WeightWatchers Cuts $40M Debt, Saves $5M Interest
Weightwatchers to pay down $40m in debt. This is material for owner earnings as it should lead to annual interest expense savings of ~$5 million. $WW https://t.co/QVs2CKLPKy
Historical Charts Ignore Vastly Different Economic Contexts
This is a great chart everyone is sharing. But keep in mind the farther you go back in history, the more every other imaginable variable changes. Economic and market conditions were very different in the late 1700s and early 1800s
High Rates Spark Buying Opportunity in Fast‑Growth REITs
Loading up on 3 REITs with rapid growth potential: Realty Income, VICI Properties, and Essential Properties. High rates created a buying opportunity for these yield + growth plays. 🏢💸 REITs
Pick These Resilient Sectors for Nifty 35000
Which sector should you choose to position yourself for Nifty 35000 over the next two years? There are some obvious winners that will happen irrespective of ongoing events. #investing #sectors #portfolio https://t.co/VoyKBjWmDB
S&P Earnings Surge, Margins Hit Record, Stocks Cheaper
12-month S&P 500 earnings estimates are up an incredible 10% YTD, with 6.5% coming since the war started. Also, profit margins hit a new high of 15.2%. Lastly, stocks are up more than 5% YTD (total return), but they are...
Sirius XM's iHeart Bid Hampered by Massive Debt
Sirius XM eyeing iHeartMedia? 🤔 Strategic audio play but iHeart’s $5.5B+ debt is a massive red flag. SIRI shareholders might want to hope this one fizzles. 📉 AudioMerger
Japan's Topix Cash Payouts Double, Unlock $312bn Potential
Wow. Cash payouts from companies in Japan's broad Topix index have practically doubled since the Tokyo Stock Exchange started telling companies to focus more on capital efficiency. This growth is forecast to continue, as Shrikant Kale points out, . The combination...
PWR Posts OK Results, Announces 1.6p Dividend
#PWR maiden results read OK. Cash $15.3m (but most from IPO). ShareScope has fwd p/e 9.5 RISING to 11 (could be way out), but no Dividend forecasts; however PWR announced Dividend 1.6p per Share & ongoing "progressive Dividend policy". Illiquid...
Nike's Failure Explained: Key Lessons From Ghost
Excellent explanation for what went wrong at Nike. From a new publication on Ghost: https://t.co/8qQGqSzW3q
Brand Equity Builds Slowly, Lasts Long, yet Gets Underfunded
"Brand equity is the slowest-building and most durable layer of any consumer moat - and the easiest to underinvest in, because the returns are diffuse and the erosion is invisible in any single quarter." h/t @fmcbill https://t.co/ZiYNvQ9kS1
Toshiba's EBITDA Points to ¥2.7 Trillion Valuation
A thought on Rohm (6963) Toshiba has value. - ¥338bn of EBITDA to Mar25, - ¥292bn of EBITDA 9mos to Dec25. - Assume ¥1.3trln of net debt when taken over, FCF of ¥900bn+ through Dec25, ¥400bn+ of Kioxia sales in Q4. Toshiba...
Market Rally Fueled by Few Tech Giants, Growth Outpaces Value
The old adage the stock market is not the economy is spot on rn. This rally’s been extremely one-sided & down to very few, very large tech stocks. In Asia, growth’s set to outperform value by the most in 25 years....
Intel Tops Dot‑com Peak as Big Tech Adopts Its Chips
After 26 years, $INTC surpasses its peak dot com price. Intel’s resurgence on Friday comes as big tech turns to it for custom chips with Microsoft, Google and Amazon as companies turning to Intels foundry capbilities.
Stocks Near 52‑Week High Outperform by 8% Annually
Over the past twenty years, the top quintile of stocks closest to their 52-week high have returned 10.0% annualized. In contrast, the bottom quintile (or those trading furthest from their 52-week high) returned just 1.9% per annum. Don’t fear the 52-week...
Hardware Stocks Remain Undervalued per PEG Ratio
According to the PEG ratio hardware stocks like $MU $LITE $AMD are still cheap 😳
Skip SPY, Target Tech and Financials via Bull Steepener
Chasing the S&P 500 rally? This analyst says skip SPY and go for XLK (Tech) & XLF (Financials) instead, betting on the "bull steepener" trend. Risky but structured. 🚀 SectorRotation
Watch New Metrics, Not EPS, for Next $5T Shift
4 of the 5 biggest companies on earth report next week Stop watching EPS..watch these instead: $GOOGL - Cloud growth rate. If revenue this quarter $AAPL - China revenue and Vision Pro disclosure or omission The guide and the segment splits are where...
