DiCocco Capital @longumiter
Trying to skate where the puck is going Joined May 2022-
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I like the idea of finding “Synthetic Monopolies” from @01Core_Ben What names/industries would you add to this list?
$Meta explained in one chart
CEO of Norway's $1.6T oil fund: "There’s a mindset issue in terms of acceptance of mistakes and risks. You go bust in America, you get another chance. In Europe, you’re dead" "We are not very ambitious... [T]he Americans just work harder" "[I]n America you have a lot of AI and…
I love microcaps but when Mr. Market offers me the most defensive cash flowing asset on earth (copyright: @Biohazard3737) with high margins, share repurchases, guiding for x2 revs til 2030 with 0 correlation to the economy for 10x ev/ebit, I also take a large cap $RPRX
Fairly insane how screwed Swedish Match investors got in hindsight. Not many fairly obvious looking compounder stonks out there that could do 25%+ for 5-10 years and they gave this one away for a song... $SWMA $PM
What do people think about this one? Publicly traded & with a relatively low mgmt. fee compared to what you’d get on a comparable late stage unlisted vehicle. ~25% discount to NAV.
ZYN Q1 usage at 131.6M - 80% YoY grow; annualizes to 526M which would be 36% growth *assuming flatline rest of year*. This is the fastest growing CPG product in...50 yrs? W a 5.5% dividend? Bigger, faster, safer, and *not kids* (unlike Juul) $PM should be $150
ZYN Q1 usage at 131.6M - 80% YoY grow; annualizes to 526M which would be 36% growth *assuming flatline rest of year*. This is the fastest growing CPG product in...50 yrs? W a 5.5% dividend? Bigger, faster, safer, and *not kids* (unlike Juul) $PM should be $150 https://t.co/LBtfuwOxoa
If I was 50 years old in Italy, I'd start wondering who will pay my state-funded pension. You need either economic growth, acceptance of high migration or healthy demographics. Italy has none of the three. What will give?
"The gold equities are trading as if #Gold was at $1,600" - Pierre Lassonde
At this price, gold is $400 per ounce higher than the average realized price by gold miners in Q4. Currently in Q2, most of the increased margin is falling right to the miners' bottom lines (excluding taxes & increased royalties). Yet, gold miners' stocks still badly lagging. The…
At this price, gold is $400 per ounce higher than the average realized price by gold miners in Q4. Currently in Q2, most of the increased margin is falling right to the miners' bottom lines (excluding taxes & increased royalties). Yet, gold miners' stocks still badly lagging. The…
The best businesses are never born at the height of their own hype cycles: • Stripe (2009): Everyone was focused on social media • Coinbase (2012) Everyone was focused on VR • OpenAI (2015) Everyone was focused on IoT • Anduril (2017): Everyone was focused on crypto
My favority Pitch of Sohn 2024: Couche-Tard by Nikhil Daftary (NK Capital) This pitch is simple to follow and presents a differentiated perspective. A true investing masterclass. Let's dive in -----> 1/n Big Pitcure Let's learn how a convenience store chain has outperformed…
A few months ago, a young electrician came to my house to repair some things. He operated as a one-man shop. Told me, "I cannot keep up with the demand, there's just not enough of us out here. Plus, I can charge whatever I want and people say yes." Trades print.
Slow down and remember this: Most things make no difference. Being busy is a form of laziness—lazy thinking and indiscriminate action. Being overwhelmed is often as unproductive as doing nothing, and is far more unpleasant. Being selective—doing less—is the path of the…
When Bill Gurley said this below in the April 2 BG2Podcast I was reminded of the day Michael Larson introduced me to him and @mjmauboussin on the same day in 1993: “I always tell people that that valuation is discounted future expectations." Episode 6 @altcap @bgurley
This is the best diversification framework that I've ever come across. Well done @JohnHuber72.
I've just calculated the 10 year average return on capital and 10 year share price growth for every company in the S&P 500. Here's how each sector performs. Interesting to see some correlation between ROC and price growth. Not all sectors produce winners.
Americans spent over $113 billion on lottery tickets last year, more than they spent on movies, books, concerts and sports tickets - combined.
