Pikagi
Investing visuals Profile Banner
Investing visuals Profile
Investing visuals

@ZeevyInvesting

7,649
Followers
37
Following
150
Media
504
Statuses

On a mission to create high-quality investing visuals for everyone | Want to support my mission? Check ☕️🙏

Netherlands
https://t.co/jgi3yvhqSX
Joined May 2023
Don't wanna be here? Send us removal request.
Pinned Tweet
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
14 days
10 one-pager analyses mega thread!🧵👇 I’ve delved into 10 high-quality companies shaping the future. Let's dive in and find your next investment gem💎 #1 NVIDIA $NVDA: A graphics powerhouse in gaming and AI. Can it maintain its stellar performance?
Tweet media one
15
480
2K
Last Seen Profiles
Sriracha2Go

@Sriracha2Go

ELOI

@alnstivntil

ismael gonzalez

@ismdibujos

Theodore Yach

@yachtheodore

Norwich CBS FC

@NorwichCBSFC

鵺琉@✧ʕ·͡˔·ོʔ｛ 渋々売る人@お仕事募集中

@nueru

G Asiaaa

@AsiaaMac_DaG

E.

@ErykahTbh

SHEBADdaddy

@Tigersraptors1

Jingmai O'Connor

@Paleontologista

Пані Кетрін 💙💛

@Pani_Ketrin

Im a writer

@JayJDONDA

y - cherry.

@mwrtinodegaard

Performance 4

@performance_4

cam is defending rhaenyra targaryen

@hveumetcam

حنفي فراه وال

@HnfyWal

evlibeygizli

@bey401465

airsurfer

@airsurfercr

Sophie Belman

@BelmanSophie

J.K. Rowling

@jk_rowling

AXTEEZ

@axteez_

ponderpisces22972

@ponder229

سولر 𓃵

@ssra_99

Dhane Smith

@dhanesmith92

BahanFantasy

@galery_basah10

Virtual Medical Academy

@medical_vma

✨🔮阿薰kaOri🔮✨

@axunkaOri

La Daphne

@laura_marziali

Quim Torra i Pla

@QuimTorraiPla

むぎを。

@mu_gi_o_1105

Glen Powell

@glenpowell

The One Pride Guy

@TheOnePrideGuy

Elena Camarata

@EleCamarat

You Are A World Changer!

