Annual Letter To Long-Term Pickers: 2024 Edition
A summary of the year 2024 ends.
Dear long-term pickers,
Thank you for being here and showing interest in my work! Merry Christmas and Happy New Year!
Below is a summary of the year 2024 ends.
Project Birth
The first post was published on the 14th of June. Six months together.
First Analysis
The first analysis was about Salesforce (CRM) and was not of great quality. But, this is from my personal perspective, having written other analyses.
Last Analysis
The last analysis was about TSMC. From my perspective, it is significantly better than the first one. It includes a fair price estimate, a more detailed comparison with competitors, a comprehensive overview of past performance, and additional charts.
Numbers
This year published 22 stock analyses (you can find them using the tag `t` or by this URL: https://longtermpick.com/t/analysis), 3 posts with updated fair price valuations, and 18 posts with notes (https://longtermpick.com/t/notes). A great consistent work, I suppose. What do you think?
882 subscribers. Long-Term Pick is read across 35 US states and 75 countries. In the US, most of the subscribers are from California; and the U. S. is in the first place among the whole world - 29% of subscribers.
The analysis (email) with the highest open rate is TSMC with 909 email opens.
The analysis with the biggest number of views is AMSL with 2.52K of views.
The analysis with the biggest number of likes is Alphabet with 23 likes. The second place is LVMH with 21 likes, and the third place is Veeva Systems with 19 likes.
The analysis with the biggest number of comments is Novo Nordisk with 7 comments.
Your Feedbacks
Your feedback is priceless. Below are some feedbacks from Long-Term Pick's readers.
Into 2025
I believe we accomplished great work in 2024. I want to personally thank everyone who liked the posts, shared this project or individual posts with friends or colleagues, left comments, and took the time to read. Special thanks to the people who support the project financially! The next publication will be available on the 3rd of January.
The project's patrons additionally have received my personal TOP 3 picks for the next year among the covered companies with quick PDF updated overviews.
In the comments below, share your most preferred stock for the next year. Mine is in the first comment.
See you in the new year!
Dan.
FSLR:
Competition in the solar market and changes in government policies.
Trump's election is likely to hurt First Solar.
But.
Trading very cheaply related to its 5-year averages.
I believe that the transition to clean energy is inevitable.
Our fair price is 50% below the current price.
EPS Forward 5-Year Growth: 30.50%.
PEG: 0.32.
Forward P/E: 9.6.
ROIC: 15.34%
The biggest solar panel maker in the U.S. and benefits from the growing demand for clean energy.
The company has many projects lined up, worth about $21.7 billion, which means steady income in the future.
First Solar uses special thin-film technology that is cheaper and more efficient.
More people want solar energy, and FSLR is ready to provide it.
The company has strong sales and low debt.
Thank you Dan.
See you next year!