Evolution now trades at 18x forward earnings while growing operating profits at +20% annually

The Quality Growth investing strategy summarized 🧠

Buy high-quality companies:
- Growth +10%
- ROIC +15%
- Margins above industry
- Cash conversion +75%
- Interest coverage +10x
- FCF yield > Risk-Free Rate
- Low dilution

Let's continue👇🏼

ASSET over LIABILITY
OR
LIABILITY over ASSET?

#assets #liabilities #assets beforeliabilities #assets overliabilities #priotizeassets #investinassets #realestate #realestate assets #cashflow #passiveincome

21 Quality Mid Caps sorted by EPS CAGR 10 Year:

The next big thing usually is not

The Fascinating Story of Jim Simons - The Man who solved the markets:

$EVO #EVO Evolution things

Great fast moving consumer goods brands:

RIP to the man that solved the markets, Jim Simons

8 quotes from the legend:

The Santa Claus of compounding capital:

Dividends can be an expensive luxury as most investors have to pay taxes on that dividend before reinvesting it

Businesses able to buy back shares at fair prices or reinvest in high-returning projects are far more attractive for long-term compounding.

Why did you not invest in Microsoft in 2014?

Alphabet has made 3 of the top 5 acquisitions of all time.

YouTube bought for $1.65B now brings in $32B of revenue annually.

Android bought for $50M is used by more than 3.6B devices worldwide

Incredible!

Sharing my free resources with investors:

1. Valuation Cheat Sheet investinassets.gumroad.com/l/zxxpc

2. How to identify a compounder investinassets.gumroad.com/l/wavnmm

Newton’s Laws of Motion states:

“A body in motion remains in motion or a body in rest remains at rest unless acted upon by a force”.

I believe this rule is true for investing as well.

A stock that has gone nowhere for 5-10 years will not get into motion (upward or downward)

Sharing my free resource with investors:

How to identify a compounder:
investinassets.gumroad.com/l/wavnmm

Lululemon has successfully expanded its business to China & 'Rest of the World' with 56% and 37.8% annual revenue growth since 2021:

Lululemons per-share growth since 2015:

- Earnings per share CAGR +24.8%
- Operating cash flow per share +26.5%
- Free cash flow per share +28.6%