This is one beast of a VMS compounder:
- 22% revenue growth CAGR:
- No dilution;
- Constellation’s ($CSU.TO) culture and incentive structure;
- Little known.
$TOI.V
@CCalleInvesting@ReneSellmann It's mostly due to their old outdated infrastructure. They can't. In theory they could invest billions into making a Wise 2.0.But it's cheaper to just use Wise at this point.
@kesse40086 I wouldn’t put it that bluntly. They have strong local network effects: more drivers > shorter waiting times > more passengers > more drivers
Companies acquired by $TEQ.ST that grow >10% per year made up almost 90% of 2025 EBITDA in the Nord segment.
There is a correlation between acquisitions before 2021 (laggards) and after 2021.
ASML Q3 in 3 bullet points
“30% growth [in capacity] in 2027 and 30% growth in 2028 will not allow us to meet customer demand”
—Fouquet, CEO of ASML
55% revenue growth 🤯
233% net income growth 🤯🤯🤯
$ASML.AS $ASML
Both companies shouldn't be compared. They're not in the same league. Every is acting like they are, but they're not.
Hermes is ultra luxury. LVMH contains premium, aspirational and small amounts of luxury and ultra luxury. The point of owning LVMH is that its much more diversified. And due to the uncertainty is priced more attractively that Hermes.
But I'd you had to pick just 1 and the valuation is the exact same, Hermes is the way to go. But at 25x earnings it's still not cheap cheap. Doubt it'll go under 20 ever though.
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