@BillionairePA4

Çiftiz Ayten ve Kerem

@Kivilcim044

Alfonso Rueda

@AlfonsoRuedaGal

@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
☁️ Microsoft $MSFT analysis🔎 A one pager with all key information of the worlds most valuable company👇 Main takeaways 📢 • $MSFT is deeply entrenched in many modern businesses. Either through their cloud offering Azure or their Microsoft 365 subscriptions • Well positioned
Tweet media one
12
139
608
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
🤖Palantir $PLTR analysis🔎 A one pager with all key information of a company that is increasingly becoming an A.I. platform for other businesses👇 Main takeaways📢 • $PLTR is well positioned to benefit from the A.I. megatrend with its A.I. Platform (AIP) gaining a lot of
Tweet media one
20
125
597
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
🖥️ NVIDIA $NVDA analysis🔎 A one pager with all key information of a company that is performing on a whole new level👇 Main takeaways 📢 • leader in the field of (cloud) computing and graphics with a very strong moat • Well positioned to benefit from the AI mega trend with
Tweet media one
6
145
525
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
🚗Tesla $TSLA analysis🔎 A one pager with all key information of this unique company that disrupted the automotive industry👇 Main takeaways📢 • $TSLA has created a strong flywheel combining the EV transition, autonomous driving and transition to renewable energy • Main
Tweet media one
3
113
514
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
2 months
Alphabet $GOOGL analysis🔎 A one pager with all key information of one of the world's most known companies👇 Main takeaways 📢 • $GOOGL has massive presence in the daily live of billions of people. Monetizing a user base of such a magnitude has been a big driver of the success
Tweet media one
5
104
467
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
📀 ASML $ASML analysis 🔎 A one pager with all key information of this unique company👇 Main takeaways 📢 • $ASML is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry • The business is prone to
Tweet media one
9
83
404
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
2 months
Microsoft $MSFT Q1'24 update🔎 Updated one pager with all key information after the latest earnings of $MSFT 👇 Main takeaways 📢 • $MSFT had a very strong quarter with accelerating revenue growth mainly driven by higher then expected cloud revenue of 31% • A.I. contributed
Tweet media one
3
59
311
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
2 months
📀ASML $ASML update after Q1'24🔎 An updated one pager with all key information after the latest earnings of $ASML 👇 Main earnings takeaways 📢 • Revenue of €5.29 billion came in below expectation of €5.39 billion estimate • Quarterly net bookings of €3.61 billion came
Tweet media one
5
46
269
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
1 month
Amazon $AMZN analysis🔎 A one pager with all key information of this e-commerce and cloud infrastructure giant👇 📢 Main takeaways 🔹 $AMZN is a well run company with a very strong moat. Particularly due to its fulfillment network as well as Amazon Web Services which is
Tweet media one
1
65
252
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
9 months
I love listening to the @morganhousel podcast. One of my favorite episodes is "The Art of Spending Money". The episode discusses 13 very interesting behavioral aspects of money. I've summarized them in the visual below ✍️👇
Tweet media one
4
33
192
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
🔐Crowdstrike $CRWD analysis🔎 A one pager with all key information of this high quality cybersecurity company👇 Main takeaways📢 • $CRWD has a product suite that is mission critical for many companies. $CRWD keeps expanding their offerings to increasingly become a single
Tweet media one
1
53
183
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
2 months
Tesla $TSLA update after Q1'24🔎 Updated one pager with all key information after the latest earnings of $TSLA 👇 Main earnings takeaways 📢 • Revenue is down -9% YoY to $21.30 billion vs $22.34 billion estimate • Free cash flow is negative ($2.53) billion vs $653.6 million
Tweet media one
2
35
161
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
1 month
🦉Duolingo $DUOL analysis🔎 A one pager with all key information about a company that takes learning to the next level👇 Main takeaways📢 🔹Quality at a fair price👌 $DUOL has some of the best metrics out there, with a mind blowing 93 rule of 40 score, high growth rates, high
Tweet media one
1
26
136
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
2 months
