 39 YO, runner-in-training, blessed husband and father of 4. Not financial advice.
DairyLand Dividends @DairyLandDiv
8K Followers 520 Following Passionate investor detailing my investing journey. I am using the knowledge I gain to help others learn, grow & develop a passion for investing.
Playboy Secrets @playboysecrets
87K Followers 1K Following Helped over 1000+ men to date high-quality women consistently. Start getting consistent dates today, join Premium: https://t.co/BWYva0QDxy
Master P @optguru
4K Followers 1K Following My journey to leave the 9 to 5 via buying solid dividend/growth companies via $0 commissions/fractional shares and hold for life. Not a financial advisor. DYOR.
The Weekly Dividend @Weekly_Dividend
4K Followers 249 Following Simplify Long-Term Investing | Spreadsheets to Make Investing Easy and Fun | Swing Trader 📈📉 | Family Man
Dividend Dynasty @DividendDynasty
13K Followers 653 Following Will - 24 Year Old 🇬🇧 MBA. Tracking & sharing my personal finance journey 📈. I like quality businesses that pay dividends but view them as a last resort.
Dividend Dave 🇨�.. @Lovey1973
7K Followers 847 Following Dividend Investor. Host of The Passive Income Podcast! Retirement Goal $8,333.33 per month in passive income. TSX. REITs, Income Funds. Not Financial Advice.
The Liberated One @Theliberatedone
20K Followers 740 Following The world has made men weak. I am here to make a new breed of strong men. I help men become the best versions of themselves.
Investing_Adventure �.. @InvestingAdven1
4K Followers 614 Following Matt, 47, UK 🇬🇧 | 👨👩👧👦 4 Children |💰Investor Since 2019 | 💸 My Adventure to Financial Freedom | $AAPL and $TSLA Owner & Investor | 💷 PADI: £1,133.61
Dividend Stockpile �.. @DivStockpile
8K Followers 712 Following Dividend Growth Investor and options seller sharing insights and motivation on building a stockpile of dividend growth stocks. https://t.co/uZ0GK9iRQ4
Investing Dentist �.. @TinyToothDDS
5K Followers 283 Following Pediatric Dentist 🦷 | Business Owner | Finance & Investing Enthusiast | Health & Wellness Junkie | Hobbies
Barry Blue Beard - Di.. @BarryMilligan8
4K Followers 899 Following Follow for Investing, Laughs & Who know what else Dividends-Cyclist-Dog Lover-Coffee Snob-Smart Ass Checkmate Affiliate Marketing https://t.co/wbd6L9OiPi…
Nasmoo @Nasmoo175514
0 Followers 18 Following
Shitewt @shitewt48299
0 Followers 35 Following
Waseem Farooq @RaoWaseemFarooq
1 Followers 118 Following
Daniyal m @Daniyalm733754
0 Followers 37 Following
Adam Cheng📊📈�.. @AdamCheng89
664 Followers 5K Following Disclaimer: Tweets ≠ investment advice. They're personal opinions, not recommendations for trading. Do thorough research before making investment decisions.
Cynthia Moore @CynthiaMooreFB
1K Followers 5K Following I post mainly about #FaithBasedBusiness, #ChristainBusiness and #FaithBasedBusinessTips. I am a big fan of video.
henrycabana @henrycabana3
144 Followers 2K Following
Ashish Patil @patilashish75
14 Followers 271 Following
Simon Severino | The .. @simonseverino
1K Followers 3K Following Your personal business coach. Host of the Sales Leader Podcast. Receive proven sales blueprints → https://t.co/FiAkxugPdP
Dathe @Dathe457026
204 Followers 3K Following
Nitin Sood @Nitinindubai
105 Followers 902 Following
Stacy N Henderson @StacyNHenderson
50 Followers 173 Following Helping you form habits that shape not just your wallet but your entire life.
Freia Skogstad @FreiaSkogstad
239 Followers 3K Following Exploring #cryptocurrency as Freia Skogstad, on a journey from traditional investing towards financial freedom. Sharing my learnings and experiences.
