Cannibals_Invest
@CannibalsInvest
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Visualizing Revenues and Net Incomes per share to show the growth potential of Cannibals.
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$HEI HEICO Corporation is an aerospace and electronics company, which manufactures products found in aircraft, spacecraft, defense equipment, medical equipment, and telecommunications systems. Since the mid-1990s, HEICO has been organized into two divisions to address these
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One of the most impressive graph of per value fundamentals is from $FICO. Looking at the stock price it is climbing a wall. Profitable growth + share buybacks + huge moat.
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Opera $OPRA is one of my bets in the small cap world. They might be a gainer in the AI war among Google and Microsoft. Currently they get paid to utilize google search in their search bar, contract running until 2024. Gaining traction since they focus the efforts on browser
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$VRSN Verisign Inc operates a diverse array of network infrastructure, including two of the Internet's thirteen root nameservers, the authoritative registry for the .com, .net, and .name generic top-level domains and the .cc country-code top-level domains, and the back-end
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@espiekermann
@SBetschinger
Erik hat 100% Recht. Das Problem ist selbstgemacht und wurzelt in der fusion zwischen Gamesa und Siemens wind. Politik ist in dem Fall nicht ausschlaggebend.
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I found my next Stock to purchase! $SFM Sprouts Farmers Market. Not only are they growing steadily - they also buyback shares. With organic food being a hype to last this might be a stock for decades to come.
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No idea what to think about the most recent Alibaba $BABA earnings. Doesnt look that bad to me...
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$OKTA Earnings reported yesterday, 0Auth acquisition had its impact on per share values!
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AutoZone $AZO reported strong figures and is one of the most aggressive buyback candidates. Below visible Revenue and Net Income per Share.
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The Hershey Company $HSY has experienced some recent decline in stock price. Is this a buying opportunity or will we see an adjustment on fundamentals as well?
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Chewy $CHWY slowing down on growth but having a lot of optionality by stepping into the insurance game. I bought this stock as it is at the lowest point ever. 🫎
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$PAYC reported earnings yesterday. With the stock down AH -30%. The company is in a transitory period with Beti as a new product. Looking into an entry point to build a position. They might start to go from SMEs to the bigger companies with the new product.
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$ADM with a sharp drop yesterday. Trend of fundamentals are not looking that promising as well. Maybe a buying opportunity at a later stage?
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Another steady Cannibal is John Deere $DE. The stock is back to near its 52-week low. 🫎🦌
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Chipotle Mexican Grill $CMG. How much longer is their runway? Are price increases next to feed the growth?
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Box $BOX is a quite interesting SaaS company. Fundamentals have a very positive trend and even share buybacks have been executed. I am not certain about its moat but i would say its worth investigating.
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$AAPL Earnings yesterday show how buybacks can change the narrative. Even though Revenue declined by 1% - per Share values still keep increasing. Great results for a final FY23.
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Paycom Inc. $PAYC showing some reacceleration of revenue and net income growth. I am long and i bought the dip.
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$VEEV Veeva Systems is back on track with decent Net Income growth next to its Revenue growth. Could be a potential share buyback candidate in the SaaS world.
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$ADSK Autodesk reported earnings yesterday. Since they changed to subscription model they experience a consistent upwards trends.
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$VFC is one of my investments that i believe will successfully turnaround in 2024. The new CEO has tremendous experience in turning around companies and could succeed here again. Personally i believe brands like Vans, The North Face or Supreme are here to stay and still very
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Nvidia $NVDA reported earnings last week. Will the demand for GPUs stay on these levels? or is it just an AI hype for the short term.
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BRP $DOOO is another Cannibal with lots of buybacks. We own this stock as well although they seem to have some headwinds recently.
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$ORCL Oracle reported earnings, interesting drop in revenues!
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Intuit $INTU uses several levers of capital allocation. It organically grows its existing businesses, acquires new business and buys back its own shares as well. Results are decent as seen in graph below.
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A friend of mine started investing a few months ago. The first stock he bought was Super Micro Computer inc. $SMCI. What a lucky bastard.
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$CTAS Cintas Corporation is an American corporation headquartered in Mason, Ohio which provides a range of products and services to businesses including uniforms, mats, mops, cleaning and restroom supplies, first aid and safety products, fire extinguishers and testing, and safety
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Getting 2024 started with Helen of Troy $HELE. They are a leading global consumer products company offering creative products and solutions for our customers through a diversified portfolio of well-recognized and widely trusted brands, including OXO, Hydro Flask, Osprey, Vicks,
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I still do not understand the valuation of Snowflake $SNOW. Revenues are growing strong since IPO but dilution and net losses are significant as well.
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Also $AMZN is continuing its growth with a consistently high net income compared to its past. AWS, Ads, Twitch growing rapidly.
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I guess this is one of my favorite per share graphs. $NOW Servicenow with strong earnings report yesterday. Invested now since 4 years and one of my best investments so far.
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Why did Google $GOOG drop after hours with these figures? Share buybacks are showing the difference here!