A new podcast on the founder of Red Bull is available now! A few surprising things I learned from reading about Dietrich Mateschitz: 1. He started the company when he was 41 years old. 2. He was making $500 to $800 million a year and his 49% stake is worth $20 to $30…
It's a great sign for shareholders to see Burford Capital's CIO and CEO buying a significant amount of stock. $BUR
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Tb 1975, when Buffett and Munger were running a Ponzi😉
Newest out. Philip Morris International: Product Position $PM $MO $IMBBY $BAT $STG
Chips on shoulders put chips in pockets.
Lux Capital’s Josh Wolfe on what he looks for in startup founders There’s nothing more powerful than the words “I’ll show them” - @wolfejosh
“Redwood Materials’ recycling process produces up to 80% fewer emissions than traditional supply chain using CO2 belching refineries. That’s enough to shorten an average EV’s environmental breakeven time with an internal combustion vehicle to less than 15,000 miles. Every mile…
ZYN shortages in the US are real GS analyst on Philip Morris call this week: "On ZYN, we are actually hearing about some out-of-stocks in the US from some of our industry trade contacts" $PM CFO: "We are growing 80%. That is indeed creating some tensions on the supply chain"
"Philip Morris: Flawless Q1, Raised Outlook; Still Cheap" Revenues, EPS grew double-digits CC, ~9% in $ IQOS, ZYN grew strong DD IQOS grew despite flavor bans, e-vapor 2024 EPS guide +9-11% ex-FX, +3-5% in $ We see 77% total return (25% IRR) librariancapital.com/latest $PM $MO $BTI
Blackthorne: Philip Morris is a Tobacco business now in a 3rd year of volume growth, it has 70%+ of Heated Tobacco & US Nicotine Pouch markets, both higher-margin than cigarettes. It has more growth than most staples but lower P/E. Dividend is 5%+ ... Mariko: The Anjin likes $PM
"Philip Morris: Flawless Q1, Raised Outlook; Still Cheap" Revenues, EPS grew double-digits CC, ~9% in $ IQOS, ZYN grew strong DD IQOS grew despite flavor bans, e-vapor 2024 EPS guide +9-11% ex-FX, +3-5% in $ We see 77% total return (25% IRR) librariancapital.com/latest $PM $MO $BTI
As 90% of FinTwit are men, let’s have some weekend fun. What’s the most beautiful and iconic car ever built? I will start.
I like the idea of finding “Synthetic Monopolies” from @01Core_Ben What names/industries would you add to this list?
Managing Director that clears $3M+ per year but sends his 3 kids to private school in NYC
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%
$Meta explained in one chart
@NeckarValue These kids are usually salespeople / entrepreneurs not traders. Flipping free reservations doesnt put large amounts of capital at risk. If theyre wrong they risk some time maybe burn a resy account. Not cost your clients millions.
@heartof_thesea Zyn is one of the most successful US CPGs in the last 75 years. And it has the potential to be a $10B business (eg: 20M users X 100 cans/user X $5/can). It’s a tragedy this thing got sold.
let me show you how Wall Street works
Changing times for the long-suffering gold miners. Newmont, largest gold miner in world (& only one in S&P 500) blows-out estimates this A.M. (+53% above analysts' consensus). NEM's stock jumps 12.5% today. Agnico Eagle (3rd largest gold miner, #2 in market cap.) tonight reported…
CEO of Norway's $1.6T oil fund: "There’s a mindset issue in terms of acceptance of mistakes and risks. You go bust in America, you get another chance. In Europe, you’re dead" "We are not very ambitious... [T]he Americans just work harder" "[I]n America you have a lot of AI and…
$GOOGL blew off the barn doors with accelerating results in nearly every business line and pristine commentary. Story is getting better and numbers moving up. Risk / reward still interesting even at afterhours price. From $175, 30% upside to 25x my 2025 GAAP EPS estimate and…
This is how you lose reserve currency status and see your borrowing costs explode.
The Bloomberg Terminal is really an insanely elite product. I used to DM Christine Lagarde to wish her luck before ECB pressers & one time she read the message
Trends for United States
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