Finding the boring companies that beat the S&P for decades. The ones nobody posts about.
Joined October 2012
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For the first time ever, Search is less than half of Google's $GOOGL revenue.
49.7% in Q3. It was 55.3% a year ago.
Cloud went from 14.8% to 24.1% in the same twelve months.
Meta Platforms $META is Free Cash Flow negative for the first time in more than ten years.
Interactive Brokers:
Founded 1978
Crossed 1 million accounts in 2020
5.58 million accounts today
1.4 million of those came in the last 12 months.
$IBKR
$MELI is trading at 1.84x forward sales.
Cheapest it has ever been on that measure.
Revenue is still growing close to 40%.
Warren Buffett has named very few outside investors he admires. Greg Alexander is one of them.
Alexander runs a $607M fund with six holdings.
As of September 25, one auto dealer is 64% of it.
He owns 13.75% of the entire company.
$GPI
Rollins has grown revenue for 25 years straight.
Through 2008. Through COVID. Through every rate cycle in between.
Bugs don't care about the economy. $ROL
Wait and Collect retweeted
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Amazon has compounded operating cash flow at 19.5% a year since 2021. $66B to $161B.
The stock trades at 18.79x that cash flow, near the cheapest it's ever been.
A 19% grower at 19x cash flow. That's it.
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This is the kind of message we absolutely LOVE to see. He was losing money, and we helped him make it all back and get his account out of the hole.
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$PEP is paying a 4.5% dividend yield, the highest in over 20 years.
That's more than most savings accounts, from a company that has raised its dividend every year for 5 decades.
The last time you could buy $MELI this cheap on gross profit, the stock was under $150.
6.2x EV/Gross Profit. Lowest in more than 10 years.
Wall Street on $CELH: 15% annual EPS growth for years.
The market on CELH: down 39% YTD.
$FICO is closing in on the worst drawdown in its history.
The last time it fell this hard, the global financial system was collapsing.
$FICO at ~13x forward EV/EBIT, cheapest vs the last decade. Business still growing.
The discount is the FHFA/VantageScore fight on mortgages, not a collapse in the rest of the scoring franchise.
$MA free cash flow per share:
2015: $3.45
2025: $18.94
That's 18.6% compounded, every year, for 10 years straight.
Most companies can't do that for three.
Wait and Collect retweeted
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If you're still not following them, you're an idiot
