To The Moon

$Rollins(ROL)$ Rollins is a pest control compounder (Orkin and a portfolio of other brands) with highly recurring demand, route density that scales margins, and a long history of bolt-on acquisitions. After a sharp pullback from its highs, you could buy this durable compounder at a potential discount right now. Management is projecting 7–8% organic growth, plus 2–3% from deals, with strong free-cash-flow conversion. The FCF fair price is also $56, and using Dividend Yield Theory it has a potential fair value of $58 per share.

$Trane Technologies PLC(TT)$ Trane Technologies is a well-established, high quality company with strong competitive advantages and a proven ability to grow over time. It’s a leader in climate and energy efficient solutions that benefit long-term trends like data center growth. The company’s solid execution, recurring demand, and focus on innovation provide a sturdy foundation for reliable revenue and earnings growth. The valuation varies quite a bit right now based on Yieldr, what are your thoughts on $Trane Technologies PLC(TT)$?

$Hexcel(HXL)$ remains a solid investment following its recent Q2 report, which showed sales rising 8% to $529.3 million and adjusted EPS climbing to $0.66, supported by strong commercial aerospace demand, continued dividend growth, and a valuation that still looks reasonable relative to its multi-year revenue recovery potential.

$Autoliv(ALV)$ Autoliv looks like a compelling investment as the global leader in automotive safety systems (airbags, seatbelts, steering wheels) with ~44% market share and consistent outperformance versus light vehicle production. It delivers resilient demand from rising safety content per vehicle, margin expansion to 10.5-11% in 2026, strong cash flow for buybacks ($300 - $500 planned) plus a ~2.9% dividend, all at an attractive ~12x P/E. According to Yieldr the stock appears to be trading for a small discount at this time. What are your thoughts?

$Union Pacific(UNP)$ announced their Q3 earnings this morning with Non-GAAP EPS of $3.08 per share, $0.08 above the consensus, on revenue of $6.24B, up slightly YoY, but missed expectations by $10M. Here’s a quick one-pager with some of the company’s financials.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 Commission*!

Hello everyone! Today i want to share some ER with you!1. $Trane Technologies PLC(TT)$ Announced Q2 Non-GAAP EPS of $3.88 per share, beating estimates by $0.09, on revenue of $5.75B which missed the consensus by $20M, but was a YoY increase of 7.7%. Additionally, weak demand in the Asia market overshadowed the EPS growth, as shares were down about 8% in midday trading.2. $Lam Research(LRCX)$ Announced Q4 normalized EPS of $1.33, beating analyst expectations by $0.12, on revenue of $5.17B, which also topped the consensus by $170M, and was a whopping 34% increase from the same period a year ago. Shares are up 4% in after-hours trading.3. $Microsoft(MSFT)$ crushed Q4

Hello everyone! Today i want to share some trading ideas with you!1.♻️ Waste Management $Waste Management(WM)$ Q2 2025 Highlights:✅ Adj. EPS: $1.92 (beat by $0.03)✅ Revenue: $6.43B (+19% YoY)✅ FCF: $818M (+54%)✅ EBITDA margin: 29.9%Strong landfill & RNG growth driving profits. Dividend, cash flow, and green tailwinds = long-term strength.WM is part of the Quality Investable Universe.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.

1. $Hca Healthcare Inc(HCA)$ Healthcare Q2 2025 Earnings Snapshot✅ Revenue: $18.61B (+6.4% YoY)✅ Adjusted EPS: $6.84 (+24%) - beat expectations✅ Net Income: $1.65B (+13%)✅ Free Cash Flow: $4.21B - more than doubled YoY✅ Adjusted EBITDA: $3.85B (+8.4%)Same-facility admissions rose 1.8%, ER visits up 1.3%, and revenue per admission grew 4%. Slight decline in surgeries but strong pricing and volumes offset it.🔼 Management raised full-year guidance for revenue, EPS, and EBITDA.💵 $2.5B in share buybacks during the quarter + dividend declared.HCA continues to show operational strength, efficient capital returns, and improving patient volumes even in a complex healthcare environment.FYI - the company is part of my Quality Investable Universe2.

$SPDR S&P 500 ETF Trust(SPY)$ Most people prefer instant gratification.That’s why investors swing for the fences with speculative stocks and chase momentum.A small, but consistent, margin of outperformance will compound exponentially over time.Achieving a 2% higher rate of return will give you the following.-20% more capital in 10 years-50% more capital in 22 years-100% more capital in 39 yearsConsistency and Patience = WealthIf you want to outperform the stock market by 2% consistently focus on Quality, Valuation and stay within your circle of competence.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlim

Hello eeryone! Today i want to share some trading ideas with you!1.The $S&P 500(.SPX)$ returns on average about 10% per year, measured over longer periods of time.To achieve this rate of return annually, the index needs to grow by 0.038% daily (~252 trading days per year).How many trading days have you actually seen where the S&P 500 rose by this minuscule percentage?For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.