Author: 4 Ways to Beat the Market / @Citywire Elite Companies, Investment Editor: the world’s best portfolio managers biggest bets/ also kids books https://xitter.cf/t.co/Sm4IQPPY0s
London, England
Joined June 2015
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We've updated our @Citywire Elite Companies top 10
They've smashed it since we started tracking them 12 months ago with a total return of 42% vs 18% from the MSCI Wrld.
Three new stocks in this quarter's selection.
citywire.com/elite-companies…
June's Elite Companies report on the world's best managers' favourite stocks is out.
💡@Samsung top stk
💡Glbl top 10
💡Glbl Sm Cap top 10
💡Biggest risers
💡3 regional top 10s
💡11 sector top 10s
💡23 country top 10s
Download your #FREE PDF report 👇
citywire.com/elite-companies…
NEW @citywire Elite Companies top 10 UK stocks most popular with world’s best fund managers
3 new entrants:
⛏️@AngloAmerican PE 14, DY 3.0%, 12mth tot rtn 15%
🏦#STAN PE 6, DY 3.6, 12mth tot rtn 15%
🪖@BAESystemsplc PE 19, DY 2.5%, 12 mth tot rtn 47%
citywire.com/elite-companies…
@citywire Elite Companies' @TeleQuestor column looks at 23 top fund managers betting pessimism is overdone about @AllisonTrans 👇
💡Industry leading 30% Ebit mgn
💡ROIC 19%
💡>60% shares repurchased since 2010
💡Fcst 2yr EPS CAGR 17%
👀Fcst PE 9!
citywire.com/elite-companies…
8-point checklist that’s made @SmeadCap Cole and Bill Smead @citywire Elite Investors👇
Must haves:
💡Economic need
💡Moat
💡Track record
💡Strong FCF
💡Cheap
Nice to haves:
💡Shrhldr-friendly mgnt
💡Insider owners
💡Strong balance sheet
read more 👇
citywire.com/elite-companies…
3 picks from our @citywire Elite Companies momentum screen
💡 $HIMS +66% (1 month gain) 💊“compounded” GLP-1 drugs boost
💡 GE T&D + 48% ⚡️Grid-kit order boom
💡 @nvidia $NVDA + 42% 🤖AI and stock split
All AAA-rated = heavy smart money backing.
citywire.com/elite-companies…
3 big memory companies set for cyclical recovery + AI boom... but valuations look low.
@SKhynix 9 x fcst EPS
@Samsung 13 x fcst EPS
@MicronTech 21 x fcst EPS
All AAA-rated by @citywire Elite Companies on heavy smart money ownership.
citywire.com/elite-companies…
Pick from @citywire Elite Companies compounding champs screen: Medpace 🏥
💡6x EPS growth since IPO (2016)
💡Share count down 25%
💡Fcst 3y EPS CAGR >20% & upgrades
💡ROIC 46% (-ve working cap)
💡PEG 1.9
💡Fcst FCF yld 3.6%
citywire.com/elite-companies…
Algy Hall retweeted
"Four Ways to Beat the Market" by @Citywire #EliteCompanies, Investment Editor @AlgyHall🌟
Delves into four market-beating equity investment strategies & explains how stock screens can be used to better understand and implement them.
Thank you @harrimanhouse
16/
Algy Hall retweeted
This concludes my thread🧵of the 15 excellent #investing #books that the #TwinPetesInvesting Challenge 2024 sponsor @harrimanhouse🌟has kindly offered to our winners 🥳
You can also purchase any of these #investing #books & many more via this link harriman-house.com/category/… 📚
17/
Algy Hall retweeted
Algy it was excellent 2have your expertise on the #TwinPetesInvesting #podcast😊
As the quality of writing, research & high performing #EliteCompanies analysed & disclosed by u & the @Citywire team is outstanding🙌
#Investors & #FundManagers are blessed by your awesome content
Algy Hall retweeted
I have spent a chunk of this weekend exploring the Citywire Elite Companies website. What a great idea for creating some outstanding content - highly recommended ✅
🔥#TWINPETESINVESTING #Podcast 123: With special guest @AlgyHall of @Citywire🔥Finding Elite Companies, #RR. #RKT #Renualt #MONY #MAB1 #GSK #HLN $BBIO #Inditex $THO #Ai #Investing & conkers3.com/twin-petes-inve…
open.spotify.com/episode/4Bm…
youtube.com/watch?v=XizJQzOg…
podcasts.apple.com/gb/podcas…
Algy Hall retweeted
🔥#TWINPETESINVESTING #Podcast 123: With special guest @AlgyHall of @Citywire
🔥Finding Elite Companies, $NVDA $MAC #RR. #RKT #Renualt #MONY #MAB1 #GSK #HLN $BBIO #Inditex $THO #Ai Global #Investing & conkers3.com/twin-petes-inve…
open.spotify.com/episode/4Bm…
youtube.com/watch?v=XizJQzOg…
Algy Hall retweeted
Mike thank u4 watching this #TwinPetesInvesting #podcast episode on Youtube😊youtu.be/XizJQzOgEVA?si=7-90…
Your feedback😊"Interesting stuff" is much appreciated👍
I know u like your #investment #books. It was great to get fantastic #investing authors @AlgyHall & Phil Oakley together
It was a huge pleasure to join in with a #TWINPETESINVESTING podcast and talk with @conkers3 @HTVIOLA and Phil Oakley about @Citywire #EliteCompanies along with a bunch of really interesting stock ideas 🎩🙏👇
🔥#TWINPETESINVESTING #Podcast 123: With special guest @AlgyHall of @Citywire🔥Finding Elite Companies, #RR. #RKT #Renualt #MONY #MAB1 #GSK #HLN $BBIO #Inditex $THO #Ai #Investing & conkers3.com/twin-petes-inve…
open.spotify.com/episode/4Bm…
youtube.com/watch?v=XizJQzOg…
podcasts.apple.com/gb/podcas…
Algy Hall retweeted
Top #fundmanagers flock to this fast-growing brand’s 782% share rally. Elf Beauty shares have soared over the past two years, but top-performing fund managers are betting on more to come, @AlgyHall writes. #assetmanagement #investmentstrategy citywire.com/za/news/top-fun…
Algy Hall retweeted
I am absolutely thrilled to share my first @Sharescope article, "Eight Common Investing Mistakes Made by Private Investors" has been published on their website.
We'd all like a greater chance of long-term #investing #success wouldn't we! I hope this helps
knowledge.sharescope.co.uk/2…
Algy Hall retweeted
🌟ALL NEW TPI #120 NOW LIVE🌟
@conkers3, our new co-host Phil Oakley, and I discuss a range of shares including:
#JET2 #BAKK #SHC #XPS #BP #DGE and $NXPI
Our @centrepointuk fundraise has now reached £1,100 - all donations gratefully received! 🙏
youtube.com/watch?v=I874VxuR…
Algy Hall retweeted
Here is every single #cognitive #bias in one infographic. The brain is wired to seek & believe information that validates our existing beliefs.
I've discussed Tversky & Kahneman with @AlgyHall here open.spotify.com/episode/1RF… & Algy covers the psychology of #investing in his g8 book
Algy Hall retweeted
A great quote from @AlgyHall ‘s book — check out his episode on Talking Billions if you missed it 🎧🎙️🙌
