$NFLX (Netflix, Inc.) is one of my highest conviction long-term holdings because of its strong operational leverage.
Most of Netflix's biggest costs are fixed, content production, platform infrastructure, and technology investments. Once a show is produced, adding millions of additional subscribers... Visa mer Översätt
𝐌𝐚𝐧𝐲 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐟𝐨𝐜𝐮𝐬 𝐨𝐧 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐨𝐫 𝐞𝐚𝐫𝐧𝐢𝐧𝐠𝐬, but understanding where that growth comes from matters even more.
📈 Volume = Demand
More customers, users, transactions, or products sold.
💰 Price = Pricing Power (Stickiness, "Moat")
The ability... Visa mer Översätt
"𝘔𝘰𝘴𝘵 𝘱𝘦𝘰𝘱𝘭𝘦 𝘰𝘷𝘦𝘳𝘦𝘴𝘵𝘪𝘮𝘢𝘵𝘦 𝘸𝘩𝘢𝘵 𝘤𝘢𝘯 𝘩𝘢𝘱𝘱𝘦𝘯 𝘪𝘯 𝘰𝘯𝘦 𝘺𝘦𝘢𝘳 𝘢𝘯𝘥 𝘶𝘯𝘥𝘦𝘳𝘦𝘴𝘵𝘪𝘮𝘢𝘵𝘦 𝘸𝘩𝘢𝘵 𝘤𝘢𝘯 𝘩𝘢𝘱𝘱𝘦𝘯 𝘪𝘯 𝘵𝘦𝘯 𝘺𝘦𝘢𝘳𝘴." - Chris Hohn
The biggest gains rarely come from trading.
They come from owning exceptional businesses long... Visa mer Översätt
$ELV (Elevance Health Inc) is one of the most overlooked opportunities in healthcare, i manged to buy at a massive discount.
At around $400/share, valuation models are pointing to a much higher intrinsic value:
📊 Earnings based DCF: $643/share
📊 Free Cash Flow valuation: $397/share
=
📊 GF Value... Visa mer Översätt
𝐎𝐧𝐞 𝐨𝐟 𝐖𝐚𝐫𝐫𝐞𝐧 𝐁𝐮𝐟𝐟𝐞𝐭𝐭'𝐬 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞𝐬 wasn't just picking great companies, it was access to something called float.
Float is money that insurance customers pay in premiums before the insurance company has to pay out claims. That means an insurer can hold... Visa mer Översätt
𝐑𝐨𝐛𝐢𝐧𝐡𝐨𝐨𝐝'𝐬 𝐀𝐈 𝐭𝐫𝐚𝐝𝐢𝐧𝐠 𝐚𝐠𝐞𝐧𝐭𝐬 𝐬𝐨𝐮𝐧𝐝 𝐞𝐱𝐜𝐢𝐭𝐢𝐧𝐠?
Tell the AI what you want, and it finds opportunities, manages positions, and trades for you.
The problem? The more an AI trades, the more transaction revenue Robinhood can potentially generate. History shows that... Visa mer Översätt
One thing 𝐈'𝐯𝐞 𝐧𝐞𝐯𝐞𝐫 𝐥𝐢𝐤𝐞𝐝 𝐚𝐛𝐨𝐮𝐭 𝐄𝐭𝐨𝐫𝐨 is how they define "Risk score" 𝐞𝐧𝐭𝐢𝐫𝐞𝐥𝐲 by volatility.
𝘍𝘰𝘳 𝘮𝘰𝘴𝘵 𝘭𝘰𝘯𝘨 𝘵𝘦𝘳𝘮 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴, 𝘷𝘰𝘭𝘢𝘵𝘪𝘭𝘪𝘵𝘺 𝘪𝘴 𝘯𝘰𝘵 𝘳𝘪𝘴𝘬.
If i own a high-quality business with strong competitive advantages,... Visa mer Översätt
You can now follow/track my bank investments on placera.se username Epicquality it might be limited to some Nordic countries.
@ETORO... Visa mer Översätt
Inte investeringsrådgivning. Författaren kan ha finansiella intressen i de nämnda instrumenten.
Sweden's largest investing platform, Avanza, is moving deeper into social investing.
Imagine seeing the real-time portfolios of famous investors, friends, financial influencers—or even your family members.
As someone who uses both platforms, I think Avanza has a stronger investor-focused experience... Visa mer Översätt
𝐑𝐞𝐦𝐞𝐦𝐛𝐞𝐫 𝐰𝐡𝐞𝐧 𝐫𝐞𝐩𝐨𝐫𝐭𝐬 𝐨𝐟 𝐦𝐚𝐬𝐬𝐢𝐯𝐞 𝟑𝟎𝟎𝐁 𝐢𝐧𝐜𝐞𝐧𝐭𝐢𝐯𝐞𝐬 𝐟𝐨𝐫 𝐈𝐫𝐚𝐧 𝐰𝐞𝐫𝐞 𝐜𝐚𝐥𝐥𝐞𝐝 "𝐟𝐚𝐤𝐞 𝐧𝐞𝐰𝐬"?
Now discussions include up to $300B in reconstruction investment for Iran though the administration says it would come from Gulf states, not... Visa mer Översätt
𝐈𝐫𝐚𝐧’𝐬 𝐌𝐞𝐡𝐫 𝐝𝐞𝐬𝐜𝐫𝐢𝐛𝐞𝐬 𝐚 𝐩𝐫𝐨𝐩𝐨𝐬𝐞𝐝 𝐝𝐫𝐚𝐟𝐭 𝐟𝐫𝐚𝐦𝐞𝐰𝐨𝐫𝐤 𝐨𝐟 𝐭𝐞𝐫𝐦𝐬 𝐢𝐧 𝐧𝐞𝐠𝐨𝐭𝐢𝐚𝐭𝐢𝐨𝐧𝐬. 𝐓𝐡𝐞 𝐤𝐞𝐲 𝐩𝐨𝐢𝐧𝐭𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞:
> All fighting would stop immediately and permanently on all fronts, including Lebanon
> Maritime blockade would be... Visa mer Översätt
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