From Growth To Value retweeted
The new Potential Multibaggers article is out.
It's about $GLBE.
In my last update, I gave Global-e a STRONG BUY with a 9.5/10 Valuation Score. The stock is up 35% since then.🥳
There's something you should know about Q3, though.
Is the stock still a BUY?
Find out👇
From Growth To Value retweeted
Solid $HIMS earnings writeup by @FromValue.
Not everyone achieves the balance of length + depth in their analysis.
It's just long enough to hit all the essentials while giving the important details behind the face value numbers, which in this case weren't all favorable. As always, context is everything.
The new Potential Multibaggers article is out!
It's about $HIMS
In my last deep analysis, I gave it a 9/10 Valuation Score and the stock is up 22.5% since then.
Revenue growth accelerated to 38% YoY. What do the next quarters look like?
There's a clear catalyst for 2027.
The Selling Rules, Quality Score and valuation (including a reverse DCF).
Is this still a BUY?
Find out 👇
From Growth To Value retweeted
The best the @WSJ could come up with to headline its Business section is a meme started on X
From Growth To Value retweeted
Hoe lang gaan de beurzen nog blijven klimmen op de "muur der zorgen" ? Wanneer gaat de rente echt pijn beginnen doen ? Welke aandelen zijn interessant om nu ter verkopen ? Dit en nog vele andere thema's komen donderdag aan bod tijdens de grote CLASH DER BELEGGINGSSTRATEGIEEN ! Boodschap aan de twijfelaars, we zitten bijna vol en schrijf je dus vandaag nog in... via onderstaande link ! @FromValue , @joel_schols , @Lebauwens @atomicalcapital, @SamHollanders , @VlFedBeleggers @BenGranje, @phddelfosse
From Growth To Value retweeted
Wake up, honey!
The new Overview Of The Week is out!
With:
* I'm turning 50 on Tuesday. Age is strange...
*Do interest rate hikes work for the inflation we see now? An interesting question by @BillAckman
* The first crack in the AI spending?
* News about $SHOP, $SE, $MELI, $NU and much more.
⏬
From Growth To Value retweeted
Met wat vertraging geluisterd naar de laatste beursvoyeurs.
Uitstekende episode met @elvermo en @FromValue
Multibagging strategy through careful stockpicking and (sometimes) a lot of patience.
Hoewel ik de meeste van mijn vrienden/kennissen afraad aan stockpicking te doen ben ik wel overtuigd van de lange termijn superioriteit tov het trendy ETF beleggen.
De reden van mijn afraden? Indien de beurs je niet passioneert zal je ook nooit het metier ontwikkelen om je portfolio netjes bij te houden.
Daarbovenop komt dat weinig mensen begrijpen wat risico management is. Een onontbeerlijke skill bij stock picking imho.
Ik kijk al uit naar de volgende aflevering 🙌
open.spotify.com/episode/6Ri…
From Growth To Value retweeted
Boy, I'm excited!
The new Potential Multibagger stock!
I've been following the company for 2 years.
Now, I'm buying the stock!
From Growth To Value retweeted
De magie v stockpicking, die ik zo graag verdedig, is de hoop op die ene grote multiplier
Kris Heyndrikx (@fromvalue) pompt zijn ziel & zaligheid in de zoektocht nr multibaggers, & krijgt daar ook veel tractie mee
Hele eer om v gedachten te wisselen 🎧🙏
$MELI, $RKLB, $CRWD,..
From Growth To Value retweeted
Every year, people in the US send $70B to Brazil, Mexico, and Colombia.
They pay fat fees to Western Union, Remitly, and Wise to do it.
$NU just launched free international transfers on exactly those corridors, moving money in minutes at zero cost. Nu can afford to run this as a loss leader, as it has 118M customers in Brazil, 16M in Mexico, and over 5M in Colombia.
Nu can get families on both sides of the border and earn from offering other services such as a credit card and other loans.
Customers who regularly receive remittances are big spenders locally, and Nu can benefit from their activity.
From Growth To Value retweeted
Wat is jullie favoriete beleggingsstrategie?
Op 1 oktober strijden 4 toppers met elk hun eigen aanpak in de tweede editie van de Clash der Beleggingsstrategieën.
Als eerste "gladiator" kondigen we graag @FromValue van Potential Multibaggers ([potentialmultibaggers.com](potentialmultibaggers.com/)) aan.
Kristof zoekt top kwaliteit, en daar wil hij ook voor betalen.
Winner takes it all, maar is dat ook zo ?
Benieuwd hoe zijn strategie standhoudt tegen Joel Schols, Kevin Schoovaerts & Sam Hollanders ?
Schrijf je in via onderstaande link en kom het zelf beoordelen op 1 oktober, in Aula Quetelet – Campus Tweekerken (Sint-Pietersplein), Tweekerkenstraat 2, 9000 Gent (Universiteit Gent).
Inschrijven kan via [VFB], onderstaande link of via [Infinitum (UGent)](infinitum.ugent.be/events/21…). Studenten = GRATIS!
From Growth To Value retweeted
Wake up, honey!
The new Overview Of The Week is out!
With:
* The best stock market memes.
* Why do Anthropic and OpenAI really want to slow down the AI frontier race?
*Reasons not to buy the Anthropic IPO.
and of course, much, much, more!
Enjoy it!
potentialmultibaggers.com/p/…
From Growth To Value retweeted
The new Potential Multibaggers article is out!
It's about $AXON
Is it a BUY now? Or not?
Find out in my article!
From Growth To Value retweeted
Wake up, honey!
The new Overview Of The Week is out!🎉
Is the market much cheaper than it looks? According to a Fed paper, it is.
$NVDA's Hugging Face acquisition.
The FTC and 20+ states sue $AMZN's advertising practices.
The 3 podcast episodes I recommend (two are with @GavinSBaker!)
And much, much more.
You can find it here: potentialmultibaggers.com/p/…
From Growth To Value retweeted
The new Potential Multibaggers article is out!
In my last update a few months ago, I gave $TMDX a 10/10 for as my Valuation Score, which is very exceptional.
Since then the stock is up more than 40%.
Is it still a buy now or not?
You can find this and much more in my article:
potentialmultibaggers.com/p/…
From Growth To Value retweeted
The new Potential Multibaggers article is out! 🎉
It's about Rubrik $RBRK
The stock has dropped 18.5% since the earnings on August 27.
Why?
And is the stock attractive now?
The answers are in the article.
potentialmultibaggers.com/p/…
PS: Generous free part!
From Growth To Value retweeted
One of the lesser clicked pages across all of @themotleyfool—and yet as I did put some time into these 11 short blogs, I hope anyone who encounters them is educated, amused, and enriched. 🙂
rulebreakerinvesting.com/blo…
From Growth To Value retweeted
In his 15-year leadership, Tim Cook turned every $10K into $286,460.
Today, he steps down and John Temus takes over.
Deep respect for a man who had to follow up Steve Jobs, one of the most iconic and charismatic CEOs ever.
Well-deserved retirement, Tim!🫡
From Growth To Value retweeted
Great fun to be with you, Kris. #Investicon in Dublin was really great. Thanks for making the effort to attend, and for helping make me smarter, happier, and richer. 🙂
Wake up, honey!
The new Overview Of The Week is out!
With:
* I met my investing hero in Dublin.
* A short $NVDA earnings analysis.
* Warren Buffett's 96st birthday
* A new Stock On My Radar
* Much more
You can find it here: potentialmultibaggers.com/p/…