MercadoLibre $MELI analysis and Q1'24 review🔎 A one pager with all key information of a rock solid compounding machine👇 Main takeaways📢 • $MELI is a high quality business with a strong moat and interconnected business parts creating a strong flywheel effect • Despite
Tweet media one
2
21
131
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
👜 MercadoLibre $MELI analysis One pager with all key information, after its latest Q4 2023 earnings👇 Main takeaways 🔎 • $MELI is a high quality business with a strong moat and interconnected business parts creating a strong flywheel effect • Take rates have dropped
Tweet media one
4
14
125
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
17 days
Apple $APPL analysis🍏🔎 Apple's WWDC24 event has received mixed reactions ranging from "best event after the iPhone introduction" to "ban iPhones". Whether you're a fan or not, let's take a closer look at the fundamentals of $APPL 👇 Main takeaways📢 🔹Apple is a mature
Tweet media one
2
26
114
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
2 months
Palantir $PLTR update after Q1'24 earnings🔎 Updated one pager with the most important information after Q1'24 earnings of $PLTR 👇 Main takeaways📢 • First of all, why is the stock down 15% after a very solid quarter with 21% revenue growth beating estimates and
Tweet media one
0
29
110
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
6 months
🔐 Crowdstrike $CRWD analysis One pager with all key information👇 Like this? Follow along for more of these! 🔍 Key metrics: scores very well except for stock based compensation, which is relatively high 💰 Financials: growing fast at scale, strong gross- and free cash flow
Tweet media one
4
11
80
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
2 months
Atlassian $TEAM analysis🔎 A one pager with all key information of one of the best run SaaS companies out there👇 Main takeaways📢 • $TEAM has a big presence in many modern (tech) companies with products such as Jira, Confluence, Trello and Bitbucket. Especially Jira is still
Tweet media one
1
14
73
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
27 days
Portfolio update May📜 🔹Tech portfolio -0,5% 🔹Nasdaq $QQQ +7,24% My portfolio took a bit hit due to the SaaS sell-off sparked by $CRM earnings. Partly driven by Gen AI not yet showing as much uptick in earnings as expected (yet). The question is not if but when Gen AI will
Tweet media one
1
10
73
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
14 days
#10 Palantir $PLTR: Data analytics and AI expert with a secretive edge. Is $PLTR the AI platform of the future?
Tweet media one
1
10
74
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
23 days
Updated $CRWD one pager after another great quarter💎👌 Main takeaways📢 🔹$921m rev (+33% YoY) (2% beat) 🔹$960m next Q guidance (1% raise) 🔹Raised full year guide 1% 🔹76% Gross margin 🔹 35% free cash flow margin 🔹 Rule of 68 (up from 66 previous quarter) As of today, I
Tweet media one
1
8
52
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
11 days
Mid-Month Portfolio Update - June 2024🌟 Time for a mid-month update on my stock portfolio. Let’s dive in👇 Top performers 🚀 🔹 CrowdStrike $CRWD +22% 🔹 Cloudflare $NET +12% 🔹 ServiceNow $NOW +11% Underperformers 🛑 🔹 MercadoLibre $MELI (-)8% New additions 🔄 🔹 No new
Tweet media one
10
3
51
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
14 days
#2 Microsoft $MSFT: From Word to the cloud, $MSFT is everywhere. Is it the ultimate all-rounder?
Tweet media one
1
10
43
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
14 days
#7 MercadoLibre $MELI: Top e-commerce in Latin America. Is $MELI ready for global dominance?
Tweet media one
2
7
40
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
1 month
$NVDA NVIDIA Q1 Full Review🔎 A one pager with all key information of yet again a stellar earnings report👇 Main takeaways📢 🔹 Revenue +262% Y/Y to 79.7 bln (1.5 bln beat) 🔹 Gross margin 78% 🔹 Operating margin 65% 🔹 Non-GAAP EPS $6.12 ($0.54 beat) 🔹 Dividend raised by
Tweet media one
0
6
33
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
14 days
#9 CrowdStrike $CRWD: Defending cybersecurity. Is $CRWD the digital guardian we need?
Tweet media one
1
6
33
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
14 days
#5 Amazon $AMZN: An online store and cloud powerhouse. Is there anything $AMZN can’t do?
Tweet media one
1
8
32
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
14 days
#6 Alphabet $GOOGL: From search engine to AI leader, Google’s omnipresent. Is $GOOGL the backbone of the internet?
Tweet media one
1
8
30
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
14 days
