Gurilus

Low activity investor. Boring companies

[Qualtrim @qualtrim]

A decade ago, Mastercard traded at 24.5x free cash flow.

Today, it trades at 25.0x free cash flow.

In that same period, free cash flow per share increased 422%.

$MA

[Trevor Scott @TidefallCapital]

Mark Miller on stage at AWS Toronto Summit
$CSU.to $AMZN

[Bourbon Capital @BourbonCap]

$MA is going to zero but Revenue and EPS will keep growing 15% YoY, the company is going to keep doing $14B buybacks and the Free cash flow yield is gonna hit a 10 year high

fascinating behavior Mr market

[tae kim @firstadopter]

If I was an Alphabet shareholder I'd be livid. Why is Berkshire getting a discount vs. average investor? Why are they selling equity at their level of profitability? It makes no sense. $GOOGL

[InvertirDesdeCero @InvertirDesde0]

Berkshire Hathaway apuesta por $GOOGL

Google anunció ayer una ampliación de capital de $80B destinada a escalar su infraestructura de IA, Berkshire invertirá $10B💰a

👉 $GOOGL se convierte en su 4º posición en cartera (9.8%). La mayor compra de Berkshire en los últimos años.

[The Rock Trading Group @The_RockTrading]

Rumors include the first agentic laptop coming Monday in Taiwan. $MSFT $NVDA

[Emérito/Numantia Patrimonio @foso_defensivo]

Mi saludo 🫡 y mi agradecimiento a quien se haya leído entero mi rollo de 47 páginas. 🙏

[shirish @shiri_shh]

NVIDIA x Microsoft might release the first PC built for the agentic AI era

right now your laptop just runs apps and YOU do the work. these new chips change that

AI runs locally on the device. and the smaller models got good enough that a laptop can run one by itself now

the computer stops waiting for you and starts working with you. coding, editing, research, all on your machine

that's what "a new era of PC" actually means

[Will Biddy @WillBiddy_]

$ADBE showed great signs of artificial intelligence being a tailwind for the company via their Q1 Report👇

-17% YoY Growth in Active Ecosystem Users to over 850M

-Firefly Subscription and Credit Pack Ending ARR grew 75% QoQ

-Enterprise New Customer Acquisition for Firefly grew 50% YoY

-AI-First Application ARR grew >200% YoY

Are you sold on Adobe being an ai winner?

[Matthew Harbaugh @themattharbaugh]

Great takeaway on the narrative shift of $CSU.TO

[Gurilus @gurilus]

@JordiLlatzer Me gusta más el Renault Clio

[Gurilus @gurilus]

@WillBiddy_ @GutierrezCap_ 😉

[Adrenochrome @Claudia_Zahn]

Das erklärt natürlich einiges.
#Ferrari #Luce #FerrariLuce

[CapexAndChill @CapexAndChill]

$UBER owns a 37% financial stake in Delivery Hero. They built this position carefully and achieved a cost base in the low 30s. Delivery Hero is currently reviewing its strategic options. Because of its large stake, Uber has a direct seat at the table for whatever outcomes happen. Uber is not looking for a messy global takeover. It wants to buy specific profitable markets that match its current geographic footprint. Uber has a strong ride business in the Middle East but does not offer delivery there. Delivery Hero has strong, profitable positions in the Middle East, Argentina, and South Korea. Uber believes it can run these international assets on its own global tech stack to increase profits. Uber has a strict rule for any purchase. The purchase must quickly grow adjusted earnings per share. If an acquisition cannot beat the financial return of Uber buying back its own stock, they will choose to buy their own shares instead.

[Ernest Wong @ErnestWongBWM]

New episode of the Long Term Investing Podcast is up! This week, @BarrySchwartzBW and I discuss everything $CSU.TO including their AGM. Enjoy!

https://t.co/fJ3b7qE1Mb

[Gurilus @gurilus]

@Pedro_Torrijos @cesarfdal No es otro debate. Es el debate. Es la identidad de Ferrari

[Gurilus @gurilus]

@InvertirDesde0

[Vebjørn | VJN @VJNCapital]

$UBER valuation is getting hard to ignore...

Now trading below 15x P/FCF (6.8% yield)

Meanwhile growing FCF 25%+ per year

Management knows it is cheap, so they have bought back 5% of the total share count the last 12 months

[Blossom @meetblossomapp]

Bill Ackman on Microsoft...

"Like our purchases of $GOOG, $AMZN, and $META, we believe that $MSFT offers analogous and compelling long-term value at today's valuation."

– Bill Ackman

$MSFT