Michael Fitzgerald
165 posts


Breaking: IALPA members at Aer Lingus to engage in 8 hour strike on Saturday 29 June from 5am - 1pm @rtenews

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Michael Fitzgerald retweetledi
Michael Fitzgerald retweetledi
Michael Fitzgerald retweetledi

Growth in revenue is the #1 driver of stock price growth long term
Look for:
- Profitable companies
- Fwd. PE between 15-25
- PEG between 1-2
- ROIC / ROCE above industry ~20%
- Forecasted growth of 10-20%
- Huge runway
Let's find the next multi-baggers
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Michael Fitzgerald retweetledi

@emmetlsavage That feels like a sprinkling peak pessimism
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Michael Fitzgerald retweetledi

I'm thrilled to share the latest episode of the #RicherWiserHappier podcast: my conversation with Fred Martin, whom I also profiled in my book. Fred is an extraordinary investor & person. This interview had a powerful impact on me. To listen: link.chtbl.com/RWH020

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Michael Fitzgerald retweetledi
Michael Fitzgerald retweetledi
Michael Fitzgerald retweetledi

“Based on our analysis of four large fintechs that publish their financials, we estimate that the operating costs of fintech banks powered by next-gen core platforms are around 10 percent of the operating costs of traditional banks.”
$SoFi
article: mckinsey.com/industries/fin…
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Michael Fitzgerald retweetledi

I had the privilege of picking @hoegermeister’s brain on $SoFi
Its a long deep conversation on @SoFi’s lending business and how SoFi measures up against competition.
I hope y’all enjoy👇
youtu.be/f2p-9FLQYAs

YouTube
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Michael Fitzgerald retweetledi

@PamelaHensley22 Truw story:
When Facebook bought WhatsApp then had 4X the daily users of what Twitter have today it was ran with 50ppl
Before Elon bought twitter, twitter had 7,000 people running it, and the company was losing billions... twitter has so much fat.
What would I do?
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Michael Fitzgerald retweetledi

@saxena_puru @MyWallStHQ @emmetlsavage just a suggestion, but I would love if Puru and Emmett could have a chat on StockClub?
Two of the most level headed interestors I admire.
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@saxena_puru @BrianFeroldi Brillant insights Puru. Thank you for sharing
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Enjoyed this discussion with @BrianFeroldi
Topics covered -
Credit cycle
Role of the Fed
Near term pain
Long term opportunities
This time is not different
Attractive business characteristics
youtu.be/IPdOfG35QBo

YouTube
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@SkyIreland how do I cancel my sky subscription? I have rang ye several times over the past number of days and couldn't get through, today ye were on "essential training"?
Please advise
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Michael Fitzgerald retweetledi
Michael Fitzgerald retweetledi
















