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Leandro

Leandro

@Invesquotes

Equity Analyst researching high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. Spanish account: @InvEnCalidad

Madrid, Spain Katılım Kasım 2020
968 Takip Edilen57.6K Takipçiler
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Leandro
Leandro@Invesquotes·
In-depth reports I have published on S*stack so far... - Deere $DE (free) - FRP Holdings $FRPH - Five Below $FIVE - Diageo $DEO - Hermès $HESAY - Atlas Copco $ATCO.B - Stevanato $STVN (free) - Keysight $KEYS - Zoetis $ZTS - Judges Scientific $JDG.L - Medpace $MEDP - Trupanion $TRUP - AAON $AAON Currently looking into two other interesting companies The library will keep getting longer!
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Leandro
Leandro@Invesquotes·
@InversorGrunion Hay numeros ee? 😂 pero cierto es que está muy centrado en el estado actual de la IA
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InversorGruñon
InversorGruñon@InversorGrunion·
Este es el tipo de publicaciones que me gustan, centrados en la parte cualitativa y con los números justitos. Limitándose a la comprensión del negocio y su estado presente. Los números es muy fácil pasarselos a un LLM y hacer un shitpost.
Leandro@Invesquotes

Just published this article on $ASML $TSM and the state of the AI industry I go over... - The earnings of both companies - The state of capacity in the industry - Why ASML can beat its 2030 guide in 2028 Open to read, enjoy!

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Leandro
Leandro@Invesquotes·
Just published this article on $ASML $TSM and the state of the AI industry I go over... - The earnings of both companies - The state of capacity in the industry - Why ASML can beat its 2030 guide in 2028 Open to read, enjoy!
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Leandro
Leandro@Invesquotes·
In today's article I explain why I believe $ASML can potentially generate up to €68 billion in revenue in 2028 This would be 13% above the company's current 2030 (!) guide (which will likely get raised in next year's CMD)
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Leandro
Leandro@Invesquotes·
Publishing this in a few hours! Put a lot of effort into it and it will be open to read. $ASML
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Leandro
Leandro@Invesquotes·
@shot_change I don’t want to be this guy but I think some content is good which is why I continue to pay the sub! When you own distribution you are going to 100% shit content on your platform which is fine so long as you have things that are good!
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Feather Fund
Feather Fund@FeatherFund·
@Invesquotes We have one final suggestion that matches the description, or at least some of it: Atlas Copco?
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Leandro
Leandro@Invesquotes·
Just published my new in-depth report. The company has…. - 90% market share in a mission-critical workflow for its customers - Has been on a journey of simplification - Is repurchasing shares aggressively - Has been caught up in two flawed narratives (and therefore it’s cheap) I expect an 18-19% CAGR over the next 5 years.
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10BaggerPortfolio
10BaggerPortfolio@10baggerproyect·
Esta tesis creo que va a ser una de mis imprescindibles en el largo plazo. Los resultados se podían adelantar, supongo que al mercado le costaba calcularlos. Aspirante a core de cartera con todos los requisitos que pedimos a un negocio⭐️
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10BaggerPortfolio@10baggerproyect

1 hora y publicamos nueva posición📘 Lo más similar que he visto a $tea.ax en cuanto a capacidad directiva. Crecimientos de beneficio del +50%, mejora de márgenes prevista para el futuro sólo con M&A realizado, cofundadores, - de mil millones de capitalización🇪🇺Valor para futuro

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Leandro
Leandro@Invesquotes·
@FeatherFund Nope! I don’t think Adobe has proprietary data that matters!
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Jhon Ledezma
Jhon Ledezma@jhonel062137·
@Invesquotes Leandro, $ATCO se puede ver beneficiada de manera indirecta por la construcción de data centers, y el desarrollo industrial de conducción autónoma y robótica?
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Leandro
Leandro@Invesquotes·
Atlas Copco $ATCO.B strong inflection in orders with double digit growth across all divisions Organic order growth +26% YoY Industrial technique +11% YoY Power technique +14% YoY Compressor Technique +19% YoY Vacuum Technique +59% YoY (semis) Also... "Atlas Copco Group expects the customer activity to remain at the current level."
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Leandro
Leandro@Invesquotes·
#21 Rising in Finance after publishing the last in-depth report! The company I profile has close to zero coverage on here but a monopolistic-like position in a trillion-dollar industry The stock has also been performing poorly due to 2 flawed narratives Go figure!
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Leandro
Leandro@Invesquotes·
@viggy_krishnan Leverage for TSMC also seems to be going down with more EUV customers coming! I remember when this was considered a monopsony and now everyone wants EUV
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Leandro
Leandro@Invesquotes·
This is ideally what you'd want to see if management is repurchasing a lot of stock with shareholder's money $FOUR
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Keşfet

@InversorGrunion @dcurras1 @zeroxpectation @Borlaug_ @shot_change @FeatherFund @10baggerproyect @jhonel062137