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Crocs $CROX growing Net Income per Share via share buybacks. Trend is still upwards.
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@strengthPlan
It was difficult to forecast that elon would go nuts like this. For the long run it might be still the best company out there. Ai bubble will burst at some point too…
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$CCL amazing development of Carnival Corp. getting back to positive net income since covid. Shares outstanding have increased significantly to raise capital - maybe they will start buying them back once the operating business gained back stability.
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Xi with a friendly visit in the US and $BABA starting to pay a dividend. Is China investible again? Per share values look decent.
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Northrop Grumman $NOC with a loss due to the aeronautic segment... anyone knows why? didnt listen to the earnings call yet.
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on 18th of December Nasdaq 100 $QQQ will get new members: DoorDash $DASH, Roper Tech. $ROP, MongoDB $MDB, Splunk $SPLK, $CDW Corp. and Coca-Cola Europacific Partners $CCEP.
$EBAY, $ZM, $JD, $LCID, $ALGN and Enphase Energy $ENPH will have to leave the index.
A post of per
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Doordash $DASH keeps growing with major market share in the US and strong competitiveness in Europa with Wolt. The only delivery stock i would invest my money into.
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Interesting Earnings from D.R. Horton $DHI. D.R. Horton has been the largest homebuiler by volume in the Unites States since 2002. They reduced their Shares from 384Mn to 342Mn within 5 Years. Even Mr. Buffet built a position recently.
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$TSLA growth over the last decade is mind blowing. But even the most innovative company is vulnerable to macroeconomic headwinds. Unfortunately a double miss on Revenue and EPS reported yesterday.
#Tesla
#TeslaEarnings
#TeslaStock
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Dollar General $DG dropped by 50% from its ATHs in 2022. It looks like a slow recovery since it bottomed recently. Another Cannibal that could have strong returns for shareholders if they manage to keep their Net Income positive and not declining.
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$FAST, Fastenal is growing slowly but steadily, yesterdays earnings were a little bit disappointing though, but stock is up afterhours
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After these earnings and the drop in stock price i might consider accumulating share of PayPal $PYPL. Does anyone have some comprehensive deep dives on the pressure on fintech stocks? Is margin decrease the main reason?
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$BLK BlackRock CEO says next step will be tokenization of assets. His performance as CEO is for sure not bad with consistent shareholder returns via dividends and stock buybacks. Maybe they even benefit from the BTC ETF hype. What do you think about asset tokenization?
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Kura Sushi is the second biggest sushi restaurant chain in Japan with 451 locations. $KRUS is their American entity with 54 locations and growing fast. We are looking into starting a position.
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$HD Home Depot is another Cannibal that is steadily buying back shares. No wonder
@BillAckman
has such a big position. Just released Earnings look promising as well:
EPS of $3.81 beating expectations of $3.76
Revenue of $37.7B beating expectations of $37.6B
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i multiplied the number of stocks of my big tech holdings with the revenues per share and net income per share. Below the result! Anyone interested to see the same for their holdings?
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This is what i call "Thin Margins". Levels of revenue are huge - Net Income though volatile. $WMT
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Sharing the per share fundamentals of a high yield dividend stock: LyondellBasell $LYB. LyondellBasell Industries has a clear capital allocation strategy of distributing 70% of its free cash flow through dividends and buybacks. Dividend yield is at 5.40% with current stock
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$LMT Lockheed Martin graph updated with most recent quarterly results.
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Workday $WDAY with a strong double beat on revenue and EPS. Profitability seems to be sustainable for the way forward. Stock is up 7.4%
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Baidu $BIDU earnings look decent. Net Income per share is experiencing an upwards trend. New AI initiatives might accelerate it.
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Docusign $DOCU reported earnings yesterday. Strong shift to higher Net Income Margin. Revenue per share seem to reaccelerate as well thanks to some buybacks.
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HUGE Buyback program by $EXPE - $5Bn! Market Cap is $13.6BN.
Expedia with double beat + announces $5B buyback program.
CEO: "Our strong third quarter results with record revenue and profitability came in ahead of our guidance and reflect the resilience of travel demand"
$EXPE: +9.1% AH
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$SE SEA LTD. down 12,46% with a disappointment on Q3 EPS miss. I am still bullish on the company and expect some re-acceleration within the next 2 quarters.
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Again a great inforgraphic published by
@Quartr_App
. Make sure to bookmark it!
We've just created this infographic visualizing 10-year EPS CAGRs among Food, Beverage, and Tobacco companies.
Here are the eight most impressive names:
$MGPI +49%
$CELH +34%
$COKE 32%
$PODR +28%
$DOLE +27%
$POST +26%
$AGRO +24%
$MOWI +22%
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Williams-Sonoma is a hidden Cannibal. Consistently buying back shares since the beginning of our recordings, skyrocketing the per share fundamentals. $WSM
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Today is an important day! $AAPL will report earnings AH. Tim Apple to support Satya carry the market? $AAPL for sure is a buyback King. See per Share values below (update will follow after earnings result):
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@Lehmann47327721
@espiekermann
@SBetschinger
Immer mit der Ruhe Brauner. Das Problem ist die Qualität der 5X platform.
