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$NKE Nike's dividend yield has reached multi-decade highs as it approaches 4.5%.

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These companies all have: - Expanding margins (3Y) - Growing revenues (3Y) - Expected revenue & EPS growth (FY1E) - EV/EBIT < 10x - Positive 3Y returns

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The small cap party is over, for now. The Nasdaq 100 has quietly overtaken the Russell 2000 this year. $QQQ $IWM $SPY

India's Nifty 50 Index has recorded 8 weeks of consecutive declines.

Koyfin @koyfin.bsky.social · 27/09/2026

In 2005, Seth Klarman wrote a short paper about the painful decision to hold cash. Great read.

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Koyfin @koyfin.bsky.social · 25/09/2026

Share a piece of investing lore about yourself

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Koyfin @koyfin.bsky.social · 23/09/2026

Sometimes it be like that

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Koyfin @koyfin.bsky.social · 22/09/2026

Worst capital allocation you've ever seen from a public company?

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Koyfin @koyfin.bsky.social · 22/09/2026

$ZM If you had invested in Zoom Communications at their IPO your return on a $10k investment would now be worth $14.9k. Despite: • Revenues +1,172% • Operating Income +12,690% • Free Cash Flow +4,796%

Koyfin @koyfin.bsky.social · 21/09/2026

The great Phillip Fisher (1960) tells a story on the nature of 'Superficial Analysis' in his book, 'Paths to Wealth Through Common Stocks'.

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Koyfin @koyfin.bsky.social · 21/09/2026

Growth in AUM for $IGV (Software) vs. $SMH (Semis) since 2020.

Koyfin @koyfin.bsky.social · 20/09/2026

Solid ice-breakers for all social settings: - How does $10 of depreciation impact the three financial statements?

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Koyfin @koyfin.bsky.social · 19/09/2026

Waymo is coming to Japan in 2027 and Singapore in 2028. Weekly Paid Rides: • Jul 2024 ➝ 50k • Oct 2024 ➝ 100k • Dec 2024 ➝ 150k • Feb 2025 ➝ 200k • May '25 ➝ 250k • Dec 2025 ➝ 450k • Mar 2026 ➝ 500k $GOOG

Koyfin @koyfin.bsky.social · 18/09/2026

Restaurant stock returns since 2025...

Koyfin @koyfin.bsky.social · 18/09/2026

The 30 largest publicly traded companies in the world.

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Koyfin @koyfin.bsky.social · 18/09/2026

Over the past decade, roughly $34.2 billion has flowed into $SMH and 92% of it arrived in the last five years. $12.3 billion of that has come in 2026 alone. That's 36% of the decade, in under nine months, and 4.4x the whole of 2025.

Two global consumer retail brands, both down more than 75% from prior highs. $LULU $NKE

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What finance-related opinion will you defend until your deathbed?

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In Aug 2025, he gap between $IBIT and $GLD was as close as $13.2 billion. Since then, the gap has widened to $85.5 billion.

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Gold vs. S&P 500 returns over the past 20 years: 1. Gold +1,374% 2. S&P 500 +1,035%

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JPMorgan has outperformed 6 of the Magnificent 7 over the last 5 years. We see you, Mr Dimon. $JPM

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Want to feel sad? If you have invested $10k in Advanced Micro $AMD a decade ago, it would now be worth close to $850.

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$PYPL At its peak in 2021, PayPal was valued at $362 billion. Today, after an 82% drawdown, it's valued at $46 billion.

✨ Now Live: Model Portfolio Grouping We've enhanced the organisational functionality for Model Portfolios in the homepage which includes: • The ability to organize models into Groups • Drag & Drop sorting • Bulk deleting

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Gold vs. Gold Miners over the last 20 years: • Gold: 10.5% CAGR • Gold Miners: 5.9% CAGR

Since Sandisk went public last year it has returned 4,152% (963% CAGR), turning a $10k investment in $425k. $SNDK

The evolution of Apple's P/E ratio is fascinating. $AAPL

The dividend yield for the S&P 500 currently sits below 1%, a level it hasn't seen in more than 20 years. $SPY

Y'all remember the great stock market "crash" of 2025?

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According to Li Lu, not everyone is naturally wired to be an investor. The traits he feels the great ones have: • Independent • Objective • Unemotional • Decisive • Patient • Intensely interested in business

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US Household net worth is currently at $196 trillion, a record high.

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