Durable Value Creators

2.6K posts

Durable Value Creators

@DurableCreators

Searching for high-quality, durable businesses with robust competitive advantages, runways for growth, and a history of creating value for shareholders.

Katılım Ocak 2022

485 Takip Edilen7.4K Takipçiler

Sabitlenmiş Tweet

Durable Value Creators@DurableCreators·9 Mar

Here's the current state of the Durable Value Creators investable universe. Spent some time recently narrowing down the focus. Primary themes include picks & shovels of secular trends, recurring revenue, razor-razorblade model, mission-critical, and/or relatively asset-light.

English

160

15.8K

Durable Value Creators@DurableCreators·11h

Badger Meter Q2 earnings call summary and Q&A $BMI Another tough quarter with new projects slow to ramp. Newish risks mentioned: PRASA legal challenges and the AI boom pressuring electronic component costs. The cycle will turn eventually, but it's been a bumpy ride for the stock

English

954

Durable Value Creators@DurableCreators·11h

GE Vernova Q2 earnings call summary and Q&A $GEV Unrelenting demand for gas turbines, management expects to be mostly sold out through 2030 and >50% contracted for 2031 by year-end 2026. Wind remains a drag on the business.

English

1.3K

Durable Value Creators@DurableCreators·12h

@CoalemusGuy Thanks. Surprised no one is talking about it

English

CoalemusIsMyVibe@CoalemusGuy·13h

@DurableCreators They have

English

102

Durable Value Creators@DurableCreators·13h

Does anyone know if/when $GOOG reports earnings?

English

2.1K

Durable Value Creators@DurableCreators·1d

AI is an accelerator... in both directions. A good developer can write more good code at a faster rate. A bad developer generates more slop at a faster rate. Also, if you've ever worked with legacy code bases you'd know most pre-AI code already sucked.

Austen Allred@Austen

Lol the amount of cope on Reddit is incredible

English

1.4K

Durable Value Creators@DurableCreators·1d

@Opu61659893 Definitely possible. Also depends on when you bought and how long you plan on holding. But that's the fun part, everyone has different timelines and strategies.

English

326

Opu 丰裕@Opu61659893·1d

@DurableCreators lol.. greatest joke is the portfolio of those same stocks may outperform spy from here outward in the next 5 years! No one knows anything about the future!

English

367

Durable Value Creators@DurableCreators·1d

Imagine 5 years ago telling someone who's portfolio was anchored by $CSU $CPRT $DHR $MCO and $V that they'd meaningfully underperform the S&P through at least 2026... especially with the sentiment for those names at the time. But investing is easy, right?

English

132

14.9K

Durable Value Creators@DurableCreators·1d

@0xHorseman What a difference the last year made

English

442

The Horseman@0xHorseman·1d

@DurableCreators Kind of an incredible turn of events.

English

641

Durable Value Creators@DurableCreators·1d

At least $META was paying employees to do this, now Anthropic is letting you pay them to train Claude.

Claude@claudeai

New in Claude Cowork: teach Claude a skill. Record your screen while you do a task, talk through it as you go, and Claude turns it into a skill it can run again. Find it under Record a skill in the + menu of the Claude desktop app. Available on Pro, Max, and Team plans.

English

1.8K

Durable Value Creators@DurableCreators·1d

Has Danaher considered diversifying into hotter markets like industrials? $DHR

English

9.1K

Durable Value Creators@DurableCreators·2d

I know it doesn't really matter much, but I've always thought it'd be kinda neat if there was an S&P 500 ETF that paid out dividends in Feb/May/Aug/Nov. $SPY pays out Jan/Apr/Jul/Oct and $IVV pays out Mar/Jun/Sep/Dec. Just need one to cover the other 3 months.

English

1.7K

Durable Value Creators@DurableCreators·2d

@lhamtil Far from an expert myself, my limited understanding is TSMC, for example, creates a design kit that EDA companies must certify their software solutions against. Without it, you can't design chips for their fabs.

English

Lawrence Hamtil@lhamtil·2d

@DurableCreators Could be. I know next to nothing about it so hoping everyone else could opine on it

English

178

Lawrence Hamtil@lhamtil·2d

One of the few software names that remains somewhat unscathed is Cadence; i guess investors aren't too concerned that their semiconductor customers won't ultimately disintermediate them as well

English

3.9K

Durable Value Creators@DurableCreators·3d

@Kevin60162526 I don't think they're losing market share, at least not yet, (ignoring China) but the threat of potential future market share losses are pushing them to adjust pricing. I think peers will have a hard time taking meaningful share but will still be able to pressure ISRG margins.

English

306

Kevin@Kevin60162526·3d

@DurableCreators they are loosing pricing power, more players are taking market shares despite the drop it is still slightly expensive at $345 low $300 is safer

English

390

Durable Value Creators@DurableCreators·3d

The biggest development from the $ISRG Q2 call (according to Claude): 85% of revenue is recurring instruments for procedures, ISRG is launching a new extended use program for some high-volume instruments to defend against 3rd party/re-manufactured alternatives.

English

10K

Durable Value Creators@DurableCreators·3d

@sal13836 Management probably has an idea but the impact may be more than they think the market would be able to handle… not that the reaction wasn’t already strong with the stock selling off 14%.

English

288

Sal Mumtaz@sal13836·3d

@DurableCreators They did mention that the recurring revenue will be pressured by this extended program, but they mentioned that it couldn't be quantified by how much. Strange..

English

400

Durable Value Creators@DurableCreators·5d

Intuitive Surgical Q2 earnings call summary and Q&A $ISRG System placements growing, recurring revenue growing, but with overall growth decelerating and a richly valued stock, it's not surprising to see the market's current reaction (-10% pre-market right now).

English

2.2K

Durable Value Creators@DurableCreators·5d

GE Aerospace Q2 earnings call summary and Q&A $GE Another strong quarter but with the stock trading at a rich valuation, the post-earnings reaction wasn't a really a surprise.

English

1.5K

Durable Value Creators@DurableCreators·14 Tem

Why would software sell off on $IBM news? That's like META selling off because SNAP missed earnings. Is the market really treating an industry dinosaur as a bellwether?

English

Durable Value Creators@DurableCreators·9 Tem

@long_equity TJX and GE Vernova are great companies but I don't think they're great buys at their current valuations.

English

490

Long Equity@long_equity·8 Tem

Terry at Fundsmith has been chopping and changing. Here are the companies I like from his recent batch of transactions. What’s looking investable to you?

English

10.6K

Keşfet

@CoalemusGuy @Opu61659893 @0xHorseman @lhamtil @Kevin60162526 @elonmusk @BarackObama @taylorswift13