Med the girl 👩🏽

The girl who is daily loaded with benefits from the Lord!

[Med the girl 👩🏽 @PrincessEgbuna]

Capstone Scholarship ✨✨

https://t.co/jmnH558RXY

Finding scholarships shouldn't feel like searching for a needle in a haystack.

Capstone Scholarship streamlines scholarship discovery, applications, and tracking through a single user-friendly platform.

[Med the girl 👩🏽 @PrincessEgbuna]

The result is an MVP that helps students discover opportunities, manage applications, and stay informed throughout their scholarship journey.
I've documented the process, challenges, decisions, and final designs in this case study.

[Med the girl 👩🏽 @PrincessEgbuna]

Capstone Scholarship ✨✨

https://t.co/jmnH558RXY

Finding scholarships shouldn't feel like searching for a needle in a haystack.

Capstone Scholarship streamlines scholarship discovery, applications, and tracking through a single user-friendly platform.

[Med the girl 👩🏽 @PrincessEgbuna]

@Hannah_uiux This looks great! Please is Alive tables like figma?

[Med the girl 👩🏽 @PrincessEgbuna]

Hi everyone, I just made a recent post on Behance on a project that I have been working on and I am glad it's finally out there. Please can you take a second to review it and appreciate it 😊💙

https://t.co/FhRjpZg3tT

[Med the girl 👩🏽 @PrincessEgbuna]

Hi everyone, I just made a recent post on Behance on a project that I have been working on and I am glad it's finally out there. Please can you take a second to review it and appreciate it 😊💙

https://t.co/FhRjpZg3tT

[Med the girl 👩🏽 @PrincessEgbuna]

@desgnwitkinsley Thank you for sharing as always 🙏🏼

[Med the girl 👩🏽 @PrincessEgbuna]

@Amy_rights So the 6 hours you booked was regardless of the different stops you had in between?

[Med the girl 👩🏽 @PrincessEgbuna]

@Onlgig Please what vpn’s will you recommend 🙏🏼😮‍💨?

[Med the girl 👩🏽 @PrincessEgbuna]

@desgnwitkinsley So so detailed! God bless you Kingsley for constantly giving back!

[Seyi's Investing Journal @seyis_stocks]

Profitable family-run business selling at low multiples.

ROIC and ROIIC in the mid teens.

Consistent dividends for the last 30 years.

Net cash position with zero debt.

Hidden real estate value.

A portfolio of valuable brands with decades of market recognition.

https://t.co/ejqQf5R5mN

[Seyi's Investing Journal @seyis_stocks]

What do underwater 3D imaging, diving vision systems, ultrasound measuring equipment, and defence sub-assemblies have in common?

The answer is in my latest post.

https://t.co/MtRRGKxhie

[Med the girl 👩🏽 @PrincessEgbuna]

Another day to ask you to please subscribe to his Substack 🫶🏼🙏🏼 @seyis_stocks
https://t.co/1QSXee8mF0

[Seyi's Investing Journal @seyis_stocks]

Invest in what you know.

That’s solid advice as long as you put in the work and see business models for what they are.

I love gaming as a topic and a pastime. I would rather speculate hog futures than buy a gaming stock (excluding Nintendo).

The AAA gaming model is broken; long and expensive development cycles (at least 5 years and $100M budgets) with customer tastes that change every 2-3 years.

From soulslikes to battle royales to looter shooters to open world RPGs to metroidvanias. By the time a new project is greenlit, tastes are starting to change.

If more AA or indie studios were publicly traded, I would try my luck. Unfortunately, it’s slim pickings out there

I love gaming but it’s way outside my circle of competence as an investor. Plus my personal bias would cloud my judgement.

[Seyi's Investing Journal @seyis_stocks]

My preferred reading flow: Balance Sheet > Cash Flow Statement > Income Statement.

It’s quite insightful to see how assets values change over time and how that lines up with cash generation (or consumption).

The income statement is the cherry on top. It’s also good for basic competitor analysis

[Seyi's Investing Journal @seyis_stocks]

A spinoff trading at negative EV, 5x P/E, 36% book value.
Profitable with zero debt.
Check it out:

https://t.co/QidLsGyFJ3

[Seyi's Investing Journal @seyis_stocks]

Fastenal, Chr. Hansen, and Moody's have one thing in common: they form essential lines in other businesses' cost structures.

Chr. Hansen was the market leader in microbial cultures and enzymes used in food production. Its products form less than 1% of customer’s production input by weight while having an outsized impact on the final product. Yogurt is only as good as the microbial culture. Essential.

Fastenal’s industrial fasteners literally hold customer products together. Essential.

Without Moody’s, companies would find it hard to raise debt. Essential.

Companies like these tend to produce outsized returns over time.

[Seyi's Investing Journal @seyis_stocks]

I try to avoid price charts when analysing a company.

The reason is simple; anchoring.

It’s easy to use historical stock prices as anchors to make a judgement on whether a stock is cheap or expensive.

The bias morphes into confirmation bias and information filtering.

If a stock is at historical lows and I think it’s cheap, best believe I’ll find the patterns to confirm that view….

So I go straight to the financials instead.

[Seyi's Investing Journal @seyis_stocks]

Catalysts ahead! Proceed with caution.

Check out my post about investing catalysts:

https://t.co/xYCwyOdL1U

[Seyi's Investing Journal @seyis_stocks]

I look at all stocks beneath a market cap threshold.

Only exclude industries that are currently outside my circle of competence (biotech, REITs, Mining).

No valuation screeners.

I go through the 10 year snapshot of every stock’s financials.