Investing in Lego more lucrative than gold, study suggests Market for secondhand Lego also rises at a better rate annually than stocks, bonds, stamps, art and wine

Hear me out invest the first 10k in to lego.
Then Invest the next Tranch and invest in lego and then sell it all and you have rent money for an few years :) #notinvestmentadvice.

www.theguardian.com/lifeandstyle...

📢 Highlight from last week's blog post!

Even my worst-case scenario of #DassaultSystemes ($DASTY)'s future yields a discount.

But their *past* forces us to stop and rethink!

🔗 thebarnblog.substack.com/p/dassault-s...

#TheBarnBlog #NotInvestmentAdvice #Investment #ValueInvesting #StockMarket

Thank you for this sterling info. Now looking to convert HELOC to silver-backed NFT. #notinvestmentadvice

In this week's blog post, we find out what happens if we stress-test our valuation of #Vinci ($DG). 👀

Spoiler alert: Even in the worst-case scenario, there is still potential for value increase!

🔗 thebarnblog.substack.com/p/the-scenar...

#Investment #StockMarket #Stocks #NotInvestmentAdvice

8 simple steps to value a company! 🧑‍🏫

Based on #Vinci ($DG), French concessions and construction company listed on #Euronext.
Share price as of Feb 6th ➡️ €132.35.

For educational purposes only! ⚠️

#Valuation #NotInvestmentAdvice #TheBarnBlog

(1/9)

If you ever wondered how to value a company, take a look at my hands-on guide using the French #Vinci as an example.

The results are interesting, to say the least 😎

Disclaimer: #NotInvestmentAdvice

Link to blog post: thebarnblog.substack.com/p/company-va...

#ValueInvesting #Investing #Finance

As a child of the 90s, I shall rashly spend my bonus money on vintage PlayStation games I’ll never finish, a corset from Etsy that doesn’t fit but looks cursed, and enough black eyeliner to resurrect the entire cast of The Craft. #nostalgia #amoldnow #notinvestmentadvice

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)

#FindItFinancials #TheBarnBlog #NotInvestmentAdvice

Working Capital Quality 📊

Does #revenue convert to #cash?

☑️ #STR, #RMS and #DSY pass.
☑️ #NVO gets a red flag, but not for the reason you think.

More in the full Validation series!

(5/5)

#FindItFinancials #TheBarnBlog #NotInvestmentAdvice

We screened 28 companies, here are our choices... Clear winner in pharma with Novo Nordisk, multiple choices in construction and fashion, but no clear candidates emerged in tech.

Tech Finalists 🔗

The tech picks: Dassault Systèmes, Vitec Software Group, SAP.

These move to ‘Validation’!

Full breakdown and graphs in #TheBarnBlog: thebarnblog.substack.com/p/we-screene...

(5/5)

#FindItFinancials #NotInvestmentAdvice

We screened 28 companies, here are our choices... Clear winner in pharma with Novo Nordisk, multiple choices in construction and fashion, but no clear candidates emerged in tech.

What Else 🧐

Full breakdown and graphs in #TheBarnBlog: thebarnblog.substack.com/p/we-screene...

(5/5)

#FindItFinancials #NotInvestmentAdvice

We screened 28 companies, here are our choices... Clear winner in pharma with Novo Nordisk, multiple choices in construction and fashion, but no clear candidates emerged in tech.

Final Picks 🏆

The construction finalists: Strabag, Vinci, Acciona!

These enter the next stage.

Full breakdown and graphs in #TheBarnBlog: thebarnblog.substack.com/p/we-screene...

(5/5)

#FindItFinancials #NotInvestmentAdvice

We screened 28 companies, here are our choices... Clear winner in pharma with Novo Nordisk, multiple choices in construction and fashion, but no clear candidates emerged in tech.

Next Step ⏭️

Pharma’s finalists: Novo Nordisk, AstraZeneca, Novartis. These move to ‘Validation’!

Full breakdown and graphs in #TheBarnBlog: thebarnblog.substack.com/p/we-screene...

(5/5)

#FindItFinancials #NotInvestmentAdvice #valueinvesting #finance #markets

Is AI a good investment?

#notinvestmentadvice

Value creation for shareholders. Using Return On Invested Capital (ROIC) to measure the excess value a company creates for its shareholders

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: thebarnblog.substack.com/p/value-crea...

(5/5)

#FindItFinancials #NotInvestmentAdvice

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)

#FindItFinancials #NotInvestmentAdvice

Value creation for shareholders. Using Return On Invested Capital (ROIC) to measure the excess value a company creates for its shareholders

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: thebarnblog.substack.com/p/value-crea...

(5/5)

#TheBarnBlog #FindItFinancials #NotInvestmentAdvice

Value creation for shareholders. Using Return On Invested Capital (ROIC) to measure the excess value a company creates for its shareholders

Up Next 🔗

This closes pharma’s four-metric review!

