viernes, 29 de septiembre de 2023

Microsoft vs Apple


 

Top 25 Europa

The Future Investors presents: Europe's Top 25 high-quality stocks. Quality criteria:

- Revenue & EPS next 3Y >8%

- FCF yield >2%

- ROIC >10%

- Altman Z-score >3

- Ranked by Mcap


🇩🇰 1. $NVO - Novo Nordisk - $413B

🇫🇷 2. $MC - LVMH - $372B

🇳🇱 3. $ASML - ASML - $230B

🇫🇷 4. $RMS - Hermès - $190B

🇮🇹 5. $RACE - Ferrari - $53B

🇩🇪 6. $IFX - Infineon - $43B

🇬🇧 7. $CPG - Compass Group - $42B

🇩🇰 8. $GMAB - Genmab A/S - $23B

🇳🇱 9. $ADYEN - Adyen - $22B

🇸🇪 10. $EPIA - Epiroc AB - $22B

🇸🇪 11. $EVO - Evolution AB - $21B

🇳🇱 12. $ASM - ASM International - $20B

🇮🇹 13. $MONC - Moncler - $16B

🇵🇹 14. $JMT - Jeronimo Martins - $14B

🇳🇱 15. $BESI - BE Semiconductor - $7.8B

🇩🇪 16. $NEM - Nemetschek - $7B

🇬🇧 17. $AUTO - Auto Trader Group - $6.8B

🇨🇭 18. $BEAN - BELIMO Holding - $5.7B

🇵🇱 19. $LPP - LPP SA - $5.4B

🇬🇧 20. $DPLM - Diploma PLC - $4.9B

🇫🇷 21. $GTT - Gaztransport - $4.6B

🇩🇰 22. $SIM - SimCorp - $4.1B

🇫🇷 23. $ITP - Interparfums - $3.8B

🇬🇷 24. $BELA - Jumbo S.A. - $3.6B

🇬🇧 25. $GRG - Greggs - $3.0B


Source: @KoyfinCharts 

BATS vs Altria


 

Brics: expansión


 

Las preguntas que se hace W. Buffett


 

Comercio electrónico


 

$AMZN Amazon

$BKNG Booking Holdings

$MELI MercadoLibre

$BABA Alibaba Group

$PDD Pinduoduo

miércoles, 27 de septiembre de 2023

Margen +35%


🇺🇸 CME Group $CME 58.6%

🇸🇪 Evolution $EVO 58.3%

🇸🇪 Nordnet $SAVE 56.1%

🇬🇧 Rightmove $RMV 54.9%

🇺🇸 Visa $V 52.8%

🇨🇭 Partners Group $PGHN 51.9%

🇺🇸 Blackstone $BX 51.0%

🇦🇺 Pro Medicus $PME 49.7%

🇺🇸 Verisign $VRSN 49.3%

🇫🇷 GTT $GTT 44.5%

🇺🇸 NVidia $NVDA 43.9%

🇺🇸 Altria $MO 40.0%

🇺🇸 MSCI $MSCI 39.9%

🇺🇸 Broadcom $AVGO 39.8%

🇺🇸 Livent $LTHM 39.6%

🇳🇱 Adyen $ADYEN 38.3%

🇩🇰 Chemotec $CHEMM 37.6%

🇺🇸 Texas Intruments $TXN 37.2%

🇫🇷 Amundi $AMUN 36.6%

🇩🇪 Deutsche Börse $DB1 36.4%

🇩🇰 Novo Nordisk $NVO 35.3%



lunes, 25 de septiembre de 2023

MicroStrategy y Bitcoin

 

MicroStrategy has acquired an additional 5,445 BTC for ~$147.3 million at an average price of $27,053 per #bitcoin   . 

As of 9/24/23 @MicroStrategy hodls 158,245 $BTC acquired for ~$4.68 billion at an average price of $29,582 per bitcoin.



Empresas con mayores recompras de acciones en los últimos 10 años


 El arte de invertir