Himalayan Capital
@tomkurian.bsky.social
A student of the stock market
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Himalayan Capital
@tomkurian.bsky.social
· Dec 24
Think that you have only 20 slots with 20 punches representing all investment that you can make in a lifetime. Buy the worlds best business like ASML, V, MA, TSM, AMZN, GOOGL, FICO, MCO, SPGI, META, MSFT when they trade at fair valuation and never sell.
NVO is one of the best business and trading at fair value. Purchased at $82
December 24, 2024 at 6:22 PM
NVO is one of the best business and trading at fair value. Purchased at $82
Think that you have only 20 slots with 20 punches representing all investment that you can make in a lifetime. Buy the worlds best business like ASML, V, MA, TSM, AMZN, GOOGL, FICO, MCO, SPGI, META, MSFT when they trade at fair valuation and never sell.
December 24, 2024 at 6:20 PM
Think that you have only 20 slots with 20 punches representing all investment that you can make in a lifetime. Buy the worlds best business like ASML, V, MA, TSM, AMZN, GOOGL, FICO, MCO, SPGI, META, MSFT when they trade at fair valuation and never sell.
Here is two high quality stocks which is trading below the 200 EMA in a five year or weekly chart. $ASML $ LVMUY
November 29, 2024 at 8:31 PM
Here is two high quality stocks which is trading below the 200 EMA in a five year or weekly chart. $ASML $ LVMUY
“If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline." Buffet's sidekike. What high quality stocks are trading currently below 200EMA?
November 29, 2024 at 8:24 PM
“If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline." Buffet's sidekike. What high quality stocks are trading currently below 200EMA?
Can you make any money on long term buying at this level of PE?
November 27, 2024 at 6:46 PM
Can you make any money on long term buying at this level of PE?
There is a reason why buffet hold large cash
November 27, 2024 at 6:41 PM
There is a reason why buffet hold large cash
$CP is trading near its yearly lows. Owning one of the major rail companies—arguably among the strongest moats out there. It won’t deliver explosive returns, but it’s a very safe, defensive play to preserve your capital and let it grow steadily. What you think of a purchase at $70 range?
November 26, 2024 at 6:06 PM
$CP is trading near its yearly lows. Owning one of the major rail companies—arguably among the strongest moats out there. It won’t deliver explosive returns, but it’s a very safe, defensive play to preserve your capital and let it grow steadily. What you think of a purchase at $70 range?
Dev can't "We may be entering another semiconductor supercycle driven by AI, and we expect ASML to be a direct beneficiary of that"
November 26, 2024 at 3:56 AM
Dev can't "We may be entering another semiconductor supercycle driven by AI, and we expect ASML to be a direct beneficiary of that"
Dev at Valley Forge "If AI tools become more ubiquitous and commoditized, that makes it difficult to quantify the return on today’s massive investments on R&D and capital expenditures to take advantage of the AI opportunity..."
November 26, 2024 at 3:56 AM
Dev at Valley Forge "If AI tools become more ubiquitous and commoditized, that makes it difficult to quantify the return on today’s massive investments on R&D and capital expenditures to take advantage of the AI opportunity..."
lower lows and lower highs. Where is it heading?
November 25, 2024 at 5:39 PM
lower lows and lower highs. Where is it heading?
Even GME or AMZN in its peak never seen a week like this. I don't see any pessimism.
November 25, 2024 at 5:33 PM
Even GME or AMZN in its peak never seen a week like this. I don't see any pessimism.
What you think of a purchase of LVMUY@114 and ASML@645?
November 24, 2024 at 6:27 PM
What you think of a purchase of LVMUY@114 and ASML@645?
Stocks with heavy hedge fund participation and priced fairly are $CP@74, $CNI@104, $TMO@450, $IDXX@398. What is your take?
November 24, 2024 at 6:23 PM
Stocks with heavy hedge fund participation and priced fairly are $CP@74, $CNI@104, $TMO@450, $IDXX@398. What is your take?
