FCF @compoundmycash
Investor United States Joined January 2022-
Tweets134
-
Followers400
-
Following420
-
Likes4K
If someone wanted to invest in pharma, but didn’t want to take the risk associated with drug development. What are some companies to consider? I will start $WST.
Adobe has crushed the S&P 500 over the last 10 years. It compounded at 22.5% CAGR while the S&P did 10.7%. But in the last 8 weeks, Adobe stock dropped 26% Here's Adobe explained in 6 Graphics👇
Mauboussin & Callahan once shared a great paper on how to better understand TSR. "TSR is the capital accumulation rate that investors earn if they reinvest all of their dividends into more shares of the stock during their holding period". 🧵 Our 8 favourite highlights:
The Lifecycle of a Coca-Cola Can Have you ever wondered what public companies are involved in the aluminium can value chain? In this infographic that we've just created, we illustrate the key players in each part of the chain – all the way from raw materials to recycling:
Freight brokerages typically can stay afloat during trucking recessions. But the ongoing, severe downturn has slammed third-party logistics companies. bit.ly/46wbYH1
Over the last 10 years, only 19 companies in North America have bought back more than 50% of their stock. Here are the 10 best performers from that group: (The performance might surprise you) ⬇️
We've just created another version of our highly appreciated $LVMH infographic, visualizing three decades of acquisitions and revenue growth:
Sometimes, it is the most ordinary and seemingly boring business that boasts incredible long-run performance charts. Like Starbucks $SBUX, which has returned a 21% CAGR over more than 31 years. 1/ Here are some of our favourites:
"The Russell 2000 finished September 2023 with a 2.4% 5-year annualized return—a performance nearly identical to its year-to-date result through the end of 3Q23 and evidence of just how underwhelming recent returns have been for the small-cap index. ... Yet the average price…
What are some examples of low margin, high ROIC businesses or industries? And why are they so?
My cap light compounder thread generated a lot of interest so flipping it around a bit--what are your favorite cos with local distribution moats? i.e. cos where it would be hard to rebuild the local distribution network required to service customers. Obv examples are $LIN $FAST
What are some lesser known capital light compounders? They don't need to be attractive here (chances are they aren't), just looking to build the watchlist.
A whole rotisserie chicken for $7.50 is a miracle of capitalism. It's most of a day's calories for 30 minutes of minimum wage. It's delicious. It goes with everything. It comes hot, but you can eat it cold. Incredible.
While many are aware of $POOL & its exceptional business characteristics, far fewer are familiar with $SITE – an impressive wholesale distributor of landscape supplies that looks a lot like $POOL did decades ago $SITE is rapidly taking market share in its niche
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.Bill @wabuffo
23K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.KFP @chasingthevig
3K Followers 999 Following L/S SMID-cap. Event-driven. Investing in change. Not investment advice.3:10 Value @310Value
7K Followers 4K Following Business analyst. Tuitio fidei et obsequium pauperum. Not investment advice. [email protected] https://t.co/BmHjJLJ1AeRicksCEO @RicksCEO
16K Followers 3K Following President/CEO of RCI Hospitality Holdings Inc. Read the sec files before investing https://t.co/G4XoOeOSVHD @d_rose92
3K Followers 2K Following Not Investment Advice | just some dope on the internet | Do Your Own Due Diligence. DMs open.MaxineReade @53e1js71Okwvt
0 Followers 105 FollowingThiseth @Thiseth25482
7 Followers 232 FollowingCharlie Bilello @charliebilelloi
99 Followers 4K Following Chief Market Strategist @ Creative Planning Investor I Writer | Reader | Thinker Trying to become a little wiser every day.Summer-rose Curet @CuretRose76916
83 Followers 5K FollowingCorinna Mcfarland @CorinMcfarla
