#CAGR

HFR Capital

hfrcapital

THREAD: $EXO.MIWhat if I told you that you could invest in a rare combination of a family-controlled compounder and special-situation machine, with stellar management, at a ~35% discount to NAV

Mayur मयूर Thaker ठाकर

freshjiva

$SQ earns a significantly higher return on invested capital vs $PYPL, despite the latter producing billions in profit today while $SQ is barely breaking even.To see this, one has to

Paddington Research

PaddingtonShort

There has been recent chatter about the ‘worth’ of music (not something that can really be valued, save by people who know the price of everything and the value of

Radhika Gupta

iRadhikaGupta

A thread on my exprience with SIPs... I started doing SIPs in 2011, a few years after I moved back to India, well before joining the MF world. After having

JPR007

jpr007

UNDERSTANDING EVs BY LOOKING AT NORWAY This is the Long Version for the Cognoscenti and folk who want to really understand and learnNorway is the leading market in the world

Simon

zimp_a

Tyst från mig ett tag, har inte känt att jag haft något att bidra med i den rådande debatten. Mitt fokus är alltid på bolag och nya intressanta case, där

fundingsecured

deucetrade

1/x Koyfin har en intressant scatter plot funktion så nedan kommer en tråd med lite olika plots på mjukvarubolag.Första plotten är EV/Sales vs Revenue CAGR. Intressant här är att $RDVT

Ketan ACMA🇮🇳

ketanmba03

The API Industry The backbone of India pharma industry is the bulk drug industry India has highest no. of US FDA approved plants (665) outside of the US India has

Jonah Lupton

JonahLupton

Portfolio update 10/23: $FB is now my third largest position at 10%. After diving into the financials over the past few days I’m convinced $FB is 40-60% undervalued and could

Kiran Singh Rajput

Kiran24Rajput

**Wealth Creation**What majority of Indians do with their savings?Small Savings: Cash, FD/RD, LIC, VPF, Cheat Funds (Chit*) & Beesi*Thread 2) Big Savings: 2nd Flat, Land, Chit, Co- Op Banks,

Pug_Apu....Revolution-ing

Pug_Apu

Let's have an educational moment real quickIf you read the replies, you'll notice people making fun of the Africans for not wanting aid from the 'humanitarian' workers.Let's take a detailed

Mostly Borrowed Ideas

borrowed_ideas

MEGA THREAD: $AMZNJust in March, $AMZN has outperformed the index by ~15%. Here's AMZN's historical return:5-yr CAGR +37%10-yr CAGR +30%20-yr CAGR +18%From IPO +36%I will discuss the whole business, why

AtlanticLion

AtlanticLion

Before the shutdown interrupted all concerts, Live Nation traded as a growth story, showing double-digit revenue and profit growth, which bulls expect to return. However, the numbers show that $LYV

Wiseman Capital

CapitalWiseman

The $47B SMB public cloud spend market is a focused opportunity for new direct listing Roblox $RBLX, with attractive position in a competitive marketPrice: $74.31Market Cap: $40.9B52 W L –

drprashantmishra

drprashantmish6

#ULTRAMARINE & PIGMENTS LTD - It operates in 4 segment. 1-pigments - one of the major manufacture of ultramarine

Christopher Seifel

SeifelCapital

$SNOW: Pioneering the Data CloudSnowflake Inc. (NYSE: SNOW) helps companies consolidate data in order to drive meaningful business insights, build data-driven applications, and share data.Its growth rates and metrics would