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CompoundCap

@CompoundCap
Joined August 2015
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  • Followers3.2K
Interest in orthopedic robotics continues to grow $SYK $ZBH
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Kone SWOT Analysis via MS
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Sources of Growth...
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Sources of High Returns...
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Fundsmith's small-mid cap watch list (via Smithson Investment Trust)...
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GS Affordability Framework for Building Products...
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Alternatives/Privates and ETFs continue to take lions share...
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Global Top 20: 1H 2018 Net New Money (% annualized) $BAM
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Further breakdown
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Mgmt incentives - what works...
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Replying to @LibertyRPF @BluegrassCap
Via GS...
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Replying to @BluegrassCap @marcelolima
MNST highly exposed. Cigs could have positive offset from lower gas prices.
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Yeah that’s right, look at our ROIC $EL
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Resulting rev growth...
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Cold Storage supply v demand $COLD
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Barclay's on $DSGX becoming the "Uber of Freight"...
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and their current "compounders"...
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via GS....what is the right mult to pay for quality...
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