Hello everyone! Today i want to share some trading skills with you!1.5 Quality Business Patterns: 1. Corporate culture (Cadence Design Systems)2. Recurring revenue ( $Netflix(NFLX)$ )3. Brand Strength ( $NESTLE N ORD(0QR4.UK)$ )4. Pricing power ( $Apple(AAPL)$ )5. Low price ( $Costco(COST)$ ) What would you add? 2.Bull & Bear markets:Follow me to learn more about analysis!!https://x.com/InvestInAssets

Hello everyone! Today I want to share some trading strategies with you!1.Want a simple investing strategy that works? Quality at a reasonable price, summarized by Giverny Capital:Image2.8 Businesses with network effects, the strongest competitive advantage: • $Visa(V)$ • $Adobe(ADBE)$ • $Microsoft(MSFT)$ • $Salesforce.com(CRM)$ • $Expeditors(EXPD)$ • $MasterCard(MA)$ • $Meta Platforms, Inc.(META)$ • $Intercontinental Exchange(ICE)$ What else?3.Compelling reas

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

Hello everyone! Today i want to share some trading ideas with you!1.History of bull & bear markets: $SPDR S&P 500 ETF Trust(SPY)$ 2.Quality businesses 💎United States 🇺🇸• $Amazon.com(AMZN)$ • $Microsoft(MSFT)$ • $MasterCard(MA)$ France 🇫🇷• $LVMH-Moet Hennessy Louis Vuitton(LVMHF)$ • $HERMES PAC.(HPAC.UK)$ • Dassault SystemsCanada 🇨🇦• Constellation Software• Candian Pacific Railroad • Alimentation Couche-TardFollow me to learn more about analysis!!https://x.com/InvestInAssets/status/1823690684055884183

Hello everyone! Today i want to share some trading ideas with you!1.“If you’re not willing to react with equanimity to a market price decline of 50% two or three times a century you’re not fit to be a common shareholder and you deserve the mediocre result you’re going to get.”- Charlie Munger $Berkshire Hathaway(BRK.B)$ 2.The most important quality of a equity manager:Follow me to learn more about analysis!!https://x.com/InvestInAssets

Hello everyone! Today i want to share some trading skills with you!1.Steady growth wins the race:2.Owner-operators vastly outperformA study by J. Shulman showed that businesses that were founder-led outpaced the index by 7% annually.Skin in the game creates an alignment with the management team and the shareholders.Examples: $LVMH-Moet Hennessy Louis Vuitton(LVMHF)$ , $Constellation(STZ)$ , $Berkshire Hathaway(BRK.B)$ 3.No brainer investment:Follow me to learn more about analysis!!https://x.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 trading strategies with you!1.MSCI Business Rundown $MSCI Inc(MSCI)$ Operational: - ROIC: 25.8% - Gross margin: 82% - Operating margin: 54% - FCF/Net Income 5Y: 119% Growth 5Y: -Rev: 12.5% - Op. income: 16% - EPS: 17.7% Valuation: - Fwd. PE: 33.5 - EV/EBIT: 28 - FCF Yield: 3.1%2. $Apple(AAPL)$ 's Acquisition of NeXT (1997): Price: $429 million The best thing about this acquisition is that it brought Steve Jobs back to Apple. The technology and product lineup was revitalized contributing to the incredible performance of Apple.Image3. $Alphabet(GOOG)$ 's Acquisition of YouTube (2006): Price: $1.65 billion YouTube has becom

Hello everyone! Today i want to share some trading strategies with you!1.Own the stock of your favorite products: $Starbucks(SBUX)$ 2. $Pepsi(PEP)$ trades at 19.8 times forward PE ROIC 5Y is 14%Operating margin is 14.7%Long term EPS growth is +6.84%Is Pepsico attractive at the current price?Follow me to learn more about analysis!!https://x.com/InvestInAssets

Hello everyone! Today i want to share some trading analysis with you!1.8 Businesses with network effects, the strongest competitive advantage: • $Visa(V)$ • $Adobe(ADBE)$ • $Microsoft(MSFT)$ • $Salesforce.com(CRM)$ • $Expeditors(EXPD)$ • $MasterCard(MA)$ • $Meta Platforms, Inc.(META)$ • $Intercontinental Exchange(ICE)$ What else?2.The investing cycle:Follow me to learn more about analysis!!https://x.com/InvestInAssets

Hello everyone! Today i want to share some trading ideas with you!1.8 Businesses with +15% EPS CAGR 5Y+15% ROCE 5Y Avg.+30% Price CAGR 5Y1. $HARVIA OYJ(HRVFF)$ 2. $PulteGroup(PHM)$ 3. $Addtech AB(ADDHY)$ 4. Lagercrantz AB 5. Auto Partner SA 6. $Williams-Sonoma(WSM)$ 7. $Comfort Systems USA(FIX)$ 8. Medpace Holdings2.Think Twice is a must read for investors:Follow me to learn more about analysis!!https://x.com/InvestInAssets

Hello everyone! Today i want to share some trading skills with you!1.A simple screener for reasonably priced quality companies: $Apple(AAPL)$ - ROIC +15%- Sales Growth 5Y +10%- Interest coverage +10x- Operating margin +10%- FCF yield > Risk-Free Rate2.2.Capital light business models tend to outperform their capital heavy counterparts:Follow me to learn more about analysis!!https://x.com/InvestInAssets

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