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Giuliano
$BUR's recent disclosure on competitors' debt and funds raised. https://t.co/9KbksYPRlf
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$BUR's recent disclosure on competitors' debt and funds raised. https://t.co/9KbksYPRlf
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Brandon Beylo
Here's a simple strategy in a world where nobody cares to re-rate your cheap stocks, and they stay cheap forever.
1) Find companies that nobody cares about that are trading at ridiculously low valuations.
2) Ensure that those companies will keep earning profits at some sustainable level.
3) Buy the ones explicitly saying,"“we will return most of our earnings to shareholders through dividends, buybacks, or both"”
It is painfully simple but significantly narrows the investable universe of "cheap" stocks.
Also reveals how important capital allocation is even amidst the cheapest stocks.
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Here's a simple strategy in a world where nobody cares to re-rate your cheap stocks, and they stay cheap forever.
1) Find companies that nobody cares about that are trading at ridiculously low valuations.
2) Ensure that those companies will keep earning profits at some sustainable level.
3) Buy the ones explicitly saying,"“we will return most of our earnings to shareholders through dividends, buybacks, or both"”
It is painfully simple but significantly narrows the investable universe of "cheap" stocks.
Also reveals how important capital allocation is even amidst the cheapest stocks.
tweet
Dimitry Nakhla | Babylon Capital®
“The key to investing is not assessing how much an industry is going to impact society, or how much it could grow, but rather, determining the COMPETITIVE ADVANTAGE of any given company and, above all, the DURABILITY of that advantage.”
— Warren Buffett 🗣️
#stocks #investing
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“The key to investing is not assessing how much an industry is going to impact society, or how much it could grow, but rather, determining the COMPETITIVE ADVANTAGE of any given company and, above all, the DURABILITY of that advantage.”
— Warren Buffett 🗣️
#stocks #investing
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Offshore
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Brandon Beylo
This man needed three monitors to edit one of the greatest movies of this decade.
But sure, please tell me how you need six monitors to trade your $500 Robinhood account.
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This man needed three monitors to edit one of the greatest movies of this decade.
But sure, please tell me how you need six monitors to trade your $500 Robinhood account.
Video editing setup of a Joe Walker who edited Dune: https://t.co/SxFG0fDENN tweet
Brandon Beylo
RT @JeffSawick: $AFM dividend 📈
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RT @JeffSawick: $AFM dividend 📈
Here's a simple strategy in a world where nobody cares to re-rate your cheap stocks, and they stay cheap forever.
1) Find companies that nobody cares about that are trading at ridiculously low valuations.
2) Ensure that those companies will keep earning profits at some sustainable level.
3) Buy the ones explicitly saying,"“we will return most of our earnings to shareholders through dividends, buybacks, or both"”
It is painfully simple but significantly narrows the investable universe of "cheap" stocks.
Also reveals how important capital allocation is even amidst the cheapest stocks. tweet
X (formerly Twitter)
Brandon Beylo (@marketplunger1) on X
Here's a simple strategy in a world where nobody cares to re-rate your cheap stocks, and they stay cheap forever.
1) Find companies that nobody cares about that are trading at ridiculously low valuations.
2) Ensure that those companies will keep earning…
1) Find companies that nobody cares about that are trading at ridiculously low valuations.
2) Ensure that those companies will keep earning…
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Q-Cap
« My psychological short is doing great. »
« Also, I am making 208% on my $DJT short although math tells me the max I can make is 100%. »
This app is a gift and a curse I swear
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« My psychological short is doing great. »
« Also, I am making 208% on my $DJT short although math tells me the max I can make is 100%. »
This app is a gift and a curse I swear
I’m up 208% since I shorted $DJT Trump Media stock.
Thank you MAGA. https://t.co/bCP9PV22Ye tweet
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AkhenOsiris
RT @ScroogeCap: Barclays out with a note today on $ZS saying it's a good spot to buy the pullback, backs it up with checks.
Further, Baird met with management and their tech sales is providing color on their top idea:
'From a GTM restructuring point, ZS noted, Mike Rich (new CRO from ServiceNow) is prioritizing experienced sales leaders (largely from $NOW) to build trust with CIOs and other decision-makers in the industry. On GTM productivity, ZS acknowledges that new salespeople will not be fully productive from day one but that is fully baked in the guide, noting, "They will have a ramp period. And that's what is already getting reflected in the 3Q and 4Q guide. That's what we're assuming, people to continue to slowly ramp and overall, you have to give 9-12 months for a sales rep to be fully productive." Hiring will continue to balance new additions and improving productivity, but there is an increasing focus on getting more productivity out of existing salespeople. On Federal, they mentioned "business as usual,” despite broader comments of weakness in the sector. Thunderdome is one of the many programs they are engaged on and they like their opportunity in all of the programs.'
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RT @ScroogeCap: Barclays out with a note today on $ZS saying it's a good spot to buy the pullback, backs it up with checks.
Further, Baird met with management and their tech sales is providing color on their top idea:
'From a GTM restructuring point, ZS noted, Mike Rich (new CRO from ServiceNow) is prioritizing experienced sales leaders (largely from $NOW) to build trust with CIOs and other decision-makers in the industry. On GTM productivity, ZS acknowledges that new salespeople will not be fully productive from day one but that is fully baked in the guide, noting, "They will have a ramp period. And that's what is already getting reflected in the 3Q and 4Q guide. That's what we're assuming, people to continue to slowly ramp and overall, you have to give 9-12 months for a sales rep to be fully productive." Hiring will continue to balance new additions and improving productivity, but there is an increasing focus on getting more productivity out of existing salespeople. On Federal, they mentioned "business as usual,” despite broader comments of weakness in the sector. Thunderdome is one of the many programs they are engaged on and they like their opportunity in all of the programs.'
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Hidden Value Gems
An interesting UK small-cap idea - Kitwave $KIT.L by Bargain Stocks Radar @equitybaron
£254m mkt cap, wholesale grocery distributor founded in 1987. Predictable, growing sales and earnings (PBT £25m).
ROIC >20%.
12x PE.
CEO owns 15%. https://t.co/6ikcWWg8cZ
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An interesting UK small-cap idea - Kitwave $KIT.L by Bargain Stocks Radar @equitybaron
£254m mkt cap, wholesale grocery distributor founded in 1987. Predictable, growing sales and earnings (PBT £25m).
ROIC >20%.
12x PE.
CEO owns 15%. https://t.co/6ikcWWg8cZ
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Daniel
You know who this is... Warren Buffett
He started his Investing partnership with $105,000.
Today, he manages Berkshire Hathaway with a market cap of $857,529,777,000
For 70 years, he has told us how to invest successfully.
Here are his 7 Golden Rules of Investing: https://t.co/EUCqRqOtlc
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You know who this is... Warren Buffett
He started his Investing partnership with $105,000.
Today, he manages Berkshire Hathaway with a market cap of $857,529,777,000
For 70 years, he has told us how to invest successfully.
Here are his 7 Golden Rules of Investing: https://t.co/EUCqRqOtlc
tweet