Jacobs Solutions completed the spinoff of its critical mission solutions and cyber and intelligence government services businesses, which it then merged with Amentum Parent Holdings. Amentum's (AMTM) have 3 years of revenue visibility and high FCF growth. I may consider $21 entry
November 24, 2024 at 2:07 AM
Jacobs Solutions completed the spinoff of its critical mission solutions and cyber and intelligence government services businesses, which it then merged with Amentum Parent Holdings. Amentum's (AMTM) have 3 years of revenue visibility and high FCF growth. I may consider $21 entry
$NVDA is working to certify Samsung’s AI memory chips, CEO Jensen Huang tells BBG TV. SK Hynix, and $MU doesn't seem to have enough capacity. Is it bullish for SMSN?
November 24, 2024 at 1:54 AM
$NVDA is working to certify Samsung’s AI memory chips, CEO Jensen Huang tells BBG TV. SK Hynix, and $MU doesn't seem to have enough capacity. Is it bullish for SMSN?
Don't go crazy buying on dip. If stock crash, it take months or years to recover. Buy only stocks where there is heavy hedge funds participation, don't buy unprofitable business, avoid yield trap, buy only when 13 EMA cross 53 EMA from the bottom.
November 23, 2024 at 8:34 PM
Don't go crazy buying on dip. If stock crash, it take months or years to recover. Buy only stocks where there is heavy hedge funds participation, don't buy unprofitable business, avoid yield trap, buy only when 13 EMA cross 53 EMA from the bottom.
Samsung’s net cash pile is equal to nearly a quarter of its market capitalization. With 7.2 Billion share buyback, can they lift the free falling stock? It has fallen behind its direct rivals, Korea’s SK Hynix and Micron. Samsung, has yet to get certification from Nvidia for their HBM chips.
November 23, 2024 at 7:57 PM
Samsung’s net cash pile is equal to nearly a quarter of its market capitalization. With 7.2 Billion share buyback, can they lift the free falling stock? It has fallen behind its direct rivals, Korea’s SK Hynix and Micron. Samsung, has yet to get certification from Nvidia for their HBM chips.
EVVTY seems to be priced fairly at 16X FCF and a forecasted 5 year FCF growth of 15% . I will consider a purchase at about $86. What is your take?
November 23, 2024 at 7:40 PM
EVVTY seems to be priced fairly at 16X FCF and a forecasted 5 year FCF growth of 15% . I will consider a purchase at about $86. What is your take?
Bernard Arnault added $LVMH 3 times this week.
Are you taking advantage?
Are you taking advantage?
November 23, 2024 at 7:29 PM
Bernard Arnault added $LVMH 3 times this week.
Are you taking advantage?
Are you taking advantage?
Is it a buying opportunity?
November 23, 2024 at 7:28 PM
Is it a buying opportunity?
As mortgage volumes rebound and interest rates stabilize or decline, we should see a surge in mortgage activity. This will significantly benefit FICO. Consider purchase of FICO on any major pull back irrespective of its forward PE
November 23, 2024 at 7:25 PM
As mortgage volumes rebound and interest rates stabilize or decline, we should see a surge in mortgage activity. This will significantly benefit FICO. Consider purchase of FICO on any major pull back irrespective of its forward PE
Fair Isaac (FICO) forward multiple doesn't account for the recent 100% price increase on its mortgage scores.
Here is a company which can raise prices by 100% in a single year.
Here is a company which can raise prices by 100% in a single year.
November 23, 2024 at 7:25 PM
Fair Isaac (FICO) forward multiple doesn't account for the recent 100% price increase on its mortgage scores.
Here is a company which can raise prices by 100% in a single year.
Here is a company which can raise prices by 100% in a single year.
$CNI Canadian Railway: It's one of the most stable stocks in the world. Price is close to Bill Gates' hold 14% at about $98 so as Chris Horn. Steven Cohen and Dmitry Balyasny cost basis at $117. I will consider a purchase at $105
November 23, 2024 at 7:19 PM
$CNI Canadian Railway: It's one of the most stable stocks in the world. Price is close to Bill Gates' hold 14% at about $98 so as Chris Horn. Steven Cohen and Dmitry Balyasny cost basis at $117. I will consider a purchase at $105