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Dimitry Nakhla | Babylon Capital®
$CVS down ~22% since this post 📉
This highlights the importance of considering factors beyond value when investing ‼️
Thorough analysis of quality and capital allocation decisions is crucial to lessen the odds of falling into ‘value traps’
While $CVS made a strategic decision in acquiring Aetna, subsequent acquisitions of Oak Street Health and Signify Health were corrosive to shareholder value
Optimal resource allocation and operational efficiency maximization following the Aetna acquisition would have been the more effective approach for $CVS
#stocks #investing
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$CVS down ~22% since this post 📉
This highlights the importance of considering factors beyond value when investing ‼️
Thorough analysis of quality and capital allocation decisions is crucial to lessen the odds of falling into ‘value traps’
While $CVS made a strategic decision in acquiring Aetna, subsequent acquisitions of Oak Street Health and Signify Health were corrosive to shareholder value
Optimal resource allocation and operational efficiency maximization following the Aetna acquisition would have been the more effective approach for $CVS
#stocks #investing
@scroogecapital May be undervalued, yet I don’t consider $CVS investable due to its poor capital allocation & balance sheet … from the moment I can’t consider it a high-quality business, I stay away
No need for me to consider $CVS when I have many others to choose from 💪🏽 tweet
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The Long Investor
RT @TheLongInvest: $BABA Chinese ADR's have run 20-30% over the last month, including the HSI.
A pull back is needed before any parabolic move takes place, which is not what I like to see.
We are starting to see this pull back now.
Wait for support to be found on the pull back and take advantage.
$BABA, $BIDU, HSI, $PDD, $JD, $YINN, $NIO.
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RT @TheLongInvest: $BABA Chinese ADR's have run 20-30% over the last month, including the HSI.
A pull back is needed before any parabolic move takes place, which is not what I like to see.
We are starting to see this pull back now.
Wait for support to be found on the pull back and take advantage.
$BABA, $BIDU, HSI, $PDD, $JD, $YINN, $NIO.
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Brandon Beylo
I wonder how many people remember what happened to Cisco $CSCO after they did a stock split in 2000? https://t.co/0onSmzYSAb
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I wonder how many people remember what happened to Cisco $CSCO after they did a stock split in 2000? https://t.co/0onSmzYSAb
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The Long Investor
X logic:
Chinese stocks should not be bought because China is carrying out military drills around Taiwan
$NVDA, whose chips are built by TSMC, in Taiwan, jumps 9% today, adding $250 Billion to its Market Cap and is quickly becoming the most valuable company in the world.
I didn’t think this needed to be said but the market doesn’t care what you think, it buys value.
And the HSI is outperforming the US market this year.
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X logic:
Chinese stocks should not be bought because China is carrying out military drills around Taiwan
$NVDA, whose chips are built by TSMC, in Taiwan, jumps 9% today, adding $250 Billion to its Market Cap and is quickly becoming the most valuable company in the world.
I didn’t think this needed to be said but the market doesn’t care what you think, it buys value.
And the HSI is outperforming the US market this year.
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Brandon Beylo
Excited to release tomorrow's Value Hive Podcast episode.
I interviewed @InvestRoiss, and we chatted:
• Hong Kong stocks
• How Mat finds new ideas
• Portfolio Construction
• How to buy hated stocks and industries
And more.
Stockpickers will love this one.
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Excited to release tomorrow's Value Hive Podcast episode.
I interviewed @InvestRoiss, and we chatted:
• Hong Kong stocks
• How Mat finds new ideas
• Portfolio Construction
• How to buy hated stocks and industries
And more.
Stockpickers will love this one.
tweet
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Hidden Value Gems
China has “almost crashed” the EV market with cheap alternatives to Tesla.
$NVDA is now cutting prices in China to compete with Huawei, according to Reuters. https://t.co/q8Og0lVYPq
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China has “almost crashed” the EV market with cheap alternatives to Tesla.
$NVDA is now cutting prices in China to compete with Huawei, according to Reuters. https://t.co/q8Og0lVYPq
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Hidden Value Gems
A daunting task for $BABA but definitely not priced in.
“Alibaba bets on AI to fuel cloud growth as it expands globally to catch up with U.S. tech giants”
🧵👇🏼
1/5 https://t.co/aKKVzCbuJj
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A daunting task for $BABA but definitely not priced in.
“Alibaba bets on AI to fuel cloud growth as it expands globally to catch up with U.S. tech giants”
🧵👇🏼
1/5 https://t.co/aKKVzCbuJj
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Hidden Value Gems
Remember the UK mid-caps!
"UK household energy bills are set to fall in the summer after energy regulator Ofgem said it would lower the price cap by 7%."
"Typical households pay £1,568 a year, compared with the current £1,690 a year."
"Average bills will have fallen 21% since July 2023, helping efforts to fight inflation. But they remain higher than before the energy crisis began, when the cap was typically below £1,100."
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Remember the UK mid-caps!
"UK household energy bills are set to fall in the summer after energy regulator Ofgem said it would lower the price cap by 7%."
"Typical households pay £1,568 a year, compared with the current £1,690 a year."
"Average bills will have fallen 21% since July 2023, helping efforts to fight inflation. But they remain higher than before the energy crisis began, when the cap was typically below £1,100."
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