Greetings! I’m starting this substack to do more company write-up’s. I am even going to write about companies that I don’t buy. I would like to use this substack as a medium to write up many companies - even ones that I pass on. I am hunting for wonderful companies at wonderful…
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New position: Tractor Supply (TSCO)
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Key Statistics EV/EBIT = 21.9x ROE = 47.1% Debt/Equity = 48% FCF Yield = 3.46% Dividend Yield = 1% Market Capitalization = $1.853 trillion The Company…
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Disclosure: I am long
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Key Statistics EV/EBIT = 13.07x ROE = 31.2% Debt/Equity = 155% FCF Yield = 6.39% Dividend Yield = 4.36% Market Capitalization = $117.48 billion The…
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One of my favorite movies is "Cast Away" with Tom Hanks. In the film, Tom Hanks is a Fed-Ex employee. His plane crashed over the Pacific Ocean in 1995…
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This account was down 2.65% in Q1 2022. Global stocks (Vanguard Total World ETF - VT) declined by 5.47%. In 2020, I resolved to build a portfolio of…
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Key Statistics EV/EBIT = 30.58x ROE = 19.97% Debt/Equity = 41% FCF Yield = 3.86% Dividend Yield = 0% Market Cap = $138.72 billion The Company The…
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