Manu Invests
@ManuInvests
Followers
596
Following
2K
Media
165
Statuses
858
Manu Invests - Fundamentally Sound Substack. Quality and Fundamental investment insights. Breaking down financial statements & simplifying complex concepts.
Joined May 2025
@joecarlsonshow $AMZN is due for its year in the sun. But I think $META will see a significant bounce back as they execute and Zuck pulls more ‘year of efficiency-esque’ cards out of his pocket.
1
1
39
Remember when OpenAI launched a browser? What happened with that? $OAI
0
0
0
1
0
0
A properly run BNPL is significantly more ethical and consumer friendly than credit cards. Yet, the credit card industry has created a narrative that using BNPL is “buying things that you can’t afford” Talk about the pot calling the kettle black… It is mind-blowing to see
0
0
2
$AMZN is steadily executing and has the potential to be the first $10T company. Happy to have the stock price lag while fundamentals compound. Analysts project $76b FCF in '27. Prob won't happen, but the point remains - they can turn on the FCF faucet at any time.
Amazon has been frustrating to hold this year, yes, but we must zoom out as “long term investors” - still #1 in E-commerce - still #1 in cloud computing - still #3 in advertising - still #2 or 3 in streaming - still has a ton of optionality - still has MASSIVE white space A
1
0
6
@CapexAndChill Recent capital allocation pivot under new CEO (2023). Buybacks have become the priority and they are eating up shares with guidance for acceleration. $STNE
1
1
7
My dad passed away at 52. Christmas was his favorite, and he taught us family is everything. He worked two full-time jobs to provide for us, but that meant he missed many of the little moments. Being able to be a goof with my kids while decorating the tree today is what it’s all
2
0
12
I recently published a full research journal on $STNE covering the valuation, re-launch of credit program, growth drivers, and 2027 models. This is a premium post, but you can read it with a 7-day free trial. https://t.co/J5vVLc6JhB
0
0
1
StoneCo $STNE remains undervalued. Fast growing, Brazil fintech turnaround play focusing on micro, small, medium biz through payment platform + expanding banking and credit solutions, Sticky financial eco system for MSMBs. Down from 2021 highs due to failed credit program and
2
0
8
$ASML is the most important company on Earth right now. Change my mind.
$ASML CEO: Why is $ASML going to be an important player for the next decade? - Demand for AI remains significantly high and, we will see more players, more companies designing chips and designing AI products - The high production and the new players will drive demand for
0
0
4
Remember when everyone said search was dead? $GOOG $GOOGL
$GOOG PT Raised to $350 at TD Cowen, Reflecting Search Estimate Boost Rising Chatbot Usage per TD Cowen Survey; We are raising GOOG Search estimates on our positive US survey data which indicates i) ramping Gemini chatbot usage following the launch of Gemini 3, ii) continued
0
0
0
Big if true. But pricing in rosy expectations comes with harsh multiple re-ratings risk. Know what you own and why. Value matters. $GOOG $META $AMZN $MSFT $NVDA $AAPL (Yes. I intentionally ignore TSLA)
GS: Mag 7 EPS growth expected to be 23% next year, 18% in 2027 Other 493: 11%, 12%
1
0
2
$CROX up ~20% off the lows in last month. Slowly climbing out of “community member status.”
0
0
1
$AVGO CEO highlighting effectiveness of $GOOG at utilizing TPUs for external business. Mentions $AAPL utilizing TPUs. “the scale at which we see this happening, could be significant.” $GOOG $GOOGL 🔥
0
0
1
Michael Mauboussin on $AMZN competitive frontiers over time "The largest and most successful technology companies today, including Apple, Microsoft, Alphabet, Amazon, and Meta maintain strong, albeit declining, market shares in their core businesses. But they are deriving a
4
16
143
$MA $V BofA: “We are skeptical that consumers will shift away from card-based payments to stablecoins en masse given rewards, habits and ease of use of the current model.” BofA also said it sees stablecoins as an opportunity, not a threat.
Up >6% is a pretty huge move for Visa $V, I’m glad BofA has definitively declared stablecoins are an opportunity, not a threat 😬
1
0
1
On $ORCL
@WealthyReadings @patientinvestt Half a trillion in RPOs the majority of which are commitments from a cash burning company that generates <$20b in revenue (generous estimate). Context matters. That is why the spike in $ORCL share price following the RPO announcement last quarter is because context was
0
0
0