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i should specialize on shoe brands. very strong revenue and net income development for Deckers Brands $DECK with UGGs and Hoka as brands. They have other brands as well but never heard of them. 🫣🫎
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Synopsys $SNPS graph looking very similar to Cadence Design Systems $CDNS. Stock prices for both companies are through the roof.
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Small break towards the end of the year 😌 see you all in 2024
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„Razor thin“ Walmart margins. Still a decent net profit. $WMT
This is what i call "Thin Margins". Levels of revenue are huge - Net Income though volatile. $WMT
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The amount of Debt in $WBD is mind blowing. But net income could soon be positive again. Stock is down 15% today after earnings.
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Toll Brothers $TOL handing over value to the shareholder via Share buybacks. Trend is strongly positive.
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Crowdstrike $CRWD is another hypergrowth SAAS stock that grows its Revenues exponentially. But as the dilute the shareholder through stock based compensation - the Revenues per Share look rather linear. Still a strong investment for the long run as they are Net Income positive as
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$CSCO with a big drop of almost 10% yesterday. Maybe a buying opportunity? Business looks stable.
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Kroger Co. $KR approaching finish line on acquisition of Albertsons grocery chain. Looking forward how the per share values will change for the next quarters once it is finalized.
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The future has arrived 🦌. I see big potential in dynamics 365 $MSFT
Again, Satya is carrying the market on his back. Below visualization of Revenues and Net Income per Share to see the effects of buybacks. $MSFT
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Wonder why $DIS is down since Covid? Net Income did not recover since then. 21st Century Fox Acquisition by Disney closed in March 2019.
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Adobe $ADBE with a strong Q4 ´23, Net Income per Share above 4$! Afterhour drop could be a buying opportunity.
EPS of $4.27 beating expectations of $4.14
Revenue of $5.05B beating expectations of $5.02B
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$NKE Nike reported Q2 earnings:
Revenue $13.4B [$40M miss]
EPS $1.03 [$0.18 beat]
Stock dropped almost 11% after hours, Could be a buying opportunity as Nike is a cannibal as well and buying back shares consistently. See the per share values below:
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@stonkmetal
Its a good stock to be a largest position. I have strong confidence in the founder.
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Another cannibal owned by Bill Ackman is Lowe´s $LOW. Reducing shares outstanding by almost two thirds of total shares of 2008.
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Can someone help me understand the tax benefits resulting to these net incomes for Palo Alto Networks $PANW? Guidance pulling down cybersecurity stocks...
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Is $NKE a buy at this price? PE ratio still quite high though…
$NKE Nike reported Q2 earnings:
Revenue $13.4B [$40M miss]
EPS $1.03 [$0.18 beat]
Stock dropped almost 11% after hours, Could be a buying opportunity as Nike is a cannibal as well and buying back shares consistently. See the per share values below:
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@RomanTerkes
@DividendKoenig
@VidarCoc
guter Punkt. Wahrscheinlich auch eines der Gründe, warum der Wert innerhalb von zwei Jahren um 80% eingestürzt ist. Finde die Bewertung mittlerweile fair.
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With $ADP another Cannibal did report today. Per Share values show the value creation.
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Very astonishing what $MELI is delivering since more than a decade. I am very bullish on this one.
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Its high time to increase share buybacks at Dominos Pizza $DPZ. Earnings presentation looks promising.
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@_FlorianKoenig
Das ist mal ein interessanter Schritt! Wobei er anscheinend schon seit 2019 dabei ist laut Wikipedia...
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$ATKR reported earnings Today. Net Income seems to experience a downtrend.
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This will grow exponentially $TSLA
Our Powerwall fleet in Europe just surpassed 1GWh—this is enough stored energy to power an average of 41k homes for 12h!
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$ALB As Albemarle is one of the worst performing stocks of 2023 it seemed interesting to me. I believe there is still plenty of room to decline as Lithium prices have decreased significantly. Where could the stock bottom for an entry? I put a limit buy order in at 60€ 🫣🦌
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$FDS FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software.
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$MCD McDonalds just reported Q3 2023 Earnings. It is still my favorite investment in fast food - never seen a McDonalds that was empty or close to empty. And the share buybacks are a gift to the shareholder as seen in the graph below.
EPS of $3.19 beating expectations of $2.99
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big buyback champion out there is AutoZone $AZO. They reported earnings yesterday and shares outstanding keep dropping and dropping and....
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Are these $ALB Albermarle losses tax related? Revenue still strong...
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Quite impressive numbers reported by Salesforce Inc. $CRM.
@Benioff
turning this company into a share buyback monster. I am Long $CRM
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$DRI Darden Restaurants reported earnings before market open.
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Fiserv inc $FI also with a significant growth on per Share base. I guess this is what Pat Dorsey calls "operational leverage".
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