UnitedHealth Group One Pager!

$UNH +13% YTD

Here is $UNH Bull Case in 4️⃣ sentences!

👵 Aging Global population!

🇺🇸 Growing Domestic population!

💰 Fortress balance sheet makes UNH a safe and durable investment!

🤝 Lots of cash for accretive M&A!

Enphase One Pager!

$ENPH -44% YTD

Here is Bull Case in 4⃣sentences!

🔬The company sells high-quality products with advanced tech!

☀️Solar industry is growing worldwide, and Enphase should recover!

🔋Demand for batteries is growing!

🍀General global wave toward green tech will benefit Enphase!

Hims and Hers One Pager!

$HIMS +252% YTD!

Here is $HIMS Bull Case in 2 sentences

🏥 TeleHealth is still a nascent industry, there is a significant need for increased efficiencies in delivering healthcare services!

🌍 Personalised digital medical solutions could become the backbone of healthcare!

📣Pepsi One Pager!🥤

$PEP -6% YTD

🐂 Bull Case
Snacks
Global Scale
Alcohol Expansion
M&A

☣️ Risks
GLP1
Health Movement

Read my Pepsi vs Coca-Cola article!
https://buff.ly/4igohOw

📣Coca-Cola One Pager!🥤

$KO +7% YTD

🐂 Bull Case
Strong Brand
Global Scale
Alcohol Expansion
M&A

☣️ Risks
GLP1
Health Movement

Read my Pepsi vs Coca-Cola Article
https://buff.ly/4igohOw

📣LVMH One Pager!🇫🇷

$MC -18% YTD

🐂 Bull Case
Leading Luxury Position
Growth of the 1%
Emerging Markets
Luxury Experiences

☣️ Risks
China Exposure
Brand Risk

📣ASML One Pager!🇳🇱

$ASML -1% YTD

🐂 Bull Case
EUV Monopoly
Growth of Semi industry
AI Chips
IoT Demand for Chips

☣️ Risks
China&Taiwan
Chip Cyclicality

Ferrari has the best Operating Margin of any automotive manufacturer!

This is because $RACE is a true luxury company with a strong brand and growing pricing power!

📣Meta One Pager!📱

$META +66% YTD

🐂 Bull Case
Huge Moat
Global Internet Growth
Whatsapp Monetisation
AI

☣️ Risks
TikTok
Metaverse Losses