jean michel COCONEG @JCoconeg
243 Followers 4K Following
Setasaez @setasaez2199
69 Followers 692 Following
Tenolla @Tenolla199648
115 Followers 2K Following
Martin Inversor @MartinInversor
38 Followers 278 Following En vuelo hacia la libertad financiera | Me gusta aprender de todos | Nada es tan complicado | Me gusta lo sencillo | Hagámoslo así 👇
Invertir Top Indexer @topindexer
94 Followers 241 Following Inversión indexada una buena opción que uno puede optar para crear riqueza a largo plazo.Mis posts son opiniones personales no asesoramientos de inversión.
_disappear @disappe7973395
10 Followers 268 Following
lily @lily96270317851
1 Followers 295 Following
Chic_Champion @ChicChampi66850
22 Followers 219 Following
Cool_Chick @CChick5963
59 Followers 384 Following
Auditora Inversora @Audit_Inversora
6 Followers 83 Following En búsqueda de la IF. Nudismo financiero.
T ZH @TZH10316834
0 Followers 21 Following
Nounnee @Nounnee150029
73 Followers 294 Following
Ashanti Miller @passive_income6
3 Followers 23 Following
Voleauski @voleauski85279
116 Followers 3K Following
Beaunel @Beaunel172678
153 Followers 3K Following
McShitay @MShitay24084
189 Followers 3K Following
jloco44 @jloco44337
0 Followers 48 Following
Jug P @JugP15
2 Followers 542 Following
McBeepe @MBeepe24536
145 Followers 3K Following
Teatoutee @teatoutee17065
158 Followers 3K Following
McTasle @mc_tasle32761
130 Followers 3K Following
Taratheth @taratheth9768
123 Followers 3K Following
Letee @letee69358
166 Followers 3K Following
Sheler @Sheler260672
188 Followers 3K Following
|×| @T0PBTC
143 Followers 468 Following
Sheckeet @sheckeet84153
172 Followers 2K Following
Earn Money-Wallet @Earning_moneyai
131 Followers 217 Following You can earn while you sleep,do whatever you want. 💻✈️🏖️ 💻#MakeMoneyOnline 🧑🏭 #earnmoney 🔗#onlinebusiness 🌐 #affiliatemarketing 💲#PassiveIncome
Domain Names @DomainNames_op
88 Followers 132 Following ONPASSIVE is an AI Technology Company. I am founder of onpassive IT company. domainnamessale #onlinejobs #managingdirector #affiliatemarketing #domainname
fredh @fa88926428
96 Followers 2K Following
Brittany @FunsizedBritt89
7 Followers 59 Following
Dividend Hero @HeroDividend
189K Followers 618 Following Dividend growth investor | Tweet about dividends + getting off the grid
Dividend Seeker 📈�.. @Dividend_Dollar
142K Followers 410 Following CPA/Investing Coach Sign up for my FREE newsletter, The Investor's Edge discussing the stock market. Read by more than 15,000 subscribers EVERY week 👇
Decade Investor💸 @DecadeInvestor
192K Followers 488 Following Posting all things money | 16,000+ people read my weekly newsletter & 1,000s listen to my podcast | Posts ≠ Advice
Kenny | Accent Invest.. @AccentInvesting
261K Followers 260 Following I will teach you how to manage money and be financially literate. I share insights on finance and wealth. Level up with me. DMs open for business.
Compounding Quality @QCompounding
365K Followers 352 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
THE DIVIDEND DOMINATO.. @TheAlphaThought
83K Followers 689 Following Writing a weekly letter to 12k investors, CEOs & entrepreneurs | Showing you how to build passive income from stocks | Creator & Partner of @Grit_Capital | NFA
Dividend Growth Inves.. @DividendGrowth
204K Followers 294 Following Dividend Growth Investor Long term buy and hold investor focusing on Dividend Growth Stocks
𝕋𝕙𝕖 𝔻𝕖.. @TD_Investor
90K Followers 52 Following Dividend Investor — $22K ANNUALLY! • Money Mindset • Wealth Building • Retire Young • #actbroke
Steve · Millionaire .. @SteveOnSpeed
323K Followers 89 Following Money, Confidence and Strength || Mission: Help 10M people achieve financial freedom || Learn how to steal the habits of millionaires in my free newsletter
𝐁𝐮𝐬𝐢𝐧�.. @BusinessFamous
72K Followers 659 Following 💰💰💰Come learn to make money weekly by selling options https://t.co/M9JwZHDkJB
Andrew Lokenauth | Th.. @FluentInFinance
365K Followers 280 Following • I write https://t.co/mkgnr1Cb9H for 50,000 subscribers • Follow to get smarter with your investing, finances, money, career & life
Dr. Dividend🥼💰 @DrDividend47
17K Followers 277 Following Investor | Newsletter Writer | Podcast Host | Building Surgical Investing | I simplify investing by sharing insights from investing experts and my life.
Stephen @StephenCFU_
65K Followers 421 Following President of CFU. A results driven community for trading stock options for profit. 800+ members.
DividendBuilder @DividendBuilder
94K Followers 364 Following Reached over 300M people for my ghostwriting clients + Built a Twitter theme page empire to over 500,000 in under 2 years | Book a Call Today↓
Eddy Quan @waronweakness
162K Followers 825 Following Cubicle Non-Enjoyer ➡️ Professional Life Enjoyer
Cade Invests @cadeinvests
46K Followers 370 Following Sharing my learnings and experiences to help you become a better investor. Writing Chump Change, an email to make you money, and make you laugh.
𝐖𝐞𝐚𝐥𝐭�.. @WealthHatch_
98K Followers 393 Following Helping you activate your peak manifestation power and rise above mediocrity | Law of Attraction Instructor | Facebook Ads Marketer |
WOLF @WOLF_Financial
305K Followers 420 Following Combining Social Media and Investment Research to Build your Wealth | Goldman Sachs Analyst → CEO | 5000+ Hours of Spaces Hosted
Hipster Finance 💵�.. @finance_hipster
46K Followers 588 Following Dividend investor. Budgeter. Hipster. | Current read: One Up on Wall Street by Peter Lynch.
Chad | Money Matters @Chadmoneymatter
31K Followers 525 Following I'm building a Million Dollar Net-Worth on a modest salary of $55k I share my strategies to help lower income families thrive!
Jon Cukierwar @JonCukierwar
12K Followers 486 Following Founder of Sohra Peak Capital Partners, where we invest in businesses with intelligence far surpassing my own. Disclaimer here: https://t.co/C1dK5tzAej
Moonlight Capital @Moonlight_Inv
369 Followers 138 Following Passionate investor. I publish monthly in-depth articles analyzing some of the best businesses in the world. Subscribe at https://t.co/FnUvdihrrz
Análisis y Portfolio.. @AnalisisdeInver
18K Followers 1K Following Tesis de inversión diferentes. Me gustan las situaciones especiales. Gestiona tu portfolio gratis📈📊 https://t.co/gfabvvj08n
Dr Vijay Malik @drvijaymalik
87K Followers 56 Following https://t.co/WDBLCnGoOr - Simplifying Fundamental Stock Investing | Full-time Investor | MBA (IIFT, Gold Medalist), MBBS | SEBI Regd Research Analyst
App Economy Insights @EconomyApp
181K Followers 383 Following • App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 100,000+ read my newsletter How They Make Money
Daniel S. Loeb @DanielSLoeb1
124K Followers 992 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Special Situations �.. @SpecialSitsNews
105K Followers 1K Following Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx
Invest In Assets 📈 @InvestInAssets
59K Followers 422 Following Helping you build wealth with insight on quality stocks. Building a $1 million stock portfolio 🧠 Sharing my journey at https://t.co/gYXjhhmzIc 📈
Rihard Jarc @RihardJarc
39K Followers 3K Following Investor & writer @uncoveralpha. Tweets are only opinions. Researching and sharing the findings of the technology sector in detail (+11k subscribers).
Ahorrador Paciente @AhorroPaciente
4K Followers 368 Following Joven ahorrador que comienza en abril del 2021. Aquí hablaremos de mi cartera, ingresos pasivos, acciones, fondos, crowdlending y educación financiera
Trey Henninger | DIYI.. @TreyHenninger
10K Followers 207 Following Host of DIY Investing Pod/ Videos: https://t.co/T8T4iRg54i / Managed Accounts 📈 / Substack / MicroCap Investor / Focus: Quality + Value + Shareholder Friendly Management
Business Breakdowns @bizbreakdowns
17K Followers 59 Following Official account of the Business Breakdowns Podcast. Diving deep into a single business and finding the key lessons for investors and operators. @joincolossus
Aestas Fund @AestasFund
3K Followers 410 Following Durabilidad + Crecimiento / Regalo tesis de inversión sobre las mejores empresas del mundo / Busco un anchor investor: [email protected]
StockOpine @Stock_Opine
6K Followers 3K Following Long-term stock investing | Fundamental analysis | Earnings Reviews | Not an investment advice
investor.dev @investordotdev
3K Followers 102 Following IT graduated 👨💻| Long Term Investor 📈 | Seeking Alpha Contributor✍️
Charlie Munger Fans @CharlieMunger00
79K Followers 4K Following Fan page & not the real Charlie Munger ☆ Together lets celebrate Munger 👌 Postings done by Anthony White
Barry Schwartz @BarrySchwartzBW
30K Followers 257 Following Chief Investment Officer at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
Lyn Alden @LynAldenContact
678K Followers 752 Following Founder of Lyn Alden Investment Strategy. Finance/Engineering blended background. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH (where I buy my bitcoin).
Hidden Monopolies @SwitchCost
8K Followers 194 Following Equity PM 28 yrs experience | Fmr Head of Equities | Knowledge is the Compound Interest of Curiosity | Writing a Book "Hidden Monopolies" | Life Long Learning
Michael Shellenberger @shellenberger
1.1M Followers 863 Following Founder, Public :: Dao Journalism Award Winner :: Time, "Hero of Environment" : CBR Chair of Politics, Censorship & Free Speech @UAustinOrg : Bestselling author
Canadian Dividend Inv.. @CDInewsletter
10K Followers 640 Following Retired from the corporate world @ 39. Now I analyze dividend stocks and write about them. Subscribe to my FREE newsletter below.
Matt Walsh @MattWalshBlog
2.8M Followers 635 Following Theocratic fascist, bestselling children’s author, America’s highest legal authority
Brian Roemmele @BrianRoemmele
269K Followers 31K Following we can only see what we think is possible...
Greg Speicher @Greg_Speicher
7K Followers 1K Following Private Investor | Inc. 500. Winner | Wharton | Business and investing. Focused on beating the S&P 500. Not investment advice.
Derek Sivers @sivers
290K Followers 10K Following Not using Twitter lately so please email me instead: https://t.co/5QegppOCSk
Supreme Bagholder (@s.. @SupBagholder
5K Followers 2K Following Holder of the bag I own lots of $META and I post on Threads @supremebagholder
SVN Capital @SvnCapital
10K Followers 338 Following Founder, Portfolio Manager - SVN Capital "Money often costs too much" - Ralph Waldo Emerson Disclosure: https://t.co/mPynSZsgwR
Alex Bossert @alexbossert
7K Followers 3K Following Founder & Portfolio Manager @ Bossert Capital. Tweets are not investment advice.
