🧵Ideas of good investors🧵
In this thread I will share the main investment idea of some of the best investors I know.
A lot of quality in this thread
Thank you for your collaboration. 🙏🏼
Disclaimer: None of the ideas are buy or sell recommendations
In this thread I will share the main investment idea of some of the best investors I know.
A lot of quality in this thread
Thank you for your collaboration. 🙏🏼
Disclaimer: None of the ideas are buy or sell recommendations
1️⃣ @SvnCapital - $DINO
My top pick is Dino Polska a fast-growing food retailer in Poland. Check out an overview of the company that I published recently:
svncapital.com/news/dino-pols…
My top pick is Dino Polska a fast-growing food retailer in Poland. Check out an overview of the company that I published recently:
svncapital.com/news/dino-pols…
2️⃣ @alex_estebaranz - $NA9
Nagarro - Top Holding in True Value, Special situation, spinoff good company, organic growth+M&A, Insiders 35%.
Nagarro - Top Holding in True Value, Special situation, spinoff good company, organic growth+M&A, Insiders 35%.
3️⃣ @richard_chu97 - $GDRX
Leading drug coupon marketplace w/a pricing advantage. 95% GMs, profitable, 50% rev CAGR since 2016, +90 NPS, and 6M monthly users. Optionality from nascent pharma ads & telehealth businesses. Top tier mgmt & 4.7/5 Glassdoor. Reg. & AMZN risk overblown.
Leading drug coupon marketplace w/a pricing advantage. 95% GMs, profitable, 50% rev CAGR since 2016, +90 NPS, and 6M monthly users. Optionality from nascent pharma ads & telehealth businesses. Top tier mgmt & 4.7/5 Glassdoor. Reg. & AMZN risk overblown.
4️⃣ @AnalisisdeInver - $FNMA $FMCC
The profits were stolen by the government. However, shareholders and certain parts of management are pushing to recapitalize the companies. It is a complex thesis but with a lot of optionality. Preferreds offer 1,500% potential.
The profits were stolen by the government. However, shareholders and certain parts of management are pushing to recapitalize the companies. It is a complex thesis but with a lot of optionality. Preferreds offer 1,500% potential.
5️⃣ @foso_defensivo - $MSTR
Microstrategy : A way to invest in a store of value greater than gold: Bitcoin. It accounts for 90% of its capitalization, and its CEO @michael_saylor raises Bitcoin per share with debt issuances, capital increases and FCF from its software co. #HODL
Microstrategy : A way to invest in a store of value greater than gold: Bitcoin. It accounts for 90% of its capitalization, and its CEO @michael_saylor raises Bitcoin per share with debt issuances, capital increases and FCF from its software co. #HODL
6️⃣ @IcebergAM - $UNFI
The largest wholesale distributor of supermarkets in North America, with 59 logistics centers and 2,200 trucks. Specialized in organic and fresh foods with 15 own brands.
The largest wholesale distributor of supermarkets in North America, with 59 logistics centers and 2,200 trucks. Specialized in organic and fresh foods with 15 own brands.
https://twitter.com/IcebergAM/status/1442839703800238083
7️⃣ @taylor_hndrson - $TBRD
Independent production studio focused on animation. Pick&shovel play on the content spending boom. Recurring serv rev as a trusted partner of $DIS + $NFLX. Increasing owned IP=upside optionality. New high margin 3P licensing/distribution biz. A+mgmt.
Independent production studio focused on animation. Pick&shovel play on the content spending boom. Recurring serv rev as a trusted partner of $DIS + $NFLX. Increasing owned IP=upside optionality. New high margin 3P licensing/distribution biz. A+mgmt.
8️⃣ @HolyFinance - $AER
Aercap a company dedicated to aircraft leasing. To learn more about the company, Rodri shares his thesis in the following link.
seekingalpha.com/article/445116…
Aercap a company dedicated to aircraft leasing. To learn more about the company, Rodri shares his thesis in the following link.
seekingalpha.com/article/445116…
9️⃣ @gabcasla - Nagacorp
Casinos in Cambodia to capitalize on the Asian structural trend of gaming through a unique monopolistic license in the world, an excellent location and a low cost and low tax geography.