#3 ASML $ASML: Leader in semiconductor equipment. Is $ASML the backbone of modern tech?
Tweet media one
1
9
32
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
14 days
#8 Tesla $TSLA: Pioneering electric vehicles. Is $TSLA charged for the long haul?
Tweet media one
1
6
30
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
💳 Adyen $ADYEY analysis One pager with all key information👇 Like this? Follow along for more of these! 🔍 Key metrics: strong growth in payment processing volume, high RoE and exceptionally low stock-based compensation 💰 Financials: very healthy balance sheet, exceptional
Tweet media one
1
2
29
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
14 days
#4 Apple $AAPL: Leading in iPhones and wearables. Can $AAPL sustain its innovation streak?
Tweet media one
1
7
30
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
🤝Atlassian $TEAM company analysis I redesigned the one pager format, really curious if you like it. Let me know!👇 🔎 Key metrics • Strong net expansion in Cloud • Scores above the rule of 40 benchmark • High stock based compensation 💰Financials • Strong growth on a 3.5
Tweet media one
2
3
20
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
14 days
That’s a wrap! Which business is your highest conviction and top pick?🧐 Tagging some of my favorite high quality FinTwit accounts (from which I still learn a ton)🤟👇 @StockSavvyShay @Brian_Stoffel_ @BrianFeroldi @StockMarketNerd @ftr_investors @FromValue @jaminball
6
1
19
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
February Portfolio Performance 📜 • Portfolio +5,57% • Nasdaq $QQQ +4,34% Biggest gainers 📈 🟢 $TTD theTradedesk +25% 🟢 $ADYEY Adyen +25% 🟢 $NET Cloudflare +24% Biggest losers 📉 🔴 $TEAM Atlassian -17% 🔴 $DT Dynatrace -13% 🔴 $MELI MercadoLibre -7% Top 5 positions 🏆
Tweet media one
1
1
18
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
7 months
How to pick growth stocks? 5 timeless lessons by legendary growth investor Thomas Rowe Price Jr. 👇
Tweet media one
0
5
18
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
@ftr_investors For those interested in some more details about $ASML 👇
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
📀 ASML $ASML analysis 🔎 A one pager with all key information of this unique company👇 Main takeaways 📢 • $ASML is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry • The business is prone to
Tweet media one
9
83
404
2
2
17
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
22 days
Always check fundamentals🔎 With the Nasdaq $QQQ at an all-time-high, some might argue we're in a bubble. But unlike the dotcom bubble, stock prices are now supported by strong fundamentals. Context is everything💡
Tweet media one
0
2
16
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
1 month
5000 followers milestone!🎉🙏 Only 3 months ago, I was celebrating 500 followers. It blows my mind to cross 5K today. Thank you so much everyone, for following along and the wonderful personal messages you've been sending. Those can really make my day. Cheers to the future!🥂
Tweet media one
6
0
16
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
👤ServiceNow $NOW is one of my favorite companies. A one-pager analysis with all key information after its latest earnings report👇 🔍 Key metrics: scores very well with best-in-class renewal rates. Stock based compensation is on the high side though 💰 Financials: strong free
Tweet media one
1
1
16
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
@StockSavvyShay For those interested in some more details about 🦄 $CRWD 👇
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
6 months
🔐 Crowdstrike $CRWD analysis One pager with all key information👇 Like this? Follow along for more of these! 🔍 Key metrics: scores very well except for stock based compensation, which is relatively high 💰 Financials: growing fast at scale, strong gross- and free cash flow
Tweet media one
4
11
80
2
2
15
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
$TTD is selling off quite heavilly today. My take is that the valuation ran ahead of itself and there is just some blowing off steam right now. Might consider adding again when the risk/rewards becomes more favorable going forward. Fundamentally, it’s a great business👇
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
📢 theTradeDesk $TTD analysis One pager with all key information, after Q4 '23👇 Like this? Retweet to help others see this! 🔍 Key metrics: scores very well except for stock based compensation, which is high at 25% of revenue 💰 Financials: strong growth numbers with high FCF
Tweet media one
0
3
12
0
3
15
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
25 days
