@DimitryNakhla I’ve been watching this one and waiting for around $100. Maybe I’m being greedy.
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Rhandi
1.2K posts
Amphenol, you’ve got my attention 💵
$APH
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@GorrepatiRama @realroseceline FCF is up because the slowed CAPEX. I’m not sure if that is good or bad.
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@realroseceline Retired 5% of the outstanding shares this quarter still sitting on close to $5 billion in cash. But growth slowed down and SGA increased . Still generating tons of free cash flow and fcf per share growth. I am sitting on 20 percent loss after four years of accumulating this.
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Quite peculiar how opportunistic $CPRT is with their buybacks 🌹
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@realroseceline I’ve been watching this one. I’m hoping to get it closer to $100. But it’s a great company.
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Reading annual report of $APH quite an impressive business outperformed the $SPY by 3x over the last 5 years, trading at a reasonable value ~3% FCF/Earnings Yield 🌹
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A name worth flagging, Sunbelt Rentals $SUNB (formerly Ashtead Group) has been popping up quite a bit this quarter on 13Fs. They're the 2nd largest equipment rental company in the US behind $URI. Maybe activity related to the listing change but interesting nonetheless.
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@DurableCreators This is an awesome list. Is this the entire universe or is this the watchlist? I am trying to get my universe down to maybe 20 - 25 companies that I think are real quality and that I can learn really well.
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Here's the current state of the Durable Value Creators investable universe. Spent some time recently narrowing down the focus.
Primary themes include picks & shovels of secular trends, recurring revenue, razor-razorblade model, mission-critical, and/or relatively asset-light.
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@kristinnsms What’s the proof that the volume recovery is happening. I have it as a 5% position also.
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Copart ($CPRT). 5% of my portfolio. Initiated April 23 at $33 funded by trimming $META from 16% to 11%. 5-year FCF CAGR of 27%, 1-year of 38%. The unit volume recovery the bears doubted is happening.
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@invest091 @DurableCreators I choose ZTS over IDXX because it was cheaper. I learned well before this drop that I had made a mistake. I then made another mistake by not selling.
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@DurableCreators I chose $IDXX over them awhile back and haven't paid attention myself. Very surprising.
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What happened to Zoetis? Down 40% YTD and now trading at 12x forward earnings. I get growth has slowed but this seems like pretty extreme reaction. Feels like one of those cases where the stock was way too expensive but now the market overcorrects to the downside. $ZTS
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@realroseceline This was a great read. The Badger meter write up was great also.
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Rhandi retweetledi
*UNITED CEO SAYS PURSUIT OF TALKS WITH AMERICAN HAS ENDED
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Rhandi retweetledi
Excited to share that the Special Situations Digest has moved to a new home.
If you want a free month of paid access (Pro), just do the following: retweet this, drop a comment below, and send me a DM with your email, and I will give you complimentary access.
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@CCM_Ryan @jorgewangsea @fiscal_ai What qualifies a case. I’m an individual investor doing fundaments research. I’ll be doing about 10 to 20 companies a month and I have a paid plan. How does that work?
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@jorgewangsea @fiscal_ai There’s pricing for individuals as well, we just have to qualify each use case.
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@googlegemma Uninstalled it in 15 mins from iPhone 15pro after it could not do anything useful with built it tools. It’s just a glorified hyped chat bot on a phone. 😬🤷🏻♂️
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Gemma 4 was released 3 days ago. What have you built with it so far?
Show us what you got! 👇
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Rhandi retweetledi
Most investors think Wall Street always wins.
Peter Lynch ran the best mutual fund in the world for 13 years, at 29.2% annual returns.
His conclusion?
The average investor has advantages most professionals will never have.
Here's the playbook.🧵
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What is your favorite Biotech stock? And why Halozyme $HALO? 😆
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@QualityInvest5 I was going to say that it had fallen so far that it had nowhere else to go. But, I’ll take it. It’s green.
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@NeurlCreators Not yet, but probably sooner than you think
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Google DeepMind is preparing to release a new Gemini model
Gabor Cselle of the Google GenAI team has tweeted out the classic “Gemini” meaning we could see a new AI model as soon as today
What new Gemini model are you hoping to see?
Gabor Cselle@gabor
Gemini
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Rhandi retweetledi
