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Invest In Assets 📈
Fortinet is up +27% after its Q2 earnings
• Revenue +11% Y/Y
• Product rev: -4.4%
• Service rev +19.8%
• Op. Margin +35.2% (26.9%)
• Net Income +46%
• EPS +39%
Great quarter 💎 https://t.co/IjY6NUGwoC
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Fortinet is up +27% after its Q2 earnings
• Revenue +11% Y/Y
• Product rev: -4.4%
• Service rev +19.8%
• Op. Margin +35.2% (26.9%)
• Net Income +46%
• EPS +39%
Great quarter 💎 https://t.co/IjY6NUGwoC
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Librarian Capital
"Rightmove: Did H1 Results, OpenRent Loss Cause 10% Fall in August?"
$RMV shares are now at 20x 2023 Underlying earnings; we believe there can be 73% upside by end of 2027 (cc: $CSGP)
https://t.co/uFN48UBF6C https://t.co/VbcfCfxoHN
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"Rightmove: Did H1 Results, OpenRent Loss Cause 10% Fall in August?"
$RMV shares are now at 20x 2023 Underlying earnings; we believe there can be 73% upside by end of 2027 (cc: $CSGP)
https://t.co/uFN48UBF6C https://t.co/VbcfCfxoHN
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Quiver Quantitative
U.S. Senator Jon Ossoff just posted this video on the bipartisan effort to ban congressional stock trading:
https://t.co/okTiRXWWBX
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U.S. Senator Jon Ossoff just posted this video on the bipartisan effort to ban congressional stock trading:
https://t.co/okTiRXWWBX
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Hidden Value Gems
An unusual guest at @NorgesBank podcast - probably the world’s best ever chess player @MagnusCarlsen on what investors can learn from chess.
🧵👇🏼
✅ “I think playing chess at an early age certainly teaches you to solve complex problems in a limited amount of time.
Continuing to only play chess probably will not get you far in business, but I think it's a good start.”
1/5
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An unusual guest at @NorgesBank podcast - probably the world’s best ever chess player @MagnusCarlsen on what investors can learn from chess.
🧵👇🏼
✅ “I think playing chess at an early age certainly teaches you to solve complex problems in a limited amount of time.
Continuing to only play chess probably will not get you far in business, but I think it's a good start.”
1/5
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Hidden Value Gems
Quote of the day #61
Li Lu on becoming a better investor 👇🏼 https://t.co/h9WyjoNB5M
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Quote of the day #61
Li Lu on becoming a better investor 👇🏼 https://t.co/h9WyjoNB5M
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Offshore
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Hidden Value Gems
What do you think of SoftBank? I am not a big fan of Son’s capital allocation strategy and the use of leverage.
But there is the case of the NAV discount and Elliott pushing for more buybacks. Approved buyback programme for Yen 500B (5% yield).
$9984.T $SFTBY https://t.co/UU2EFw2ceB
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What do you think of SoftBank? I am not a big fan of Son’s capital allocation strategy and the use of leverage.
But there is the case of the NAV discount and Elliott pushing for more buybacks. Approved buyback programme for Yen 500B (5% yield).
$9984.T $SFTBY https://t.co/UU2EFw2ceB
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Hidden Value Gems
An interesting study of ownership structure of public stocks in various country (retail vs institutional investors).
I think the US data is skewed by ETFs which are owned by retail investors but could be classified as institutional money. https://t.co/rHXLoasg67
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An interesting study of ownership structure of public stocks in various country (retail vs institutional investors).
I think the US data is skewed by ETFs which are owned by retail investors but could be classified as institutional money. https://t.co/rHXLoasg67
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Invest In Assets 📈
RT @InvestInAssets: Warren Buffett once said:
"It is far better to buy a wonderful company at a fair price than a fair business at a wonderful price."
But how does Buffett identify a wonderful company?
Here are 8 metrics Buffett use to identify wonderful companies: https://t.co/mm2SmMul4V
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RT @InvestInAssets: Warren Buffett once said:
"It is far better to buy a wonderful company at a fair price than a fair business at a wonderful price."
But how does Buffett identify a wonderful company?
Here are 8 metrics Buffett use to identify wonderful companies: https://t.co/mm2SmMul4V
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