92 Followers 5K FollowingCharlie Bilello Priva.. @PrivateBilello
13K Followers 11K Following l'll discuss mainly about the Price Action analyses of the Stock Market. Exclusively for Elite Traders, Just for a Selected Few. MAIN PAGE: @charliebilelloConstance Bolitho @ConstancBoli
58 Followers 5K FollowingGloria Coar @CoarGloria86779
49 Followers 5K FollowingKyle Grieve @IrrationalMrks_
25 Followers 431 Following Host of The Millennial Investing Podcast | Empowering retail investors to compound wealth with stocks | '20-'23: 12% Compound Annual GainLorna💜 @VivoEnSanJose
621 Followers 179 Following Don't waste every day you have in this world, we must be passionate about life and the distance❤️📚🏝Jamin Ball @jamin__ball
83 Followers 1K Following Partner at Altimeter partnering predominantly with private software businesses. Clouded Judgment author. Dad to 3 amazing girls. No investment adviceKyle Grieve @Irrationalmrkt1
37 Followers 2K Following Host of The Millennial Investing Podcast | Empowering retail investors to compound wealth with stocks | '20-'23: 12% Compound Annual GainDaniel @MnkrDaniel
68 Followers 2K Following I break down Investing and Psychology Concepts. For Company Research and my Portfolio, click here: https://t.co/amH3fejNnEWorld Luxury Realty @World_L_Realty
193 Followers 2K Following We help investors to promote the acquisition of high-value real estate assets, access property. 🌍 https://t.co/3mWfhAzx2P #realestate #realtor #propertyLex◇investor @Inves2grow
2K Followers 1K Following Collector of shares. Self-taught, underdog who reads. Buying well lowers risk; patience gets paid. An art major who refuses to stay in his lane.Shasta Reagan @shast_reag
46 Followers 5K FollowingLaiba Poet @laiba_po
54 Followers 5K FollowingFairy Gasperini @FairyGaspe20570
75 Followers 5K FollowingRosalyn Hartwell @RosalynHar20750
74 Followers 5K FollowingMarianna Billet @BillMariann
31 Followers 5K FollowingMcSmete @MSmete74176
123 Followers 2K FollowingSecyneigh @secyneigh85558
127 Followers 3K FollowingSheethi @Sheethi264765
7 Followers 76 Following A strong woman is one who is determined to do what others are determined not to do.Ratethe @Ratethe276659
51 Followers 2K FollowingTheke @Theke915758
81 Followers 2K FollowingWhayna @Whayna248009
178 Followers 3K FollowingTourkoez @tourkoez81162
42 Followers 2K FollowingKatlyn Kazeck @KKazeck52384
45 Followers 5K FollowingSought @Sought15198
283 Followers 4K Followingus_Willow_ @WillowUs84421
2 Followers 375 FollowingEleanor_Hill @EleanorHil95770
5 Followers 385 FollowingThesi @Thesi399726
68 Followers 2K FollowingDonna_GD @gd_donna31385
32 Followers 474 FollowingElizabeth @elizabeth73grob
142 Followers 3K FollowingShiseth @shiseth77765
40 Followers 2K FollowingShannon @garvin_shannon1
220 Followers 3K FollowingLawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9UBill @wabuffo
23K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small capsPrepared Remarks @Rebrand_As_Y
19K Followers 924 FollowingSteads @winsteadscap
10K Followers 448 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit languageKFP @chasingthevig
3K Followers 999 Following L/S SMID-cap. Event-driven. Investing in change. Not investment advice.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/Sv6Y5YsrBq3:10 Value @310Value
7K Followers 4K Following Business analyst. Tuitio fidei et obsequium pauperum. Not investment advice. [email protected] https://t.co/BmHjJLJ1AeIn Practise @_inpractise
21K Followers 615 Following Primary Research for long-term fundamental investors.RicksCEO @RicksCEO
16K Followers 3K Following President/CEO of RCI Hospitality Holdings Inc. Read the sec files before investing https://t.co/G4XoOeOSVHD @d_rose92
3K Followers 2K Following Not Investment Advice | just some dope on the internet | Do Your Own Due Diligence. DMs open.Long Equity @long_equity
50K Followers 141 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiE₿ΞΞnThereDoneThat.. @BeenThereCap
8K Followers 463 Following Semi-retired hedge fund founder. Ex hot-shot lawyer, ex hot-shot strategy consultant. Value+macro in crypto, technology, Buffett-style old economy & commoditiesJames Loca @james_loca
