Hidden Value Gems
UK motor insurance stands out posting the highest premium growth. US and parts of Europe are still under water as costs increased more than premiums.

Wondering how $ADM.L is performing - should be delivering strong results, although the recent share price says otherwise...?
tweet

Hidden Value Gems
Nice ideas, thanks Dalius 👍

Finished going through all hedge fund pitches made on this account in 2023.

Below, you'll find a list of my top 10 favorite picks that are still actionable.👇 - Dalius - Special Situation Investments
tweet

Hidden Value Gems
It was great to meet with 20+ like-minded value investors yesterday at the London Value Investing event.

I had a chance to present my case on $VAR.NO (Var Energi), 15% dividend yield with 100% growth potential.

Thank you for inviting me to @CityFalcon @Investorbloggr

I will share a detailed write-up with all the subscribers this Sunday.
tweet

Hidden Value Gems
Since May 2023, $NVDA earnings estimates have risen faster than its share price. The stock is at 33x PE.

The call should be not about cheap or expensive, but whether such a growth rate is sustainable. And more importantly, whether it is within one's circle of competence.
tweet

Hidden Value Gems
They are going into the movie business. The more I think about #LVMH vs #KER the more I am leaning towards the former - quality, scale, true luxury and faster growth - worth paying up for than Kering which is more of a turnaround, a re-rating play.
tweet

Hidden Value Gems
Much discussed historically, but still worth sharing these interesting facts. $COST winning formula: lower prices, lower costs and happier employees.

1⃣Costco's gross margins hover around 12%, compared with Walmart’s 24%. The company makes up the shortfall through its membership fees: in 2023 fees from its 129m members netted $4.6bn, more than half of Costco’s operating profits.

2⃣ Costco stores stock a limited selection of about 3,800 distinct items. A Walmart superstore has around 120,000. Buying more from fewer suppliers gives the company even greater bargaining heft, lowering prices further. By limiting its range, Costco can better focus on maintaining quality. Less variety in stores helps it use space more efficiently: its sales per square foot are three times that of Walmart.

3⃣ Staff turnover at Costco is just 8%; over a third of workers have been there for more than ten years. Compare that to the overall retail industry where 60% of employees leave their job each year!
tweet

BizToc
👉🏻 For more, visit biztoc.com and never miss a beat in the world of business news.
tweet

BizToc
4) Healthcare Security Alert —

Hospitals urged to cut ties with UnitedHealth's hacked pharmacy unit, highlighting the cyber vulnerabilities in healthcare. #HealthcareCybersecurity
tweet

BizToc
3) Biden Acts on Navalny's Tragedy —

President Biden meets Navalny's widow and announces sanctions in response to Navalny's death, underscoring U.S. dedication to human rights. #NavalnySanctions
tweet

BizToc
2) EU Thaws Poland's Funds —

EU set to unfreeze Poland’s funds, a move that could bolster economic stability and mutual trust within the bloc. #PolandFunds
tweet

BizToc
📰 BizToc.com Hourly News Flash

1) Nvidia's Stellar Q4 Earnings —

Nvidia's stock surges as Q4 results impress, signaling strength in the tech sector and investor confidence. #NvidiaEarnings
tweet

BizToc
👉🏻 For more, visit biztoc.com and never miss a beat in the world of business news.
tweet

BizToc
4) Luckin Coffee Serves Up a Sales Surprise —

Luckin Coffee pours out a strong performance, surpassing Starbucks in annual sales within China for the first time, brewing competition in the coffee market. #LuckinCoffee
tweet

BizToc
3) China Courts Global Capital with New Measures —

China's State Council unveils fresh initiatives to attract foreign investment, signaling an open-door policy despite geopolitical tensions. #ChinaInvestment
tweet