Fiscal.ai Profile picture
Feb 26, 2025 β€’ 10 tweets β€’ 3 min read β€’ Read on X
FinChat just launched Custom Metrics πŸ“Š

Here are 10 insane charts you can now build with it:

1. Alphabet - Google Cloud Operating Margin

$GOOGL Image
2.) ASML - Average Price per EUV System

ASML's lithography systems are notorious expensive. In fact, in 2023, the average EUV system cost just under $200 million.

$ASML Image
3. Meta - Family of Apps Operating Margin

Meta's Family of Apps business (Facebook, Instagram, WhatsApp, etc.) reached record profitability last quarter with 60% operating margins.

$META Image
4. Ferrari - Average Price per Car

In 2024, the average price of a Ferrari was north of $400k. Talk about pricing power.

$RACE Image
5. Costco - Enterprise Value per Warehouse

The average Costco warehouse is currently valued at $509 million!

$COST Image
6. Walmart - Sales per Square Foot

Last year Walmart averaged $650 of sales per square foot. That's up ~50% from a decade ago.

$WMT Image
7. Spotify - New Users Added per Quarter

Last quarter Spotify added 35 million new MAUs. The 2nd highest quarter in the company's history.

$SPOT Image
8. Tesla - Cars Produced per Day

This year, Tesla produced an estimated 4,859 cars every single day. In 2015, they were producing just 140 cars per day.

$TSLA Image
9. Snowflake - Annual Revenue per Customer

Not only is Snowflake growing its customer count, but the average revenue per customer has grown at 23.6% annually over the last 4 years.

$SNOW Image
10. Robinhood - Total Assets per Account

Although Robinhood's total users are still down from 2021 highs, the brokerage platform seems to be attracting higher quality users. Average Assets per MAU is ~4x higher than 5 years ago.

$HOOD Image

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More from @fiscal_ai

Jan 19
These 8 software stocks are trading at their lowest valuations in a decade:

1. Atlassian $TEAM Image
2. Salesforce $CRM

Market Cap: $216 billion
5yr Revenue CAGR: +14%
Forward P/E: 18x Image
3. ServiceNow $NOW

Market Cap: $132 billion
5yr Revenue CAGR: +24%
Forward P/E: 32.8x Image
Read 8 tweets
Dec 21, 2025
12 "Boring Stocks" that crush the market:

1. United Rentals $URI

10yr Total Return: +1,117% Image
Image
2. Amphenol $APH

Amphenol makes the small tech components that the world forgets about. Things like interconnect, sensor, & antenna solutions.

They serve customers in the automotive, aerospace, defense, and data center industries.

10yr Total Return: +1,046% Image
Image
3. Caterpillar $CAT

Caterpillar is the world’s leading manufacturer of heavy machinery. They sell, lease, and finance equipment through a network of independent dealers.

10yr Total Return: +1,030% Image
Image
Read 12 tweets
Dec 13, 2025
Chris Hohn is one of the best investors of the 21st century

He's earned ~18% a year for 2 decades by owning the world's most durable businesses.

Here are the 3 qualities he looks for in a company: Image
Competition Risk /1

Competition kills profits.

"The one important thing that I've learned in my time in investing is that investors underestimate the forces of competition and disruption."
Competition Risk /2

Hohn actively looks for companies with minimal competition.

Hohn says he has naturally drifted towards companies with irreplaceable physical assets. Image
Read 12 tweets
Oct 25, 2025
Here are 6 suppliers quietly powering the AI infrastructure boom:

1. Amphenol $APH Image
2. Arista Networks $ANET

Arista provides high-speed ethernet switches & routers that run their own operating system.

With data centers needing to handle immense traffic without congestion, Arista's high-density, low-latency switches are a must have. Image
3. Quanta Services $PWR

The power consumption of data centers is putting a strain on the existing electric grid.

As one of the largest builders of electric transmission & distribution lines, Quanta is one of the first calls a builder makes before laying out CapEx. Image
Read 6 tweets
Oct 4, 2025
Bill Ackman just wrote a letter to shareholders explaining why he owns each of his portfolio companies.

Here's his updated thesis for his top 10 positions: Image
Image
1. Uber $UBER Image
Image
2. Brookfield $BN Image
Image
Read 11 tweets
Aug 23, 2025
Here are the latest Super Investor buys and sells:

1. Bill Ackman - Pershing Square Capital Management

Bought:
- Amazon $AMZN
- Alphabet $GOOGL
- Hilton Worldwide $HLT
- Hertz $HTZ
- Brookfield Corporatio $BN

Sold:
- Canadian Pacific $CP Image
Image
2. Li Lu - Himalaya Capital

Bought:
- PDD Holdings $PDD

Sold:
- Bank of America $BAC Image
Image
3. Norbert Lou - Punch Card Capital Management

Bought:
- Crocs $CROX
- PayPal $PYPL
- PDD Holdings $PDD

Sold:
- Smith & Wesson Brands $SWBI Image
Read 10 tweets

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