Business Value Lies in Earnings, Not Just Assets
A business isn't worth its assets. It's worth what those assets can earn, and what they can fetch when everything goes wrong. In good times, the balance sheet flatters. In bad times, it confesses.
Ford Ramps up US Production yet Still Hemorrhages Billions
"Ford Is Building More Cars in the U.S. Than Ever—But Still Losing Billions" https://t.co/6FpXn1NHjv https://t.co/dX4BPjDl07
Regime Signals Reveal Winning Portfolio Framework Ahead
Gold near all-time highs. Oil elevated on Hormuz risk. IWM holding while long bonds struggle. These are regime signals — and they tell you exactly which portfolio construction framework survives what comes next. Wednesday I'm sitting down with Greg Babij of Sundial...
Soaring Oil Prices Set to Boost BP Earnings
Nice to get a mention in the Standard on BP results next week What impact will soaring oil prices have on BP’s earnings? https://t.co/Ty95yw49pH
Forward Revenue Multiples Span From 1.2× to 8.1×.
This slide is money. Bottom left *forward* revenue multiple 1.2x. Top right 8.1x. (From the Redpoint 2026 Market Update.) https://t.co/Cj83biPeLo
Bear Markets Average 14 Months; Bull Runs Span 70 Months
The average bear market lasts 14 months and is followed by a 70-month bull market. JPMAM Had to manually update the current bull run... up to 42 months https://t.co/fr7efuYage
Avoid Fear‑Driven Missed Gains, Size Positions Wisely
Peter Lynch got it right decades ago. The real risk in investing isn't a crash. It's the years you spent hiding from one that never came. 1️⃣ Economists predicted 33 of the last 11 recessions. 2️⃣ Six right out of ten? That's a...
Only a Handful of SaaS Firms Outpace the Rest
A Few SaaS Names Are Pulling Away From the Pack This chart ranks SaaS companies by NTM revenue growth estimates, and the message is pretty clear: A small group is pulling away, while most of the sector still sits in the mid-teens...
AI Opportunities Revive Growth for Traditional Companies
More true today. But, it doesn’t mean you shouldn’t consider old school, boring Cos. finding ways to reignite lost growth due to opportunities that AI and related markets like data centers are creating for them. Some may be core buys...
Sanofi's Dividend Streak Faces Dupixent Patent Cliff
A few weeks ago I published my deep dive on 🇫🇷 Sanofi $EPA:SAN 32 consecutive years of dividend growth. A true European Dividend Aristocrat 💪 Currently their main blockbuster Dupixent accounts for 36% of revenue, and compound patent protection expires in 2031....
Barron's Poll Predicts S&P Decline—Contrarian Signal
The Barron’s Big Money Poll is out. Twice a year they survey portfolio managers and strategists across the country. We like to use it as a contrarian indicator. Right now, they’re telling you the S&P 500 is headed lower for...
Avoid FOMO; Build Wealth Through Consistent Compounding
I’ll never tell someone they can’t make money chasing FOMO, meme stocks, or hot trends trading at unjustified valuations. In bullish markets, it can work…. Can’t argue with that. But what happens (almost every time) is that when the market finally breaks,...
Trend‑following Beats 60/40; UHNW Go Beyond Passive Mix
The 60/40 portfolio fell 17.5% in 2022. Trend-following returned +20.1% the same year. Passive equity + bonds = the minority in a UHNW portfolio. Wed April 29, 12pm ET — Greg Babij (CIO, $500M+ MFO) breaks down how it's actually built. $5M+ only:...
SaaS Valuations: Growth Premiums Vary Widely
Not all SaaS valuations are expensive. Looking at forward P/E vs NTM revenue growth gives a cleaner view of how the market is pricing expected growth across SaaS. $PLTR stands out as one of the fastest growers at roughly 62% expected growth,...
Invest in Few ETFs, Stay Long‑term, Use Tax‑advantaged Accounts
5 principles to follow to become a successful investor: > no individual stocks, 1-2 ETFs only > stay invested regardless of media clickbait > have a long term mindset > invest consistently > prioritize tax advantageous accounts Anything you would add?
Equity Risk Premium Remains Positive: Stocks Outperform Bonds
S&P 500 equity risk premium (earnings yield minus the 10yr TIPS yield) is still solidly positive... stocks are a better buy than bonds. @wisdomtreefunds https://t.co/JAZ7YxWZqN
Invest Fully, Skip Cash When Companies Outperform 5%
Francois Rochon on being fully invested "If we continue to find companies that we believe can do five percentage points better than that on an annualized basis over many years, why would we hold cash?"
