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Value Sense
@ValueSense_io
Invest like Hedge Funds | Insights & Visuals Hedge fund-quality analytics platform empowering investors with powerful insights and beautiful simplicity
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Oct 13
•
9 tweets
•
5 min read
Tennis legend, Bill Ackman, updates thesis behind his concentrated $13.7B portfolio
Here's an overview of his TOP 7 portfolio holdings 🧵👇
1/
$UBER | Uber
- Strong performance & cost control
- New AV partnerships & scaling tech faster than rivals
- Stock is undervalued
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May 26
•
11 tweets
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3 min read
WILL $NVDA BAIL OUT GLOBAL ECONOMY ONCE AGAIN?
TOP 9 EARNINGS TO WATCH FOR THIS WEEK:
$AZO, $OKTA, $NVDA, $CRM, $SNPS, $VEEV, $COST, $UI, $ESTC
1)
$AZO earnings preview
Est. revenue: $3,982.4M (+3.6%)
Est. EPS: $29.05 (+10.6%)
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May 17
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12 tweets
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4 min read
RULE OF 40 SIGNALS MOAT AND EXCELLENCE.
The balance of Revenue growth & Free Cash Flow margin is often overlooked, but great investors know where to look
🧵 Below are TOP 10 stocks with legendary Rule of 40, exceeding 70%
1)
$NVDA | NVIDIA
- Quality rating: 8.5 (Great)
- Revenue growth: 114.2%
- FCF margin: 46.6%
- Rule of 40: 163.3%
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May 15
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9 tweets
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3 min read
Warren Buffett's PORTFOLIO UPDATE:
Here is the overview of each stock's historical intrinsic value that he bought:
1)
$POOL | Pool Corporation
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May 15
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7 tweets
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2 min read
TOP 5 STOCKS AND THEIR KPIs AHEAD OF EARNINGS TODAY:
$WMT, $BABA, $AMAT, $TTWO, $CAVA
1)
$WMT | Walmart
Comparable Sales growth has been steady (>4%) over the past quarters