#finditfinancials — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #finditfinancials, aggregated by home.social.
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Is management working for themselves or the shareholders?
In #TheBarnBlog we measure the impact of their actions, not their words!
Read about the remaining seven metrics we use in the #validation series: https://substack.com/@thebarnblog/p-181408694
#FindItFinancials #ValueInvesting #Investing #FinancialAnalysis #Finance #Markets
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Is management working for themselves or the shareholders?
In #TheBarnBlog we measure the impact of their actions, not their words!
Read about the remaining seven metrics we use in the #validation series: https://substack.com/@thebarnblog/p-181408694
#FindItFinancials #ValueInvesting #Investing #FinancialAnalysis #Finance #Markets
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Is management working for themselves or the shareholders?
In #TheBarnBlog we measure the impact of their actions, not their words!
Read about the remaining seven metrics we use in the #validation series: https://substack.com/@thebarnblog/p-181408694
#FindItFinancials #ValueInvesting #Investing #FinancialAnalysis #Finance #Markets
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Reading the Flags ⚠️
Two yellow flags each doesn’t mean disqualification; it means patterns need explanation before ruling anyone out.
Remember: #validation is about understanding, not perfection!
(5/5)
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Validation Sneak Peek 🔎
This week we start the balance-sheet reality check in #TheBarnBlog
Four cornerstone metrics reveal how resilient our screener finalists really are.
Let’s see what #NVO, #STR, #RMS and #DSY look like!
(1/5)
#FindItFinancials #ValueInvesting #FinancialAnalysis #Markets
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Validation Sneak Peek 🔎
This week we start the balance-sheet reality check in #TheBarnBlog
Four cornerstone metrics reveal how resilient our screener finalists really are.
Let’s see what #NVO, #STR, #RMS and #DSY look like!
(1/5)
#FindItFinancials #ValueInvesting #FinancialAnalysis #Markets
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Validation Sneak Peek 🔎
This week we start the balance-sheet reality check in #TheBarnBlog
Four cornerstone metrics reveal how resilient our screener finalists really are.
Let’s see what #NVO, #STR, #RMS and #DSY look like!
(1/5)
#FindItFinancials #ValueInvesting #FinancialAnalysis #Markets
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Validation Sneak Peek 🔎
This week we start the balance-sheet reality check in #TheBarnBlog
Four cornerstone metrics reveal how resilient our screener finalists really are.
Let’s see what #NVO, #STR, #RMS and #DSY look like!
(1/5)
#FindItFinancials #ValueInvesting #FinancialAnalysis #Markets
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How does one validate the financial health of companies⁉️
☑️ Balance sheet reality check
☑️ Cash is truth
☑️ Shareholder alignment
☑️ Strategic capital behaviorRead about the metrics in *the first two*: https://thebarnblog.substack.com/p/uncovering-the-truths-that-sentiment
#TheBarnBlog #FindItFinancials #ValueInvesting #FinancialAnalysis #Markets
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How does one validate the financial health of companies⁉️
☑️ Balance sheet reality check
☑️ Cash is truth
☑️ Shareholder alignment
☑️ Strategic capital behaviorRead about the metrics in *the first two*: https://thebarnblog.substack.com/p/uncovering-the-truths-that-sentiment
#TheBarnBlog #FindItFinancials #ValueInvesting #FinancialAnalysis #Markets
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How does one validate the financial health of companies⁉️
☑️ Balance sheet reality check
☑️ Cash is truth
☑️ Shareholder alignment
☑️ Strategic capital behaviorRead about the metrics in *the first two*: https://thebarnblog.substack.com/p/uncovering-the-truths-that-sentiment
#TheBarnBlog #FindItFinancials #ValueInvesting #FinancialAnalysis #Markets
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Tech Finalists 🔗
The tech picks: Dassault Systèmes, Vitec Software Group, SAP.
These move to ‘Validation’!
Full breakdown and graphs in #TheBarnBlog: https://thebarnblog.substack.com/p/we-screened-28-companies-here-are?r=63kr4o
(5/5)
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Tech Screener Summary 💻
#Tech illustrates today’s challenge: outside the Magnificent Seven, consistent outperformance is rare.
Most companies struggle with growth, margins, or valuation.
Let’s select the finalists!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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Tech Screener Summary 💻
#Tech illustrates today’s challenge: outside the Magnificent Seven, consistent outperformance is rare.
Most companies struggle with growth, margins, or valuation.
Let’s select the finalists!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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Tech Screener Summary 💻
#Tech illustrates today’s challenge: outside the Magnificent Seven, consistent outperformance is rare.
Most companies struggle with growth, margins, or valuation.
