🇩🇪 PVA Tepla $TPE (in my portfolio) announced a HUGE share buyback program today. The company wants to buy up to 2.2mio shares at a total purchase price of up to €30mio (Current market cap is €240mio) Current P/E is 10, the stock has never been that cheap in the recent past‼️

Why i think the PVA Tepla $TPE is interesting here: 🔹FY24 revenue will be around €270mio➡️FY28 revenue target is €500mio 🔹Expanding margins 🔹High & expanding ROCE 🔹Clean balance sheet 🔹Limited competition 🔹Will be a beneficiary of the next semiconductor upward cycle

Here is an overview of the earnings that we can look forward to today👇 🇨🇦 $ATD Alimentation Couche-Tard 🇫🇷 $EDEN Edenred 🇲🇽 $TBBB BBB Foods 🇺🇸 $WDAY Workday 🇺🇸 $ADSK Autodesk 🇺🇸 $PD Pagerduty 🇺🇸 $CRWD Crowdstrike 🇳🇴 $IWS Integrated Wind Solutions 🇬🇷 $KRI Kri-Kri Milk Industry

🇬🇷 $KRI is really impressive. Management continues to execute really well. In the first 9months of FY24: ▪️Revenue: +17.4% -> acceleration in Q3 ⏩Yogurt segment: +16.3% in value/ +19.7% in volume ⏩Domestic Ice Cream: +16.7% in value ▪️Gross Profit: +10.7% ▪️Net profit: +20.5%

What is the catch with 🇮🇱 $NICE Ltd? 🔸Double-digit growth / High recurring revenue 🔸67% Gross margin / 20% Operating margin (expanding) 🔸Clean balance sheet (almost $1B in Net Cash) 🔸Increasing ROIC 🔸Estimates: Rev Fwd 2Y: 12.5% / EPS Fwd 2Y: 19% 🔸FCF Yield: 6.3%

$LULU has gone down >50% this year. Back then, there was a lot of uncertainty around the stock. At this point, it can be helpful to look at what insiders & the company itself are doing. There were a lot of insider buys and $LULU bought back a lot of shares. Signs were there!

Some people are saying $GOOG is super cheap here at a P/E of 18. However, earnings dont take into account SBC which is roughly 23B over the last 12M, while $GOOGL made 111B in Earnings & 75B in FCF over the same period. ➡️SBC therefore accounts for ~20% of Earnings & ~30% of FCF!

Remaining earnings reports for the rest of the Week👇 TUESDAY: $AZO $OKTA WEDNESDAY: $NVDA $CRM $SNPS $VEEV $ULTA THURSDAY: $COST $NDSN