Investing Notes

Quick Stats With this quick checklist, we can differentiate between INTC being a more mature and stable company with higher margins and AMD being a growth company with great potential ahead.  https://app.tikr.com/stock/filings?cid=21127&tid=2621295&ref=n8ofk0# https://app.tikr.com/stock/multiples?cid=168864&tid=2587303&ref=n8ofk0 Summary  Both companies operate in the Semiconductors industry which is currently facing a great shortage along the global supply chain. This shortage was caused mainly by the pandemic as lockdowns arrived and people stayed at home, demand for electronic goods such as smartphones, tablets, personal computers, etc. increased substantially. As demand for other products such as vehicles decreased, chip manufacturers, switched their orders to companies selling consumer electronic goods, as demand for vehicles increased again rapidly, it was too late for the automakers.  Intel Corporation designs, manufactures, and sells essential t...

Quick Stats Revenue: Steady growth although slowing down Operating margin: Low but constant (competitors have similar or lower, around 2%-5%) EPS: CAGR 30%  Shares: Decreasing for the last 5 years ROI: Stable trying to reach a constant 20% ROE: Increasing through the years About the Company SFM offers fresh, natural, and organic food products in the United States. It operates through Healthy Grocery Stores segment.  Product Offering: Perishables: 57% ( produce, meat, seafood, deli, bakery, floral and dairy and dairy alternatives) Non-perishables: 43% ( grocery, vitamins and supplements, bulk items, frozen foods, beer and wine, and natural health and body care) Long term Strategy           Small store strategy expansion New store cost to build reduced by approximately 20% New store cash-on-cash returns* of approximately 40% At least 20% unit growth annually (2022) - currently operating 360 stores Reduce non-selling space Decrease occupancy an...

About the company Established in 1954, we are a multi Award Winning British Company who design, create and manufacture a wide-range of skincare, haircare and wellbeing products.  The company offers 100% cruelty-free and where possible some products are vegan friendly. Industry: Personal Products Sector: Household Market Cap:  £ 77M (MICRO CAP) Exchange: LSE Website:  https://www.creightons.com Quick Stats Revenue growth >10%  Operating Margins increasing to 10% EPS - steady growth >20% Outstanding shares - slightly yearly increase ROI - increasing towards 25% ROE - increasing towards 24% Dividend 0.5 p/share All positive except for the increase on outstanding shares, although not too negative as it is a small company.  Annual Report Business Model The principal activity of the Group is the development, marketing and manufacture of toiletries  and fragrances, which includes the development of brands.  It offers  haircare, ...

Quick Stats Appen Limited , provides data solutions and services for machine learning and artificial intelligence applications for technology companies, auto manufacturers, and government agencies in Australia, the United States, and internationally.  The company's business is to   collect, classify, translate, review and label large volumes of image, text, speech, audio, video and other data used to build and   train AI systems .  Training data is labeled data used to teach AI models or machine learning algorithms to make proper decisions. For example, if you are trying to build a model for a self-driving car, the training data will include images and videos labeled to identify cars vs street signs vs people. Industry : IT services Expected Market Growth : 25% CAGR (2021-2024) Market Cap : 1,163 (SMALL CAP) Segments :  SEO, autonomous driving, augmented and virtual reality (eye tracking), AI-enabled chat bots, voice interactors, e-commerce. Quick Checklist Reve...