Heavy Moat Investments @stonkmetal
Young self-taught investor and Software dev | Quality Value Investing | Writer at Substack | Entertainment only, no financial advice heavymoatinvestments.substack.com Join 2700+ Subscribers 👉 Joined May 2020-
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Cool portfolio, recommended follow
Insane AWS operating margins. Ads also continue to be strong as well as 3P services. Very strong quarter.
Insane AWS operating margins. Ads also continue to be strong as well as 3P services. Very strong quarter.
I just published part one of my write up on Texas Instruments. $TXN has been a long term holding of mine which hasn't worked out so far. Let's see what the future might hold.
Finally some fun in the markets again
I love analysts. Question on $TXN earnings call why they don't buy back shares right now....the business has burned $3 billion the last 12 months between FCF and dividends, what cash are FCF are they supposed to return? Levered buybacks maybe 50% down from here.
Great to see this joint agreement from $ADSK $NEM.DE Will help the struggling construction industry to become more efficient, saving lots of money, resources and emissions. Inefficiencies in construction is a huge avoidable part of global emissions.
Great to see this joint agreement from $ADSK $NEM.DE Will help the struggling construction industry to become more efficient, saving lots of money, resources and emissions. Inefficiencies in construction is a huge avoidable part of global emissions.
Read my latest free article, inspired by a recent @CompTortoise, about market corrections and why we shouldn't worry about them too much. Link to the s*stack in my bio or google my name.
Could $MSCI get interesting soon? I'll investigate in the coming days 🧐
A new format on my S*stack will be published tomorrow
Another Substack and X account I recommend you follow and subscribe to is @stonkmetal. Plenty of discussion on European small caps, global high quality companies all wrapped into regular and monthly detailed posts. Here’s a recent post I just read: heavymoatinvestments.substack.com/p/atkore-atkr-…
Newest addition to the collection, thanks @QCompounding for the copy. Excited to read it.
Our favorite stock newsletters Giving a shout-out to these great authors on S-Stack. Why to follow them? @stonkmetal (focused on serial acquirers, European small caps) @atmosinvest (highlights under-followed Polish hidden gems and fundamental concepts) @Invesquotes (writer with…
$PLX Pluxee earnings analysis will be published in 4 hours. Link in my bio
Good overview, but I wouldn't use "achieves sales goals" as a positive of M&A. Deals done just to meet sales target without profitability can be value destructive.
Good overview, but I wouldn't use "achieves sales goals" as a positive of M&A. Deals done just to meet sales target without profitability can be value destructive.
Negative working capital can be a powerful dynamic
Negative working capital can be a powerful dynamic
"My grandfather used to say that you could often tell a crappy investment because the bull case was always changing. First it’s a growth story, then there’s an exciting new product, then it’s a turnaround, now it’s a takeover candidate." - Chris Davis
$ATD.TO
First Look, this looks pretty cheap. Will dig into this as a $ATKR shareholder.
First Look, this looks pretty cheap. Will dig into this as a $ATKR shareholder.
So proud of this one! The book is now available on Amazon: geni.us/SlNoKQL
Excited to read it. @QCompounding is an excellent follow for quality investing and I'm sure the book will be too!
Excited to read it. @QCompounding is an excellent follow for quality investing and I'm sure the book will be too!
Long Equity @long_equity
50K Followers 143 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiE
Quartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Leandro @Invesquotes
42K Followers 724 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Commonstock @JoinCommonstock
26K Followers 481 Following A community that amplifies insights from top investors, backed by the performance and portfolio in their linked brokerage accounts.
Kyle Grieve @IrrationalMrkts
25K Followers 346 Following Host of The Millennial Investing Podcast | Empowering retail investors to compound wealth with stocks | '20-'23: 12% Compound Annual Gain
Simon Handrahan | MOS.. @MoS_Investing
10K Followers 631 Following Author and investor at https://t.co/bDt3HB7jmC
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
European Dividend Gro.. @European_DGI
23K Followers 1K Following Creator of the European Noble 30 Dividend Aristocrats 🇪🇺 | Follow me for international dividend growth stocks | Licensed investment professional (EFPA EIP) 🎓
Braden Dennis @BradoCapital
16K Followers 486 Following Engineer, Founder & Investor. CEO @finchat_io Cofounder @cdn_investing
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Andy @evfcfaddict
11K Followers 299 Following In the end, investing is all about valuation. Valuation starts with the correct numbers. I therefore use Koyfin. Get 20% off on Koyfin using the link below ↙️
John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
Fundasy @FundasyInvestor
6K Followers 702 Following Global GARP Investor | ERP Implementation Consultant | Engineering Grad I tweet about stocks. DMs open