The stock market hype cycle, where are we right now?👀
Tweet media one
1
1
15
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
@Beth_Kindig For those interested in some more details about $NVDA One pager about $TSLA is coming soon!🙏
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
🖥️ NVIDIA $NVDA analysis🔎 A one pager with all key information of a company that is performing on a whole new level👇 Main takeaways 📢 • leader in the field of (cloud) computing and graphics with a very strong moat • Well positioned to benefit from the AI mega trend with
Tweet media one
6
145
525
0
0
14
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
9 months
What are traits of a successful long-term investor? @7LukeHallard had some great takes in the @7investing podcast some time ago. I've made a visual summary of the episode 👇✍️
Tweet media one
1
2
12
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
2 months
April portfolio update 📜 • Tech portfolio -6,46% • Nasdaq $QQQ -2,31% Biggest contributors 📈 None, all positions closed in the red at the end of April Biggest laggards 📉 🔴 Adyen $ADYEY -29% 🔴 Atlassian $TEAM -13% 🔴 Crowdstrike $CRWD -10% Portfolio underperformance
Tweet media one
0
2
12
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
2 months
$TTD earnings overview Curious to know if you like this format! 🙏👇
Tweet media one
1
3
12
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
📢 theTradeDesk $TTD analysis One pager with all key information, after Q4 '23👇 Like this? Retweet to help others see this! 🔍 Key metrics: scores very well except for stock based compensation, which is high at 25% of revenue 💰 Financials: strong growth numbers with high FCF
Tweet media one
0
3
12
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
500 followers milestone! 🙏🎉 After being active for some months on X, I reached 500 followers today which I am super grateful for! I'm on this journey while also working a full-time job in tech. Trying to balance both valuable content creation about investing and my work &
Tweet media one
1
0
11
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
7 months
Investing in growth stocks isn't just all fun and games. You have to be able to stomach volatile periods. In 2022, my portfolio dropped ~9% in one month, 𝐭𝐡𝐫𝐞𝐞 𝐭𝐢𝐦𝐞𝐬 and ~14% in 𝐨𝐧𝐞 𝐰𝐞𝐞𝐤. Overall, my portfolio was down 9 out of 12 months.
Tweet media one
0
1
11
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
End of the week portfolio update! 📜 • Portfolio -1,95% • Nasdaq $QQQ +0,44% Biggest gainers 📈 🟢 $MSFT +1,97% 🟢 $IWDA +0,75% 🟢 $NOW +1,19% Biggest losers 📉 🔴 $MELI -8,31% 🔴 $TTD -8,00% 🔴 $CRWD -5,00% A welcome little stock pullback at some of my favorite names.
Tweet media one
1
0
11
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
28 days
📢 Why time in the market matters The first visual in a brand new series: visuals that every investor should know✨
Tweet media one
0
0
12
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
Growth stocks have been on an incredible run lately. But how to pick the best companies out there? A visual I made some time ago👇✍️
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
7 months
How to pick growth stocks? 5 timeless lessons by legendary growth investor Thomas Rowe Price Jr. 👇
Tweet media one
0
5
18
0
1
11
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
2 months
Which company earnings would you like to have covered in a one pager analysis🔎✨ Current list📜 • $ASML • $NVDA • $TSLA • $PLTR • $MSFT Comment additional options and I might add them on my list! 🙏
ServiceNow
18
Adyen
20
Atlassian
10
MercadoLibre
27
2
0
9
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
@StockMarketNerd $CRWD is a wonderfull business indeed! For those unfamiliar with it, I made a one-pager with key info some time ago👇
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
6 months
🔐 Crowdstrike $CRWD analysis One pager with all key information👇 Like this? Follow along for more of these! 🔍 Key metrics: scores very well except for stock based compensation, which is relatively high 💰 Financials: growing fast at scale, strong gross- and free cash flow
Tweet media one
4
11
80
0
1
9
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
$NVDA quarter is truly mindblowing. Growing revenue 265% on this scale🤯 Congrats to all shareholders of this stunning company! I’ve missed out on this one but that’s allright🙏 I’d say: sell one share and go have a fancy diner with your loved one(s)!🥰
0
1
9
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
For which company would you like to have a one pager analysis? Comment if not one of these four👇
Google
23
Meta
10
Amazon
19
Palantir
