Wealth Baron

Make a little bit of money a lot of times - Sharing technical analysis, market insights, and personal opinions to help you stay informed. Not financial advice.

[Wealth Baron @WealthBarron]

📉 $MTCH is showing signs of being in the accumulation phase of the stock cycle:
•Down ~80% from 2021 highs
•Sideways base forming in the $27–$32 range
•Stabilizing volume
•Heavy share buybacks
•Bearish sentiment + no hype

Smart money moves quietly. Accumulation comes before the breakout. 🧠📊

#Stocks #Investing #ValueInvesting #MTCH #TechStocks

[Wealth Baron @WealthBarron]

PE and Forward PE numbers for some companies. $SPY $MSFT $META $SPGI $AMZN $RACE $MSCI $TDG $FICO

[Wealth Baron @WealthBarron]

After this post price ran to roughly $230 and now is now sitting at $180.. worth a revisit. $MKTX

Gross Margin 80%
Oper. Margin 42%
Profit Margin 26%

ROA 11%
ROE 16%
ROIC 16%

[Wealth Baron @WealthBarron]

$MKTX under pressure 📉— stock down on downgrades & weaker trading volumes. But is the long-term story still intact?

MarketAxess retains a Wide Moat per Morningstar, with a dominant bond trading platform, network effects & high switching costs. 💡 The company is actively buying back shares, and its balance sheet cash exceeds total debt.

Plus, the stock has been in a descending wedge since 2021—could a breakout be coming? 📈👀

#Investing #Stockshort

[Wealth Baron @WealthBarron]

@DividendDude_X $HRB

[Wealth Baron @WealthBarron]

Small simple steps

[Wealth Baron @WealthBarron]

$MTCH Q2 Earnings Highlights
• Revenue: $864M (beat est.)
• Adj. EPS: $0.72 (missed est. $0.81)
• Payers: 14.1M ↓ 5% YoY
• RPP: $20.00 ↑ 5% YoY
• Free Cash Flow: $409M
• Buybacks: $420M (13.7M shares at ~$31)
• Dividend: $95M

Big push into AI + Gen Z:
– Global launch of Tinder’s “Double Date”
– 92% of users under 30 on DD profiles
– AI recs + discovery features coming
– 15% drop in bad actor reports

📈 Q3 Rev Guide: $910–$920M
MTCH is betting big on product innovation + long-term growth. #EarningsSeason #Earnings

[Wealth Baron @WealthBarron]

Interesting perspective

[Adam Khoo @adamkhootrader]

Healthcare (XLV) Versus S&P 500 (SPY) is at a 24 year LOW. If you think Healthcare is not going away, this could be a generational buying opportunity

[Wealth Baron @WealthBarron]

$UNH (2025) vs $META (2022) — Out of Favor, Not Broken

Price Collapse
📉 META: –77% from ATH
📉 UNH: –58% from ATH

Market Sentiment
META: Tech slowdown, Reality Labs, TikTok threat
UNH: Medicare fears, cyberattack, regulation

Fundamentals
META: Still profitable, strong cash flow
UNH: Still profitable, dominant in healthcare

Valuation
META: ~14x forward P/E
UNH: ~10–11x forward P/E

Narrative
META: “Zuck is burning cash on the Metaverse”
UNH: “Margins are doomed by utilization & regulation”

Reality
META: Rebounded with cost discipline + AI shift
UNH: Could rebound with earnings clarity + Optum strength

$META at $90 was obvious in hindsight.
$UNH at $250 might be too. 📉🧠
#ValueInvesting #UNH #META #Stocks #Fintwi

[Wealth Baron @WealthBarron]

@apex_actuary $LEA $CPRT $MORN $DECK there is a long list tbh

[Wealth Baron @WealthBarron]

@apex_actuary Not yet but I’m still itching too! I’ve got my eye on a few different things.

[Wealth Baron @WealthBarron]

@apex_actuary

[Wealth Baron @WealthBarron]

Institutional Ownership $DECK

[Wealth Baron @WealthBarron]

$DECK: A Peter Lynch Take on Value, Buybacks & Risks

“Invest in what you know.” HOKA on my run, UGG at night—real products people love.

EPS climbed ~130% (FY22→FY25), with ~4–5% growth into FY26—strong earnings story.

Valuation: PEG fair value ≈ $158 vs. ~$102 today—~35% margin of safety.

PEG Ratio now ≈ 0.54, far below Lynch’s “PEG=1” fair value threshold

Buybacks:
FY25: ~$567 M repurchased (~3.8 M shares) .
Q4 alone: $266 M (~1.78 M shares) at ~$149/share
Authorization increased by $2.25 B to total $2.5 B
~$1.89 B in cash, no debt as of Mar 31, 2025

Headwinds Lynch would note:
Tariffs could add ~$150 M in costs next year, pressuring margins.
HOKA slowdown: Q4 growth slowed to +10%, off prior 24–35%.
Macro & competition: consumer softness, Nike, price sensitivity.

Yet DECK retains pricing power, pristine balance sheet, and shareholder-friendly buybacks.

Lynch wisdom: “A price drop in a good stock is only a tragedy if you sell… an opportunity to load up.”

DECK hits Lynch’s checklist—knowable brands, earnings growth, great value, strong buybacks, and manageable risks. PEG well under 1. Cash > debt. Share repurchases meaningful. Worth a look.

[Wealth Baron @WealthBarron]

@TheLongInvest Love this

[Wealth Baron @WealthBarron]

@BourbonCap @theTIKR This one has been on the watchlist!

[Wealth Baron @WealthBarron]

@TrendSpider Seems like a solid strategy here

[Wealth Baron @WealthBarron]

@DividendDude_X I come here for my daily $GOOGL updates 😂

[Wealth Baron @WealthBarron]

1/ $MSCI — a leader in financial indexes & analytics with a strong track record and promising outlook!

2/ Over the past 10 years, MSCI has grown EPS from around $1.73 to about $14.58 — an impressive 21%+ CAGR! Analysts forecast ~11.1% EPS growth over the next 5 years. 🚀

3/ Current valuation:

Trailing PE ~40.4

Forward PE ~34.4

10-year average PE ~41.7

4/ MSCI is actively buying back shares — $1.5B authorized in 2024 with $645M spent so far, showing strong capital return commitment. 💸

5/ Management led by CEO Henry Fernandez (since 1998) is experienced, with generally positive employee reviews and solid governance. 👍

6/ Morningstar rates MSCI with a Wide Moat, thanks to high switching costs, strong brand & IP, network effects, and recurring revenue (~90% subscription-based). 🔐

7/ Margins are robust and improving:

Gross margin ~82%

Operating margin ~54%

Net margin ~43%

Consistent growth over the last decade signals operational excellence.

8/ Stock price has been consolidating recently, trading in a tight range near $570, after forming a wedge pattern from late 2021📈

9/ Based on strong earnings growth, solid margins, and a wide moat, MSCI’s valuation suggests potential upside for long-term investors.

10/ Summary: MSCI combines strong growth, wide moat, solid margins, share buybacks, and favorable valuation — definitely a stock to watch for long-term investors. 👀

#Investing #Stocks #Finance #EarningsGrowth #LongTermInvesting #Valuation #StockMarket #Buybacks #ShareRepurchase #Leadership #CorporateGovernance #Moat #CompetitiveAdvantage #ProfitMargins #Financials #TechnicalAnalysis #StockChart #InvestSmart #GrowthStocks #InvestingTips #StockWatch $MSCI

[Wealth Baron @WealthBarron]

“Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down” - Warren Buffet

Don’t be afraid to add on red days

$Spy $oscr $unh $morn $adbe