Mr Slideshow

Amateur stock researcher, passionate investor and Seeking Alpha contributor. Long only, fundamental bottom up analysis.

[Mr Slideshow @slideshowinvest]

Q2 2023 +7.06%
YTD 2023 +20.96%
21 Holdings
Median Market Cap €114 billion
Weighted WACC 7.75%
Weighted ROIC 32.74%
Weighted FCF Margin 22.51%
Weighted 10 year FCF Growth 22.1%
Dividend Yield 1.02%

[Mr Slideshow @slideshowinvest]

@DividendDynasty Of these, how many have beaten the market? Which have long term successes? Which hold onto their investments for the long term rather than trade quickly looking for momentum? This might help decide whether this is indeed reassuring 🍀

[Mr Slideshow @slideshowinvest]

@MarkHendriks15 @ftr_investors @amitrobbins That's interesting. I'm in Germany and by default most comments on Twitter are US skewed. Do you think this slow down is reflected in Enphase stock drop in recent months? Are you optimistic over the long term?

[Mr Slideshow @slideshowinvest]

@MarkHendriks15 @ftr_investors @amitrobbins Do you think that has already been priced in by the market? Are you specifically talking US?

[Mr Slideshow @slideshowinvest]

@returnoncap Definitely see the asymmetric risk/reward but I don't trust the management team to create market beating returns over the long run. I wish you the best of luck should you buy some! 🍀

[Mr Slideshow @slideshowinvest]

@alien_Invest0r @ftr_investors Not really. There are clearly huge opportunities both as a society and as individual investors in new energy. My only investment in the space is Enphase, which I believe at its current price is at a very good level of risk/reward. Best of luck to you 🍀

[Mr Slideshow @slideshowinvest]

@chrisxmunn What the hell is 'boil the ocean'?

[Mr Slideshow @slideshowinvest]

@InvestInAssets I'd have to add my personal favourites $DE and $UNP.

[Mr Slideshow @slideshowinvest]

@DividendDynasty You regularly post about Baba being a top holding, presumably for reassurance. Forget valuation, there are so many opportunities in the market, the unnecessary risk here and government's complicated relationship with tech stocks, please consider selling. You'll sleep better 🍀

[Mr Slideshow @slideshowinvest]

@MarkRonsini @MillionaireDoor Also, most billionaires wouldn't have a billion dollars liquid. It'd be terrible use of their capital.

[Mr Slideshow @slideshowinvest]

@garyblack00 @elonmusk Tesla spends almost nothing on advertising. Why? Weird shit Elon Musk says and does. I find him uninvestable, so it's irrelevant for me.

[Mr Slideshow @slideshowinvest]

@TravisHoium @NBA This is where we will increasingly see big tech step in. I have no real interest in NBA specifically, but as traditional buyers of sports rights fade, Apple, Amazon, Facebook maybe even Roku and Google will be there to add further value to their services.

[Mr Slideshow @slideshowinvest]

@DividendDandy Because earnings is a lot more complicated than simply the top line revenue comparison to last year / quarter?

[Mr Slideshow @slideshowinvest]

@Blind__Luck My point was that the original post was incredibly US centric. The global population is healthy and increasing. It's the proportion of it born in the US that is decreasing. Humanity exists in other countries too..

[Mr Slideshow @slideshowinvest]

@Investmentkage Preserve?

[Mr Slideshow @slideshowinvest]

@DRGinvests @DividendDynasty Came here to say the railroads!

[Mr Slideshow @slideshowinvest]

@HeroDividend Not a bad gig being their Nanny. I'd be happy with 10k a month with that..

[Mr Slideshow @slideshowinvest]

@HeroDividend Sounds like hot air