52
2
0
9
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
I just trimmed about 15% of my $CRWD position which is currently up +113%. It is still my #2 position with a 9% portfolio weight, right behind $ADYEY, which is now my #1 position. I trimmed $CRWD because I don't feel comfortable with its current valuation. It it still one of
1
0
9
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
🖥️ NVIDIA $NVDA analysis One pager with all key information👇 Like this? Follow along for more of these! 🔍 Key metrics: extraordinary Return on Capital and operating margins. As a maturing company, $NVDA buys back its stocks 💰 Financials: very strong financials with
Tweet media one
2
2
9
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
@InvestmentBook1 @Quartr_App Great overview. For those interested in $ASML as one of the key players in the industry👇
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
📀 ASML $ASML analysis 🔎 A one pager with all key information of this unique company👇 Main takeaways 📢 • $ASML is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry • The business is prone to
Tweet media one
9
83
404
0
2
9
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
8 months
One of the first books that I have read about tech stocks was 'Nothing But Net' by @markmahaney . It's a great book, with many timeless lessons. I've summarized the 10 most important lessons discussed in the book. 👇✍️
Tweet media one
1
1
8
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
7 months
@QCompounding I love investing visuals🙌 If I can be so bold as to drop one of my own hand made investing visuals here?🤭👇
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
8 months
One of the first books that I have read about tech stocks was 'Nothing But Net' by @markmahaney . It's a great book, with many timeless lessons. I've summarized the 10 most important lessons discussed in the book. 👇✍️
Tweet media one
1
1
8
0
2
8
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
@ftr_investors @FromValue @MihaiDoho @PaulWeeteling @Stock_Inf0 @StefanThelenius @Quality_stocksA @simpleinvest01 @wolfofharcourt @KarlsenHenrik @atmosinvest Wonderful list! I only own $ADYEY because of “reasons”👇🤭
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
💳 Adyen $ADYEY analysis One pager with all key information👇 Like this? Follow along for more of these! 🔍 Key metrics: strong growth in payment processing volume, high RoE and exceptionally low stock-based compensation 💰 Financials: very healthy balance sheet, exceptional
Tweet media one
1
2
29
1
0
8
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
A little shout-out to $NOW for its incredibly steady growth of free cash flow over the last 5 years. Impressive!👌
Tweet media one
0
1
8
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
We have a clear winner! $PLTR Palantir will be the next one pager analysis👌🔎
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
For which company would you like to have a one pager analysis? Comment if not one of these four👇
2
0
9
0
0
7
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
Atlassian earnings review 🔎👇 Atlassian $TEAM closed -14,72% after earnings yesterday, below is my take on the haircut. ☑️ The facts • Revenue increased +21% (4% beat) • Guidance was raised to 1,095M (3% raise) • Best quarter to far on Net New ARR (+321 mln) ⛳️ Red flags?
Tweet media one
2
0
8
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
With a YTD of +41%, let's have a look at what currently is priced in for NVIDIA $NVDA 👀🫰 Facts ☑️ • Current Free cash flow is 18.89 bln • Current market cap is 1,685 bln Assumptions 🔎 • Discount rate is 12% • FCF growth is linear (unlikely, but still) • Terminal FCF
Tweet media one
1
0
8
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
January portfolio update!📜 A one pager with the most important performance information of my portfolio👇 Overall performance • January +6.67% • Year-to-date +6.67% (obviously) • MSCI All World benchmark +2.77% Best performers 🟢 $ASML +17% 🟢 $MELI +15% 🟢 $VEEV +13%
Tweet media one
1
0
6
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
Updated portfolio performance of January 📜 • Tech portfolio +6,46% • Nasdaq $QQQ +4,65% Biggest contributors 📈 🟢 Crowdstrike $CRWD +12% 🟢 ASML $ASML +17% 🟢 MercadoLibre $MELI +10% Biggest laggards 📉 🔴 Cloudflare $NET -7% 🔴 TradeDesk $TTD -7% 🔴 Axon $AXON -5%
Tweet media one
0
0
7
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
@simpleinvest01 I would if they hadn’t lost their lead to Netskope and $PANW in the Security Service Edge category 🚩
Tweet media one
0
0
7
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
