Moonlight Capital

540 posts

Moonlight Capital

@Moonlight_Inv

Passionate investor. I publish monthly in-depth articles analyzing some of the best businesses in the world. Subscribe at https://t.co/FnUvdihrrz

Katılım Temmuz 2023

149 Takip Edilen329 Takipçiler

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Moonlight Capital@Moonlight_Inv·12 Eki

After 110+ hours of research, the second part of $FOXF's deep dive is now live! The analysis covered topics such as: -Management team & compensation. -Competitive advantages. -Growth plan. -Risks. You can access this write-up for free through the link in my bio🔗

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Giuliano@Giuliano_Mana·18 Ara

In today's article, I briefly discuss some of the thoughts I've been having over growth investing. These are mostly based on my reads on Michael Mauboussin and Benjamin Graham. 0to1stockmarket.com/p/thoughts-on-…

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Moonlight Capital@Moonlight_Inv·10 Ara

@Giuliano_Mana @atmosinvest @CJ0pp3l @hourglassnetwrk Honored to be mentioned brother, appreciate your support as always!🫡

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Giuliano@Giuliano_Mana·9 Ara

If you are looking for new people to follow, these guys have been adding unique value to myself: @atmosinvest @Moonlight_Inv @CJ0pp3l @hourglassnetwrk

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Giuliano@Giuliano_Mana·4 Ara

Today's article is incredibly relevant to my current situation. Hope you enjoy it. 0to1stockmarket.com/p/my-research-…

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Giuliano@Giuliano_Mana·30 Kas

For the past 5 weeks, I've been reading as much as I could about the BIM software industry. I hope you find my industry breakdown useful. $ADSK $BSY $NEMTF $MSHHF 0to1stockmarket.com/p/research-bim…

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Moonlight Capital@Moonlight_Inv·26 Kas

10 Investing Nuggets from Greg Speicher👇🏻

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Moonlight Capital@Moonlight_Inv·24 Kas

@CJ0pp3l Great business and an outstanding management team. Also currently trading at very attractive levels imo.

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C.J.@CJ0pp3l·24 Kas

Est. ~ $1 billion in FCF this fiscal year is something

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Moonlight Capital@Moonlight_Inv·24 Kas

@DRGinvests Haven't read capital returns yet, but quality investing is one of my all-time favorites. Highly recommend it.

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D invests 🏴󠁧󠁢󠁷󠁬󠁳󠁿 🦥@DRGinvests·24 Kas

Which book should my wife get me as a xmas gift? Quality Investing or Capital Returns? #Investing

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Moonlight Capital@Moonlight_Inv·20 Kas

I'm finally back after having two very unusual weeks. I'll resume working on the $POOL deep dive tomorrow, and the first part should be coming out soon. My conclusion so far: Great company, outstanding management team and very attractive industry dynamics.

Moonlight Capital@Moonlight_Inv

In my article covering $FOXF I voiced some of my concerns on the company, mainly the degrading of the quality of their acquisitions, which have further worsened with their recent acq. of a bat-making division. These are some of the other reasons I concluded $FOXF wasn't for me:

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Moonlight Capital@Moonlight_Inv·20 Kas

The company was severely punished after their latest quarterly report. This was after the company reported worse-than-expected results, lowered its guidance and, imo, after the investment community began losing confidence in the management team after their latest acquisition.

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Moonlight Capital@Moonlight_Inv·20 Kas

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Giuliano@Giuliano_Mana·20 Kas

Trying to infer what a person's philosophy is by reading his work is ultimately impossible. Nevertheless, I gave it a shot after going over 20+ shareholder letters François Rochon has written. Hope you enjoy it: 0to1stockmarket.com/p/francois-roc…

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Moonlight Capital@Moonlight_Inv·17 Kas

@Giuliano_Mana Roic.ai works great for US-based companies. It includes both financials and earnings calls going back many decades for free.

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110

Giuliano@Giuliano_Mana·17 Kas

Is there a good financial platform that has at least a decade of financials available for free?

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Giuliano@Giuliano_Mana·13 Kas

Ever since I started reading about finance, people just said that fundamentals and prices converge. Like if it was an absolute truth, but I never saw someone say why. In today's article, I go over my idea on why might this happen: 0to1stockmarket.com/p/why-do-funda…

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Moonlight Capital@Moonlight_Inv·11 Kas

@Stock_Opine Thank you!🫡

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StockOpine@Stock_Opine·10 Kas

@Moonlight_Inv Thank you for sharing. We look forward to your $POOL analysis that is coming out next week.

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Moonlight Capital@Moonlight_Inv·10 Kas

$POOL is an outstanding business that doesn't quite get the attention it deserves. Make sure to check out this writeup by the guys at @Stock_Opine to learn more about it👇🏻

StockOpine@Stock_Opine

Dive into the latest insights on $POOL! Uncover the 2023 decline in financial performance and see how it stacks up against competitors. Plus, have a look into our valuation estimate 📈 A repost goes a long way if you find it valuable 🙏 #stockstowatch #investing

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Moonlight Capital@Moonlight_Inv·10 Kas

@Stock_Opine @BabooInvesting @IFB_podcast @Giuliano_Mana @TheLongInvest @AltaFoxCapital @pharris_tyler @mavix_leon @ValueEngineer_ @simpleinvest01 @capitalemployed Thanks for sharing!

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StockOpine@Stock_Opine·9 Kas

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Moonlight Capital@Moonlight_Inv·7 Kas

@manuelfr99 Últimamente me está gustando bastante $POOL en la industria de las piscinas.

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Manuel 🇪🇸🇳🇱@manuelfr99·6 Kas

¿Cuál es la industria y la empresa líder más atractiva para invertir con un horizonte temporal de muy largo plazo? 🧐

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Moonlight Capital@Moonlight_Inv·6 Kas

In the short term, the price of a business and its fundamentals can go very different ways. Over the long term, however, they will inevitably converge.