Norbert Lou — Holdings
5 positions · AUM $271M
| Ticker | Company | Value | Weight | Mkt Cap | P/E | EV/FCF | ROIC | Rev 5Y | FCF M% | Gross M% | Day % |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRK.A | Berkshire Hathaway CL A | 104M | 38.47% | — | — | — | 9.3% | 8.2% | 10.1% | — | — |
| CROX | Crocs Inc. | 49M | 18.24% | $5.6B | -73.6x | 8.4x | -6.3% | 23.9% | 16.3% | 58.3% | — |
| SGOV | Ishares 0 3 Month Treasury B | 46M | 17.11% | — | — | — | — | — | — | — | — |
| PDD | Pinduoduo Inc. | 42M | 15.67% | $157.4B | 40.1x | 9.3x | 23.7% | 46.6% | 24.8% | — | — |
| PYPL | PayPal Holdings Inc. | 28M | 10.51% | $66.7B | 8.2x | 10.5x | 25.8% | 9.1% | 16.8% | — | — |