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ALL STARS

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We do it for you.

Follow in the footsteps of of the most successful investors of our lifetime. Inspired by great minds like Warren Buffett.

Portfolio rebalancing.

Resilient during market downturns.

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INVESTMENTS

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Top Holdings

Apple

40%

Bank of America

11%

Coca-cola

8%

American Express

7%

BRK.B

15%

Taiwan Semicond-

uctor

5%

Kraft

Heinz

4%

Moody’s

2%

Microsoft

2%

Estee Lauder

2%

Disney

1%

Hewlett

-Packard

1%

Bank of New York Mellon Corp

1%

Citigroup

1%

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Alinea All Stars

  • Large companies
  • Inspired by the legendary investor, Warren Buffett
  • The objective is to outperform the S&P 500 over a 3-10 year horizon
  • The portfolio of investments consists of ~15-20 companies

Min investment

$100

Asset class

stocks

Target returns

15%

Management fee

1%

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Apple

Apple

AAPL is the largest position in the Alinea All Stars

#1

World class products

40%

Strong financials

#2

Smartphone market share in the US (55.45%)

#3

Market Cap.

$2.35T

Employees

164.000

Revenue

$394.4B

Founded

1977

Apple also owns

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Apple

Berkshire

BRK.B engages in the insurance, freight rail transportation & more

#1

Average annual returns of ~20%

15%

Value investing philosophy managed by Warren Buffett (CEO)

#2

Highly diversified

#3

Market Cap.

$692.3B

Employees

372,000

Revenue

$295.7B

Founded

1998

Berkshire also owns

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Apple

Bank Of America

#1

Strong leadership team

11%

Excellent dividends (2.38%)

#2

Benefits from the rising interest rates

#3

Market Cap.

$303.65B

Employees

213,000

Revenue

$91.5B

Founded

1784

Bank Of America also owns

BAC provides banking & financial products / services

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Apple

KO a beverage company, manufactures, markets, & sells various nonalcoholic beverages worldwide

#1

Market share

8%

Excellent dividends (2.82%)

#2

Global footprint

#3

Market Cap.

$2.35T

Employees

79,000

Revenue

$394.4B

Founded

1886

Coca-Cola also owns

Coca-Cola

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Apple

American Express

#1

Resilient during market downturns

7%

Diverse revenue sources

#2

Spending & customer growth

#3

Market Cap.

$117.7B

Employees

64,000

Revenue

$49.6B

Founded

1850

AXP provides charge and credit payment card products, and travel-related services worldwide.

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Apple

#1

Acceleration in revenue growth

Dividend (2.21%)

#2

Taiwan Semiconductor

5%

Market Cap.

$422B

Employees

65,102

Revenue

$67.7B

Founded

1987

World’s largest contract chipmaker

#3

TSM, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices

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#1

Earnings forecasted to grow

Excellent dividend (4.02%)

#2

Growing sales under new CEO leadership, Miguel Patricio

#3

Kraft Foods

4%

Market Cap.

$48.3B

Employees

36,000

Revenue

$25.8B

Founded

1869

Kraft Foods also owns

KHC is one of the largest consumer packaged food & beverage company

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Microsoft

#1

Earnings have grown 27.3% over the past 5Y

2%

Activision Blizzard acquisition

#2

Leading hybrid cloud platform

#3

Market Cap.

$1.9T

Employees

221,000

Revenue

$203B

Founded

1975

Microsoft also owns

MSFT develops, licenses, and supports software, services, devices, and solutions worldwide.

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Moody’s

#1

Earnings forecasted to grow 16% per year

2%

Strong pricing power

#2

Competitive advantage

#3

Market Cap.

$56B

Employees

14,571

Revenue

$5.7B

Founded

1900

MCO is a leading provider of credit ratings, research, data & analytics tools, and more

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Estee Lauder

EL manufactures, markets, and sells skin care, makeup, fragrance, and hair care products in 150+ countries.

#1

Earnings forecasted to grow 17% per year

2%

Tom Ford acquisition

#2

Newly improved cosmetic imports into China (⅓ of business is in China)

#3

Estee Lauder also owns

Market Cap.

$82.8B

Employees

48,825

Revenue

$17.3B

Founded

1946

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#1

Robert Iger returning as CEO

1%

Earnings grew by 58.5% over the past year

#2

Disney+ predicted to be profitable by 2024 (new ad tier)

#3

Market Cap.

$179.8B

Employees

188,100

Revenue

$82.7B

Founded

1923

Disney

DIS operates as an entertainment company worldwide

Disney also owns

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1%

Market Cap.

$34.3B

Employees

51,000

Revenue

$62.9B

Founded

1939

Hewlett Packard

HPQ provides personal computing and other computing services

#1

Profitability 20% gross margins

Trading below its fair value

#2

Excellent dividends (3.5%)

#3

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1%

Market Cap.

$91.5B

Employees

238,000

Revenue

$70.8B

Founded

1812

Citi

C offers various financial products & services

#1

Trading below its fair value

Good value compared to its peers & industry

#2

Excellent dividends (4.3%)

#3

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#1

Earnings growth expected

1%

Price to Earnings ratio is below the US market

#2

Excellent dividends (3.3%)

#3

Market Cap.

$36.6B

Employees

51,100

Revenue

$16.5B

Founded

1784

Bank of NY Mellon

BK provides a range of financial services

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Why Warren Buffett inspired?

He is one of the most successful investors in the world and has a net worth of over $100 billion as of November 2022, making him the world's top 10 wealthiest person.

​

  • Net worth: $108.2B
  • Known as the "Oracle of Omaha," Warren Buffett is one of the most successful investors of all time.
  • He has promised to donate over 99% of his wealth. So far he has given more than $49 billion.
  • Philosophy: Buffett follows the Benjamin Graham school of value investing. Value investors look for securities with prices that are unjustifiably low based on their intrinsic worth.

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4 | The Team | Alinea Pitch Deck 2021

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