The Spanish Profit @spanishprofit
Equity investor Spain Joined August 2020-
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$XPEL people are you alright? Feel like some of you will need therapy
A case for why Spain is the greatest country on Earth: (a 🧵)
Looking at Capex to Gross Profit (to normalize for biz models; I deduct fulfillment expense from AMZN) for GOOG/AMZN/META/MSFT. From 2017 to 2024, Capex/GP is surprisingly only up from 23.2% to 25.8%. MSFT: 13% -> 26% GOOG: 20% -> 22% AMZN: 48% -> 26.7% META: 19% -> 29.7%
WillScot Mobile $WSC Core pricing and higher penetration of value added service should allow HSD rev growth over next few years. Volume starting to improve. Annual margin expansion 40-50bp very reasonable. Compounding +DD fcfps with buybacks. Trading 8% FCF yield pro forma $mgrc
WillScot Mobile $WSC Core pricing and higher penetration of value added service should allow HSD rev growth over next few years. Volume starting to improve. Annual margin expansion 40-50bp very reasonable. Compounding +DD fcfps with buybacks. Trading 8% FCF yield pro forma $mgrc
the worst combo though is either thinking you are making high conviction bets while being diversified. Or thinking you're diversified when you're really making one factor bet. you don't even get the benefits of that conviction on the way up. then you just get wrecked.
What’s the fucking obsession with $TSLA and $NVDA ? There are more stocks out there people
You all fucking Illuminati’s: buying $NVDA and other AI plays to the stratosphere. Me: loading up on $WSC $GFL $AMZN
When you Google "Sydney Sweeney" this is what comes up. It takes 30 seconds (practically infinite in internet time) to scroll past this to get to Google's "10 blue links". Compare this to Perplexity where all you get is the Wikipedia section. What are we even talking about at…
Ontario Pension Plan and private equity offloading 17mn shares of $GFL Let’s get these out of the way.
OMG, $LYFT said 500bps of EBITDA margin expansion for '24 in the PR but they "meant" 50bps- should make for some potentially interesting lawsuits...
1/6 It required a grand total of 6,434 days (17 5/8 years) but my first Mastercard $MA share purchase finally earned "Platinum Elite" 100 Bagger status. You don't need a lot of money to make a lot of money when you earn a 29.8% CAGR (excluding divvies) over 17+ years.
5x your stock with this one simple trick! $META
Twitter looking like an AA meeting after $CELH -12% decline on Friday.
$GFL downgrade from BofA is the dumbest read of the week.
seeing a lot of confusion around why layoffs are happening at companies with a lot of cash on the balance sheet. at the risk of getting roasted... here's a TLDR, for both public and private companies
why does not SEC make companies to file official transcripts of their earnings calls?
Uber in 2013: $3 to go to the airport Wearing a tuxedo Opens the door for you Uber in 2024: $90 to go 6 blocks Smells like a locker room Wheels fall off mid-ride
In how many fuckin ways can you ask if the Fed is cutting rates?
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@spanishprofit @AltaFoxCapital Ha! I own this in size. Agreed it is a good one that is misunderstood.
I own two public safety technology companies, Axon $AXON and Motorola Solutions $MSI. Both companies are innovative, generate substantial free cash flow, with high returns on capital, have predictable / recurring revenue streams and substantial pricing power. Importantly, both…
Axon $AXON is firing on all cylinders...reported after the close and on the conference call. Comment from President: "Incredibly pleased with all segments of business and continue to see enormous opportunities in front of us" $63bn TAM public safety TAM. Up from $50bn. 122% net…
Motorola Solutions - $MSI - doesn't get enough attention Solid summary of the business from @RadnorCapital
I own two public safety technology companies, Axon $AXON and Motorola Solutions $MSI. Both companies are innovative, generate substantial free cash flow, with high returns on capital, have predictable / recurring revenue streams and substantial pricing power. Importantly, both…
@compound248 God this meeting must be torture for Buffett
The longer your time frame as an investor, the less likely you are to suffer permanent loss of capital
Comments on market share of $CELH on the past 4 $MNST calls...
@spanishprofit @TidefallCapital Five year olds make terrible investors.
Why has $goog been a shitco since the dividend announcement?
@TidefallCapital @spanishprofit The car condom company; a discretionary add-on to protect a discretionary purchase
@spanishprofit car guys like to wrap their big purchase to protect it. xpel has built a solid brand / dealer moat pape is a great ceo concerns, best auto environment in history the past 3 years. seems very cyclical to me and i’m an old man that’s concerned about a recession.
You can feel the excitement when data supports interest rates falling.
$EVO My estimates the past 6 quarters using alternative data. Q4 2022 estimate 407 outcome 407,5 Q1 2023 estimate 429 outcome 429,6 Q2 2023 estimate 449,7 outcome 441,1 Q3 2023 estimate 452 outcome 452,1 Q4 2023 estimate 478 outcome 475,3 Q1 2024 estimate 499 outcome 501
Roper $ROP and Ametek $AME today trade at the same multiples of cash flows they did in 2005 and cash flows are 15X. #compounding
@Teemacsj I’d argue $ROP is a much better business today
Here are the holdings of the BlackRock Unconstrained portfolio. I’ve highlighted the companies that I own and would invest in. Any thoughts on the portfolio?
Apple buying back stock while Google, Amazon, and Microsoft build the future. #AbsoluteZero
Why wouldn't you sell $XPEL here?
*has a baby* You know what we should do? Go on a 14 hour flight
Last week, Christophe Fouquet started in his role as our new CEO. Christophe and his team will continue to focus on collaboration and teamwork to develop our technology, serve our customers and create value for all our stakeholders. Learn more: 👇 ms.spr.ly/6017YOfHx
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