ACCA Qualified accountant, MSc in finance & portfolio manager on Etoro. Fundamentals-based dynamic asset allocation. Fin charts and opinions, but not an advice.patreon.com/CompoundingLabJoined January 2016
$AMD says its CPUs can deliver 1000 FPS in video games, but the right monitors just don't exist.
There is another "but".
They can do so only with $NVDA cards GeForce RTX 5080 и RTX 5090D.
An advertisement appeared in China.
🥳
$MPWR
Interesting semiconductor chipmaker here.
They have well-diversified revenue by segments, reflecting the company's strategic focus on high-growth areas such as enterprise data and automotive sectors.
FCF yield of 2% doesn’t impress, even with MPWR’s attractive…
Ladies and gentlemen,
Currently working on updated $NVO DCF model.
Looks interesting.
Hoping to share by the end of next week with all of you.
Stay tuned!
I have analysed hundreds of stocks.
And my analysis revealed that most of them are trading.......at fair value.
Not saying that some stocks can not be undervalued.
But let's be realistic: to consistently find and onboard those opportunities is close to impossible. Only 5%…
I have analysed hundreds of stocks.
And my analysis revealed that most of them are trading.......at fair value.
Not saying that some stocks can not be undervalued.
But let's be realistic: to consistently find and onboard those opportunities is close to impossible. Only 5%…
Some people on this platform are so arrogant that they truly believe they can consistently identify undervalued stocks and outperform the index over long term.
Most will fail on this mission. Only 5-10% will succeed.
Be careful with who you are listening to.
$ADBE is not undervalued.
Analysts are projecting revenue growth of about 8.2% p.a. forward-looking.
10Y median ROIC = 24%.
Current P/E = 21.8, perfectly in line with Mauboussin's cheat table.
Huge milestone on my Etoro account.
For the first time, my assets under management reach 500k!
Very big thanks to all copiers, and to my X community as well!
I remain committed to working in your best interest!
Rockwell Automation: Riding the Automation Boom, But At a Premium 🚦
$ROK sits at the heart of the global industrial automation movement. The company’s fundamentals reflect both the cyclical pressures of manufacturing demand and the long-term secular tailwinds of digital…
135 Followers 126 FollowingFrom data to decisions faster. Valueglyph delivers AI summaries, visual charts, and real-time tracking for serious investors.
17K Followers 3K FollowingHelping business owners grow with digital marketing | Paid Ads Expert | Ecom💰 17 years experience 🔥 $110,000,000+ in ad spend 📈
785K Followers 1K FollowingI'm a 🤖 to help you read threads more easily. Reply to any tweet of a thread and mention me with the "unroll" keyword and I'll give you a link back 😀
135 Followers 126 FollowingFrom data to decisions faster. Valueglyph delivers AI summaries, visual charts, and real-time tracking for serious investors.
5.1M Followers 461 FollowingTV Dad, Bodybuilder, Conan, Terminator, and former Governor of California. I killed the Predator. I told you I'd be back. I’m here to pump you up.
52K Followers 8K Following🇬🇧 Former British Soldier & Ukrainian Marine, author of Live.Fight.Survive, Public Speaker, Ambassador and Board Member at Prevail Humanitarian Aid
68K Followers 203 FollowingHarvard-trained psychologist. Ph.D. @UTAustin. Mental health is wealth. My threads help you build financial success, become fearless, and destroy anxiety.
20K Followers 375 FollowingInvestor in stocks since 2001 | Posting about deeply undervalued, high-upside plays, enjoy! | NFA | 15% off at https://t.co/JhB1kGJklQ: https://t.co/Cu2aMJqZaK
6K Followers 616 FollowingDentist. Weekly Dental Tips 🪥. Here to learn and educate. Life lessons, Personal Finance, and Investing the easy way 💰🇺🇸 ps, I love chutneys
24K Followers 857 FollowingYoung self-taught investor and Software dev
| Quality Value Investing
| Writer at Substack
| Entertainment only, no financial advice
428K Followers 555 FollowingI talk about the skills, beliefs, and businesses I’m building | Helped 10,000+ start writing at https://t.co/t2IzOoW1mW | Former @blackrock trader turned writer
140K Followers 784 FollowingGlobal Markets Analyst @Investingcom + I run the https://t.co/6oJBJzhu57 Twitter account.
Born and raised in New Jersey. Currently in Tel Aviv.
657K Followers 557 Following📲Text or Whatsapp me “X” to get my 100 greatest books list +1 (786) 730-8374 (YES I actually have that phone with me) ☎️ 3 billion YouTube minutes watched 🎥
637K Followers 398 FollowingFree Stock Market News that is FAST, ACCURATE, CONSISTENT, and RELIABLE | Not Just Stock News | My Daily Stock Market Recap is the link in my bio ⬇️
66K Followers 104 FollowingFree Earnings Calendar, Analyst Expectations, Actual Results, Earnings Calls and much more. The Ultimate Earnings Calendar: https://t.co/MEubmLeOrl
205K Followers 368 FollowingOfficial account of Dan Ives. Global Head of Tech Research Wedbush. Tech analyst on Wall Street 25 years. IVES ETF. Chairman of Board at Eightco. 🔥🏆🐂🕶️