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@TheLongInvest $UNH continuing to grow revenues every quarter no matter what Earnings and FCF CAGR are above 10%, despite a slowdown in the last 2 years Yet it's now sitting at its lowest PE in 10 years

$NVDA continues to power through across all cylinders It's the greatest Growth story of the 2020s and still growing at high double digits Create your own Dashboard at https://t.co/W54F322Inw

$ZETA looks really good, look at the charts! Sales growing at 40% YoY last quarter Profitability is improving and they might breakeven net income soon The icing is that they are already FCF positive What's your take on $ZETA?

$LLY had a turning point in 2023 Sales growth climbed up to 35% Margins started improving reaching 25% You might expect FCF to follow the trend in the coming years

$NKE Market cap vs FCF It had a massive multiple expansion for 10 years from 2011 to 2021 Then in 4 years it repriced, it's still at a Price/FCF of 35 What's your take on Nike? Create your personal one pager at https://t.co/dAmiLfNwwa

$ZETA looks really good, look at the charts! Sales growing at 40% YoY last quarter Profitability is improving and they might breakeven net income soon The icing is that they are already FCF positive The charts comes from a custom dashboard at

$INTC Intel it appears it faced an inflection point in 2021 and took the wrong direction What do you expect from it? You can create the one pager of your dream at https://t.co/7tsi245Cez

$LLY had an inflection point in 2023 when Sales started to grow much faster than before Sales YoY Growth reached 36% At first margins were impacted, but during the years they improved towards 25% Looking for other KPI? Create your own one pager at https://t.co/ra5gIQRIVc

$MSFT has among the higher Compoundeer score at 90% With sales at $270B it still manages to grow them at 15% per year FCF CAGR 3y at 7% with peaks at 24% And a ROE stable at around 30% Create the best one pagers at https://t.co/ifqTkDqtvj

$NVDA is the definition of a long tail event Just look at the all financial metrics skyrocketing after 2023 In 2 years: Sales $25B -> $148B Margins 18% -> 51% Net Income $5B -> $76B They now need to maintain such volumes Custom Dashboard from https://t.co/mpYbg47DCk

$LULU is reaching quite low levels of Price/FCF compared to its historical PEG is as low as 0.5 Peter Lynch's chart shows how stable earnings are Lululemon is a jewel shunned by the market You can create all the charts and one pager you want at https://t.co/AoFPIvu9UL

$OSCR will suffer a slowdown this year due to the industry unexpected costs This does not impact whatsoever the long term overview of the business Want to keep track of Oscar Health? The best thing you can do is to create YOUR own dashboard at https://t.co/ThF4fex5VH

$LMND It has never posted positive FCF in the past 6 years Why is the market so interested? Because it's massively growing revenues! While profitability is improving as it's reaching the breakeven point You can assess Lemonade by creating a custom dashboard at

$HOOD is compounding ✅Sales are growing at 60% YoY ✅Net Income breakeven reached last year ✅Is now posting Net Margins of 50% Put it simply look at the charts, all the metrics are going up Even better than looking at the charts is creating them at https://t.co/7qN9qBrXmw

FCF generation is where value comes from! $DUOL and $HIMS displayed incredible operating leverage, growing FCF massively over the past years What will be their future FCF growth? Study your favourite businesses by building your custom dashboards at https://t.co/BxlXNbIAs8

@TrendSpider $UNH The market is pricing no FCF growth in the next 10 years The industry has its ups and downs, expect a turbulent 2025 for insurances due to higher morbidity and BBB impacts Play with the inverted DCF at https://t.co/dG3Zh2JUpB

Amazon has a huge competitive advantage in advertising They know exactly where you spend your money, enabling a better targeting $GOOGL knows what you search, $AMZN knows what you buy The best company overview is the one you build, create a dashboard at https://t.co/CU014N0FGX

Humans are wired to spot patterns In the prediction game the easiest model is to extrapolate a trend Once a trend takes place the market will extrapolate it for a long time into the future, leading to booms, as the trend is broken the bust takes place

$LLY From 2023 Eli Lilly had an impressive acceleration in sales growth, while maintaining solid net margins at over 25% Sales YoY growth have reached 36% the last quarter All these while posting ROE of well over 70% What's your take? Get creative at https://t.co/ra5gIQRb5E