Sublime
An inspiration engine for ideas
My article on Vale $VALE just went live ā
One of the most asymmetrical stocks in the mining sector, that pays around 10% dividends, while developing a huge portfolio of Copper, Nickel & #IronOre.
The stock is severely undervalued and is poised for a rebound.
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A collection of the best serial acquirers/holdcos of all time š
Which ones do you hold?
Constellation Software
Lifco
Addtech
Microsoft
Heico
Roper Technologies
Ametek
Amphenol
Lag... See more
The Compounding Tortoisex.comI spent a part of the day on Adani Group stocks.
I do find value in two names.
One now trades at 18% operating cash flow yield. Cash from ops can sustain debt repayment and even growth.
The other has built valuable assets that wont go away.
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Abhishek Murarka š¹šx.com
HERE ARE THE TOP 10 HIGHEST-QUALITY GROWTH STOCKS OUR ALGORITHM SAYS ARE UNDERVALUED
1. $TSM | Taiwan Semi
2. $SPLK | Splunk
3. $MPWR | Monolithic Power Systems
4. $LRCX | Lam Research
5. $QCOM | Qualcomm
6. $NVO | Novo Nordisk
7. $WDAY ... See more
Are you familiar with $VITL? Vital Farms is the largest pasture-raised egg producer in the U.S., sourcing from an expanding nationwide network of 300+ family farms.
That might sound boring in the age of AI, but Vital Farms has, in fact, grown its revenue at a 34% CAGR since 2015 ā and its stock price is up ~3x year-to-... See more
What are the highest growth stocks in the market right now? Here the Top 20 stocks (>15 billion mcap) with the highest estimated growth in revenue for 2023:
1. $SYM - Symbotic - 310,2%
2. $LI - Li Auto - 112,6%
3. $NVDA - Nvidia - 58,6%
4. $U - Unity - 54,7%
5. $NU - Nu Holdings ... See more
20 Small Cap stocks everyone should know:
1. OTC Markets ($OTCM)
$OTCM regulates the trading systems and connects a diverse network of broker-dealers.
- Profit Margin: 29.6%
- ROIC: 66.2%
- Earnings yield: 4.4%
- Exp. EPS... See more