Jacob Fletcher @SugaDaddyFletch
308 Followers 552 Following
johnny2000 @johnny2000
0 Followers 423 Following
Cian @cian1dwyer
10 Followers 18 Following
Daniel Feng @DaniFeng_
312 Followers 724 Following Breaking down complex financial news. One story at a time.
Walter Cheatem @WaltBaby_Luv
97 Followers 561 Following
Tsvetomir Kotev @TsvetomirKotev
8 Followers 144 Following
Zorian @zorian
2K Followers 5K Following Work in Tech PE | ex-CRO @ $20M - $100M ARR B2B SaaS / Chair, CRO Group @ Revenue Collective / @HarvardHBS / #PE #SaaS #Investing
SaraAdolph @0sXD6FKj0Ss72
0 Followers 53 Following
Tt @aa3773636282836
93 Followers 4K Following
Lighthouse by CTFN @Lighthouse_CTFN
197 Followers 353 Following Lighthouse's newsletter offers a daily rundown of merger news, links to source docs, and a pre-event list (incl comps) plus a weekly deep dive into a key name.
Riskfree Rate @risk4eerate
20 Followers 137 Following
We Win Trader🏆 @WeWinTrade9
192 Followers 554 Following #XAUUSD Eearning money Very easy, follow us📊 Fast Telegram Signals
Melvin Martinez @MelvinM27
127 Followers 241 Following
Zini @Cyril955
77 Followers 14 Following
Liberty Invest @Libertyinv25372
2 Followers 24 Following Stock market & Investment enthusiast. Helping everyone to build wealth and own assets. Building a 500k€ stock portfolio & sharing my way American and french
Turki @Almutairi_TMA
5 Followers 33 Following
Lee Linville @lee_linvilleTN
155 Followers 381 Following
MidasBull⚡ @MidasBull
351 Followers 2K Following #Freedom🕊️#Liberty🗽#Longevity🌱#AntiAging🧬#Biohacking🧬#Science🔬#Neuroscience💡#Brain🧠#Nootropics💊#Biotech🧪#Trading📊#Stocks📈#MartialArts🥋
Shuslair @shuslair67017
0 Followers 202 Following
Brian Radcliffe @blradcl
39 Followers 207 Following
국밥투자 @gukbap_invest
3 Followers 29 Following
Edo @Edo94472978
192 Followers 515 Following
Per Lindvall @perlindvall
77K Followers 85K Following Anyone who enters the game of another is subject to the laws of that game. That is why the world looks the way it does. https://t.co/BZ28jvL41g
max0205 @max02050
1K Followers 5K Following
Kumar_RK @RamKumar_learn
213 Followers 3K Following Indian desi living in SEATTLE - #Travel,#Movie buff 💪 and big fan of Dhoni and Director Shankar
Richard Gallagher @RichardRicoba
944 Followers 3K Following Mea Gloria Fides - My Glory is My Faith, Gallagher Clan motto @MillarCollege, @CalvaryUniv, @MultnomahU @LibertyU
brian han @brianha64840629
308 Followers 2K Following
avi @adahan123
133 Followers 2K Following
Jichael Mackson @whogotnochill
51 Followers 3K Following
Michael Duhon @mduhon2021
739 Followers 5K Following I AM's Work-in-Progress; Animal Lover; People Lover; HATES Corruption in ALL Goverment & Fights LA's Corrupt 15thJudiciary, Legislative & Enforcm RICO criminals
Current Events @BrianFiasconaro
8 Followers 97 Following
Michael Hansen @WS_Redemption
75 Followers 924 Following - CFO of shipping company in HK - Non-Executive director of midsize trucking company - Professional Investor on Etoro - 16y Investment Banking experience
Max Adelson @maxadelson
57 Followers 164 Following Career: Finance Professional | Education: BCom Honours Investment Management @ McGill | Side Interests: Tennis, running, cycling
วิไลวาว.. @7Y9LZxqf9T3Pb9h
67 Followers 1K Following เข้าร่วมกับฉันและเชื่อมต่อกันผ่านโซเชียลมีเดีย อย่าลืมติดตามฉัน ฉันจะอัปเดตข้อมูลการติดต่อของฉันในหน้าแรก
BoyThep @Iam8Bonds
314 Followers 887 Following
Damien @damqued88
0 Followers 630 Following
Ajit Raj @Ajit4330
71 Followers 906 Following
Randy Sanders @randy86086
91 Followers 784 Following
Isaac Ingalls @thestructureco
466 Followers 4K Following
Noreffo @Noreffo188246
0 Followers 187 Following
Jack C. @alphafchk
73 Followers 465 Following
Hassan@Ahmed @HassanAdamAbd14
351 Followers 2K Following 🇸🇩 🇧🇭 Day trader, stocks markets Analyst. Techno-tec company/ U of k . Economic & Quantitative Analysis.