Next week, we combine all metrics and pick the shortlist.

Full breakdown on the blog: thebarnblog.substack.com/p/value-crea...

(5/5)

#TheBarnBlog #FindItFinancials #NotInvestmentAdvice

Finding undervalued companies using PEG-ratio Part 4 of the screener series covers our third metric, PEG-ratio

Final Metric Awaits ⏳

Next up → #ROIC, the last metric in our screener!

It will show if tech’s capital efficiency tells a different story than PEG.

Full breakdown + graphs → thebarnblog.substack.com/p/finding-un...

(5/5)

#TheBarnBlog #FindItFinancials #NotInvestmentAdvice

Finding undervalued companies using PEG-ratio Part 4 of the screener series covers our third metric, PEG-ratio

Coming Up 🌅

Next metric → #ROIC, the final and most important test in the screener!

Will fashion maintain its strong showing?

Full breakdown + graphs → thebarnblog.substack.com/p/finding-un...

(5/5)

#TheBarnBlog #FindItFinancials #NotInvestmentAdvice

Finding undervalued companies using PEG-ratio Part 4 of the screener series covers our third metric, PEG-ratio

Next Steps 🚀

Next metric → #ROIC.

It’s the real test of whether these builders convert growth into shareholder value.

Full breakdown + graphs → thebarnblog.substack.com/p/finding-un...

(5/5)

#TheBarnBlog #FindItFinancials #NotInvestmentAdvice

Finding undervalued companies using PEG-ratio Part 4 of the screener series covers our third metric, PEG-ratio

What’s Next? 🔗

Pharma didn’t shine on #PEG + expensive for their growth.

Next → #ROIC: the real test of efficiency and capital discipline.

Full breakdown + graphs → thebarnblog.substack.com/p/finding-un...

Follow #TheBarnBlog for smarter screening 👊

(5/5)

#notinvestmentadvice #FindItFinancials

Using EBIT-margin trend for analysis In this weeks post of the screener series we use EBIT-margin to analyze the performance of our for industry groups, Pharma, Construction, Fashion and Tech

👇 Conclusion:

In #tech, high margins attract disruption and expose who’s truly defensible. EBIT alone doesn’t tell the full story.

Next up → #PEGratio and #ROIC to see which companies earn their moat!

Full breakdown ➕ graphs ➡️ thebarnblog.substack.com/p/using-ebit...

(5/5)

#notinvestmentadvice

Using EBIT-margin trend for analysis In this weeks post of the screener series we use EBIT-margin to analyze the performance of our for industry groups, Pharma, Construction, Fashion and Tech

👇 Conclusion:

☑️ In fashion, patterns matter, in profits too.
☑️ Single data points mislead; consistency tells the story.

Next up → #PEG and is luxury overvalued???

Full breakdown ➕ graphs ➡️ thebarnblog.substack.com/p/using-ebit...

#notinvestmentadvice #TheBarnBlog

Using EBIT-margin trend for analysis In this weeks post of the screener series we use EBIT-margin to analyze the performance of our for industry groups, Pharma, Construction, Fashion and Tech

Conclusion 👇

☑️ Construction margins are earned, not given.
☑️ Every basis point tells a story of execution and risk.

Next up: how do these players rank on #PEG ?

Full breakdown ➕ graphs ➡️ thebarnblog.substack.com/p/using-ebit...

(5/5)

#notinvestmentadvice #TheBarnBlog

Using EBIT-margin trend for analysis In this weeks post of the screener series we use EBIT-margin to analyze the performance of our for industry groups, Pharma, Construction, Fashion and Tech

Conclusion:

☝️ Margins reveal who’s efficient, but not who’s winning.
❗ No single metric tells the full story.

Full breakdown ➕ graphs ➡️ thebarnblog.substack.com/p/using-ebit...

(5/5)

#notinvestmentadvice #TheBarnBlog

Conclusion:

Tech’s story is about business models as much as innovation.

Revenue growth is one piece of the puzzle. Stay tuned for the full screener analysis! 😊

(5/5)

#notinvestmentadvice #TheBarnBlog

Conclusion:

In fashion, the winners balance brand, pricing, and adaptability.

Impressive share price movements highlight the power of getting this right.

More metrics coming soon! 👀

(5/5)

#notinvestmentadvice #TheBarnBlog

Conclusion:

Consistency vs. transformation: both can work, but context is everything!

Next metrics will show who’s truly #winning.

(5/5)

#notinvestmentadvice #TheBarnBlog

Conclusion:

Pharma’s revenue growth is tied to innovation cycles and market timing.

⚠️ A single metric doesn’t tell the full story, so our future posts will add more layers!

(5/5)

#notinvestmentadvice #TheBarnBlog