Nathaniel Frank (@nathaniel8frank) 's Twitter Profile
Nathaniel Frank

@nathaniel8frank

Christian. I write about investing below

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linkhttps://nathanielfrank.substack.com/about calendar_today01-05-2015 20:27:34

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$LRCX stock price has grown at a CAGR of 29% over the last five years. Although half of the growth has come from multiple expansion (12x - 22x) the core business is compounding 13% intrinsic growth. Down 20% this month, I like to think the right price is somewhere between

$LRCX stock price has grown at a CAGR of 29% over the last five years. 

Although half of the growth has come from multiple expansion (12x - 22x) the core business is compounding 13% intrinsic growth.

Down 20% this month, I like to think the right price is somewhere between
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$META is a machine. For every $1 in free cash flow the company makes they are reinvesting $0.46 at a 34% return. Compounding intrinsic value at 15%.

$META is a machine.

For every $1 in free cash flow the company makes they are reinvesting $0.46 at a 34% return.

Compounding intrinsic value at 15%.
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The decline of intellectual, coherent, practical, and beneficial information. The rise of impulsive, shallow, and thoughtless information. - Neil Postman

The decline of intellectual, coherent, practical, and beneficial information.

The rise of impulsive, shallow, and thoughtless information.

- Neil Postman