Invest In Assets 📈 ✓
@InvestInAssets · Join +30.000 readers → · joined 14 Aug 2022
Helping you build wealth with insight on quality stocks. Building a $1 million stock portfolio 🧠 Sharing my journey at https://t.co/gYXjhhmzIc 📈
121 558Followers
419Following
12 447Posts total
1.1MViews on collected posts
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$SOFI is looking interesting at 23 times forward earnings: https://t.co/AdfcdtV5Xj
3.9K views · 21 likes
· 0 reposts · 2 replies
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Adobe is trading like a commodity stock: https://t.co/5HcBQZ71Ep
4.2K views · 18 likes
· 0 reposts · 1 replies
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What makes Buffett unique, is the numbers of years he has been able to compound at high rates: https://t.co/c8meaZx8Fu
7.5K views · 64 likes
· 7 reposts · 9 replies
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🏰25 World-Class Compounders for 2026
https://t.co/5e11E2ECSm
1.4K views · 0 likes
· 0 reposts · 1 replies
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@InvestInAssets Great quote. Sitting in cash waiting for the dip has cost more people than the dip itself.
Staying invested still needs a risk process. @SophiaBlackkod is solid on that equity side.
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Worth reflecting on: https://t.co/8DX9dk323K
9.5K views · 161 likes
· 14 reposts · 6 replies
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Join 2.700+ aspiring investors that receive 1 actionable investing write-up per week:
Join here: https://t.co/dhqeWcLDH6
5.4K views · 9 likes
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Note, this calculation does not include value creation from capital allocation to acquisitions, repurchasing of shares, or repayment of debt.
Even if a business is not able to invest in existing operations, it can still be a superior capital allocator.
7.6K views · 41 likes
· 3 reposts · 1 replies
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3. Subscribe to my Newsletter and free resources: https://t.co/eCLq576Wa0
7.6K views · 48 likes
· 13 reposts · 2 replies
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Orange Intrinsic Value Compounding Rate = 30% x 100% (Decimal: 0.3 x 1 = 30%)
Orange will compound its value at a 30% annual rate.
6.4K views · 31 likes
· 4 reposts · 2 replies
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Using the same example as previously, we know that Orange has a consistent ROIC of 30% and a 100% reinvestment rate.
Orange is able to invest all its earnings into the business at high returns on capital. Using the calculation:
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This estimation will affect our next calculation:
Intrinsic Value Compounding Rate = ROIC x Reinvestment Rate
This calculation will give us a good approximation of the future returns of the operations of the business. https://t.co/YoBD6Oxswk
7.2K views · 41 likes
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Then divide it by the earnings in that same period. There are many ways to get to the reinvestment rate, but here is a simple calculation:
Note: Net CapEx = Capital expenditure - Depreciation. https://t.co/smHp5FqyXr
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Now that we are able to calculate the reinvestment rate, we have to think about the possibilities moving forward.
Will the reinvestment opportunities rise, decline, or stay the same?
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At this point, the investment will rely on the management's ability to create shareholder value with cash, and most managements are not able to do this. Which means we should look elsewhere.
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This effect is better illustrated the lower the reinvestment rate is.
A company with an ROIC of 30%, and with 0 reinvestment opportunities will have to create shareholder value somehow else, either by paying a dividend, acquiring new businesses, or buying back shares.
8K views · 39 likes
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How do we calculate the reinvestment rate?
The calculation we use is backward-looking (like all financial metrics), we have to look at the financials of the business we look at and identify how much is used for reinvestments.
7.7K views · 37 likes
· 3 reposts · 1 replies
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Although Orange provides a satisfactory result, with a net return of 15% annually, it cannot be compared to Blue, with its 30% annual return.
The result after 10 years is huge. https://t.co/E3Hn2kDR7W
8.6K views · 49 likes
· 5 reposts · 2 replies
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Let us now consider two companies:
•Company Blue has a ROC of 30% and a 100% reinvestment rate.
•Company Orange also has a ROC of 30% and a 50% reinvestment rate.
8.9K views · 38 likes
· 3 reposts · 1 replies
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This means that for every $1 the company retains, it can reinvest most of this into the business, creating what Warren Buffett refers to as a "compounding machine".
9.7K views · 40 likes
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A company that reinvests most of its cash at low returns (Below its WACC) on capital is destroying value for shareholders.
These businesses are better off paying out a dividend or repurchasing shares if the business is undervalued.
9.4K views · 44 likes
· 5 reposts · 3 replies
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Step 2: Reinvestment rates
Return on capital is the most important financial metric.
BUT, an important caveat is that this is only true if the company also has a high reinvestment rate.
10.3K views · 57 likes
· 5 reposts · 2 replies
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7 Quality Businesses with a High Return on Capital:
•Apple +65%
•Nvidia +26%
•Tesla +26.5%
•Broadcom +23%
•Lam Research +47%
•O’Reilly Automotive +51%
•Cadence Design Systems +29.5%
11.3K views · 111 likes
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As investors, we are looking for businesses with returns on capital above 15%, ideally above 20%.
However, we also want to see the return on capital being sustained for long time periods.
11.6K views · 61 likes
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That’s why as a part of our analysis, we should aim to look at ROCE for a 5 and 10-year period.
If the ROCE is inconsistent, meaning it jumps from 5% to 25%, and down again to 10%, we should try to understand why.
11.5K views · 46 likes
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Most likely, it reflects low consistency in the company’s earnings and is often a sign of a cyclical business.
The result of long-term high returns on capital vs. low:
11.2K views · 44 likes
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•Current Liabilities can also be found on the balance sheet within “Total liabilities Net minority Interest”. The current liabilities for Microsoft in 2022 are $95.082 billion. https://t.co/jSH9OojYau
12.8K views · 40 likes
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Microsoft’s return on capital employed for 2022 is: 83,577 / (364,84-95,082) x 100 = 30,98%
A return on capital employed of ~31% is way above the S&P average of about 15%.
11.7K views · 63 likes
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•Total assets can be found on the company’s balance sheet. The total assets for Microsoft in 2022 is $364.840 Billion. https://t.co/8tLH0z4tg9
13.8K views · 43 likes
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Face aux comptes de taille comparable
6 posts des 90 derniers jours, à côté de la tranche de 100K–1M abonnés. diffusé largement, mais peu de ces spectateurs réagissent.
Vues médianes4 063ce compte5 428médiane pour 100K–1M
Portée, %3.34%ce compte1.78%médiane pour 100K–1M
Engagement, %0.52%ce compte1.19%médiane pour 100K–1M
| Indicateur | Ce compte | Médiane pour 100K–1M | Rapport |
|---|---|---|---|
| Vues médianes par post | 4 063 | 5 428 | 0.75× |
| Portée (vues ÷ abonnés) | 3.34% | 1.78% | 1.88× |
| Taux d'engagement | 0.52% | 1.19% | 0.44× |
Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
7.7K12 Aug
7.2K
6.8K
6.4K
7.6K
7.6K
2.2K
5.4K
9.5K6 Sep
14
1.4K
7.5K8 Sep
4.2K11 Sep
3.9K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.77%12 Aug
0.67%
0.53%
0.58%
0.83%
0.59%
0.50%
0.19%
1.90%6 Sep
0.00%
0.07%
1.06%8 Sep
0.45%11 Sep
0.59%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 1.19%.
What the audience does
Likes69.6%1 301 in total
Reposts7.2%134 in total
Replies3.3%61 in total
Bookmarks19.9%372 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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