Trending Assets
Top investors this month
Trending Assets
Top investors this month
@invesquotes
Leandro
$111.1M follower assets
Doing deep research of individual companies in the chase of alpha. Main contributor at Best Anchor Stocks. There's a two week free-trial. Founder of The Global Investor
96 following1,869 followers
The winner of the Constest of Compounder Champions is...
$ASML won the final against $V and takes the crown in the Contest of Compounder champions!

Thanks everyone for participating and I hope to see you in the next one!
post media

Very interesting. Impressive that $ASML won this competition despite not necessarily having the advantage of brand power.

Speaks a lot to the quality of the investors here on Commonstock in my opinion.
+ 6 comments
High quality and high growth. Which one is more durable?
I find these two images quite interesting, especially when looked at at the same time.

This image shows that the probability of maintaining business quality over time is high. 70% of companies that had a greater than 25% ROIC in 2007 were able to maintain it throughout the next decade.

The image below shows that the probability of maintaining high growth is low. Only 15% of companies that were growing at 15% rates were able to maintain that growth into the next decade:

Moats are important but so are markets that allow for incremental growth to take advantage of this moat.
post mediapost media

@mavix06/20/2022
There is no long term growth without high quality
+ 4 comments
The Contest of Compounder Champions Grand Final
After a week of some tight pairings we get to the final of The Contest Of Compounder Champions. $V and $ASML have made it to the final!

Visa left $ZTS, $COST and $CNSWF behind, whereas ASML left Hermes, $ADBE and $LVMUY behind!

Who will win? It's up to you!
Which of the following would you say is a higher quality company?
37%Visa
62%ASML

24 VotesPoll ended on: 6/21/2022

Five Below's Q1 2022 Earnings
I wrote a public article on $FIVE's Q1 2022 earnings.

Seeing how a discount retailer can defend margins in this environment without cutting on growth venture is pretty impressive if you ask me!

Hoe you enjoy!
Seeking Alpha
Five Below: Different From The Rest Of Retail (NASDAQ:FIVE)
Five Below’s earnings were not impressive, but they weren’t bad either. The company reported differently than the majority of the retail industry: missing the top and beating the bottom.

Semi final #2
Which of the following companies do you think is higher quality?
53%ASML
46%LVMH

15 VotesPoll ended on: 6/18/2022

Semi final #1
Which of the following companies you think is higher quality?
75%Visa
25%Constellation Software

16 VotesPoll ended on: 6/18/2022

Round 2 of the Contest of Compounder Champions!
After yesterday's polls, the following companies managed to make it through:

If you want to vote in the second round, follow the links below! They take you to the 4 polls!

Pairing #1 of Round 2: $COST vs $V

Pairing #2 of Round 2: $RACE vs $CNSWF

Pairing #3 of Round 2: $ASML vs $ADBE

Pairing #3 of Round 2: $TXN vs $LVMUY

Remember to comment with your reasoning so that everyone can benefit!

Thanks for participating!
post media

Pairing #4 of round 2
Which of the following companies is higher quality?
42%Texas Instruments
57%LVMH

26 VotesPoll ended on: 6/16/2022

I say $TXN because in both good and bad times, their products continue to be in demand. Everyone can live without Fendi or Louis Vuitton. But many professionals and students rely on Texas Instrument's graphing calculators, semiconductors, etc.
+ 6 comments
Watchlist
Something went wrong while loading your statistics.
Please try again later.
Already have an account?