Stocks Trading Below 20x Earnings:

Sandisk $SNDK 8x
PayPal $PYPL 8x
lululemon $LULU 9x
UiPath $PATH 12x
Novo Nordisk $NVO 12x
Walt Disney $DIS 13x
Salesforce $CRM 13x
JPMorgan $JPM 13x
Pepsi $PEP 16x
American Express $AXP 17x
Meta $META 18x

RT Patient Investor
Stocks Trading Below 20x Earnings:

Sandisk $SNDK 8x
PayPal $PYPL 8x
lululemon $LULU 9x
UiPath $PATH 12x
Novo Nordisk $NVO 12x
Walt Disney $DIS 13x
Salesforce $CRM 13x
JPMorgan $JPM 13x
Pepsi $PEP 16x
American Express $AXP 17x
Meta $META 18x

$LULU new 8-year lows
$NKE new 12-year lows

Retail research analysts built their entire persona pumping the “moat” of these two.

Here’s a lesson: Brands have no moat. They’re either getting hotter, or they’re cooling.

You win by observing at which stage the brand is at.

RT Patient Investor
Stocks Trading Below 15x Earnings:

Fiserv $FISV 7x
Kaspi $KSPI 7x
Adobe $ADBE 9x
PayPal $PYPL 9x
Lululemon $LULU 11x
Salesforce $CRM 13x
Apollo Global $APO 13x
Kroger $KR 13x
JPMorgan $JPM 14x
Disney $DIS 14x
Coca-Cola FEMSA $KOF 14x
Intuit $INTU 15x

Stocks Trading Below 15x Earnings:

Fiserv $FISV 7x
Kaspi $KSPI 7x
Adobe $ADBE 9x
PayPal $PYPL 9x
Lululemon $LULU 11x
Salesforce $CRM 13x
Apollo Global $APO 13x
Kroger $KR 13x
JPMorgan $JPM 14x
Disney $DIS 14x
Coca-Cola FEMSA $KOF 14x
Intuit $INTU 15x

Why did $LULU investors believe that women infusing their coochies with PFAS and other forever chemicals-soaked yoga pants was a “moat”?

Are they stupid?

Attorney General Ken Paxton: 🚨BREAKING: I launched an investigation into Lululemon over the potential presence of toxic "forever chemicals" in activewear.

RT Patient Investor
Stocks Trading Below 15x Earnings:

Fiserv $FISV 6x
Crocs $CROX 7x
LYFT $LYFT 8x
Paypal $PYPL 8x
Adobe $ADBE 9x
Apollo Global $APO 11x
Kroger $KR 12x
Salesforce $CRM 12x
Carnival Cruise $CCL 12x
Altria Group $MO 12x
Lululemon $LULU 13x
Coca-Cola FEMSA $KOF 13x

Stocks with 20%+ ROIC trading below 20x earnings:

1. Constellation Software $CSU:
ROIC: 20%
PE: 16x

2. Lululemon $LULU:
ROIC: 38%
PE: 15x

3. Match Group $MTCH:
ROIC: 22%
PE: 8x

4. Kaspi $KSPI:
ROIC: 80%
PE: 5x

5. ADP $ADP:
ROIC: 50%
PE: 18x

Stocks with 20%+ ROIC trading below 20x earnings:

1. Adobe $ADBE:
ROIC: 41%
PE: 11x

2. Lululemon $LULU:
ROIC: 38%
PE: 15x

3. Booking Holdings $BKNG:
ROIC: 45%
PE: 15x

4. Novo Nordisk $NVO:
ROIC: 42%
PE: 13x

5. Kaspi $KSPI:
ROIC: 80%
PE: 5x

6. NVR $NVR:
ROIC: 36%
PE: 19x

Stocks with 20%+ ROIC trading below 20x earnings:

1. Adobe $ADBE:
ROIC: 41%
PE: 12x

2. Lululemon $LULU:
ROIC: 38%
PE: 16x

3. Paycom $PAYC:
ROIC: 22%
PE: 16x

4. Molina $MOH:
ROIC: 21%
PE: 16x

5. DELL $DELL:
ROIC: 26%
PE: 10x

6. Procter & Gamble $PG:
ROIC: 22%
PE: 19x