It would be great to add, expected topline growth (next 3 years), moat levels, rationale for investing, risks: Moncler might have been a great stock but there is little evidence that the great brand effect will persist indefinitely whereas LVMH, L’Oreal offer better risk returns with solid scale effects, dominant presence, great management
Thank you very much for quick and transparency on your response. I'm still learning a lot of financial terms and their meanings. I checked that most of the metrics are already present on MorningStar but I would like to know how you get or calculate the EPS growth for the next 3 years and the CAGR since IPO. What are the values/data we can use in order to calculate these metrics? Sorry if I'm being too much of a noob but I'm having a hard time on figuring out to get those metrics. Thanks for the patience. Really amazing work on sharing this information and knowledge.
Both metrics are a bit harder for retail investors to find / they aren't always freely available.
- EPS Growth for next 3 years: most of the times we use our own estimates / the consensus of analysts. Often, management also gives guidance about how much they expect to grow in the near future. Management's guidance is probably the best number to work with.
- CAGR Since IPO: this is the yearly average a stock has returned since it initiated on the stock market. I would advise you to read this article about how to calculate it: https://www.investopedia.com/terms/c/cagr.asp
Fantastic ... Gains have already been made since you published the list .... Kudos to you .... Again I'm not the brightest mind .... I believe that you manage a portfolio ..... For your self or for clients? If not too personal your name would be helpful if in future i could be a client .,.. lastly was that list made in December of 2022 ? Thank you for your time and may GOD BLESS YOU 🙏 .... thank you CORY BATTISTA
It would be great to add, expected topline growth (next 3 years), moat levels, rationale for investing, risks: Moncler might have been a great stock but there is little evidence that the great brand effect will persist indefinitely whereas LVMH, L’Oreal offer better risk returns with solid scale effects, dominant presence, great management
Great suggestion! This article only covers the basics.
Talking about the moat, valuation, risks, ... would be something for a deeper article.
Hello .... Who made the selections for this list of 15 companies ? Thank you
Dear Corrado,
I did. That's why I wrote the article. :)
Great work
Thank you very much!
great content! could you share what sources do you use to get those metrics for each company? Thanks!
Dear Filipe,
Personally, I use Bloomberg and Eikon, both are professional services and very expensive if you need to pay for them yourself (my employer does).
You can calculate these metrics yourself via the annual report and some data are also shown already in Morningstar.
Thank you very much for quick and transparency on your response. I'm still learning a lot of financial terms and their meanings. I checked that most of the metrics are already present on MorningStar but I would like to know how you get or calculate the EPS growth for the next 3 years and the CAGR since IPO. What are the values/data we can use in order to calculate these metrics? Sorry if I'm being too much of a noob but I'm having a hard time on figuring out to get those metrics. Thanks for the patience. Really amazing work on sharing this information and knowledge.
Hi Filipe,
There is no such thing as a 'noob question'!
Both metrics are a bit harder for retail investors to find / they aren't always freely available.
- EPS Growth for next 3 years: most of the times we use our own estimates / the consensus of analysts. Often, management also gives guidance about how much they expect to grow in the near future. Management's guidance is probably the best number to work with.
- CAGR Since IPO: this is the yearly average a stock has returned since it initiated on the stock market. I would advise you to read this article about how to calculate it: https://www.investopedia.com/terms/c/cagr.asp
Thanks once again! I'm going to search and read more about these metrics using the information you shared with me.
Do not hesitate to reach out if you have any questions!
$EVO profit margin is insane 🫣
It's a beautiful company. Changing regulation is the biggest risk for $EVO.
Comcast? There was a time the Roberts family controlled a high percentage.
Fantastic ... Gains have already been made since you published the list .... Kudos to you .... Again I'm not the brightest mind .... I believe that you manage a portfolio ..... For your self or for clients? If not too personal your name would be helpful if in future i could be a client .,.. lastly was that list made in December of 2022 ? Thank you for your time and may GOD BLESS YOU 🙏 .... thank you CORY BATTISTA