@amitisinvesting For those interested in some more details about her #3 position $MSFT 👇
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
☁️ Microsoft $MSFT analysis🔎 A one pager with all key information of the worlds most valuable company👇 Main takeaways 📢 • $MSFT is deeply entrenched in many modern businesses. Either through their cloud offering Azure or their Microsoft 365 subscriptions • Well positioned
Tweet media one
12
139
608
1
1
6
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
@drowsyinvestor Well deserved for this unique company! Wish I had made it a bigger position in 2022, only at 2% right now. And currently find it too expensive to add… Oh well, who said investing was easy🤷‍♂️
1
0
6
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
Mid-month portfolio update! 📜 • Portfolio +6,53% • Nasdaq $QQQ +3,88% For the first time, I now have 4 stocks that are "baggers": $CRWD, $ADYEY, $NET & $AXON 🙏 Biggest gainers 📈 🟢 $TTD +30% 🟢 $ADYEY +29% 🟢 $NET +30% Biggest losers 📉 🔴 $TEAM -17% 🔴 $DT -11% 🔴
Tweet media one
1
1
6
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
2 months
@StockMarketNerd It is good to note that part of the earings beat is due to updated earnings reporting. Still a great quarter though!🙌
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
2 months
MercadoLibre $MELI analysis and Q1'24 review🔎 A one pager with all key information of a rock solid compounding machine👇 Main takeaways📢 • $MELI is a high quality business with a strong moat and interconnected business parts creating a strong flywheel effect • Despite
Tweet media one
2
21
131
1
0
6
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
@ftr_investors @7LukeHallard @Quality_stocksA @TickerSymbolYOU @StockSavvyShay @IFB_podcast @Stock_Inf0 @simpleinvest01 @MihaiDoho @Stock_Opine Currently own $ASML, $AXON, $MEli and $NOW from this list with $ASML being my favorite✨
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
3 months
📀 ASML $ASML analysis 🔎 A one pager with all key information of this unique company👇 Main takeaways 📢 • $ASML is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry • The business is prone to
Tweet media one
9
83
404
0
0
6
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
@StockSavvyShay Great overview! It’s crazy how long $SNOW has been able to maintain >130% for many quarters in a row now🤯
0
0
6
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
13 days
@ftr_investors @BeuvingJordy @Brian_Stoffel_ @danielnewmanUV @joecarlsonshow @TickerSymbolYOU @StockSavvyShay @Stock_Inf0 @simpleinvest01 @thexcapitalist Difficult one! I’d go: 1: $MSFT as it is the company with the biggest moat of them all. Entrenched in prety much every modern business 2: $MELI because it has the most optionallity and future growth ahead of it 3: $NVDA as a stellar performer and sector leader with a very
2
0
7
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
@Brian_Stoffel_ My take: very strong quarter with a beat and raise, but there was too much priced in. To me, it feels $TEAM is retracting to a more sensible valuation (still pricy though, even after this haircut)
1
0
6
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
17 days
@StockSavvyShay It’s good to note though, that some of these are optimized for FCF generation such as $MSFT and $CRWD and some arn’t such as $NET. Making them hard to compare on a FCF basis🧐
10
0
3
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
10 days
Which one-pager analysis are you most excited to dive into? 👇 I’m working on 4 new one-pager analyses, and the next one drops on Friday. You decide which one it will be! 🙏 Airbnb $ABNB 🏡 Most underappreciated high moat company? ServiceNow $NOW 💻 Enterprise software leader
Airbnb
31
ServiceNow
17
Celcius
24
Axon
12
3
1
6
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
Mini portfolio update 📜👇 What 👀 I just trimmed my $NET position by 15%, similar to what I did with $CRWD. It is now a 6% position and up +123% Why trim❓ I'm still a firm believer that $NET has everything it take to successfully continue their edge compute journey, but the
0
0
5
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
7 months
November portfolio update 📜 • November +15% • Year-to-date +64% Best performers 🟢 $ADYEY +67% 🟢 $CRWD +34% 🟢 $MELI +27% 'Worst' performers 🔴 $VEEV -11% 🟢 $ABNB +4% 🟢 $TEAM +6% New position: $TTD. A thread about why I bought it, well come soon!
Tweet media one
1
1
5
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
6 months
December portfolio update! 📜 • December +5% • Year-to-date +74% Best performers 🟢 $TEAM +26% 🟢 $AXON +14% 🟢 $ASML+9% 'Worst' performers 🟢 $DT +3% 🟢 $MSFT +1% 🔴 $MELI - 3% I did not do any new adds this month.