Paco Lodeiro Amado @ValueInvestingS
28K Followers 831 Following Ayudo a rentabilizar los ahorros de forma segura a largo plazo mediante la inversión en bolsa y el value investing
Icaria Capital @IcariaCap
27K Followers 822 Following Profesor de IEB · OMMA · EF Gestor de Fondos Senior en Andbank | Libro: https://t.co/tDNzPRIr6G Telegram: https://t.co/azo1H8GF0c | IG: @santisocarlos
Emérito/Numantia Pat.. @foso_defensivo
63K Followers 981 Following Asesor de Numantia Patrimonio Global FI y Numantia Pensiones PP Los tweets son opiniones personales, NO recomendaciones de inversión [email protected]
Adrià Rivero - Inver.. @adriarivero_
14K Followers 621 Following 24. Analista de renta variable, Inversor privado y divulgador financiero (+47.000 YouTube) TESIS BARRY CALLEBAUT👇
Iván 📈 @Ivan_Bolsa
21K Followers 374 Following 📈 Inversor de largo plazo. 👉 Helios Equity Research: https://t.co/oiwmBl5qFE
Manuel 🇪🇸🇳�.. @manuelfr99
8K Followers 1K Following Seeking Alpha Analyst | Physics | Maths & AI | I believe in long term investing as a way to increase capital
WorldStocks @WorldStockss
21K Followers 295 Following 📈 Inversión a LP con un enfoque empresarial | 🔍 Analizamos empresas de calidad en https://t.co/X5uQ2Jwlbi | 🎧 Escúchanos en Territorio Inversor
Minted @mintedtrading
27K Followers 122 Following Trader,Div/R.E investor. HTT Hybrid tape trader, $SPY $SPX $ES_F Connoisseur. I build self-sufficient traders through educational processes, 1 trade at a time
Sravan Kundojjala @SKundojjala
8K Followers 5K Following Semiconductors, Analyst No investment advice. Opinions are mine only.
Sahil Bloom @SahilBloom
1.1M Followers 127 Following Exploring my curiosity and sharing what I learn along the way. Gave up a grand slam on ESPN in 2012 and still waiting for it to land.
Paul Graham @paulg
1.9M Followers 772 Following
Librarian Capital @LibrarianCap
12K Followers 710 Following Investing/stocks. Ex. HF seeking ideas, contacts & capital. Research Substack on link below; DM is open. Not advice. I may be long/short names mentioned.
Value Theory @ValueInvestorAc
47K Followers 243 Following Buying wonderful businesses. Investing. Books. Free toolkit we use for finding wonderful stocks at Value Investor Academy: https://t.co/f2Hsnnhck6
George Mack @george__mack
287K Followers 942 Following The best ideas I think or find. Get the best ideas, essays and videos I've collected here: https://t.co/q33ixsFPbq
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Acquired Podcast @AcquiredFM
46K Followers 132 Following Every company has a story. Learn the playbooks that built the world’s greatest companies — and how you can apply them. Hosted by @gilbert and @djrosent.
Four Pillar Freedom @4PillarFreedom
17K Followers 106 Following Sharing insights on how to grow wealth.
Aakash Gupta @aakashg0
115K Followers 440 Following I Write the Product Growth Newsletter 🚀 | Helping PMs, Product Leaders, and PM Aspirants Succeed
Clark Square Capital @ClarkSquareCap
22K Followers 2K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsNEd
Guy Spier 🇮🇱 �.. @GSpier
64K Followers 2K Following Father, Husband, Investor, Author & Optimist. My now: https://t.co/OD8KxFzlRB #FreeTheHostages #slavaukraini #IStandWithIsrael #RejoinEU Investor in Care Rating
Me quedo sin palabras para agradecer tus amables halagos, sabes que pienso de forma similar hacía ti.😉 Honestamente, miras la gente de este perfil y es un orgullo la pedazo de comunidad inversora en español que se ha formado: valor, ganas, conocimiento, futuro y sobre todo una…
🧵TESIS DE INVERSIÓN 🧵 Ya sabéis que lo que más me gusta de Fintuit, a parte de conocer gente, es leer tesis de inversión. Toneladas de conocimientos compartidos, tras muchas horas de trabajo. Aquí va una lista de los mejores, sin orden. Con esta gente me iba yo a la guerra.
