Home / BXHub

Patient Investor @patientinvestor · May 16

Quality stocks trading near their 52-week lows:

Berkshire $BRK: -10%

Mastercard $MA: -17%

McDonald's $MCD: -19%

Moody's $MCO: -20%

AutoZone $AZO: -24%

S&P Global $SPGI: -27%

Home Depot $HD: -29%

Ferrari $RACE: -37%

Mercado Libre $MELI: -40%

$AZO $BRK $HD $MA $MCD $MCO $MELI $RACE $SPGI

Patient Investor @patientinvestor · May 16

RT Patient Investor
Quality stocks trading near their 52-week lows:

Berkshire $BRK: -10%

Mastercard $MA: -17%

McDonald's $MCD: -19%

Moody's $MCO: -20%

AutoZone $AZO: -24%

S&P Global $SPGI: -27%

Home Depot $HD: -29%

Ferrari $RACE: -37%

Mercado Libre $MELI: -40%

$AZO $BRK $HD $MA $MCD $MCO $MELI $RACE $SPGI

Patient Investor @patientinvestor · May 15

Legendary value investor Li Lu bought S&P Global, Moody's & MSCI!
$SPGI $MCO $MSCI

$MCO $MSCI $SPGI

Dividendology @dividendology · May 9

10 Buy & Hold FOREVER Dividend Growth Stocks:

💻 $MSFT – Microsoft
💳 $V – Visa
💰 $MA – Mastercard
🔬 $ASML – ASML Holding
📡 $AVGO – Broadcom
🛒 $COST – Costco Wholesale
📊 $SPGI – S&P Global
♻️ $WM – Waste Management
🛢️ $MPLX – MPLX LP
🏦 $JPM – JPMorgan Chase

Agree or Disagree?

$ASML $AVGO $COST $JPM $MA $MPLX $MSFT $SPGI $V $WM

Patient Investor @patientinvestor · May 7

Quality stocks trading near their 52-week lows:

Berkshire $BRK: -13%

McDonald's $MCD: -16%

Mastercard $MA: -17%

Moody's $MCO: -17%

Markel $MKL: -18%

Home Depot $HD: -23%

Otis Elevators $OTIS: -24%

S&P Global $SPGI: -26%

Nike $NKE: -44%

$BRK $HD $MA $MCD $MCO $MKL $NKE $OTIS $SPGI

Patient Investor @patientinvestor · May 7

RT Patient Investor
Quality stocks trading near their 52-week lows:

Berkshire $BRK: -13%

McDonald's $MCD: -16%

Mastercard $MA: -17%

Moody's $MCO: -17%

Markel $MKL: -18%

Home Depot $HD: -23%

Otis Elevators $OTIS: -24%

S&P Global $SPGI: -26%

Nike $NKE: -44%

$BRK $HD $MA $MCD $MCO $MKL $NKE $OTIS $SPGI

Patient Investor @patientinvestor · May 7

RT Patient Investor
Quality stocks trading near their 52-week lows:

Berkshire $BRK: -13%

McDonald's $MCD: -16%

Mastercard $MA: -17%

Moody's $MCO: -17%

Markel $MKL: -18%

Home Depot $HD: -23%

Otis Elevators $OTIS: -24%

S&P Global $SPGI: -26%

Nike $NKE: -44%

$BRK $HD $MA $MCD $MCO $MKL $NKE $OTIS $SPGI

Patient Investor @patientinvestor · Apr 17

7 Types of Economic Moats with Examples:

1. Network Effects ( $AMZN $V)
2. Economies of scale ( $COST $WMT)
3. Capital Intensive (Boeing & Airbus)
4. Switching Costs ( $MSCI $SPGI)
5. Brand Power ( $AAPL)
6. Intellectual Property ( $DIS)
7. Regulatory Moats ( $UNP $CP)

$AAPL $AMZN $COST $CP $DIS $MSCI $SPGI $UNP $V $WMT

Patient Investor @patientinvestor · Apr 17

RT Patient Investor
7 Types of Economic Moats with Examples:

1. Network Effects ( $AMZN $V)
2. Economies of scale ( $COST $WMT)
3. Capital Intensive (Boeing & Airbus)
4. Switching Costs ( $MSCI $SPGI)
5. Brand Power ( $AAPL)
6. Intellectual Property ( $DIS)
7. Regulatory Moats ( $UNP $CP)

$AAPL $AMZN $COST $CP $DIS $MSCI $SPGI $UNP $V $WMT

RonnieV @TheRonnieVShow · Apr 12

$SPGI

Downtrend with clear symmetrical triangle.

