Hello everyone! Today i want to share some trading ideas with you! 1 And now his watch is ended $S&P 500(.SPX)$ 2 Netflix trading at 20.7x forward earnings with a PEG of 1. There is so much long-term opportunity in the market right now. $Netflix(NFLX)$ 3 Business characteristics I look for: • Organic Growth • Owner operator • High FCF growth • High return on capital • High cash conversion • Competitive advantage What do you look for in a business? 4 Costar, once a super investor darling, on a -70% drawdown. 5 Brookfield corp. expecting to compound at 24% annually $Brookfield Corp(BN)$ 6 Intuitive Surgical is on a

Hello everyone! Today i want to share some trading ideas with you! 1 I guess it is official: The market no longer believe advanced horizontal enterprise software can be vibe coded. Kudos to Salesforce for putting the customer needs over its own. Smart long term move. $Salesforce.com(CRM)$ 2 $Adobe(ADBE)$ - It’s extremely out of favor (No one wants to touch it) - It’s trading close to a single digit forward PE - Revenue growth is solid (And accelerating) - ROIC is at 31.6% LTM (Expanding) - Margins are holding up and even expanding in the LTM 3 $Taiwan Semiconductor Manufacturing(TSM)$ long term stock chart looks ridic

Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ on its +70% revenue growth guidance: “Our demand is much greater than 70%. Our supply allows us to confidently deliver 70%.” 2 Transdigm group trading close to its lowest fwd. PE in years $TransDigm(TDG)$ Follow me to learn more about analysis !!

Hello everyone! Today i want to share some trading ideas with you! 1 Performance of quality stocks in recent time: $S&P 500(.SPX)$ 2 Investing rules to follow: 3 True wealth by Nassim Taleb: 4 15 Quality Companies in my Investable Universe with a high ROIC 💎 1. KLA 2. Visa 3. Intuit 4. ASML 5. MSCI 6. Nvidia 7. Qualys 8. Verisign 9. Paychex 10. Mastercard 11. S&P Global 12. Novo Nordisk 13. Mettler Toledo 14. Texas Instruments 15. Constellation Soft. What else? 5 The best business models to study as an investor: 6 The 5 deadly sins of an investor: 1. Waiting for the next crash to invest 2. Emotional-based decision making 3. Trading too much (Your portfolio is like a bar of soap...) 4. Trimming winners to buy more losers 5.

Hello everyone! Today i want to share some trading ideas with you! 1 The forward PE and subsequent 10 year performance: $S&P 500(.SPX)$ 2 The process of focus investing: 3 Good managers know their fundamentals: 4 Factors needed to make money in the market: 5 Stocks outperform over the long run: 6 Over the long-term, stock price follows fundamentals: Follow me to learn more about analysis!!

Hello everyone! Today i want to share some trading ideas with you! 1 $Adobe(ADBE)$ continues to grow, but the stock keeps getting cheaper. Right now, there is a huge disconnect between the fundamentals and valuation. Is it a value trap? 2 To gain a solid fundamental understanding of investing, there is no better way than to read a few great books on the subject. Here are my suggestions 👇 3 Quality investing is out of favor, but this does not last forever. 4 Terry Smith recently bought GE Vernova. Incredible momentum, up +652.4% since 2024. But trading at 46 times forward PE. What do you think about this business?

Hello everyone! Today i want to share some trading ideas with you! 1 Bill Ackman's investing principles: 2 Cannibal stocks (Buy back compounders): 3 The 5 deadly sins of an investor: 1. Waiting for the next crash to invest 2. Emotional-based decision making 3. Trading too much (Your portfolio is like a bar of soap...) 4. Trimming winners to buy more losers 5. Chasing the next big thing What else? 4 Apple is very overvalued in my view. ~35x fwd earnings and expecting to grow 10% annually. Iconic business, but way too pricey $Apple(AAPL)$ 5 Broadcom boasting 47.9% YoY revenue growth (+$7 billion) is just incredible. A company to watch in the near term $Broadcom(AVGO)$ 5 The s

Hello everyone! Today i want to share some trading ideas with you! 1 If I could only look at one metric for investing, it would be return on invested capital $S&P 500(.SPX)$ 2 The average holding period has gone down significantly, but so has the rate of change. Maybe this is more sound than holding a stock 'forever'. 3 Never met a marketer that doesn't spend most of his budget on Meta Ads. It's simply the best platform for digital marketing. Now trading at 20x fwd earnings $Meta Platforms, Inc.(META)$

Hello everyone! Today i want to share some trading ideas with you! 1 We tend to compare our performance to the S&P 500, but maybe we should compare it to other retail investors? Even fund investors underperform the funds they invest in. $S&P 500(.SPX)$ 2 Buying the S&P 500 index is a momentum strategy that has worked very well over the past +20 years. Will it be the same over the coming decade? 3 Berkshire vs. the S&P 500 historically 4 Microsoft is trading at its lowest forward PE in a decade $Microsoft(MSFT)$ 5 “To invest successfully over a lifetime does not require a stratospheric I.Q., unusual business insight, or inside information. What is needed is a

Hello everyone! Today i want to share some trading ideas with you! 1 Peter Lynch investing rules: $S&P 500(.SPX)$ 2 The Dunning Kruger effect is something every investor goes through: 3 Investing vs. trading: 4 The impact of capital gains taxes: Follow me to learn more about analysis!!

