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May 14 10 tweets 4 min read
You don't have to chase the "next big thing" to achieve great returns.

Let's look at 10 hidden industrial compounders with impressive track records 👇

1. $NIBE is a leading heating solutions manufacturer and probably one of the most impressive companies you've never heard of: Image 2. $BUFAB is a full-service partner for C-parts, simplifying logistics management and addressing other challenges within supply chains.

Fun fact: Those handy IKEA bags filled with screws, nuts, and plugs are products supplied by Bufab: Image
Apr 24 10 tweets 3 min read
Yesterday's $TSLA earnings call was wild.

@elonmusk once again credited ARK Invest and stated that non-autonomous gasoline cars will soon be obsolete like horses.

Here are all the highlights 🧵

1. According to Elon, this could be the greatest asset value increase in history: Image 2. $TSLA released a brand-new slide explaining its ecosystem: Image
Apr 20 7 tweets 7 min read
Five of us from Quartr went on a very special trip this week.

We headed off to Paris – the luxury capital of the world – to attend $LVMH's 2024 annual general meeting.

Here's a thread about our experience 🧵
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The AGM was held at the Louvre and visited by thousands of shareholders.

On the way out, everyone received a bottle of Veuve Clicquot – one of the group’s oldest champagne houses.

Since the AGM was in French, our mobile app's live-transcribed translation came in very handy.


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Apr 14 18 tweets 6 min read
Brunello Cucinelli, known as the King of Cashmere, runs his Italian luxury design house $BC.MI in a very fascinating way.

We have in this tread compiled a few key concepts from a decade of shareholder letters, interviews, and earnings call transcripts 🧵 Image Luxury Is Independent Of Time

In his first shareholder letter published in English, Brunello writes about the luxury pyramid, and $BC.MI's positioning: Image
Mar 18 7 tweets 3 min read
Peter Lynch's 25 Golden Rules for Investing.

Sourced from his successful 13-year tenure at Fidelity's Magellan Fund, these rules serve as an excellent guide for investors of all sizes and levels of expertise who are seeking to return to the basics of investing.

Let's dive in 🧵 Image Investing can be dangerous if you don't put in the work and merely rely on the advice of experts: Image
Mar 17 10 tweets 5 min read
Several semiconductor companies are trading at all-time highs, so we decided to examine the analysts' expectations.

Here are the consensus estimates and multiples for 10 of the most important semi names 🧵

1. $NVDA's brutal momentum is expected to continue:
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2. The world's largest semi manufacturing equipment supplier (by revenue), $AMAT, is expected to grow by ~10%:
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Mar 6 10 tweets 3 min read
Management's choice of success metrics reveals a lot about a company.

Using Quartr Pro's keyword alerts, we track companies mentioning "FCF per share" in its earnings reports, transcripts, and slide decks.

Here are 10 recent examples🧵

1. $TPL on maximizing shareholder value: Image 2. Another FCF per share advocate is $GDDY: Image
Feb 28 7 tweets 3 min read
We've just updated our extensive semiconductor industry company list, which we'll share in this thread.

It now covers 150+ names across seven categories, spanning from raw materials to design tools.

1. Manufacturing/assembly equipment suppliers such as $ASML, $KLAC, and $AMAT: Image 2. Fabless chip designers

The fabless way of developing chips is very asset-light (hence $NVDA's >60% margins), since the manufacturing is outsourced to foundries like $TSM. Image
Feb 22 10 tweets 3 min read
$NVDA once again defies gravity following yesterday's blow-out Q4, inching closer to a staggering $2 trillion market cap.

Here are 10 key quotes from the earnings call 🧵

1. Jensen equaling NVIDIA's GPUs to the power generation plants of the industrial revolution: Image 2. $NVDA's conditions for continued growth next year are "excellent": Image
Feb 9 5 tweets 2 min read
Almost a decade before he became a household name, a young Michael Burry put his strategy into words on an online forum.

In this thread, we will share the full post including our own highlights 🧵

1. "I try to buy shares of unpopular companies when they look like road kill": Image "I care little about the level of the general market and put few restrictions on potential investments"

2. Michael's valuation metric of choice? EV/FCF: Image
Feb 2 10 tweets 3 min read
$META is surging 20% today following yesterday's Q4 earnings release – reaching a $1.2T market cap 👀

In this thread, we have gathered the 10 most important quotes from the earnings call.

