@ZHNXIE Profile picture

Zxie

@ZHNXIE

I seek to find compounders | Value investing enthusiast | My road to financial freedom | I own a lot of $GOOGL l Not financial advice.

$AVGO notification almost scared the hell out of me until I realized they have their split today 🤧.

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High quality companies with high ROIC to watch & hold forever. What companies do you have on your watchlist ? 💳 $MA 💳 $V 🏦 $FICO 👜 $LVMH 🚙 $RACE 🏥 $UNH 💻 $MSFT 🌐 $GOOGL


While $MA has declined and given up a significant portion of its ytd gains I still think that the stock has further room to drop. Buying here nets you a return close to the s&p500. I'll be looking to add around the 410 range and preferably below 400 for excess return and mos.

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Believe it or not, $SBUX is still overvalued as its earnings potential slows down and growth runway took a massive hit. They are losing ground to competitors and things don't look good. I'd still wait till next earning to see how things play out and if they have any future plans.

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$V almost giving away all of it'd ytd gain. Might be worth taking a look, but the price certainly seems fairly valued.

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Sustainable or is the burrito bubble of $CMG finally gonna pop?

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🇺🇸 Breaking News ! Core Inflation data below: Monthly: 0.1% actual vs 0.2% consensus MoM Yearly: 3.3% actual vs 3.4% consensus YoY.


$MELI & $SHOP let's gooo

$MELI $SHOP “New Mercado Pago payment apps available for Shopify 's Brazilian 🇧🇷 checkout. Local payment methods available such as credit card with installments, boleto, Pix in cash or in installments”.

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Stocks I'd hold forever no matter the market conditions and economic downturns: $V $MA $UNH $GOOGL $MSFT $AMZN $SPGI $ATD.TO $MELI


I remember when 15% was an option. This is getting out of hand.

50% button is my new favorite

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How come Nick Sleep fan boys never talk about the time he sold more then 50% of his highly concentrated holding of $AMZN to switch into $ASOS ? This one move led to massive capital destruction. Talk about value investing right ? Did he really 10x ? Skills or simply luck ?

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It's a big earnings week! Which companies are you all following closely? Personally, I'm looking forward to the earnings reports from these companies: 🥤 $PEP 🏦 $JPM ⚒️ $FAST 🏦 $BLK


If Canada ever tries to implement a main residence tax what would you do ? I hope they'd then also allow something similar to the 1031 exchange although it'd be wishful thinking.


Which portfolio would you choose if you could only pick one ? Portfolio 1: $GOOGL $META $V $CRM $AVGO Portfolio 2: $AMZN $MELI $NOW $MA $NFLX Portfolio 3: $MSFT $NVDIA $UNH $INTU $FTNT Portfolio 4: $TSLA $AAPL $PLTR $ASML $ABNB


What stocks are you guys currently looking into ? I'm currently looking to understand more about $MELI, $FTNT and $INTU.


Here's a list of strong compounders that I think will out perform the market over the long term. $INTU $FICO $SPGI $MA $V $ATD.TO $AVGO $ASML $GOOGL $META $AMZN


A list of strong dividend champions with EPS y/y growth> 10% , strong ROIC> 15% & Positive Revenue Y/Y growth to add to your watchlist. $AMGN $ACNB $AME $AIN $AJG $BF.A $ABBV $AWR


Remember when $GOOGL was lagging the mag7 and people were calling for Sundar's resignation because lack of initiatives and underpeformance of the stock ? This is the stock ytd lol. Where did all the naysayers go ?

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Do people actually think $NKE's moat is still intact or it's getting slowly eaten alive by competition on all fronts ? $LULU $DECK $ONON

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I can almost guarantee you the richest people you know got there through: - Businesses - Real Estates - Smart Investing And none of the get rich quick schemes like - NFTs - Online get rich quick courses - Sports Betting/Gambling - Crypto Lesson : Buy productive assets.


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