Matteo Zanini @MatteoZanini4
compounding ideas | serial acquirers Joined June 2014-
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@GuzaInversiones I calculate the FCF per share required for the company’s FCF yield to equal the S&P 500. I then calculate how much the current FCF/share would need to grow by to get to the amount priced in. Then I compare that growth rate with the historic growth rate.
$KLAC What a beast of company. You love to see the management team emphasize Free cash flow. That is surprisingly rare in the market today.
Every investing book says chase high ROIC companies. But Medpace only had a 3.9% ROIC in 2016 and everyone avoided it. 8 years later? It became a 10-bagger ($35 → $340) while its ROIC quietly exploded upward. Here's why the 'holy grail' of investing is actually a trap: 🧵
My biggest position? $CSU.TO Why ? 👇 ✅️Best management in the game, period ✅️Dominance over VMS the best niche out there ✅️Owns over 1.000 companies ✅️Consistent and proven capital allocation is the most important skill managers can have ✅️Spin-offs, when you buy…
5️⃣ businesses I would love to own but I dont ⛔️ ⚡️ $AXON - I’m aware their platform capabilities and cloud expension could be a very lucrative opportunity and there are multiple growth levers to pull but I personally wouldn’t pay 166 times EV/FCF for these prospects. 🪖 $RHM.DE…
My favorite serial acquirers are these beasts 👇 $CHG.DE from 🇩🇪 Field - Vertical Software $CSU.TO from 🇨🇦 Field - Vertical Software $HEI from 🇺🇸 Field - Aerospace defense & electronics $TVK.TO from 🇨🇦 Field - Propane tanks &heating/cooling systems $LAGER from 🇸🇪 Field…
I have examined more than 50+ small caps this year Here are the best gems 💎 $SLYG.F - It is one of the first adopters of smart home tech products. What is unique is their approach, which is open sourced and allows the user to modify their products as they wish. Variety in…
She’s reinventing the science of aging. Meet Julie Clark: the 56-year-old whose biological age clocks in at 36. She’s outpacing Bryan Johnson, the $2M-a-year biohacker, on a mere $4/day. Here's her simple anti-aging routine for peak health and lasting longevity: 🧵
Treiber, Shuter & Zhang
Interesting chart and great use of custom metrics from @Invesquotes' newsletter this weekend $CSU.TO
A side-by-side of $NVDA vs. $AMD: who do you believe will perform better over the next 5 years?
$SE How did Sea Limited reverse from burning $500M per quarter to generating a free cash flow of $500M? You have to go back to Q2'22 to know the blueprint, but even if you know about the company from Q1'24, you can already see the results and would still have made 100% gains…
$SE How did Sea Limited reverse from burning $500M per quarter to generating a free cash flow of $500M? You have to go back to Q2'22 to know the blueprint, but even if you know about the company from Q1'24, you can already see the results and would still have made 100% gains… https://t.co/zzgKuc7qNc
I don't understand why so few people use AI tools. Most people only know about ChatGPT. Here are 12 hidden gems you need to know:↓
Pinetree $PNT.TO $PNPFF definitely is worth a look I recently did a deep dive for my friend @RobinSpeziale Here are the highlights 🔥 1️⃣ - A quick rundown 🏃♂️ Pine Tree Capital operates as both a venture capital and private equity firm, specializing in a wide range of…
Rather than adding to a portfolio stock after a fall, it is better to average upwards after seeing management execution. The exception to this is during a market crash, when all stocks (good and bad) fall. - The Making of a Value Investor by
Listened to @naval's perspective on happiness in a podcast, and it really resonated with me: "Self-obsession is the root of all unhappiness. The happiest people in life love something more than they love themselves. They love their children, they love God, they love their…
I'm 42. If you're still in your 20s, read this:
Data Science Decoded: 24 Must-Know Terms! Join our Discord community for exclusive content, discussions, and all things data and AI ➡️ hubs.la/Q02Shz3g0 This post breaks down 24 key terms you'll need to navigate the world of data analysis. #DataScience #dataterms #tech
15 Investing Lessons: 1. Timing the market is a dangerous game.
Myth: You need a computer science degree to get started with Python, NumPy, and pandas. Reality: You need these 8 YouTube videos:
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Bitcoin @Bitcoin
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Blockchain.com @blockchain
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