IE @713a38526b5c4ee
26 Followers 58 Following
Kelce $SPZI Vibes @TropicsStephen
919 Followers 4K Following $RNVA - Lotto Play / $SPZI /JP3E - 💯% Retirement
Long Equity @long_equity
50K Followers 143 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiE
Quartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Leandro @Invesquotes
42K Followers 724 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
MT Capital @MT_Capital1
21K Followers 912 Following 🇨🇦 | Engineer | Founder of MT Capital Research | Join 11K+ subscribers👇 | Inquiries: [email protected]
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Commonstock @JoinCommonstock
26K Followers 481 Following A community that amplifies insights from top investors, backed by the performance and portfolio in their linked brokerage accounts.
Kyle Grieve @IrrationalMrkts
25K Followers 346 Following Host of The Millennial Investing Podcast | Empowering retail investors to compound wealth with stocks | '20-'23: 12% Compound Annual Gain
Simon Handrahan | MOS.. @MoS_Investing
10K Followers 631 Following Author and investor at https://t.co/bDt3HB7jmC
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
European Dividend Gro.. @European_DGI
23K Followers 1K Following Creator of the European Noble 30 Dividend Aristocrats 🇪🇺 | Follow me for international dividend growth stocks | Licensed investment professional (EFPA EIP) 🎓
Braden Dennis @BradoCapital
16K Followers 486 Following Engineer, Founder & Investor. CEO @finchat_io Cofounder @cdn_investing
Jerry Capital @JerryCap
41K Followers 568 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Andy @evfcfaddict
11K Followers 299 Following In the end, investing is all about valuation. Valuation starts with the correct numbers. I therefore use Koyfin. Get 20% off on Koyfin using the link below ↙️
edmundSEC @edmund_sec
294 Followers 253 Following 🦾🔎 We created an AI search tool to gain insights from filings and transcript: https://t.co/eCFnSIRILE not financial advice
Brayden Russell @BRuss008
453 Followers 208 Following Husband, father of 2 boys, business coach for the trades with Breakthrough Academy
Valuetion @ValuetionCH
671 Followers 763 Following Valuetion: Das ideale Value-Investing Tool um Aktien zu bewerten. #ValueInvesting #Aktien | Keine Anlageberatung | Nur Unterhaltung
Alex Sweet @sweetstocksblog
430 Followers 3K Following Active investor, former international small cap portfolio manager. One new high quality write-up per week at link below.
Valuelytica @valuelytica
347 Followers 55 Following Blogger & (Deep) Value Investor. Auf der Suche nach unterbewerteten #Aktien abseits des Mainstreams. Keine Anlageberatung oder -empfehlung.
Destination Investing @bhidesubodh1
194 Followers 592 Following I am pursuing a lifelong journey of studying business and value investing. I write to share my learnings on this expedition. Founder @TinyTaikun
Hinnerk Ehlers @FROSTA_DE
2K Followers 112 Following Hier twittert Hinnerk Ehlers aus seinem Alltag als Marketing- und Vertriebsvorstand von FRoSTA Deutschland. Impressum: http://t.co/ariD2STrwW
Isaac @ValueIsaac2002
550 Followers 460 Following Student | Passionate Learner | Investing since 2018
Jurek Tomaszewski, DN.. @Jurek_Tom
3K Followers 767 Following Tu głównie prywatne opinie o inwestowaniu. Analizy międzynarodowych, jakościowych biznesów. Quality Investing | CAI, DNA Rynków. Nie rekomenduje
Financial Skeptic @FinSkeptic
1K Followers 597 Following Full-time microcap investor. Tweets are not investment advice! I can change my mind at any time!
