Stefan Sager
Stefan Sager @Hidden_Yields

Performance
All

4.18%2026
2026
32.00%2025
2025
5.21%2024
2024
32.0%0%-32.0%
Discussions
Stefan Sager
Stefan Sager
United Arab Emirates
7d
Edited
At a stock price that values SpaceX at 1.8 trillion dollars, and with revenues of 18.7 billion dollars, we are trading at 95 times revenue. To offer investors a payback on their capital over 10 years at a 95 times revenue multiple through dividends alone, SpaceX would have to pay out 950% of its annual... Show More
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SPCX
Space Exploration Technologies Corp
157.00
0.4600 (0.29%)
Stefan Sager
Stefan Sager
United Arab Emirates
12d
It is a uniquely painful experience to buy a flawless business and still watch the investment flatline while the broader market benchmark, like the $SPX500 marches higher. For example, Ferrari $RACE (Ferrari NV) - a masterpiece of capitalism that currently poses a fascinating case for capital allocators. We... Show More
Stefan Sager
Stefan Sager
United Arab Emirates
23d
In equity markets, asymmetry emerges when short-term narrative noise depresses share prices across distinct structural business models whose underlying engines remain deeply aligned with execution. Rather than looking at companies in isolation, a systems-oriented framework evaluates how management reliability,... Show More
Stefan Sager
Stefan Sager
United Arab Emirates
2mo
Our favorite forecaster is again in the news with sensational headlines generating panic, panic generating engagement, and engagement sells ad space. Our favorite forecaster is again in the news. Michael Burry recently declared that the equity market is near a major top, warning of a potential 1987-style... Show More
Stefan Sager
Stefan Sager
United Arab Emirates
3mo
The Media is Lying About the Fundsmith Capitulation There is a golden rule in markets: when the supposedly disciplined, "buy-and-hold" institutional giants start churning their portfolios like retail tourists on eToro, the cycle might be near an inflection point. For over a decade, Terry... Show More
Stefan Sager
Stefan Sager
United Arab Emirates
4mo
"A new Paradigm" 2025: Crypto Supercycles 2024: GLP-1 Weight Loss Drugs 2023: Generative AI 2021: NFTs & Web3 2021: The Metaverse $META (Meta Platforms Inc) 2020: Telehealth & Remote Work 2019: 5G 2018: Cannabis 2017: Autonomous Vehicles 2016: Delivery Drones $AMZN (Amazon.com Inc)... Show More
Stefan Sager
Stefan Sager
United Arab Emirates
5mo
Why Inflation Squeezes Them, But Infiltrates Us If you scroll through your feed this May, you’ll see a lot of people trying to play macro-economist. Everyone is guessing the next inflation number or parsing the latest central bank speech. It’s a lot of noise for very little signal. As an owner, I just... Show More
Stefan Sager
Stefan Sager
United Arab Emirates
6mo
The Algorithm wants me to post. The Owner in me wants to stay quiet. The eToro feed is a loud room where everyone is screaming for your attention. Many "experts" here will give you a list of "top picks for the week" to chase a quick dopamine hit. I’m only posting today because... Show More
Stefan Sager
Stefan Sager
United Arab Emirates
6mo
Edited
Wealth is built by moving from being a consumer of the world best businesses to being a permanent owner of them. T his strategy focuses on companies with the discipline to reinvest in their own growth rather than just paying out dividends. The Quality Matrix: Weighted ROIC: 28.5 percent. Weighted Gross... Show More
Stefan Sager
Stefan Sager
United Arab Emirates
6mo
Source: Finbarr Taylor $QQQ (Invesco QQQ) $UBER (Uber Technologies Inc.) $CRM (Salesforce Inc) $ADBE (Adobe Systems Inc) $PAYC (Paycom Software Inc)
Not investment advice. The author may have financial interests in the mentioned instruments.

About Stefan Sager
United Arab Emirates
Strategy: Growth

Moving people from consumers to owners of the world elite compounding businesses.
Show Full Bio
8 Copiers
58 Followers

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