Tweet media one
1
1
5
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
9 months
@borrowed_ideas I just got out of the lurking stage myself and reading your philosophy helps alot in figuring out what kind of creator I want to be. Thx for sharing!
0
0
0
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
7 months
Just finished a very courageous and unique podcast about Israel, war, unity, business, tech and investing. Thank you @patrick_oshag and Lior Susan. I've tried my best to summarize the main topics discussed in the episode👇✍️
Tweet media one
1
1
4
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
6 months
@letuscompound Ik denk dat er wel degelijk een kern van waarheid zit in dergelijke oneliners maar soms ook verkeerd worden toegepast/geïnterpreteerd. Ik bekijk een winner/loser graag vanuit het bedrijfsperspectief. Als dat een “loser” blijkt, wil ik er z.s.m. vanaf. Ongeacht wat de koers doet.
0
0
3
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
4 months
@Brian_Stoffel_ Truly a cash generation machine. It also amazes me how steady $ABNB is able to grow its FCF from an allready huge 3 billion base in 2022.
Tweet media one
0
0
5
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
1 month
Pretty close call but next one pager analysis will be $AMZN! $ABNB will be next🔎👌
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
1 month
Voting time! For which business would you like to have a one pager analysis?🔎
4
0
4
1
0
4
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
6 months
@alc2022 Great write-up, very usefull! What would you deem as the most important threat(s) to Nvidia’s current market position?
1
0
4
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
29 days
@ftr_investors @ben_ramakers @danielnewmanUV @PaulWeeteling @NicoInberg @Stock_Inf0 @StockSavvyShay @thijsvanderspil @TickerSymbolYOU @simpleinvest01 @BeuvingJordy Been almost a year since I opened a new position, but $DUOL is the latest addition to my portfolio👇
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
1 month
🦉Duolingo $DUOL analysis🔎 A one pager with all key information about a company that takes learning to the next level👇 Main takeaways📢 🔹Quality at a fair price👌 $DUOL has some of the best metrics out there, with a mind blowing 93 rule of 40 score, high growth rates, high
Tweet media one
1
26
136
0
0
4
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
9 months
Buying quality without overpaying is something many investors strive for. How did British fund manager Terry Smith do this? I've made a visual summary of a great video by @InvestorSwedish . Link to the video down below 👇
Tweet media one
1
1
3
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
25 days
@arny_trezzi @bchesky Great analysis about a wonderful business, keep them coming! $ABNB is a true FCF generating monster👏 Its currently a 5% position for me and agree it's undervalued right now. Might add sometime soon👯‍♀️
1
0
4
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
7 months
@Brian_Stoffel_ I see $SNOW having a big presence in the IT sector and its been on my watchlist for a while now. It is indeed very high quality BUT the insane SBC is still holding me back to start a position…
1
0
4
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
Earnings season has kicked off! Which tech company would you like to know more about?🔍 I'm creating a shortlist of new one-pager analysis, let me know and I'll put it on there!📜
Tweet media one
1
0
4
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
@ftr_investors @Quality_stocksA @Stock_Inf0 @MihaiDoho @StockSavvyShay @FromValue @BeleggenmetPaul @IFB_podcast @InvestInAssets @IrrationalMrkts @wolfofharcourt Great list! From the ones I know, $ASML is my favorite because it has one of the biggest moats in the world 🏰
1
0
3
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
6 months
The intelligent investor by Benjamin Graham is the first book about investing that I've read and it's full of valuable lessons. 10 timeless lessons visualized✍️👇
Tweet media one
0
0
4
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
6 months
@ftr_investors Thx and good question! I take a look at a number of factors: - Network effect - Intangible assets - Switching costs - Differentiation - Cost leadership For $CRWD the main moat in my opinion comes from network effect (to some extend), switching costs and brand value + culture
0
0
3
@ZeevyInvesting
Investing visuals
@ZeevyInvesting
5 months
@FromValue Big brain move by $ADYEY! Really shows their long-term mindset and visionary leadership👌
1
0
4