Empresas de muy alta calidad y foso ancho, cortesía de Morgan Stanley. Informe completo, link en el siguiente tweet. Algunas en 💼 y watchlist.
It's unfathomable how fascinating this theory is. Article for tomorrow is done, hope you enjoy it.
🧵El pasado jueves salió la noticia de que el gobierno mexicano planea reducir la Tarifa de Uso de Aeropuerto (TUA) que los aeropuertos cobran por pasajero Esto provocó caídas de 20-30% en los distintos grupos aeroportuarios, sin embargo, pienso que esto es una sobrereacción 👇
A post from our Co-founder @AdamosHad Today is a special day as my father turns 63, and I'd like to take a moment to express my gratitude for everything he's done for me. In honor of this occasion, StockOpine is spreading some generosity by offering a total of $1,080 in gifts.…
Hace unas semanas, y en el podcast con @WorldStockss comenté que no tiene sentido limitarse/poner apodo a un tipo de inversión. “Dividendos”, “recompras”, “small caps”, “China”… La única inversión que tiene sentido es “la inversión inteligente”. También @foso_defensivo lo…
Tuve un pasado. 🫣😂😂
Akre Capital Management on what actually makes compounding in the stock market difficult. Hint: it’s not math and DCFs.
Además de los clásicos (Buffett, Rochon, Terry Smith…) ¿a quién merece la pena leer o escuchar hoy en día cuando escribe, es entrevistado o da una conferencia? ¿Por qué, qué aporta? Gracias 🙏🏼
Terry Smith is an English investor who has obtained a 15.6% annualized return over the last 13 years. He has done this through a simple buy and hold strategy. Below are 15 lessons we can learn from him👇🏻
A sneak peek at one of the top candidates for the next deep dive👀
In case you missed yesterday's deep dive on $DOO / $DOOO, here's the link to it👇🏻 moonlightcap.substack.com/p/deep-dive-br…
After studying the powersports industry for 70+ hours, I've written an article summarizing everything you need to know about one of its current leaders, BRP Inc. Covering: -Product line breakdown. -Industry Analysis. -Target customers. -Sales by Region. Link in my bio🔗
The electrification of the powersports industry will allow it to continue to grow rapidly in the coming years. It will allow these vehicles to enter into many areas such as lakes & off-road trails, that today prohibit their use due to engine emissions and noise. $DOO $DOOO $PII
BRP Inc's CEO has quite an interesting description of the business: "We sell relaxation therapy for adults." $DOO $DOOO
The biggest advantage of the individual investor comes from being able to maintain a long-term view. Why? Many investment managers are not driven by long-term absolute results but by short-term relative results (i.e. whether they beat their benchmark during any quarter or year)
There's two things you should avoid investing with: -Borrowed money. -Borrowed conviction.
After studying the powersports industry for 70+ hours, I've written an article summarizing everything you need to know about one of its current leaders, BRP Inc. Covering: -Product line breakdown. -Industry Analysis. -Target customers. -Sales by Region. Link in my bio🔗
Doing some final editing on today's Deep Dive. As usual, subscribers can expect to receive it today after market close. $DOO $DOOO
Summary of BRP's position in their current product lines and average MSRPs. There's still plenty of room for growth in the off-road segment. $DOO / $DOOO
Feel free to let me know of any business you think is worth studying here👇🏻
As a long-term investor my goal is to own some of the best businesses in the world. The criteria I use to find them is: -Revenue 10 yr CAGR > 7% -Consistent ROIC > 15% -Share count down in past 5 yrs. -Debt / FCF < 4 Below are some of my recent findings for further study👇🏼
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