Sublime
An inspiration engine for ideas
I only own 18 stocks.
Here's each one and the key metric I'm watching for each...โคต๏ธ
Brian Stoffelx.comFun fact for SMBTech investors:
$BILL valuation at IPO in 2019: โ$1.6B
$BILL valuation today: โ$12B (-60% 1 yr)
$BILL '19 revenue: $108M
$BILL '25 est revenue (GS): $1.9B
SMB TAMs are much much bigger than most people realize ๐
Jeff Richardsx.com



Are you familiar with $ECL? Ecolab is a $45B global niche leader specialized in water treatment solutions focused on infection-prevention, purification, and efficiency.
Decades of Value Creation
Looking back over the last three decades, Ecolab's revenue, EPS, and FCF has consistently grown in the 9-10%... See more

The Double Whammy - Above average growth plus an above average P/E
Case study - $SCHW https://t.co/aehOP37Pyn

Chris Mayer, author of 100 Baggers, routinely discloses his positions on X and his blog
It has been 6 months since I posted his holdings
Here is the price appreciation on those holdings over the last 6 months... https://t.co/xN0HEyYMm6
Alright, Figma ($FIG), fascinating company in an interesting space, I use the tools daily. Need to do more digging to figure out what a 5-10 year horizon could look like but...
Overvalued TODAY on fundamentals.
Undervalued TOMORROW on optionality.
I think over the course of... See more
Marcus Milionex.com
์ด๊ฑด ์ง์ง ๋ถ์๋ค๋ง ์๋ ETF๋ค!
$SPYG ๊ฐ ์ผ๋ง๋ ๋ฏธ์น ETF์ธ์ง ๋ชจ๋ฅด๋ ์ฌ๋์ด ํ๋ฐ์ด๋ค.
์ฑ์ฅ์ฃผ ์๊ตญ์ ๋ฌธ์ ์ฐ ์๋ง์ด ์ด๊ฑธ ์ดํดํ๋ค.
ํธ๋ผํ๊ฐ ๋ดค๋ค๋ฉด โ๊ต์ฅํ ๊ฑฐ๋๋ค!โ ํ์ ๊ฑฐ๋ค.
์ด๊ฑด ๋ฏธ๊ตญ์ ํต์ฌ ์ฑ์ฅ์ฃผ ์ด์งํฉ์ด๋ค.
$AAPL, $MSFT, $NVDA, $AMZN, $GOOGL ์ ๋ถ ํ์๋ฆฌ์ ์๋ค.
๋ง ๊ทธ๋๋ก ๋ฏธ๊ตญ ๊ธฐ์ ํจ๊ถ ETF๋ค.
์ด์ฉ๋ณด์ ๋จ... See more

.@wearfigs just filed to go public, and it's probably my favorite DTC IPO of all time.
๐ธ$263M revenue
๐ 26% EBITDA margin (swoon)
๐งโโ๏ธ1.3M customers in 2020
๐138% YoY growth
Let's break down their biz in a thread ๐งต๐ https://t.co/ZeuALWVJIT