1. 2023, Meta's "year of efficiency": Image 2. $META grew its revenue 25% in Q4 while delivering an incredible 41% EBIT margin: Image
Jan 26 13 tweets 4 min read
$LVMH's Q4 earnings report is sending positive shockwaves all over the world today, affecting both luxury and spirits companies.

As per tradition, we have gathered the most important Bernard Arnault quotes from the earnings call 🧵

1. 2023 ended on a high note for LVMH: Image "Sephora has managed to exceed all our forecasts"

2. Bernard shares some highlights from the year and reminds us about the breadth and quality of $LVMH's brand portfolio: Image
Jan 3 11 tweets 8 min read
Our friends over at REQ Capital recently published an insane 300+ page must-read research study on serial acquirers.

Here are 10 of our favorite sections 🧵

1. Illustrating 20 years of outperformance + two long lists covering >100 names from REQ's global company universe:


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2. The Sources of Extraordinary Performance:

- Capital Allocation
- Decentralization
- People Image
Dec 26, 2023 8 tweets 3 min read
In 1984, frustrated with the growing short-term focus in the investing world, Charlie Munger wrote an incredible opinion piece arguing for higher taxes on short-term stock "gambling".

Here's the full article with our highlights 🧵 Image "Too much easy money is now being made by too many pie-divider types as distinguished from pie producer types."

2. On the asset management industry and on market speculators: Image
Dec 20, 2023 11 tweets 4 min read
Are you looking for some holiday reading?

In this thread, we will share 10 book recommendations handpicked by our team. Image 1. The Toyota Principles: 15 Management Principles from the World’s Greatest Manufacturer

Jeffrey Liker explains the core principles behind Toyota's world-renowned Lean philosophy; how they revolutionized the world of advanced manufacturing through its Kaizen-oriented culture.Image
Dec 18, 2023 12 tweets 4 min read
Ingvar Kamprad, the man who founded IKEA at age 17, grew up in a rural poor part of 1930's Sweden.

Despite this, he reshaped the global furniture industry and created one of the strongest corporate cultures ever.

Here are Kamprad's 11 Pieces of Advice to Young Entrepreneurs: Image 1. Carefully document your business plan and how you are going to execute on it: Image
Dec 18, 2023 5 tweets 2 min read
$HEI reports Q4'23 today.

Since 1983, its stock has returned ~117,000%, turning many of its employees into millionaires.

Its Q4'22 call is one of our favorites, with quotes on themes such as capital allocation and long-term thinking. Here's our top 5 🧵

1. Culture above all: Image 2. On the *incredible* 401(k) plan that has made multiple $HEI employees millionaires and multimillionaires: Image
Dec 13, 2023 10 tweets 3 min read
Peter Lynch is one of the most successful fund managers of all time.

While his book 'One Up on Wall Street' is well-known, the articles he published are less recognized.

Here is one of them, 'A Fad With Staying Power,' with our favorite parts highlighted 🧵 Image 2. Lynch missed the tenfold increase in CML's stock price from late 1990 to 1992, despite having followed the company for almost a decade: Image
Nov 22, 2023 10 tweets 3 min read
$NVDA's Q3 2024 is definitely one for the history books. Their Data Center segment alone added a mind-boggling $10B+ of revenue y/y.

Here are the 10 most important quotes from yesterday's earnings call 🧵

1. "Generative AI is the largest TAM expansion [...] in several decades": Image 2. Colette namedrops a few well-known applications that are all built and running on $NVDA's computing platform: Image
Nov 14, 2023 8 tweets 3 min read
$AZO is what Munger would call a "cannibal," having bought back nearly 80% of its shares outstanding in the past two decades.

This thread features six videos where AutoZone's founder and former CEO Pitt Hyde details the framework for this exceptional performance. Image 1. Building Culture

Pitt Hyde on meeting and learning from Sam Walton
Nov 10, 2023 15 tweets 5 min read
It's the most wonderful time of the year – earnings season.

We've compiled 15 of our favorite slides from Q3, showcasing companies that have performed well despite the tough macroeconomic climate 🧵

1. $PM's *insane* ZYN growth over the last six years: Image 2. The beautiful consistency of $VEEV: Image