Let’s select the finalists!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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Tech Screener Summary 💻
#Tech illustrates today’s challenge: outside the Magnificent Seven, consistent outperformance is rare.
Most companies struggle with growth, margins, or valuation.
Let’s select the finalists!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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Tech Screener Summary 💻
#Tech illustrates today’s challenge: outside the Magnificent Seven, consistent outperformance is rare.
Most companies struggle with growth, margins, or valuation.
Let’s select the finalists!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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What Else 🧐
Full breakdown and graphs in #TheBarnBlog: https://thebarnblog.substack.com/p/we-screened-28-companies-here-are?r=63kr4o
(5/5)
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Fashion Screener Wrap-Up 👗
#Fashion outperformed expectations across the board.
Each company manages unique pressures: scarcity, seasonality, inventory and timelessness.
Time to pick who advances!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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Fashion Screener Wrap-Up 👗
#Fashion outperformed expectations across the board.
Each company manages unique pressures: scarcity, seasonality, inventory and timelessness.
Time to pick who advances!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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Fashion Screener Wrap-Up 👗
#Fashion outperformed expectations across the board.
Each company manages unique pressures: scarcity, seasonality, inventory and timelessness.
Time to pick who advances!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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Fashion Screener Wrap-Up 👗
#Fashion outperformed expectations across the board.
Each company manages unique pressures: scarcity, seasonality, inventory and timelessness.
Time to pick who advances!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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Fashion Screener Wrap-Up 👗
#Fashion outperformed expectations across the board.
Each company manages unique pressures: scarcity, seasonality, inventory and timelessness.
Time to pick who advances!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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Final Picks 🏆
The construction finalists: Strabag, Vinci, Acciona!
These enter the next stage.
Full breakdown and graphs in #TheBarnBlog: https://thebarnblog.substack.com/p/we-screened-28-companies-here-are?r=63kr4o
(5/5)
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Final Picks 🏆
The construction finalists: Strabag, Vinci, Acciona!
These enter the next stage.
Full breakdown and graphs in #TheBarnBlog: https://thebarnblog.substack.com/p/we-screened-28-companies-here-are?r=63kr4o
(5/5)
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#Construction Screener Results 🏗️
This group delivered everything from strong growth to razor-thin margins.
No company hit the top-right quadrant, but that doesn’t mean no value exists.
Let’s choose who moves forward!
🧵 (1/5)#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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#Construction Screener Results 🏗️
This group delivered everything from strong growth to razor-thin margins.
No company hit the top-right quadrant, but that doesn’t mean no value exists.
Let’s choose who moves forward!
🧵 (1/5)#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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#Construction Screener Results 🏗️
This group delivered everything from strong growth to razor-thin margins.
No company hit the top-right quadrant, but that doesn’t mean no value exists.
Let’s choose who moves forward!
🧵 (1/5)#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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#Construction Screener Results 🏗️
This group delivered everything from strong growth to razor-thin margins.
No company hit the top-right quadrant, but that doesn’t mean no value exists.
Let’s choose who moves forward!
🧵 (1/5)#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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#Construction Screener Results 🏗️
This group delivered everything from strong growth to razor-thin margins.
No company hit the top-right quadrant, but that doesn’t mean no value exists.
Let’s choose who moves forward!
🧵 (1/5)#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets
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Next Step ⏭️
Pharma’s finalists: Novo Nordisk, AstraZeneca, Novartis. These move to ‘Validation’!
Full breakdown and graphs in #TheBarnBlog: https://thebarnblog.substack.com/p/we-screened-28-companies-here-are?r=63kr4o
(5/5)
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Pharma Screener Wrap-Up 🧬
#Pharma delivered scattered results across every metric, no uniform pattern anywhere.
That reflects an industry under constant pressure: patents, pricing, pipelines, and regulation.
Time to pick who moves to ‘Validation’!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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Pharma Screener Wrap-Up 🧬
#Pharma delivered scattered results across every metric, no uniform pattern anywhere.
That reflects an industry under constant pressure: patents, pricing, pipelines, and regulation.
Time to pick who moves to ‘Validation’!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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Pharma Screener Wrap-Up 🧬
#Pharma delivered scattered results across every metric, no uniform pattern anywhere.
That reflects an industry under constant pressure: patents, pricing, pipelines, and regulation.
Time to pick who moves to ‘Validation’!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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Pharma Screener Wrap-Up 🧬
#Pharma delivered scattered results across every metric, no uniform pattern anywhere.
That reflects an industry under constant pressure: patents, pricing, pipelines, and regulation.
Time to pick who moves to ‘Validation’!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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This is it, folks! The screener series has officially concluded 🥳
14 companies from 4 industries will continue on to 'Step 2: Validation'.