Breakout = AVP GAP fill to $490

Breakdown = $382 - $340

Heavily Macro dependent.

Jonesy: @TheRonnieVShow $SPGI

$SPGI

TacticzHazel @TacticzH · Feb 17

Superinvestor Chris Hohn shows how it's done.

No need to get fancy.

Besides trimming his position in $CNI, his portfolio remains almost unchanged.

Core holdings:
1. $GE (27%)
2. $V (18%)
3. $MSFT (15%)
4. $MCO (12.5%)
5. $SPGI (11.5%)

I'm very curious to see what moves he made in his next 13f filing.

Maybe some dip buying in his core holdings?

$CNI $GE $MCO $MSFT $SPGI $V

TacticzHazel @TacticzH · Feb 17

RT TacticzHazel
Superinvestor Chris Hohn shows how it's done.

No need to get fancy.

Besides trimming his position in $CNI, his portfolio remains almost unchanged.

Core holdings:
1. $GE (27%)
2. $V (18%)
3. $MSFT (15%)
4. $MCO (12.5%)
5. $SPGI (11.5%)

I'm very curious to see what moves he made in his next 13f filing.

Maybe some dip buying in his core holdings?

$CNI $GE $MCO $MSFT $SPGI $V

TacticzHazel @TacticzH · Feb 14

Great deep dive on $SPGI.

Definitely a company that deserves a bit more attention around current valuation.

Daniel Mahncke: http://x.com/i/article/2022460266751934464

$SPGI

TacticzHazel @TacticzH · Feb 13

$APP $AXON $BKNG $CEG $CRM $CSU $GRAB $HIMS $MCO $MELI $MSFT $NOW $NVO $PME $SAP $SE $SOFI $SPGI $TOI $TTD $UBER $UNH

TacticzHazel @TacticzH · Feb 13

$APP $AXON $BKNG $CEG $CRM $CSU $GRAB $HIMS $MCO $MELI $MSFT $NOW $NVO $PME $SAP $SE $SOFI $SPGI $TOI $TTD $UBER $UNH

TacticzHazel @TacticzH · Feb 13

RT TacticzHazel
$10.000 invested 15 years go would now be:

$NVDA = $3.520.000
$TSLA = $2.720.000
$AXON = $1.700.000
$AVGO = $1.410.000
$TPL = $1.020.000
$FICO = $546.190
$BLDR = $514.63
$ASML = $470.790
$ANET = $416.230
$MU = $378.130
$MELI = 290.220
$AMD = $253.450
$AAPL = $243.630
$NFLX = $240.990
$MA = $224.240
$AMZN = $211.000
$MSFT = $194.000
$GOOGL = $192.000
$V = $188.110
$META = $176.139
$SPGI = $138.480
$NVO = $52.100

Picking the right company matters.

$AAPL $AMD $AMZN $ANET $ASML $AVGO $AXON $BLDR $FICO $GOOGL $MA $MELI $META $MSFT $MU $NFLX $NVDA $NVO $SPGI $TPL $TSLA $V

Dividendology @dividendology · Feb 11

$SPGI S&P Global stock is crashing.

Here is everything you need to know:

$SPGI

Patient Investor @patientinvestor · Feb 10

I can't believe $SPGI is now trading at 20x earnings!

$SPGI

Dividendology @dividendology · Feb 10

$SPGI has been considered one of the highest quality stocks because it:

- Is capital light
- Generates high ROIC
- 96% of revenue is recurring

But it has now sold off over 25% in the last 6 months.

Their forward PE is now 22.8x, the lowest in the last 5 years.

$SPGI

Dividendology @dividendology · Feb 3

$SPGI S&P Global is cratering 8.5% today.

- P/E ratio of 27.2
- Projected EPS growth of around 12%
- 95.9% of total revenue is recurring

Is $SPGI an opportunity?

$SPGI