Hello everyone! Today i want to share some trading analysis with you!1.The Warren Buffett way: $Berkshire Hathaway(BRK.B)$ 2.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 Cyclicality• OptionalityWhat else?3.The 5 deadly sins of an investor: 1. Waiting for the next crash to invest2. Emotional-based decision making3. 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?Follow me to learn more about analysis!!

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 analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ PE at market bottoms:2.Buying power of the dollar over time:3.A collection of Masterpiece Businesses 📈VisaZoetisLVMHAdobeCopartL'OrealCostcoCadenceEvolutionMicrosoftS&P GlobalMastercardConstellationNovo Nordisk What else?Follow me to learn more about analysis!!

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!1.8 Companies expected to grow EPS by +25% CAGR in the next 2 years: 1. $Mips Ab(MPZAF)$ +93%2. $NVIDIA(NVDA)$ +79%3. $Netflix(NFLX)$ +40%4. $Shopify(SHOP)$ +43%5. $Fair Isaac(FICO)$ +25%6. $Wingstop(WING)$ +36%7. $HEMNET GROUP AB(HMNTY)$ +52%8. $Meta Platforms, Inc.(META)$ +30%2.The power of tiny gains:3.How to get rich without getting lucky:Follow me to learn more about analysis!!

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 ideas with you!1.The average investor does not achieve market-average results: $SPDR S&P 500 ETF Trust(SPY)$ 2.Fund management is a rough business:Follow me to learn more about analysis!!

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