We just released an article on $SOFI, we believe the company is a BUY at the current price.
The company released another solid earnings report, which you can read all about, below!
@SeekingAlpha
Is $BABA one of the best value plays for 2024? 👑
- The company bought back over $9.5B worth of shares in 2023.
- Still $11.7B war chest to do share repurchases.
-$76.67B in cash and cash equivalents, 39% of its market cap
- FCF Yield of 12.5%
- Recently announced a $1 yearly
Today we will take a deep-dive into Enphase Energy ( $ENPH), which got slaughtered after its recent earnings.
Let’s take a look at this hyper-growth company in this thread. 🧵🔽
@AnimalLoverHub
@InternetH0F
So if Josie is drunk and can't consent than Jake can't consent either when he is drunk.
The policy could go both ways. Jake could get raped as well.
Neither case is acceptable to be clear. But, this advertisement is pretty fucking dumb.
5 years go PayPal $PYPL was trading between $95 - $125 with an EPS of around $2.
Currently, PayPal is trading below $60 a share, with expectations of generating $5.12 per share in 2024. 📉
The stock is still expected to grow revenue 8% year-over-year and is decreasing its
25 Profitable Companies Worth Looking Into
Here is a list of the top 25 stocks that fit these criteria ranked by their 5Y Revenue CAGR:
Criteria:
- MC > 1B
- Gross Margin > 50%
- FCF Positive
- 5Y Revenue CAGR > 20%
- 5Y CF CAGR > 15%
1. $PDD -PDD Holdings Inc. 137.05%
2.
The cybersecurity sector is expected to grow significantly in the upcoming years. 📈
Below you can find some of the biggest players out there.
- $NET
- $ZS
- $CRWD
- $FTNT
- $PANW
Do you own any of these companies?
PayPal repurchased $1.5B worth of shares in Q1 2024 👑
With the $PYPL results out, let's take a look at how the shares outstanding evolved.
Currently, PayPal has 1.053B shares outstanding (as of March 27th). A decrease of 10.82% since 2021 📉
PayPal $PYPL, I gave the company a strong buy rating.
PayPal is a cash generating machine at historically low valuations.
I believe the risk/reward is enticing at the current valuation.
The article received an editor's pick from
@SeekingAlpha
🔽👇
MercadoLibre $MELI is down over 23% in less than 2 months! 📉
Is the company worse than 2 months ago? Absolutely not.
In contrary to many other companies, MercadoLibre is hiring talent like crazy while others are laying people off.
$MELI is a company focused on the future and
Ever questioned how investing legends pick their stocks?
These are the metrics Peter Lynch uses.
- Trailing PE < 25
- Forward PE < 15
- EPS Growth > 15%
- Debt/Equity < 35%
- Market cap < $5 billion
- PEG Ratio < 1.2
Let's look at some examples in this thread! 🔽🧵
6 High-Growth Companies which will benefit tremendously from upcoming trends such as EV's, renewable energy, e-commerce, and AI.
- Tesla $TSLA
- Illumina $ILMN
- Enphase Energy $ENPH
- Mercadolibre $MELI
- The Trade Desk $TTD
- Nvidia $NVDA
Do you own any of these?
Paypal $PYPL Share Repurchase Machine 💰
- $PYPL stated that they would be buying back $5B worth of shares in 2023.
- Since Q4 2021, the shares outstanding have decreased 6.07%
- Since Q4 2022, the shares outstanding decreased with 3.8%
- Plenty more share repurchases are
A high ROIC measures how effecitvely a company uses its capital to generate returns.
For example a ROIC of 30% indicates that for each $100 a company invests in its business it generates an additional $30 in operating income.
Here are 10 quality companies with a high ROIC.
U.S. News mentioned 7 Cybersecurity stocks to 'buy today and hold for the long run" 🤔
- Palo Alto Networks Inc. ( $PANW)
- A10 Networks Inc. ( $ATEN)
- SolarWinds Corp. ( $SWI)
- CyberArk Software Ltd. ( $CYBR)
- Rapid7 Inc. ( $RPD)
- CrowdStrike Holdings Inc. ( $CRWD)
- Akamai
Paypal - $PYPL just reached a 6-year low.