SpruceHill Capital @Aksel465
220 Followers 242 Following Intrigued by value investing with a focus on illiquid small and micro cap stocks
Riff Raff @RiffRaffInvests
180 Followers 135 Following Official Investment account of Riff Raff. The investment game John Stockton
Jake LaMotta @ragingbullcap
3K Followers 247 Following “The largest cohort systematically ends up doing the wrong thing.” ex-big law. mostly value w/ a catalyst. https://t.co/xK2tMjcHTo
Stonks Value @DeepValueStonks
1K Followers 99 Following i cover deep value stocks, Grahamian net-nets, special situations and alike
Ray Myers @TheRayMyers
392 Followers 233 Following Author of "Global Equity Briefing" newsletter. Deep-dives and analysis of global companies. Tweets on all things investing!👇
Sam Hollanders - Valu.. @ValuingDutchman
2K Followers 495 Following Value investor with interest in owner operated small & midcaps. +10 year investment writer Manager non-public investment fund. https://t.co/GPg8TuHq6t
Substack @SubstackInc
133K Followers 3K Following The home for great writing. Get the app: https://t.co/acZVN0MYVm
David Diranko @DavidDiranko
1K Followers 90 Following I am a passionate value investor with a focus on businesses with sustainable free cashflows trading at cheap prices. No investment advice. Do your own DD:
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Monday Morning Links @MondayMornLinks
308 Followers 2 Following Global stock related links every monday morning
🌿 lithos @lithos_graphein
6K Followers 2K Following Semiconductors - Follow me to learn all about microchips & how we print them. My web scraper is a live dashboard for the freshest TechWar news. 👇🏽🔗
Joash Reid @JoashReid1
1K Followers 74 Following - Runs a Private Holdco. - Acquired and Exited 2 Companies. - Compounding a Portfolio of Public Equities.
4x EBITDA @4xEbitda
2K Followers 465 Following Diligently adhering to confidential information destruction requests for a decade. Can run your business better than you (and if not, it’s your fault).
No Called Strikes Inv.. @NCSI_SA
1K Followers 60 Following I'm a big believer that there are "No Called Strikes" in investing. I write on Seeking Alpha and Micro Cap Club, covering a small number of companies
Todd Wenning @ToddWenning
12K Followers 914 Following Investor, writer at Flyover Stocks newsletter. None of this is advice. Information only.
The 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 newsletter
Brad Lyons @BLyons151
8K Followers 344 Following Head of Research @BWGStrategy. TMT / Consumer / Industrials / Solar / Semi / Payments. Personal views only, not investment advice.
Adnan H @adnaninvest
2K Followers 397 Following PM @ REQ. Searching for the best Nordic capital allocators. Focus on acquisition-driven compounders with strong FCF-generation & high returns on capital.
RhinoInsight @RhinoInsight
1K Followers 1K Following 🎣 Fishing where others don’t | Building @RhinoWatchlist
Tintin Capital @Tintincapital
1K Followers 433 Following Adventures in Value Investing. Never seek investment ideas from a cartoon. DMs always open.
Rales Bros @thebrennanwolf
364 Followers 608 Following Interested in unleashing human potential, company culture, disciplined capitol allocation, value investing and long term focus
SHP @fyee0308
52 Followers 186 Following Stock Market Nerd | Quality & Smallcap Investor | ROIC | FCF | Building longterm wealth
MicroCap Mindset @microcapmindset
521 Followers 307 Following Investor... not growth, nor value. Micro & Small Cap focus, but not tribal. Anti-Federalist. TGBTG. Check out my Substack:
Andrew Brown @abrowninvesting
1K Followers 195 Following Hunting for the best investments. Trying to be better everyday. Enjoyable weekly email @ https://t.co/QbhQKWxFNd
Stephen Frampton @StephenFrampto9
924 Followers 160 Following I like writing : SeekingAlpha - https://t.co/vkksScjHcM Substack - https://t.co/xQXdHrLMxL
Kevin @atmosinvest
2K Followers 300 Following 📕 Learn the investing process 📈 Quality in niche markets 🛠️ Download free tools and deep dives (no investment advice)
Midwestern Investor @Minnvestor
966 Followers 341 Following Long term growth investor. Graphs and data junkie. Posts about semiconductors, solar, and Midwest companies
Multibagger-investing.. @multibagger23
94 Followers 50 Following Auf https://t.co/HHilQoQWa3 stelle ich aussichtsreiche Investmentideen vor. Keine Anlageberatung
Gustav @aktieblogg
11K Followers 1K Following Swedish global value investor. Building a portfolio of the best nano- to smallcaps I can find. Looking all over the world, but only invests in democracies.
