After 110+ hours of research, the second part of $FOXF's deep dive is now live!
The analysis covered topics such as:
-Management team & compensation.
-Competitive advantages.
-Growth plan.
-Risks.
You can access this write-up for free through the link in my bio🔗
In today's article, I briefly discuss some of the thoughts I've been having over growth investing.
These are mostly based on my reads on Michael Mauboussin and Benjamin Graham.
https://t.co/0a260hyzGa
For the past 5 weeks, I've been reading as much as I could about the BIM software industry.
I hope you find my industry breakdown useful.
$ADSK $BSY $NEMTF $MSHHF
https://t.co/08RGI8s9vU
I'm finally back after having two very unusual weeks.
I'll resume working on the $POOL deep dive tomorrow, and the first part should be coming out soon.
My conclusion so far: Great company, outstanding management team and very attractive industry dynamics.
In my article covering $FOXF I voiced some of my concerns on the company, mainly the degrading of the quality of their acquisitions, which have further worsened with their recent acq. of a bat-making division.
These are some of the other reasons I concluded $FOXF wasn't for me:
The company was severely punished after their latest quarterly report.
This was after the company reported worse-than-expected results, lowered its guidance and, imo, after the investment community began losing confidence in the management team after their latest acquisition.
In my article covering $FOXF I voiced some of my concerns on the company, mainly the degrading of the quality of their acquisitions, which have further worsened with their recent acq. of a bat-making division.
These are some of the other reasons I concluded $FOXF wasn't for me:
Trying to infer what a person's philosophy is by reading his work is ultimately impossible.
Nevertheless, I gave it a shot after going over 20+ shareholder letters François Rochon has written.
Hope you enjoy it:
https://t.co/Zfjv1XRRJQ
@Giuliano_Mana https://t.co/QlpDWiIZ0b works great for US-based companies. It includes both financials and earnings calls going back many decades for free.
Ever since I started reading about finance, people just said that fundamentals and prices converge.
Like if it was an absolute truth, but I never saw someone say why.
In today's article, I go over my idea on why might this happen:
https://t.co/YEZVE5xEF5
$POOL is an outstanding business that doesn't quite get the attention it deserves.
Make sure to check out this writeup by the guys at @Stock_Opine to learn more about it👇🏻
Dive into the latest insights on $POOL!
Uncover the 2023 decline in financial performance and see how it stacks up against competitors. Plus, have a look into our valuation estimate 📈
A repost goes a long way if you find it valuable 🙏
#stockstowatch#investing
In the short term, the price of a business and its fundamentals can go very different ways.
Over the long term, however, they will inevitably converge.