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OUR ACCOUNTS MONDAY MORNING
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Feb 20
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Dove deeper into $AMD today. Check out this article I just wrote! Let me know what you think down below!
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My pick would be $AVGO out of these 4
Broadcom had a lot of momentum going into their past earnings. Numbers were great. Revenue was at $15B growing 20% plus YoY and Non-GAAP EPS was at $1.58 growing 44% YoY. Street was looking for anything to take profits and sell the stock off. Broadcom did not raise their guidance, so this is what they used as their reason to sell the stock off.
Ai Buildout is just getting started. I think $AVGO will have the most upside over the next 5 years over the other companies ( $PLTR / $AAPL / $LLY )
Agree or disagree?
Jun 12
If you had to go all in on one of these four stocks, which one would you go with?
$AVGO $PLTR $AAPL $LLY
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When you’re constantly overthinking your holdings when this is all you need…
$META $AMD $MSFT $AMZN
Mama Mia
What would change about these core 4 holdings of mine?
Jun 12
FAANG is outdated.
The new acronym is MAMA:
$META
$AMD
$MSFT
$AMZN
53% of my portfolio is invested in these four companies.
AI, cloud, chips, software, and digital advertising, all in one basket.
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Which is a better investment at today's prices $MSFT or $AAPL ?
MSFT vs AAPL (TTM)
-Revenue
AAPL: $451.4B
MSFT: $318.3B
-Gross Profit
MSFT: $217.4B
AAPL: $216.1B
-EBITDA
MSFT: $184.5B
AAPL: $160.0B
-Operating Income
MSFT: $149.0B
AAPL: $147.4B
-Net Income
MSFT: $125.2B
AAPL: $122.6B
Valuation:
• AAPL Fwd P/E: ~33x
• MSFT Fwd P/E: ~22x
Distance from ATH:
• AAPL: ~3% below ATH
• MSFT: ~30% below ATH
Interesting that Apple generates $133B more revenue, yet Microsoft produces more gross profit, EBITDA, operating income, and net income.
The market is paying a 50% premium multiple for AAPL despite MSFT having higher margins and faster growth. 🤔
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Markets Monday morning:
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