Meanwhile:
- PE lowest in 10 years
-P/FCF close to its 10Y lows.
I think it is one of the best value opportunities out there.
In the comments you can see what an absolute Share Repurchase Machine Paypal is. 💰🔽
We just released a new episode of "In The Spotlight'. This one is the first in the mining series.
In this episode we discuss $ABRA.v
Check out the article by clicking the link below!
#silver
#gold
@MarkRuffalo
@elonmusk
Easy to blame Musk. In the end, he has given Ukraine access to Starlink.
You can't blame Musk for following the guidelines he initially set out.
Enphase $ENPH, while the stock has struggled this year, the revenue growth and gross profit growth over the years have been simply phenomenal. 📈
Do you own any Enphase?
$HIMS just announced that GLP-1 injections are now added to the product portfolio. 📈
The bulls knew this was coming. Weight loss could become a nice revenue driver for $HIMS.
GLP-1 has the same active ingredient as Ozempic $NVO and Wegovy.
Stock up 18% 🔥
The Magnificent 7 had a tremendous year, but there are stocks that performed even better! 📈
In this thread, we will take a look at what some of the best perfoming stocks of the year have in common. 🔽
$AAPL $GOOGL $TSLA $AMZN $META $MSFT $NVDA
Which sectors will be the best
Tesla ( $TSLA) published their Q2 earnings after market close on July 19th, beating both expected earnings and revenue.
However, the stock dropped by more than 9% the following day.
In this thread, we dive into the key takeaways from Tesla’s recent earnings. ⬇️ 🧵
We just released an article on Enphase Energy ( $ENPH)
Enphase is one of the leading solar energy companies, which is currently sitting at a historically low valuation.
The company has experienced explosive growth over the last decade. 🔽
@SeekingAlpha
PayPal $PYPL looks like it was taking public via a SPAC..
Meanwhile:
- Over $5B in FCF per year
- Will be buying back $5B worth of shares in 2024 alone.
- New CEO looking to accelerate growth once again.
Will $PYPL be a 100% gainer in a year? 👀
$HIMS Free Cash Flow and Net Income growth is quite impressive ⤵️
The company posted positive free cash flow for 6 consecutive quarters! Up 70% YoY 📈
Net income is the most recent metric to flip positive. Showing YoY growth of over 200% posting $11.12M in the latest results ✅
@DeadlineDayLive
He will move to Bayern.
He will win trophies and will be competitive in the champions league.
Bayern is one of the best run clubs in the world.
PayPal $PYPL, what a fall this stock has had since the summer of 2021. Last week I bought some LEAPS and in this twitter post we will take a quick look at the potential returns.
As some of you might not be aware I consider myself more of a trader than an investor. Nonetheless,
We just released an article on Hims & Hers $HIMS
In this article we discuss:
- The Recent Earnings
- HIMS's Potential to revolutionize the telehealth industry
- Key points of the Spruce Point Capital short report, and much more.
After $SOFI released a strong Q4 report the stock intially reached $10.49 🔥
The stock is reaching attractive levels again.
While $6.50 might be a possibility, for long-term investors the stock is at a very interesting price
@EverythingSOFI
@totalcristiano
Jude is a top tier player. Unfortunately, the rest of the squad just wasn't good enough today.
All eyes on the league and the Champions league now.
Hala Madrid!
Hims $HIMS is still still cheap after it's latest run after earnings. ⬆️
PS Ratio could double from here. Execution has been excellent and Hims has an exciting future ahead of itself.
7 High-Growth Companies which will benefit from upcoming trends such as:
EV's, renewable energy, e-commerce, and AI 📈
- Tesla $TSLA
- Illumina $ILMN
- Enphase Energy $ENPH
- Mercadolibre $MELI
- The Trade Desk $TTD
- Nvidia $NVDA
- Hims & Hers $HIMS
Do you own any of these?
A high ROIC is key for value creation.
For quality investors, the Return On Invested Capital (ROIC) is one of the most important financial metrics.
Learn everything you need to know in this article 👇
Below you can find a list of stocks with:
· > 1B market cap
· Gross margin > 50%
· 5Y Revenue CAGR > 25%
· Positive FCF
· EV/Sales < 5
Ranked on P/FCF: 🔽
The 5 cheapest will be shared tomorrow if you guys smash that like button! 📈🫡
$NARI Inari Medical
$JAMF Jamf Holding
$CELH has posted 3-Year revenue growth of 105% and has grown by nearly 40% YoY!
