Ray

A friend of mine started investing a few months ago. The first stock he bought was Super Micro Computer inc. $SMCI. What a lucky bastard.

$VRSN Verisign Inc operates a diverse array of network infrastructure, including two of the Internet's thirteen root nameservers, the authoritative registry for the .com, .net, and .name generic top-level domains and the .cc country-code top-level domains, and the back-end systems for the .jobs and .edu sponsored top-level domains. They grow revenues, earnings and buyback shares in a fast pace. The graph below shows their success in increasing per Share fundamentals!

@Quartr_App @SupBagholder @ReneSellmann @TSOH_Investing @CannibalsInvest @mavix_leon @Tintincapital @RihardJarc @dissectmarkets @IFB_podcast @CannibalsInvest can surely help out here!

Can't get enough of our content? Since the launch of 🧵 in Europe roughly two weeks ago, we are posting almost daily. What are some must-follow accounts?

$HEI HEICO Corporation is an aerospace and electronics company, which manufactures products found in aircraft, spacecraft, defense equipment, medical equipment, and telecommunications systems. Since the mid-1990s, HEICO has been organized into two divisions to address these different markets: Flight Support Group and Electronic Technologies Group. Yesterdays Q4 report showed astonishing growth in revenue!

Sharing the per share fundamentals of a high yield dividend stock: LyondellBasell $LYB. LyondellBasell Industries has a clear capital allocation strategy of distributing 70% of its free cash flow through dividends and buybacks. Dividend yield is at 5.40% with current stock prices.

Box $BOX is a quite interesting SaaS company. Fundamentals have a very positive trend and even share buybacks have been executed. I am not certain about its moat but i would say its worth investigating.

Toll Brothers $TOL handing over value to the shareholder via Share buybacks. Trend is strongly positive.

One of the most impressive graph of per value fundamentals is from $FICO. Looking at the stock price it is climbing a wall. Profitable growth + share buybacks + huge moat.

$OKTA Earnings reported yesterday, 0Auth acquisition had its impact on per share values!

Nvidia $NVDA reported earnings last week. Will the demand for GPUs stay on these levels? or is it just an AI hype for the short term.

The future has arrived 🦌. I see big potential in dynamics 365 $MSFT

Xi with a friendly visit in the US and $BABA starting to pay a dividend. Is China investible again? Per share values look decent.

Wonder why $DIS is down since Covid? Net Income did not recover since then. 21st Century Fox Acquisition by Disney closed in March 2019.

$SE SEA LTD. down 12,46% with a disappointment on Q3 EPS miss. I am still bullish on the company and expect some re-acceleration within the next 2 quarters.

$HD Home Depot is another Cannibal that is steadily buying back shares. No wonder @BillAckman has such a big position. Just released Earnings look promising as well: EPS of $3.81 beating expectations of $3.76 Revenue of $37.7B beating expectations of $37.6B

This will grow exponentially $TSLA

Interesting Earnings from D.R. Horton $DHI. D.R. Horton has been the largest homebuiler by volume in the Unites States since 2002. They reduced their Shares from 384Mn to 342Mn within 5 Years. Even Mr. Buffet built a position recently.

Difficult to consider a scenario where Big Tech would be a bad investment - even with high multiples.

$AAPL Earnings yesterday show how buybacks can change the narrative. Even though Revenue declined by 1% - per Share values still keep increasing. Great results for a final FY23.

@CannibalsInvest What a growth story

Another strong compounder reported earnings yesterday. Cadence Design Systems is utilized to design semiconductors and its architecture with limited competition. $CDNS