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04-08

Like the colour of the mug. The slogan on the mug is excellent, they remind me to eat enough, have enough sleep so that I can trade repeat to win more $$$… Cheer!

2024-12-27

$Rocket Lab USA, Inc.(RKLB)$

2024-09-11

$NVIDIA Corp(NVDA)$ definitely agree w the upside of this shares when Jensen Huang have the meeting on Wednesday

2024-07-30

$NVIDIA Corp(NVDA)$

2024-07-30

$NVIDIA Corp(NVDA)$

2024-07-22

I

@Long_Equity:FCF Growth vs. Valuation Changes in Portfolio Companies

2024-06-25

$NVIDIA Corp(NVDA)$ What the good price to enter? Drop further

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It's therefore important to separate the two.This table shows the 3yr change in FCF per share and share price for the companies in my portfolio and watchlist. The list is sorted by the difference between the two. The companies highlighted have seen their FCF grow and their valuation (FCF yield) come down. <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> <a href=\"https://ttm.financial/S/IDXX\">$IDEXX Laboratories(IDXX)$</a> <a href=\"https://ttm.financial/S/MSCI\">$MSCI Inc(MSCI)$</a> <a href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a> <a href=\"https://ttm.financial/S/MA\">$MasterCard(MA)$</a> <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a>","listText":"A company’s change in share price is a result of movements in both its FCF yield and FCF per share. It's therefore important to separate the two.This table shows the 3yr change in FCF per share and share price for the companies in my portfolio and watchlist. The list is sorted by the difference between the two. The companies highlighted have seen their FCF grow and their valuation (FCF yield) come down. <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> <a href=\"https://ttm.financial/S/IDXX\">$IDEXX Laboratories(IDXX)$</a> <a href=\"https://ttm.financial/S/MSCI\">$MSCI Inc(MSCI)$</a> <a href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a> <a href=\"https://ttm.financial/S/MA\">$MasterCard(MA)$</a> <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a>","text":"A company’s change in share price is a result of movements in both its FCF yield and FCF per share. It's therefore important to separate the two.This table shows the 3yr change in FCF per share and share price for the companies in my portfolio and watchlist. The list is sorted by the difference between the two. The companies highlighted have seen their FCF grow and their valuation (FCF yield) come down. $Visa(V)$ $IDEXX Laboratories(IDXX)$ $MSCI Inc(MSCI)$ $Lam Research(LRCX)$ $MasterCard(MA)$ $Applied Materials(AMAT)$","images":[{"img":"https://community-static.tradeup.com/news/c6a893664d701939f36fe100fdd85c0b","width":"622","height":"680"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329013925236936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320717267382560,"gmtCreate":1719322083887,"gmtModify":1719322599168,"author":{"id":"4182053013645132","authorId":"4182053013645132","name":"SLP","avatar":"https://community-static.tradeup.com/news/465757a7dd3bb6abb4f50c058b54c9a0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182053013645132","authorIdStr":"4182053013645132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> What the good price to enter? Drop further","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> What the good price to enter? Drop further","text":"$NVIDIA Corp(NVDA)$ What the good price to enter? Drop further","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320717267382560","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":320717267382560,"gmtCreate":1719322083887,"gmtModify":1719322599168,"author":{"id":"4182053013645132","authorId":"4182053013645132","name":"SLP","avatar":"https://community-static.tradeup.com/news/465757a7dd3bb6abb4f50c058b54c9a0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182053013645132","authorIdStr":"4182053013645132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> What the good price to enter? Drop further","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> What the good price to enter? Drop further","text":"$NVIDIA Corp(NVDA)$ What the good price to enter? Drop further","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320717267382560","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":422199022563488,"gmtCreate":1744096614592,"gmtModify":1744096618509,"author":{"id":"4182053013645132","authorId":"4182053013645132","name":"SLP","avatar":"https://community-static.tradeup.com/news/465757a7dd3bb6abb4f50c058b54c9a0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182053013645132","authorIdStr":"4182053013645132"},"themes":[],"htmlText":"Like the colour of the mug. The slogan on the mug is excellent, they remind me to eat enough, have enough sleep so that I can trade repeat to win more $$$… Cheer!","listText":"Like the colour of the mug. The slogan on the mug is excellent, they remind me to eat enough, have enough sleep so that I can trade repeat to win more $$$… Cheer!","text":"Like the colour of the mug. The slogan on the mug is excellent, they remind me to eat enough, have enough sleep so that I can trade repeat to win more $$$… Cheer!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/422199022563488","isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385998724620744,"gmtCreate":1735278613145,"gmtModify":1735278614910,"author":{"id":"4182053013645132","authorId":"4182053013645132","name":"SLP","avatar":"https://community-static.tradeup.com/news/465757a7dd3bb6abb4f50c058b54c9a0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182053013645132","authorIdStr":"4182053013645132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a>&nbsp;","text":"$Rocket Lab USA, Inc.(RKLB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385998724620744","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348284124872936,"gmtCreate":1726072873997,"gmtModify":1726073574004,"author":{"id":"4182053013645132","authorId":"4182053013645132","name":"SLP","avatar":"https://community-static.tradeup.com/news/465757a7dd3bb6abb4f50c058b54c9a0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182053013645132","authorIdStr":"4182053013645132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> definitely agree w the upside of this shares when Jensen Huang have the meeting on Wednesday [Happy]&nbsp; [Miser]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> definitely agree w the upside of this shares when Jensen Huang have the meeting on Wednesday [Happy]&nbsp; [Miser]&nbsp;&nbsp;","text":"$NVIDIA Corp(NVDA)$ definitely agree w the upside of this shares when Jensen Huang have the meeting on Wednesday [Happy] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348284124872936","isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333135588446256,"gmtCreate":1722360071089,"gmtModify":1722374858730,"author":{"id":"4182053013645132","authorId":"4182053013645132","name":"SLP","avatar":"https://community-static.tradeup.com/news/465757a7dd3bb6abb4f50c058b54c9a0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182053013645132","authorIdStr":"4182053013645132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333135588446256","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333131150114888,"gmtCreate":1722358877364,"gmtModify":1722374827678,"author":{"id":"4182053013645132","authorId":"4182053013645132","name":"SLP","avatar":"https://community-static.tradeup.com/news/465757a7dd3bb6abb4f50c058b54c9a0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182053013645132","authorIdStr":"4182053013645132"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> [Glance]&nbsp; [Glance]&nbsp; [Spurting]&nbsp; [Spurting]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> [Glance]&nbsp; [Glance]&nbsp; [Spurting]&nbsp; [Spurting]&nbsp;&nbsp;","text":"$NVIDIA Corp(NVDA)$ [Glance] [Glance] [Spurting] [Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333131150114888","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330178584494304,"gmtCreate":1721615665360,"gmtModify":1721615722324,"author":{"id":"4182053013645132","authorId":"4182053013645132","name":"SLP","avatar":"https://community-static.tradeup.com/news/465757a7dd3bb6abb4f50c058b54c9a0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182053013645132","authorIdStr":"4182053013645132"},"themes":[],"htmlText":"I&nbsp;","listText":"I&nbsp;","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330178584494304","repostId":"329013925236936","repostType":1,"repost":{"id":329013925236936,"gmtCreate":1721348670203,"gmtModify":1721352351289,"author":{"id":"4120987054613802","authorId":"4120987054613802","name":"Long_Equity","avatar":"https://community-static.tradeup.com/news/43412c9581fc7eef840624d0829cb637","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120987054613802","authorIdStr":"4120987054613802"},"themes":[],"title":"FCF Growth vs. Valuation Changes in Portfolio Companies","htmlText":"A company’s change in share price is a result of movements in both its FCF yield and FCF per share. It's therefore important to separate the two.This table shows the 3yr change in FCF per share and share price for the companies in my portfolio and watchlist. The list is sorted by the difference between the two. The companies highlighted have seen their FCF grow and their valuation (FCF yield) come down. <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> <a href=\"https://ttm.financial/S/IDXX\">$IDEXX Laboratories(IDXX)$</a> <a href=\"https://ttm.financial/S/MSCI\">$MSCI Inc(MSCI)$</a> <a href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a> <a href=\"https://ttm.financial/S/MA\">$MasterCard(MA)$</a> <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a>","listText":"A company’s change in share price is a result of movements in both its FCF yield and FCF per share. It's therefore important to separate the two.This table shows the 3yr change in FCF per share and share price for the companies in my portfolio and watchlist. The list is sorted by the difference between the two. The companies highlighted have seen their FCF grow and their valuation (FCF yield) come down. <a href=\"https://ttm.financial/S/V\">$Visa(V)$</a> <a href=\"https://ttm.financial/S/IDXX\">$IDEXX Laboratories(IDXX)$</a> <a href=\"https://ttm.financial/S/MSCI\">$MSCI Inc(MSCI)$</a> <a href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a> <a href=\"https://ttm.financial/S/MA\">$MasterCard(MA)$</a> <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a>","text":"A company’s change in share price is a result of movements in both its FCF yield and FCF per share. It's therefore important to separate the two.This table shows the 3yr change in FCF per share and share price for the companies in my portfolio and watchlist. The list is sorted by the difference between the two. The companies highlighted have seen their FCF grow and their valuation (FCF yield) come down. $Visa(V)$ $IDEXX Laboratories(IDXX)$ $MSCI Inc(MSCI)$ $Lam Research(LRCX)$ $MasterCard(MA)$ $Applied Materials(AMAT)$","images":[{"img":"https://community-static.tradeup.com/news/c6a893664d701939f36fe100fdd85c0b","width":"622","height":"680"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329013925236936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}