Sublime
An inspiration engine for ideas
Consumer Finance
sari and • 56 cards
Thaís Podadera
@thaispodadera
The co has been in the market repurchasing shares & has bought all its outstanding SPAC warrants for cash, so no hidden dilution & the predominately short-tail nature of biz & co’s track record of over-reserving (w/ reserve releases every yr for the last 10) provides comfort in underwriting. ROE plus repricing to 1.3x book over next few yrs gets... See more
Garrett Armsx.comInvestment thoughts
Balázs Búzás • 1 card
IDEA GENERATION (1/N): JOEL GREENBLATT'S MAGIC FORMULA
In the summer, I backtested it for the 2010-2020 period and discovered its enduring efficacy, particularly in 3-year cycles. For the long-term investor, examining why these high ROIC companies trade at relatively low multiples is worthwhile. You never know if one of... See more
Stocks and finances
Which companies have strong fundamentals and significant growth potential? Here are 15 high-growth quality companies ranked by market cap, selection based on:
- ROIC >10%
- Revenue growth next 3Y >20%
- EPS growth next 3Y >20%
1. $FTNT - Fortinet
2. $MELI -... See more
Never forget this graph.
Missing the 10 best days, which come after the worst days, makes you underperform.
Sure, missing the worst 10 days will make you outperform as well, but the problem is that you should have perfect timing in and out. Not just once, but then times.... See more