1K Followers 2K Following Finance junkie. Quality-biased investor. Investment Analyst.The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5HFundamental Research .. @fundam_inv
8K Followers 449 Following Ex-“Sell-side, M&A, FPA, Institutional money management @ $ DD Bil Funds” | All tweets are personal opinionspermastonks @permastonks
822 Followers 796 Following retired portfolio manager/ advisor. $csu and chilladam keesling @adam_keesling
12K Followers 280 Following Writing about software companies and markets | VP @scaleview | There are four kinds of business: tourism, food service, railroads, and salesRobert Cantwell @upholdings
5K Followers 259 Following Portfolio manager of the Compound Kings fund. No investment advice.Raging Capital Ventur.. @RagingVentures
57K Followers 941 Following Commentary on investing, politics, tech, and start-ups. Not Financial Advice. Sign-up for free quarterly newsletter: https://t.co/6G64m7pEi0The Compounding Torto.. @CompTortoise
5K Followers 129 Following Research on high-quality growth companies | digging deep into the financials | serial acquirers | ex. senior finance manager (SME) | Substack newsletterTechCrunch @TechCrunch
10.3M Followers 460 Following Technology news and analysis with a focus on founders and startup teams. Got a tip? https://t.co/J0WxnZxSRYBrian Feroldi @BrianFeroldi
542K Followers 506 Following I demystify the stock market | Author, Investor, Teacher | Tweets about money & investing | 90,000+ investors read my free Long Term Mindset newsletterUnemployed Capital Al.. @atelicinvest
6K Followers 602 Following ex-Buyside PM. Now jobless and homeless, roaming around for lulz. Excuse my bad manners.Conch Shell Capital @TMTMoats
4K Followers 128 Following I Talk About the TMT Sector & Deconstructing the Investment Process. Covering TMT for 15+ years. All Views/Opinions are not Investment Advice.ltmleverage @ltmleverage
2K Followers 881 Following Born and raised credit without the cliche value bent, tell me more about ur spread per turn of ltm lvg, longtime player haters ball attendeeCorry Wang @corry_wang
25K Followers 252 Following Strategy @ Google | Formerly tech equity research @ Bernstein Research. All opinions expressed are my own, and do not represent Google'sFabricated Knowledge @_fabknowledge_
16K Followers 465 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more VChairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]DAG Investments @DAG_Investments
2K Followers 694 Following Private family office of long-only, true long-term investors (inter-generational). Only tweet/follow about stock market and/or our holdings (see pinned thread).witeken @witeken
11K Followers 451 Following Semiconductors and all things Intel. Legacy verified. Freelance @tomshardware @SeekingAlpha @VentureBeat (LFW). https://t.co/p0B1ljf2nP https://t.co/aRV0H7XRzlSandBrook Capital @SaasquatchC
4K Followers 516 Following L/S internet, software, consumer @joeybrookhartRobert Scoble @Scobleizer
504K Followers 68K Following Follow me on my new podcast with AI startups, Unaligned. Tech industry color commentator since 1993. Author/Blogger. Former strategist @Microsoft.TechStockFundamentals @TechFundies
6K Followers 356 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.RiverRoadPartners @partners_road
4K Followers 248 Following Hedge fund manager. Bring any short idea; focus on frauds and fads. River Road Partners is a made up name for X, by the way, so don’t bother.Zillow Gone Wild 🏡 @zillowgonewild
619K Followers 10 Following join the zillionaires 🏡. email me wild homes: [email protected]. Subscribe to the Zillow Gone Wild newsletter to never miss a wild home 👇Lex◇investor @Inves2grow
2K Followers 1K Following Collector of shares. Self-taught, underdog who reads. Buying well lowers risk; patience gets paid. An art major who refuses to stay in his lane.TMT Breakout @heartbreakout
6K Followers 175 Following Tech Prop Trader | TMT Specialist | I write daily about everything that is moving Tech stocks that day | https://t.co/ZOuFklup34Vidushi Dyall @vidushi_law