Leo @LeoNelissen
7K Followers 954 Following | Macro, Markets, Dividends & More | Seeking Alpha | Charts! |
Spencer Garnets @SpencerGarnets
807 Followers 53 Following
Investing 501 @Investing501
3K Followers 632 Following Retired buyside analyst with over 40 years of experience. Focused on small/microcaps. Not investment advice. Do your own work.Current boring portfolio (alphabetical order) Aplisens 🇵🇱 Brdr A&O Johansen 🇩🇰 Cembre 🇮🇹 Flexopack 🇬🇷 Frosta 🇩🇪 Gentili Mosconi 🇮🇹 Gerard Perrier 🇫🇷 Hermle 🇩🇪 Kamigumi 🇯🇵 KriKri 🇬🇷 Marzocchi Pompe 🇮🇹 Monarch Cement 🇺🇸 Richelieu Hardware 🇨🇦 Samse 🇫🇷 Sarantis 🇬🇷 1/2
Two Dividend kings $MMM & $LEG lose their crowns. Do you think more businesses should have a variable dividend policy?
A little known & poorly followed company called Amazon Dot Com just reported operating income that was 40% higher than consensus estimates. Sometimes pays to look in the forsaken corners of the market where inefficiencies still exist. $AMZN
@stonkmetal @DavidDiranko Hermes is way more diversified as well and Kering is highly dependent on Gucci which is performing really bad right now
I need to say thank you to my patrons! I write all my articles for free because it means so much that over 1800 subscribers WANT to read my work. However, my subscribers that donate to support my passion means too much to describe. Thank you all! Hope to keep it up🥂
If $AMZN AWS growth comes at 15% instead of 16% (sell side estimates), I will 100% sell all my shares. Thesis-breaker for sure
Can someone explain to me why Kering is down 50% in the past year due to Gucci's weaker China sales, while Hermes trades at 50x earnings. Aren't all these luxury brands heavily dependent on China? It is hard to believe the Chinese consumer problem is only a Gucci problem...
Ugh, my main contra just told me he added to his AMZN position ahead of the print…
@stonkmetal @DurableCreators @livermore185 What do you think of $NSSC? I've been on my radar for a few months now being owner operated and what are think are big tailwinds. And great financials.
@stonkmetal @livermore185 Yeah, pretty much all US. I honestly need to get a good data source for looking up Europe/ex-US companies.
Just for fun, here's a list of companies under $20b market cap that have what I would consider above average to great financials. I'm not deeply familiar with them all, so some may not be good investments, but on the surface they all look worthy of a deeper dive. Do you own any?
Hermle with full 2023 result today and with a little, not totally unexpected "cold shower": 2024 might be weaker than 2023. I assume that this is a conservative Outlook, but still, 2024 will be Touch especially as they continue to invest and hire. eqs-news.com/news/corporate…
If you haven’t seen @falloutonprime, I really recommend it. It’s really entertaining and well done. Not simple to take an amazing video game and translate it to a series in a way that’s compelling and true to itself. Customer response has been pretty amazing thus far. After just…
I am generally not a great fan of needing a DCF to find out if a company is cheap, but doing a reverse DCF using mature company valuations is invaluable to see what the market prices in.
Måste-lyssning när en av Danahers två grundare, Mitch Rales, gör sin första podcast-intervju någonsin! Om $DHR's otroliga resa (aktien upp ~1,660x sedan 1984 exkl. utdelningar & spin-offs), kultur, the Danaher Business System, Kaizen och mycket mer. open.spotify.com/episode/7jTrhW…
@stonkmetal Mark Leonard thinks similar “I gave the growth in FCF per share metric a trial run by looking at the last three years… If I had to stake my reputation on one of those as the best proxy for the annual increase in intrinsic value, I would go with the increase in FCF per share.”
Since 2018 $AAPL bought back 474b worth of stock. Imagine what technical innovations they could have done with that. They could have literally bought $ASML.
1) Mein letzter Watchlist-Tread ist schon eine Weile her, deshalb gibt es jetzt den nächsten. Wie gehabt, werden die Unternehmen (sehr) kurz vorgestellt. Alle Unternehmen sind aus 🇩🇪. Gibt hier also nicht nur schxxx-Aktien 🤣
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