Vladimir Tyagar

Young banking and M&A with no big experience, but already with nice results

Goal is make a public portfolio to have documented results to raise a fund or find

[Vladimir Tyagar @vtyagarr]

@varuninvesting @varuninvesting check the $TW - solid compounder

[Vladimir Tyagar @vtyagarr]

@varuninvesting @ProK196582 outside the large cap i suggest $ADSK (+insider buying) and $VEEV can have wider moat because of the sector fundament.
But yeah, i am an $ADBE bagholder not only the multiples waiting

[Vladimir Tyagar @vtyagarr]

@ariaradnia Sent you dm earlier about flutter, it worth a deep dive

[Vladimir Tyagar @vtyagarr]

@varuninvesting @realroseceline Great and wide moat. But while searching credit cycle and forward conditions can lower confidence for some investors (check the credit rates they are “awesome”)

[Vladimir Tyagar @vtyagarr]

@BourbonCap check the brazilian credit cycle you genius

[Vladimir Tyagar @vtyagarr]

@varuninvesting Agree, waiting

[Vladimir Tyagar @vtyagarr]

$CPRT cars stopped being crashed on the roads?

[Vladimir Tyagar @vtyagarr]

@ariaradnia You will sell 8 ev/ebitda ntm? Applovin is great, but another price action

[Vladimir Tyagar @vtyagarr]

@varuninvesting @sundeep Deep moat in fouls taking imo. What will be the multiple?

[Vladimir Tyagar @vtyagarr]

@ariaradnia market peak when sportsmen go to ai stocks?

[Vladimir Tyagar @vtyagarr]

@CEOStockWatcher 20% of direct shares now are in Dart's hands (without tracking swaps with banks)

[Fran @Fran_G47]

I've re-initiated $TME after a 52% YTD drawdown. 8.5x fwd earnings for a dominant platform with a solid track-record of execution behind it.
Full write-up: https://t.co/Dxp604QdFx
Hope someone finds it useful and interesting!

[Vladimir Tyagar @vtyagarr]

@Fran_G47 Great analysis. Was tracking the company and after li lu bought a stake worth searching deeply

[Vladimir Tyagar @vtyagarr]

@ariaradnia To cheep to ignore

[Vladimir Tyagar @vtyagarr]

$ADBE my monte carlo in conservative estimates shows 99,9% simulations above 300/share. Nowadays price is 245...@ariaradnia WTF)

[Vladimir Tyagar @vtyagarr]

$TSCO future acceleration or ...? Not surprised in such correction (fertilizers, animal traits etc), but maybe too much

[Vladimir Tyagar @vtyagarr]

$FLUT Kenneth Dart’s first nice move I guess? Block scaling, embrace efficiency

[Vladimir Tyagar @vtyagarr]

@leevalueroach China tech stocks

[Vladimir Tyagar @vtyagarr]

@sloth_cap made research, dm me