Sublime
An inspiration engine for ideas
If you had to pick 3 to start an entirely new portfolio, which would you choose?
🌐 $V
🧰 $DE
🥤 $KO
🛠️ $HD
🚬 $PM
💳 $MA
💨 $MO
😷 $JNJ
🧋 $PEP
🚜 $CAT
🛍️ $TGT
💰... See more
Dividendologyx.com
I own 22 stocks in my small-cap portfolio, which has been up 57% since its inception 5 months ago.
Let's explore the competitive moats of each holding in two parts: today, I'll cover the bottom half, and tomorrow, I'll share insights on my top 10 positions👇 https://t.co/10P2NM6Pjy
Finished going through all hedge fund pitches made on this account in 2023.
Below, you'll find a list of my top 10 favorite picks that are still actionable.
👇 https://t.co/DprJ7XL0nk
Here are the 15 Small Caps that we believe are the best to own for the next 3Y. Criteria:
- Mcap $300M-$2B
- EPS & Revenue next 3Y >11%
- FCF+
- ROIC >0%
- PEG (NTM) <5
- Altman Z >3
1. $CAR - Inter Cars - $1.96B
2. $QTCOM - Qt Group -... See more
Chris Mayer's stock portfolio (Author of 100-bagger)
Some fantastic companies here. I own 3 of them and have 3 of them on my watchlist. https://t.co/APJB9lceaS
