Hello everyone! Today i want share some trading analysis with u!1. $S&P 500(.SPX)$ Creating a winning portfolio is like constructing a winning soccer team, you need: - Great offensive players - Steady and hard-working midfielders - Defenders that won't back down - A goalie that will keep you in the game What companies fit these descriptions?2. $Evolution(EPM)$ now trades at 18x forward earnings while growing operating profits at +20% annuallyImageFollow me to learn more about analysis!!https://twitter.com/InvestInAssets

Hello everyone! Today I want to share some trading analysis with you! 1.Dividends can be an expensive luxury as most investors have to pay taxes on that dividend before reinvesting it Businesses able to buy back shares at fair prices or reinvest in high-returning projects are far more attractive for long-term compounding.Image2. $Lululemon Athletica(LULU)$ per-share growth since 2015: - Earnings per share CAGR +24.8% - Operating cash flow per share +26.5% - Free cash flow per share +28.6%ImageFollow me to learn more about analysis!!https://twitter.com/InvestInAssets

Hello everyone! Today I want to share some trading methods with you! Transdigim Group Operational $TransDigm(TDG)$ •ROIC 5Y: 13.23% •Gross margin: 59% •Operating margin: 45% •FCF/Net Income Growth •Revenue 5Y CAGR: 11.75% •EPS 5Y CAGR: 11.44% •FCF 5Y CAGR: 12.9% Valuation •Forward PE: 36.8 •Forward FCF yield: 2.8%ImageFollow me to learn more about analysis!!https://twitter.com/InvestInAssets

Hello everyone! Today i want to share some invest strategies with you! Hope it can help you!1.The Quality Growth investing strategy summarized 🧠 Buy high-quality companies: - Growth +10% - ROIC +15% - Margins above industry - Cash conversion +75% - Interest coverage +10x - FCF yield > Risk-Free Rate - Low dilution Let's continue👇🏼Image2.Francois Rochon has beaten the market for 30 years by investing in quality market leaders at a fair price. Let’s break down his strategy: Financial Strength Rochon looks for companies with a consistent return on equity above 15%. The earnings per share of the business must grow by 10% annually, and the debt-to-profit ratio should be less than 4. This ensures: ·He picks high-quality companies (ROE <15%) ·He picks companies that grow (EPS +10%) ·He pick

Singapore was the third-largest net gold buyer in 2023. In March this year, the central bank of Singapore also bought 4 tons of gold. 🥉1. How Much Gold Did Singapore Buy in 2023?According to the World Gold Council, Singapore had 153.74 tons of gold by the end of 2022. Therefore, the addition of 76.5 tons of gold in 2023 means a substantial increase of 49.8% in Singapore's gold reserves.Source:www.silverbullion.com.sgAmong developed countries, Singapore currently has more gold than Belgium, Sweden, South Korea, Australia, Denmark, Finland, Norway, and Canada.Among ASEAN countries, Singapore's gold reserves rank second, only 14.14 tons behind the first place Thailand. 2. Questions for Tigers：Why do you think central banks are actively buying gold?Singapore is one of the few countries today w

Hello everyone! Today i want to share some trading analysis with you!1. $Lululemon Athletica(LULU)$ has successfully expanded its business to China & "Rest of the World" with 56% and 37.8% annual revenue growth since 2021:Image2.Capital allocation decisions are critical to a company's value creation (or destruction) 4 ways to allocate: • Capital Expenditure for growth • Investments in ads, brand building & R&D • Mergers & Acquisitions • Dividends/Buybacks A handful of companies get this rightFollow me to learn more about analysis!!https://twitter.com/InvestInAssets

After years of speculation, Warren Buffett has named Greg Abel as his successor at Berkshire Hathaway $Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.B)$ .Warren Buffett's successor Greg Abel is wooing shareholdersLet's dive into Abel's background and achievements, and ponder over some interactive questions:Overseeing Non-Insurance Operations 🏦Abel, as Vice Chairman in charge of all non-insurance operations, has shown resilience in sectors like energy and manufacturing. What do you think are the key skills needed for managing such a diverse portfolio?Ordinary Education, Extraordinary Talent 🎓Despite a modest educational background, Abel has an outstanding professional track record. How important do