Casinos in Cambodia to capitalize on the Asian structural trend of gaming through a unique monopolistic license in the world, an excellent location and a low cost and low tax geography.
1️⃣0️⃣ @alluvialcapital - $UD
Unidata SpA. Building fiber networks in Rome. Huge organic growth runway, recurring cash flow, JV with major Euro infrastructure fund. High insider alignment, great balance sheet, and single digit EBITDA multiple.
Unidata SpA. Building fiber networks in Rome. Huge organic growth runway, recurring cash flow, JV with major Euro infrastructure fund. High insider alignment, great balance sheet, and single digit EBITDA multiple.
1️⃣1️⃣ @Invesquotes - $TDOC
While everyone thinks that telemedicine is a commodity, Teladoc continues to work to launch 360º products that help its patients manage any medical need and thus create an ecosystem with a high cost of change.
While everyone thinks that telemedicine is a commodity, Teladoc continues to work to launch 360º products that help its patients manage any medical need and thus create an ecosystem with a high cost of change.
1️⃣2️⃣ @mavix_leon - $ST5
Steico. Global market leader for environmentally friendly insulation materials made of wood fibres benefitting from increased demand for energy-efficient construction material supported by various Green Deal programmes in Europe.
Steico. Global market leader for environmentally friendly insulation materials made of wood fibres benefitting from increased demand for energy-efficient construction material supported by various Green Deal programmes in Europe.
1️⃣3️⃣ @dsmoak98 - @FTLF
Fitlife is a nutritional supplement co that has undergone a rapid transformation since 2018 and will uplist in the next 12 months.
Fitlife is a nutritional supplement co that has undergone a rapid transformation since 2018 and will uplist in the next 12 months.
https://twitter.com/dsmoak98/status/1438498132225052674
1️⃣4️⃣ @DividendGrowth - $LMT
Lockheed Martin is a key defense contractor for the US Defense. It has increased dividends for 19y in a row and has a ten year annualized dividend growth of 14%.
The stock is attractively valued at 13 times forward earnings and yields a solid 3.18%.
Lockheed Martin is a key defense contractor for the US Defense. It has increased dividends for 19y in a row and has a ten year annualized dividend growth of 14%.
The stock is attractively valued at 13 times forward earnings and yields a solid 3.18%.
1️⃣5️⃣ @ValueInvestingS - $GOOG
Alphabet is the world leader in online advertising. Innovative culture + high growth + high ROIC + huge moat + huge TAM + cash generation + pricing power + operating leverage + skin in the game + top management team + great optionality.
Alphabet is the world leader in online advertising. Innovative culture + high growth + high ROIC + huge moat + huge TAM + cash generation + pricing power + operating leverage + skin in the game + top management team + great optionality.
1️⃣6️⃣ @rjang_ - $JAN
Janison develops and facilitates educational assessments digitally. The big catalyst is its contract with the OECD to deliver assessments to determine ways that will best prepare students in the real world.
rask.com.au/rask-rockets/b…
Janison develops and facilitates educational assessments digitally. The big catalyst is its contract with the OECD to deliver assessments to determine ways that will best prepare students in the real world.
rask.com.au/rask-rockets/b…
1️⃣7️⃣ @The_Godas - Adriatic Metals
One of the world's best mining in a nascent district such as Bosnia, led by kingpin Cronin and ready to build.
1️⃣8️⃣ @sergiofallacf - $SPOT
Unique ecosystem optimized for creators&audience. It ll allow it great op. Lev. industry with tailwinds.
One of the world's best mining in a nascent district such as Bosnia, led by kingpin Cronin and ready to build.
1️⃣8️⃣ @sergiofallacf - $SPOT
Unique ecosystem optimized for creators&audience. It ll allow it great op. Lev. industry with tailwinds.
1️⃣9️⃣ @aktieblogg - Century Pacific
Uncyclical food Philippine co. Dominant market positions, sell healthy products and will benefit from future middle-class growth. Family owner. Focused on sustainability. This as a high quality low-risk emerging markets stock.good valuation.
Uncyclical food Philippine co. Dominant market positions, sell healthy products and will benefit from future middle-class growth. Family owner. Focused on sustainability. This as a high quality low-risk emerging markets stock.good valuation.