316 Followers 328 Following @progresschamber Breaking down key developments in important tech cases you should be following. Tech policy, cybersecurity, competition. Fordham Law alum.Kourosh @kouroshshafi
7K Followers 1K Following archiving business tidbits “Make ‘em think, make ‘em laugh, make ‘em money.”Insider Tracker @TrackInsiders_
40K Followers 3 Following Tracking the stock trades of CEOs, executives, and congress members so you can stay one step ahead | Get our weekly email: https://t.co/nLshMaUwOFRApport @rapport_bio
1K Followers 70 Following Biotech & planetary health insight & opinion, curated by RA Capital. Tweets by Chris Morrison, Jess Sagers, & Tom Culman. Read more at https://t.co/P7yHNn09QR.Mike Solana @micsolana
273K Followers 1K Following billionaire media tycoon and former mayor of san francisco. disinformation researcher. cmo @foundersfund. editor-in-chief @piratewires 🏴☠️Sherwin-Trilliams @JSchmanathan
122 Followers 404 FollowingMarsh Equity Research @MarshEquity
8K Followers 2K Following We find companies trading below their intrinsic value and share them via an email newsletter. Join our free private community below.The Conservative Inco.. @TCII_Blog
10K Followers 265 Following Ultra long-term investor tweeting about stocks and investment philosophies that may benefit you. Subscribe to my Patreon for real-time investment disclosures.The Investing for Beg.. @IFB_podcast
31K Followers 133 Following Breaking down the stock market for beginners, using everyday language | Available everywhere | Sign up for our Nuggets emails to continue your learning ⬇️Dylan Patel @dylan522p
39K Followers 683 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shopIf you think it's 'over' because a company is paying a dividend, I encourage you to look through the track records of individual dividend aristocrats.
An overview of the outlook for leading edge semis - $NVDA $ASML $TSM $CDNS and more! techfund.one/p/outlook-in-l…
A reminder from Google on their incredible growth: "Taking a step back, it took Google more than 15 years to reach $100B in annual revenue. In just the last six years, we've gone from $100B to more than $300B in annual revenue" - CEO @sundarpichai $GOOG $GOOGL
Warren Buffett on American Express: "That was my partnership's best investment" In 1964, Buffett put $2.8M of his $17.5M fund into AMEX. AMEX grew to a 40% holding, "the largest investment the partnership ever made," and compounded at 50% for four years. Here's the story…
If someone wanted to invest in pharma, but didn’t want to take the risk associated with drug development. What are some companies to consider? I will start $WST.
Reminder that even businesses enjoying tailwind will run into cyclical speedbumps from time to time. Revenue growth (Q4'22): $META: -4.5% $GOOGL: 1% Revenue growth (latest quarter): $META: 27.3% $GOOGL: 13.5%
Quite incredible that forty years ago, Walmart CEO's first job there was to unload trailers at a warehouse and Costco's CEO started as a forklift driver. Only. In. America.
"I hate DCFs" = 1. "I can't reconcile the three financial statements in a way that corresponds to the economics I narratively express about the company."
I thought Russell Napier had a pretty interesting take on why Chinese stocks are likely "a dangerous trading opportunity"
$GOOGL: Just took a Waymo home from dinner and watched my friend's jaw drop bc of the experience. But then our babysitter, who is a lovely high-school girl and our family friend's daughter, took an $UBER home. And I have to admit I felt on edge until I received a text that…
13Fs are a great place to get investment ideas. But instead of looking at what hedge funds are up to, take a look at what NVIDIA is investing in. Any of these companies take your fancy?
Who is the character you’re slowly turning into?
Who is the character you’re slowly turning into?
In his 2005 fund letter, Nick Sleep mentions the Robustness Ratio. The Robustness Ratio is a framework one can use to think about the size of a company's moat. It is the amount of money a customer saves compared to the amount earning by shareholders.