Sublime
An inspiration engine for ideas
KLA looks like AMAT, but smaller and better.
74% 10Y cash on cash returns, including their '19 acq. of Orbotech for $1.9Bmm, vs. AMAT's 52% w/o any big acq.
Orbotech was funded 1/2 with newly issued shares but KLAC increased their buyback such that FDSO out actually went down in 2019...___L... See more
Future of Wealth Management and Investing
sari and • 64 cards
What makes a 100-bagger?
In this visual, we break down the return, revenue and EBIT growth, margin development, and multiple expansion or contraction for each of the 15 best performing stocks over the last 15 years.
$XPEL $PATK $NXST $CAR $NVDA $CELH $MITK $DXCM $BESI $SRT.DE $VIT.B $MGPI $J... See more
What we value
Examining what this "value" thing is we are all trying to create
Leo Guinan • 28 cards
opened up their value creation and shareholder returns options.
James Mawson • Corporate Venturing: A Survival Guide
2. Understand value (the present value of free cash flow).