2️⃣0️⃣ @InversorExperto - $BABA
Alibaba a global ecosystem of continuous innovation protected by the Great Wall of China. Growing at over 30% annually and trading at 16 times next year's earnings at an uncertain time, it represents an opportunity for value and growth investors.
Alibaba a global ecosystem of continuous innovation protected by the Great Wall of China. Growing at over 30% annually and trading at 16 times next year's earnings at an uncertain time, it represents an opportunity for value and growth investors.
2️⃣1️⃣ @way_2_value - $SEB
Sebino is a small cap dedicated to fire systems installation
rankia.com/blog/way2value…
2️⃣2️⃣ @pbcinc - $PBX.V
An incredible marketplace in North America
Sebino is a small cap dedicated to fire systems installation
rankia.com/blog/way2value…
2️⃣2️⃣ @pbcinc - $PBX.V
An incredible marketplace in North America
https://twitter.com/pbcinc/status/1425396639863345154
2️⃣3️⃣ @AnthonyMorley12 - $W
Wayfair - Logistics network focused on furniture delivery. Sales growth +20% py. 7-10% of US & Euro furniture market in 2031. This est. more conservative than mgmt. Future EBIT margins in Q2 2020 10.2% while network was running at full capacity.
Wayfair - Logistics network focused on furniture delivery. Sales growth +20% py. 7-10% of US & Euro furniture market in 2031. This est. more conservative than mgmt. Future EBIT margins in Q2 2020 10.2% while network was running at full capacity.
2️⃣4️⃣ @carlosmatag1 - $CTS
IT+ Cloud consulting company growing fast. Tailwinds (Digitalization) + High growth + margins expanding + Lots of cash + Huge TAM + Penetration in Europe + Profitable + P/E (NTM) 19x + Management team very aligned with shareholders.
IT+ Cloud consulting company growing fast. Tailwinds (Digitalization) + High growth + margins expanding + Lots of cash + Huge TAM + Penetration in Europe + Profitable + P/E (NTM) 19x + Management team very aligned with shareholders.
2️⃣5️⃣ @BradleyDSchultz - $BTN
Terrific capital allocators, alignment, good assets, currently at a significant discount on sum of the parts. I also think @kcerminara and @larryswets will find great reinvestment opportunities. Similiarities to Berkshire in the early years.
Terrific capital allocators, alignment, good assets, currently at a significant discount on sum of the parts. I also think @kcerminara and @larryswets will find great reinvestment opportunities. Similiarities to Berkshire in the early years.
2️⃣6️⃣ @PatagoniaValor - $BUR
Leader in litigation finance. Capital, scale, data, experience and little competition. High ROIC, founders at the helm, undervalued. Non-transparent accounting, unable to disclose details of cases. Weak on IR, improving since MuddyWaters shortattack
Leader in litigation finance. Capital, scale, data, experience and little competition. High ROIC, founders at the helm, undervalued. Non-transparent accounting, unable to disclose details of cases. Weak on IR, improving since MuddyWaters shortattack
2️⃣7️⃣ @SamuPuro - $Neste
Global leader in sustainable diesel and aviation fuel. Both Europe and US have a concrete plan to decarbonize aviation industry with help of SAF (sustainable aviation fuel).M arket about to grow a lot for the next 30 years. Excellent ROIC
Global leader in sustainable diesel and aviation fuel. Both Europe and US have a concrete plan to decarbonize aviation industry with help of SAF (sustainable aviation fuel).M arket about to grow a lot for the next 30 years. Excellent ROIC
2️⃣8️⃣ @Jordi10Noguera - $DSK.AX
Household retail stores. Special situation IPO + PE forced sale + Australian market leader + Niche + Low capital intensive growth business + Very attractive valuation.
Household retail stores. Special situation IPO + PE forced sale + Australian market leader + Niche + Low capital intensive growth business + Very attractive valuation.
2️⃣9️⃣ @EzraCrangle and @GaliciaInvestor - $BOMN
Boston Omaha is a holding company with the same philosophy as berkshire, making acquisitions in companies with high moats, in a conservative manner. Directed by two magnificent ceos and a great future.
Boston Omaha is a holding company with the same philosophy as berkshire, making acquisitions in companies with high moats, in a conservative manner. Directed by two magnificent ceos and a great future.
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