Average Returns Mask Market’s Emotional Rollercoaster
On a spreadsheet, an 8% compounded return looks like a smooth, peaceful ride. In the actual market, that 8% is an average over multiple years that may have felt like the end of the world at times and like "why...
Low Momentum, Value Tilt Leaves TCAF Underperforming
TCAF’s factor mix keeps me skeptical. Low momentum + value tilt = a tough combo in this market. Returns have been mostly disappointing relative to the risk. FactorInvesting
Keep Winners, Trim Concentration, Avoid Puts Pre‑Earnings
"How should I position my portfolio before Fed week and Big Tech earnings?" Saw this on Reddit twice Here's the framework: - Don't sell winners (you're paying tax to dodge a maybe) - Trim concentrated positions over 15% of book - Don't sell puts on...
Invest in Cash‑flowing Undervalued Businesses, Not Turnarounds
You don't need a turnaround thesis. You don't need a catalyst. You need a business priced below what it'd cost to build, with cash coming in while you wait. That's not a trade. That's an investment. Graham called it a bargain. Most people call...
Current Bull Market May Outlast Expectations
The last secular bull market lasted nearly 20 years. This one is just over 13 years. Be aware this could still keep going much longer than most think. https://t.co/PuugiQYYsR
Top 5 Current Holdings in Family Retirement Portfolio
Here are the Top 5 #timestamped positions that I'm still riding in The Fam's Long Only Retirement Account https://t.co/gSXmWWl7lL
Prioritize Business Fundamentals over Short‑term Price Predictions
The wrong mindset - "I think the stock will be up/down 10% tomorrow, next week, next month." The right mindset - "I don't care what the stock does tomorrow, next week, next month. I think the business will be worth...
SpaceX IPO Valuation Would Equal About 5% of U.S. GDP
With SpaceX looking to go public somewhere near a $1.75 trillion valuation, that's about 2.5% of the entire market cap of the U.S. stock market, and roughly 5.5% of U.S. GDP. What other stock offering can you compare this to...
Semis Discounted, Software at Decade‑Low Valuations Despite Strong Fundamentals
The semiconductor industry is trading at a discount to the S&P 500 despite 86% earnings growth forecasts. Software companies hit their lowest valuations in a decade with record fundamentals. 🔒 Members-Only https://t.co/td0KtWtXzd
European Dividend Investors Often Just Ride Currency Risk
One thing that makes Dividend Growth Investing as a European person interesting: you're often managing two currencies at once 🇪🇺🇺🇸 My portfolio is roughly split between EUR and USD payers. $AMS:SHELL, $ETR:ALV, $BME:IBE on one side. $XOM, $JNJ, $ABBV on the...
US Stocks Outshine Europe on Fundamentals and Technicals
Regarding these latest charts from the Financial Times: The question isn't whether US equity markets are better positioned than Europe to weather the impact of the war. Between superior fundamentals and stronger technicals, the US clearly holds the edge—valuation gaps notwithstanding. The...
SK Hynix's 3.8x PE Precedes 2026
SK Hynix with a next 12 month PE of 3.8x and upcoming ADR listing in 2026.
Members Facing Profitable Dilemmas Thanks to Proven System
Two messages I get every week from BuyTrigger members: "I wish I'd bought more $CRDO." "My $ALAB position is bloating. Do I take profit?" These are the good problems. The kind most investors never have. Here's how my members built them 👇 https://open.substack.com/pub/dralexkoh/p/13-stocks-one-system-heres-how-i?r=4zq7nk&utm_campaign=post&utm_medium=web
Longer Horizons Drastically Reduce Negative Return Risk
$ACWI, the probability of enduring negative returns drops substantially as the investment horizon extends. While the probability of a negative return is 32% over a six-month period, it falls to just 7% over a 10-year period. Standard Chartered https://t.co/z7uo2Tvh4s
MSCI ACWI Ends Year Positive 28 of 38 Times
Despite intra-year volatility, the MSCI $ACWI Index had positive year-end total returns 28 out of the last 38 years since 1988. Standard Chartered https://t.co/Gs34aTnb4j
Long-Term Bull Market Rewards Disciplined, Diversified Investing
Long term the bull market does win. $spx monthly flows. Or big cap funds in a 401k 403b 529 can help build long term wealth and pay for college. BOS account is good to have when it’s pouring...