The company has also grown its free cash flow substantially on a YoY basis. Going from -$16.08M to $130.12M!
Today, the stock is down ~8%. Is this an opportunity?
@DeadlineDayLive
Levy is a tough negotiator, but getting £100m for a 30+ year old player with just one year left in his contract is a great deal.
Also a fabulous transfer for both Kane and Bayern IMO.
Paypal vs Adyen vs Block on a P/FCF basis 📉
The whole fintech space has suffered. 🔥
Nonetheless, there are some clear differences on valuation between the stocks.
Which stock do you prefer? $PYPL, $SQ, or $ADYEN
Is Evolution AB $EVO $EVVTY one of the most interesting stocks outside of the US? 🇸🇪
Evolution Gaming is one of the leading B2B casino software providers. ♦️♠️
The online gambling industry is growing rapidly and is expected to grow with a CAGR of 11.7% from 2023 to 2030. 📈
-
Thank you all for voting, $HIMS was the clear winner at 44%. As such, let’s dive into the analysis.
Hims & Hers (HIMS), a company that has seen a significant decline, shedding over 50% since early May.
Nevertheless, the stock is at a crucial support level right now.
The
$SOFI member growth has been quite robust over the past 4 years! In the latest quarter, SoFi posted +44% YoY totaling over 8M members 📈
How long until the company achieves 10M members?
Adyen $ADYEY $ADYEN is currently down 36.5% after reporting H1 earnings. This plunge wiped out over 3 years of gains, bringing the stock close to pre-covid highs.
Looks like management is focused on the long-term, which is a good sign for long-term investors.
Nonetheless, the
Apple $AAPL Business Breakdown 🤑
Apple generated $89,498.0M in revenue last quarter🔥
Let's take a look at where all that money came from! 🔽
1. Iphone Sales: 48.95% 📱
This remains the bread and butter of Apple, almost half of its revenue comes from Iphone sales. 📱
Some
$HIMS grew its net orders by 20% YoY in the first quarter. Along with its total subscribers surging 41% YoY!
Net orders - > $2.46M
Total Subscribers - > 1.70M
The stock is currently up over 140% this year. Are you a shareholder of this company?
Mercado Libre $MELI is down after one-off expenenses. 📉
Overall Mercado Libre had a very solid quarter with some of the strongest year-over-year growth since Q2'21. 🔥
- Income from operations plummeted due to one-off expenses, these were contingent tax liabilities related to
Why Shopify ( $SHOP) is a game-changer in e-commerce 🛍️
Shopify released its Q1-2023 earnings today and the stock is currently up over 25%.
In this thread we will take a deep-dive into $SHOP and their latest earnings. 🧵🔽
5 Strong companies in Belgium and The Netherlands
- ASML ( $ASML) 🇳🇱
- Adyen ( $ADYEN) 🇳🇱
- Lotus Bakeries ( $LOTB) 🇧🇪
- Melexis ( $MELE) 🇧🇪
- Argen-X ( $ARGX) 🇧🇪
Are there companies in this list you haven't heard from before?
Paypal $PYPL
- Reduced weighted average shares outstanding by 7% over the last eight quarters 📉
- Since Q4 2022, the shares outstanding decreased with 5.18%🔥
- Should they initiate a higher share repurchase plan in 2024 if the stock remains at the current levels?
Interesting news for PayPal $PYPL investors! 🌐
Prometeo, a leading fintech infrastructure company, has successfully raised $13 million in Series A funding, with
@PayPalVentures
at the forefront of this investment.
The funding round, led by Antler Elevate, also includes
We just released an article on MercadoLibre $MELI. We rated the stock as a buy📈
- $MELI still has plenty of room for further growth
- One-off expenses were a drag on revenue
- take rate declined, but nothing to worry about as of yet.
@SeekingAlpha
Alphabet's $GOOGL shares surged by about 7% in extended trading following an impressive earnings report, driven by growth in its cloud-computing unit.
In this thread, we take a look at their most recent earnings. 🔽🧵