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Chinese stocks make no sense $PDD 5yr Revenue Growth = 1,206% EV/FCF = 4.8x

Is Netflix $NFLX A Buy After Earnings? 🎦 The short answer is NO!!! 11% annualised growth + 20% FCF margins = $13.5B in FCF by 2029 With a generous 30x EV/FCF (double market avg) and 1% share reduction per year $NFLX can compound at 0.3% per year Don't Chase This 🙅‍♂️

Our Full Take on Prada $PRDSY We believe Prada is the most compelling opportunity in the luxury sector today and the market hasn’t caught on yet 👇

Weekly Portfolio Update: I was stopped out of $PYPL and sold $INPST after uncovering accounting issues. I initiated a small position in Prada $PRDSY, which I may build throughout the year. My detailed thoughts are on my X feed. $META dropped from 55% to 51% of my portfolio due

Leverage Value Partners Been a holder of $V since $31 I'll probably never sell

Last year: $EVO flopped, market popped. This year: market flops, $EVO pops. Turns out all we need was a trade war 😂 My avg buy 👇

GURGAVIN

Hermès $RMS saw 7.2% FXN growth for the quarter, the slowest growth since 2020 The luxury slowdown even came for $RMS but when you dive deeper, the only let down was Asia ex. Japan Every other geography grew double digits growth 🤯 Full price volumes only up ~1% so the

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$TSM looks so attractive on paper and it’s a fortress of a business But I just can’t get over the China risk!

Q1 Earnings Season is ramping up... $TSLA $GOOGL $INTC $CMG $PM $RTX $ENPH $ISRG $VZ $UNP

Latest blended earnings growth: $SPX: Solid growth, looking strong. $RTY: Weak performance, not pretty.

Evan This Google situation is a complete over reach from the government DOJ is accusing Google of being anti-competitive, when the DoJ themselves are engaging in what is anti democratic and anti-business behaviour

Taiwan Semi $TSM is the 2nd best deal in market right now Assuming 15% revenue growth + 67% EBITDA margins = 2029 EBITDA of $118.4B On 12x EV/EBITDA, the stock can compound at 14.8% CAGR What's not to love?