Hello everyone! Today i want to share some trading ideas with you! 1 Investing is more like poker, not chess In chess, the superior player almost always wins In poker, uncertainty plays a large role in the outcome - the best poker players can lose to amateurs even when making superior decisions High-quality decisions don't always mean high-quality outcomes $Cboe Volatility Index(VIX)$ 2 What happens to your savings if you don't invest: 3 What is an example of an outstanding business at a sensible price right now? 4 Why investors focus on Return on Invested Capital: 5 Low consumer sentiment often provides good buying opportunities in the market: 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4

Hello everyone! Today i want to share some trading ideas with you! 1 The GOATs of investing: $S&P 500(.SPX)$ 2 Business characteristics I look for: • Founder-led • Organic Growth • High FCF growth • High cash conversion • High return on capital • Competitive advantage What do you look for in a business? 3 Buffett's investment strategy summarized: 4 Cannibal stocks (Buyback machines): 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off

Hello everyone! Today i want to share some trading ideas with you! 1 High-level Investor Habits: 1. Read 10-k's, take notes 2. Read 10-Q's, take notes 3. Read quality finance media 4. Have a personal database for research 5. Read investor presentations, take notes What else? $Cboe Volatility Index(VIX)$ 2 Let your winners run: 3 Why I prefer to stay invested in the market over the long-term: 4 A stock market crash is often a good opportunity to pick up shares at discounted prices: $S&P 500(.SPX)$ 5 "Anybody that doesn't change their mind a lot is dramatically underestimating the complexity of the world that we live in" - Jeff Bezos 😍 Been eyeing Tiger merch but short on

Hello everyone! Today i want to share some trading ideas with you! 1 Investing at all time highs is not as scary as it seems: $S&P 500(.SPX)$ 2 Investing principles • Always do the work • Winners keep winning • Focus on fundamentals • Cut losers, add to winners • Stay in your circle of competence • Fewer transactions = Higher returns What would you add? 3 Take advantage of Mr. Market's mood: 4 Investing rules by Peter Lynch: 5 "Bargains are the holy grail of the true stock picker. We see the latest correction not as a disaster, but as an opportunity to acquire more shares at low prices. This is how great fortunes are made over time” - Peter Lynch 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve sel

Hello everyone! Today i want to share some trading ideas with you! 1 The tenets of Warren Buffett: $Berkshire Hathaway(BRK.A)$$Berkshire Hathaway(BRK.B)$ 2 Great investors & teachers to study: • Bill Miller • Ray Dalio • Nick Sleep • Terry Smith • Peter Lynch • Seth Klarman • Warren Buffett • Mohnish Pabrai • Charlie Munger • Joel Greenblatt • François Rochon • Benjamin Graham 3 Shares outstanding over time per sector: 4 Why writing matters: 5 Company characteristics to look for: • Mission-driven (great mission statement) • Non-toxic workplace (Glassdoor) • Owner-operators (Founder led) • Capital Light business model • High insider ownership • Low Debt levels • Low

Hello everyone! Today i want to share some trading ideas with you! 1 The 5 deadly sins of an investor: 1. Waiting for the next crash to invest 2. Emotional-based decision making 3. Trading too much (Your portfolio is like a bar of soap...) 4. Trimming winners to buy more losers 5. Chasing the next big thing What else? $S&P 500(.SPX)$ 2 High vs. low ROIC stock performance: 3 When to sell, by Peter Lynch: 4 Performance concentration of the top 10 largest stocks: Follow me to learn more about analysis!!

Hello everyone! Today i want to share some trading ideas with you! Hi investors! 👋🏻 Warren Buffett 🐐 once said: "The ideal business is one that earns very high returns on capital and that keeps using lots of capital at those high returns. That becomes a compounding machine.” And luckily for us, we can learn to find these. $Berkshire Hathaway(BRK.A)$$Berkshire Hathaway(BRK.B)$ Let's break it down 👇🏻 Step 1: Return on capital The ROC measures a company's profitability and value-creating potential relative to the amount of capital invested by shareholders. The ratio tells us how efficiently a company turns capital into profits. ROC is important because it gives us an idea of