Find out which ones and why on #TheBarnBlog: https://thebarnblog.substack.com/p/we-screened-28-companies-here-are?r=63kr4o
Follow and subscribe for the next step!
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This is it, folks! The screener series has officially concluded 🥳
14 companies from 4 industries will continue on to 'Step 2: Validation'.
Find out which ones and why on #TheBarnBlog: https://thebarnblog.substack.com/p/we-screened-28-companies-here-are?r=63kr4o
Follow and subscribe for the next step!
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This is it, folks! The screener series has officially concluded 🥳
14 companies from 4 industries will continue on to 'Step 2: Validation'.
Find out which ones and why on #TheBarnBlog: https://thebarnblog.substack.com/p/we-screened-28-companies-here-are?r=63kr4o
Follow and subscribe for the next step!
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Tying It Together 🪡
Most tech companies posted positive ROIC, but only a few meaningfully beat WACC.
The final screener will show how ROIC aligns with the other metrics!
Breakdown of ROIC in #TheBarnBlog: https://thebarnblog.substack.com/p/value-creation-for-shareholders?r=63kr4o
(5/5)
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ROIC tests whether asset-light models truly deliver superior returns.
If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.
Here’s how the sector performs!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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ROIC tests whether asset-light models truly deliver superior returns.
If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.
Here’s how the sector performs!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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ROIC tests whether asset-light models truly deliver superior returns.
If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.
Here’s how the sector performs!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
ROIC tests whether asset-light models truly deliver superior returns.
If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.
Here’s how the sector performs!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
ROIC tests whether asset-light models truly deliver superior returns.
If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.
Here’s how the sector performs!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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What’s Next ⏭️
How do these brands rank once all metrics are combined?
Stay tuned for the full breakdown!
Breakdown of ROIC in #TheBarnBlog (link in bio) 🔗
(5/5)
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ROIC shows how well brands turn assets into shareholder value.
Margins matter, but IC turnover and efficiency are just as key.
Time to see whether style delivers substance!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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ROIC shows how well brands turn assets into shareholder value.
Margins matter, but IC turnover and efficiency are just as key.
Time to see whether style delivers substance!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
ROIC shows how well brands turn assets into shareholder value.
Margins matter, but IC turnover and efficiency are just as key.
Time to see whether style delivers substance!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
ROIC shows how well brands turn assets into shareholder value.
Margins matter, but IC turnover and efficiency are just as key.
Time to see whether style delivers substance!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
ROIC shows how well brands turn assets into shareholder value.
Margins matter, but IC turnover and efficiency are just as key.
Time to see whether style delivers substance!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
What’s Next 🚀
Next week we combine all metrics for a full screening!
ROIC makes clear who’s consistently efficient in capital use.
Full breakdown on the blog: https://thebarnblog.substack.com/p/value-creation-for-shareholders?r=63kr4o
(5/5)
-
What’s Next 🚀
Next week we combine all metrics for a full screening!
ROIC makes clear who’s consistently efficient in capital use.
Full breakdown on the blog: https://thebarnblog.substack.com/p/value-creation-for-shareholders?r=63kr4o
(5/5)
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#ROIC in #construction 🏗️
ROIC shows which builders turn capital into real shareholder value.
If ROIC beats #WACC, value is created – not just #revenue.
Let’s see who’s building efficiently and who’s just adding volume!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
#ROIC in #construction 🏗️
ROIC shows which builders turn capital into real shareholder value.
If ROIC beats #WACC, value is created – not just #revenue.
Let’s see who’s building efficiently and who’s just adding volume!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
#ROIC in #construction 🏗️
ROIC shows which builders turn capital into real shareholder value.
If ROIC beats #WACC, value is created – not just #revenue.
Let’s see who’s building efficiently and who’s just adding volume!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
#ROIC in #construction 🏗️
ROIC shows which builders turn capital into real shareholder value.
If ROIC beats #WACC, value is created – not just #revenue.
Let’s see who’s building efficiently and who’s just adding volume!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
-
#ROIC in #construction 🏗️
ROIC shows which builders turn capital into real shareholder value.
If ROIC beats #WACC, value is created – not just #revenue.
Let’s see who’s building efficiently and who’s just adding volume!
🧵 (1/5)
#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets
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Up Next 🔗
This closes pharma’s four-metric review!
Next week, we combine all metrics and pick the shortlist.
Full breakdown on the blog: https://thebarnblog.substack.com/p/value-creation-for-shareholders?r=63kr4o
(5/5)
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ROIC shows how well pharma turns invested capital into real value.
If ROIC beats #WACC, the company is creating shareholder return from operations, not leverage.
Here’s how the sector performs!
🧵 (1/5)#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets