@WTCM3

No affiliation, advice or recommendations

Joined January 2019
  • Tweets9.5K
  • Following524
  • Followers14.1K
7KMedia
"A simple stock research system" h/t @VJ_Rabindranath 1. Do less 2. Calculate even less 3. Read a lot 4. Be passionately curious 5. Think alone 6. Wait for no-brainers 7. Make few decisions and make them count 8. Invest when it's safe not to diversify 9. Record your decisions
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Infosys on pricing, July vs. October: "Expectations for AI-led productivity commitments are increasing competitive intensity and reshaping commercial models... our expected pricing expansion has not materialized" $INFY cc: $ACN $CAP
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2,194
"India IT’s premium vs. global IT stocks has remained wide..."
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seems tough to underwrite based on 'internal models': "While Infosys mentioned that productivity ask by clients is high due to AI, the company believes this deflation is a one-time exercise..."
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L'Oréal LFL 2y stack (adj. for IT phasing) accelerating every quarter in 2026 $OR
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1,596
2020-current US real rate bridge via ERP
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$WISE x-border volume vs. take rate reduction
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5,613
airline card data, Jan-25 to present (+DD% since mid June) $DAL
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1,686
BAML EU defence basket vs. yields and CDU polling
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1,545
$RHM positioning: "very light..."
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1,103
"Performance now coming at a time when feedback from global marketing noted Defence as the most reverse-enquired sector"
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E doing the work exhibit A $GALD
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1,726
LVMH F&LG brand growth estimates $MC cc: $BC
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LVMH F&LG estimated 3Q26 organic growth by clientele/cluster $MC
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$NKE EBIT decomp, 1980-present
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valuation vs. 20y medians by geo via JPM chartbook
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"MSCI AC World 12-month forward P/E ratios have fallen nearly 20% year to date – an unusually large late-cycle de-rating..."
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power up as "most underappreciated bottleneck"
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"Zepbound is on track to outsell Wegovy by upwards of $7 billion this year, according to LSEG data" $LLY $NVO
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