Langer Capital

Long term growth stock investor Fundamental analysis 100-bagger seeker. Wakesurfer. Scotch lover (Islay) 🥃

[Langer Capital @langercap]

I’m a long term growth investor so here is my investing approach in 5 steps:

1.Where do I see the company in 2-5-10 years? Are they a market leader? Do I believe in their product? Do I understand their business model? Am I excited about investing in that company?

...

[Langer Capital @langercap]

@BradoCapital $ODFL EPS growth is more stable and better. ROE is much better also.

[Langer Capital @langercap]

People are getting bombed and shot in Ukraine this morning. I don’t really care about losing 20-30000$ in the markets today. I’m just glad my family and I are safe…

[Brian Feroldi @BrianFeroldi]

The riskiest time to invest is when the market looks safest

The safest time to invest is when the market looks riskiest

[Langer Capital @langercap]

@Sacky_McSack @BluSuitDillon Well, 74% organic growth what do you want more

[Langer Capital @langercap]

@jp_chauvet1 @geraldfillion @LightspeedHQ Félicitations pour votre nouveau poste et bonne chance dans vos nouvelles fonctions.
Très bons résultats ce matin. Long $LSPD

[Langer Capital @langercap]

Lots of people panic sold $LSPD
This change of CEO is good. JP will be way more focus than Dax. He was solid on the call and results are more than good. No reason to sell after this HUGE drawdown.

Buy low sell high! Not the opposite!

[Langer Capital @langercap]

@jiggycapital I also prefer to invest in founder-led cie but let’s face it here, for the last year , Dax was way more focus on environment things than on $LSPD JP was running the show. I don’t think it’s a bad change. JP still owns a lot of shares. Let’s be patient growth is very good Holding!

[ Q-Cap  @qcapital2020]

Average Stock in Russell 3000 is down -35%
Average Stock in Nasdaq is down -50%
Largest 10 US stocks are down -20%
With this in mind, -11% drawdown in S&P500 is masking the severity of this sell-off. Mkt already in Bear Mkt territory but without recession in sight.

Source: JPM

[ Q-Cap  @qcapital2020]

Efficient Market Theory

$FB
Past 5-yr rev growth: +33.16%
Past 10-yr rev growth: +42.31%
Operating Margins %: +41.9%
FCF(per share): 12.63$
P/E: 21.6x

$PG
Past 5-yr rev growth: +4.03%
Past 10-yr rev growth: -0.83%
Operating Margins %: +22.2%
FCF(per share): 6.06$
P/E: 28.3x

[Langer Capital @langercap]

Exactly

[Dillon Valdez @Dillon_Valdez]

Guys,

There is a lot of noise and downside price targets. Bears are becoming louder and more pronounced. Talks of secular bear gets louder too.

Emotions have become extremely high, especially pessimism.

Block out the noise. Nobody knows what the hell is going to happen. Nobody

[Langer Capital @langercap]

@ETiessen What i meant is last years/months was huge for real estate… and a company like real matters should have benefit from that and they did not … revenue growth of the company slowed down instead… not what i expected

[Langer Capital @langercap]

Portfolio by size as of today Sept 5

$LSPD 13%
$XPEL
$TTD
$GOOGL
$DCBO
$SE
$WELL.TO
$PLTR 8%
$GRWG
$FVRR
$TOI.V
$ARKG
CASH
$LEV
$REAL.TO 0.5%

Still on my way out of $REAL.TO
My plan is to add big on $TOI.V

Nothing on my watchlist but my stock…

High conviction next

[Langer Capital @langercap]

@LibertyRPF @BadaBingCapital @TenYearNote I ve tried Laga 16 and 8 . Never had the chance to try the 12 yet… but its on my list for sure

[Langer Capital @langercap]

New bottle!! Can’t wait to try it.

Ardbeg Corryvreckan

Islay scotch

Cheers my friend!

@TenYearNote
@LibertyRPF
@BadaBingCapital

[Langer Capital @langercap]

@LibertyRPF @TenYearNote @BadaBingCapital Intense for sure! But wow!!

[Langer Capital @langercap]

Added to $LSPD $PLTR $TWLO and $TOI.V

I love black friday week haha!

[Langer Capital @langercap]

@Sacky_McSack I’m saying that for sure. I know a lot of people on fintwit changed their mind on the recent pullback but I’m holding for the long term. I might be wrong … but i still have high conviction !! 💎

[Langer Capital @langercap]

$LSPD

[Brian Feroldi @BrianFeroldi]

The bigger mistake: