patientinvestor 's Posts / BXHub

Patient Investor @patientinvestor · May 17

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

$AXP $CRM $DIS $JPM $LULU $META $NVO $PATH $PEP $PYPL $SNDK

Patient Investor @patientinvestor · May 17

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

$AXP $CRM $DIS $JPM $LULU $META $NVO $PATH $PEP $PYPL $SNDK

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

Patient Investor @patientinvestor · May 15

Warren Buffett added 203% to his Google position!! $GOOGL

$GOOGL

Patient Investor @patientinvestor · May 15

RT Patient Investor
Chris Hohn sold 83% of Microsoft & Initiated a position in Google!
$MSFT $GOOGL

$GOOGL $MSFT

Patient Investor @patientinvestor · May 15

Chris Hohn sold 83% of Microsoft & Initiated a position in Google!
$MSFT $GOOGL

$GOOGL $MSFT

Patient Investor @patientinvestor · May 14

RT Patient Investor
Chuck Akre trimmed Brookfield $BN, purchased $NOW & $CRM!

$BN $CRM $NOW

Patient Investor @patientinvestor · May 14

Chuck Akre trimmed Brookfield $BN, purchased $NOW & $CRM!

$BN $CRM $NOW

Patient Investor @patientinvestor · May 14

RT Patient Investor
49% revenue growth
43% Gross Margin
173m Cash, No debt
Within 1yr of profitability
Automation & Humanoid leader

Trading at only 6x Enterprise value/sales ! $OUST

$OUST

Patient Investor @patientinvestor · May 12

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

1. Meta $META:
ROIC: 28%
PE: 18x

2. Adobe $ADBE:
ROIC: 49%
PE: 10x

3. Booking $BKNG:
ROIC: 56%
PE: 14x

4. Copart $CPRT:
ROIC: 25%
PE: 19x

5. McDonald's $MCD:
ROIC: 28%
PE: 19x

6. Home Depot $HD:
ROIC: 25%
PE: 19x

$ADBE $BKNG $CPRT $HD $MCD $META

Patient Investor @patientinvestor · May 12

RT Patient Investor
Stocks with 20%+ ROIC trading below 20x earnings:

1. Meta $META:
ROIC: 28%
PE: 18x

2. Adobe $ADBE:
ROIC: 49%
PE: 10x

3. Booking $BKNG:
ROIC: 56%
PE: 14x

4. Copart $CPRT:
ROIC: 25%
PE: 19x

5. McDonald's $MCD:
ROIC: 28%
PE: 19x

6. Home Depot $HD:
ROIC: 25%
PE: 19x

$ADBE $BKNG $CPRT $HD $MCD $META

Patient Investor @patientinvestor · May 11

Magnificent 7 Net Cash Positions:

NVIDIA $NVDA: +$54 Billion
Alphabet $GOOGL: +$49 Billion
Microsoft $MSFT: +$38 Billion
Tesla $TSLA: +$35 Billion
Amazon $AMZN: +$24 Billion
Meta $META: +$22 Billion
Apple $AAPL: –$16.2 Billion

$AAPL $AMZN $GOOGL $META $MSFT $NVDA $TSLA

Patient Investor @patientinvestor · May 10

Signs Of A Top or a Bottom: