Clark Square Capital
Let's hope they offer > HK 35
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Let's hope they offer > HK 35
Blackstone is nearing a deal to take L’Occitane private, potentially ending the global cosmetics company’s 14-year run on Hong Kong’s stock exchange https://t.co/vTu2dsCUSV tweet
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Bloomberg Markets (@markets) on X
Blackstone is nearing a deal to take L’Occitane private, potentially ending the global cosmetics company’s 14-year run on Hong Kong’s stock exchange https://t.co/vTu2dsCUSV
Clark Square Capital
My friend Kevin is looking to hire an analyst at his fund, Ballina Capital.
Please RT for visibility. Thank you!
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My friend Kevin is looking to hire an analyst at his fund, Ballina Capital.
Please RT for visibility. Thank you!
Ballina Capital is looking for an analyst. Position is flexible to start as far as hours and work from home. Should be based in So Cal or willing to relocate. Equity value investing experience, financial statement analysis and communication skills all preferred. #Startup #intl tweet
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Kevin Durkin (@ballinacapital) on X
Ballina Capital is looking for an analyst. Position is flexible to start as far as hours and work from home. Should be based in So Cal or willing to relocate. Equity value investing experience, financial statement analysis and communication skills all preferred.…
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Clark Square Capital
RT @rennyzucker: Hello all, I’m going to do something a bit unorthodox and lay it all on the table in the hopes of finding my long-term investing home. My reasons for doing this are numerous, not the least of which being that I know for a fact that my following here is made up of some of - https://t.co/y8WaiKwUnS
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RT @rennyzucker: Hello all, I’m going to do something a bit unorthodox and lay it all on the table in the hopes of finding my long-term investing home. My reasons for doing this are numerous, not the least of which being that I know for a fact that my following here is made up of some of - https://t.co/y8WaiKwUnS
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Hidden Value Gems
A good article on growing buybacks by the European companies:
✅"Today the dividend yield of the Stoxx Europe is 3.4% vs. the more typical 3.7% in the past, but the buyback yield is 1.8%. This is the same buyback yield in Europe as in the S&P 500 SPX. And meanwhile, you still get an additional 2% in dividend in Europe vs. the S&P 500."
✅"The top 20% companies by buyback yield are buying their shares at a rate of 4.6% each year. These buyback leaders include industrial automation and robotics company $ABB.S (4.2%), Danish fashion jeweller Pandora $PNDORA.DK (6.8%), and British budget hotel chain Whitbread $WTB.L (8.3%).
✅ "European buyback leaders have outperformed the Stoxx Europe by a cumulative 43% over the last ten years or a good 3.7% per year."
n/t Joachim Klement
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A good article on growing buybacks by the European companies:
✅"Today the dividend yield of the Stoxx Europe is 3.4% vs. the more typical 3.7% in the past, but the buyback yield is 1.8%. This is the same buyback yield in Europe as in the S&P 500 SPX. And meanwhile, you still get an additional 2% in dividend in Europe vs. the S&P 500."
✅"The top 20% companies by buyback yield are buying their shares at a rate of 4.6% each year. These buyback leaders include industrial automation and robotics company $ABB.S (4.2%), Danish fashion jeweller Pandora $PNDORA.DK (6.8%), and British budget hotel chain Whitbread $WTB.L (8.3%).
✅ "European buyback leaders have outperformed the Stoxx Europe by a cumulative 43% over the last ten years or a good 3.7% per year."
n/t Joachim Klement
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Antonio Linares
Here’s the most valuable insight from my entire career in investing:
Why do giants like $WMT, $COST, $AMZN, and $MSFT consistently excel over time?
The answer lies in their culture.
These companies are engines of continuous innovation.
There are moments when their cultural compass might veer off track, but corrections are eventually made.
If the culture declines, the company’s performance follows suit.
Once the cultural issues are addressed, the company returns to prosperity.
A strong culture stems from a combination of exceptional organizational traits.
In my portfolio, companies with robust cultures — a synthesis of various elements — consistently perform well.
Those lacking in this regard ultimately fall behind.
Consider $MSFT as an example.
The stock stagnated from 2000 to 2014.
The reason? Steve Ballmer’s leadership fostered a toxic culture.
It was rife with politics and stifled innovation.
Fear of failure prevailed, stifling the exchange of ideas.
While positive developments circulated rapidly, negative news did not.
Then Satya Nadella stepped in and revolutionized the corporate ethos.
$MSFT embraced a culture of low politics and high meritocracy.
It championed individual bravery — the bravery to innovate, propose ideas, and embrace failure until success was achieved.
Operations became decentralized, allowing both good and bad news to circulate freely.
Suddenly, the company transformed into an indomitable force of innovation.
Don’t just take my word for it. Examine Satya Nadella’s letters to shareholders.
Explore the writings of Jeff Bezos and Sam Walton.
They all grasped this principle.
Their thinking aligned, and their companies mirrored this mindset.
They became relentless hubs of innovation, which is why they continue to outperform against all odds.
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Here’s the most valuable insight from my entire career in investing:
Why do giants like $WMT, $COST, $AMZN, and $MSFT consistently excel over time?
The answer lies in their culture.
These companies are engines of continuous innovation.
There are moments when their cultural compass might veer off track, but corrections are eventually made.
If the culture declines, the company’s performance follows suit.
Once the cultural issues are addressed, the company returns to prosperity.
A strong culture stems from a combination of exceptional organizational traits.
In my portfolio, companies with robust cultures — a synthesis of various elements — consistently perform well.
Those lacking in this regard ultimately fall behind.
Consider $MSFT as an example.
The stock stagnated from 2000 to 2014.
The reason? Steve Ballmer’s leadership fostered a toxic culture.
It was rife with politics and stifled innovation.
Fear of failure prevailed, stifling the exchange of ideas.
While positive developments circulated rapidly, negative news did not.
Then Satya Nadella stepped in and revolutionized the corporate ethos.
$MSFT embraced a culture of low politics and high meritocracy.
It championed individual bravery — the bravery to innovate, propose ideas, and embrace failure until success was achieved.
Operations became decentralized, allowing both good and bad news to circulate freely.
Suddenly, the company transformed into an indomitable force of innovation.
Don’t just take my word for it. Examine Satya Nadella’s letters to shareholders.
Explore the writings of Jeff Bezos and Sam Walton.
They all grasped this principle.
Their thinking aligned, and their companies mirrored this mindset.
They became relentless hubs of innovation, which is why they continue to outperform against all odds.
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Antonio Linares
Things that are very likely to happen:
1. $PLTR will emerge as the foundational platform for company building.
2. $AMD will challenge $NVDA's dominance in the AI sector.
3. $AMZN's free cash flow will see exponential growth.
4. $SPOT will ascend to become the $GOOG of the audio.
5. $TSLA will drive widespread material abundance globally.
6. $MSFT's copilots will become essential tools in the workplace.
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Things that are very likely to happen:
1. $PLTR will emerge as the foundational platform for company building.
2. $AMD will challenge $NVDA's dominance in the AI sector.
3. $AMZN's free cash flow will see exponential growth.
4. $SPOT will ascend to become the $GOOG of the audio.
5. $TSLA will drive widespread material abundance globally.
6. $MSFT's copilots will become essential tools in the workplace.
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Antonio Linares
$AMD, $PLTR, and $NVDA distinguish themselves from dot com era "success stories" in several crucial ways:
1. Strong Cash Flow: In contrast to numerous dot com businesses, these companies generate substantial cash flow, bolstering their financial stability and endurance.
2. Rapid Expansion: These firms are on steep growth curves, rapidly enlarging their market presence, which signifies their robust market positions and sustained relevance.
3. Healthy Financials: Featuring robust financial sheets, $AMD, $PLTR, and $NVDA demonstrate financial solidity and durability, reducing risks and boosting investor trust.
4. Effective Solutions Providers: Unlike certain dot com entities that failed to actualize their concepts, these companies are acclaimed for effectively tackling real-world challenges, affirming their roles as reliable organizations with viable products and services.
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$AMD, $PLTR, and $NVDA distinguish themselves from dot com era "success stories" in several crucial ways:
1. Strong Cash Flow: In contrast to numerous dot com businesses, these companies generate substantial cash flow, bolstering their financial stability and endurance.
2. Rapid Expansion: These firms are on steep growth curves, rapidly enlarging their market presence, which signifies their robust market positions and sustained relevance.
3. Healthy Financials: Featuring robust financial sheets, $AMD, $PLTR, and $NVDA demonstrate financial solidity and durability, reducing risks and boosting investor trust.
4. Effective Solutions Providers: Unlike certain dot com entities that failed to actualize their concepts, these companies are acclaimed for effectively tackling real-world challenges, affirming their roles as reliable organizations with viable products and services.
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The Long Investor
$HOOD needs a little more of a pull back to complete Wave 4 for me before going higher again to complete Wave 5 at $24. https://t.co/7NP1FS6WCG
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$HOOD needs a little more of a pull back to complete Wave 4 for me before going higher again to complete Wave 5 at $24. https://t.co/7NP1FS6WCG
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Daniel
Naval Ravikant is an authority on entrepreneurship and investing.
He has one of the most diverse reading lists I've ever seen.
Here are 8 Books that he recommends everyone to read: https://t.co/4hcqEaAqV5
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Naval Ravikant is an authority on entrepreneurship and investing.
He has one of the most diverse reading lists I've ever seen.
Here are 8 Books that he recommends everyone to read: https://t.co/4hcqEaAqV5
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Giuliano
An interesting perspective on natural ceilings, or lack thereof, to luxury goods.
Adam Smith, 1776. https://t.co/fCUcoIAoS9
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An interesting perspective on natural ceilings, or lack thereof, to luxury goods.
Adam Smith, 1776. https://t.co/fCUcoIAoS9
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