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Capital Employed
A fresh batch of Q2 fund letters added including excellent letters from...
@JonCukierwar
@gatorcapital
@Fairlight_Cap
@HorizonKinetics
Plus many more 👇
https://t.co/0KI2PTSjEh https://t.co/vaGjeAhusu
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A fresh batch of Q2 fund letters added including excellent letters from...
@JonCukierwar
@gatorcapital
@Fairlight_Cap
@HorizonKinetics
Plus many more 👇
https://t.co/0KI2PTSjEh https://t.co/vaGjeAhusu
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Offshore
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Stock Analysis Compilation
Asheville Capital on Wise $WISE LN
Thesis: Wise's potential to exceed 15% annual earnings growth, coupled with significant interest income and growing market share, presents a compelling long-term growth opportunity
(Extract from their Q2 letter, link in SAC#52) https://t.co/RPfrhe0lGd
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Asheville Capital on Wise $WISE LN
Thesis: Wise's potential to exceed 15% annual earnings growth, coupled with significant interest income and growing market share, presents a compelling long-term growth opportunity
(Extract from their Q2 letter, link in SAC#52) https://t.co/RPfrhe0lGd
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Quiver Quantitative
RT @QuiverQuant: 🚨 BREAKING: We just caught STOCK Act violations by Representative Jared Moskowitz.
He also bought Lockheed Martin stock on July 1st.
It has risen 16% since then, while the market has fallen.
Moskowitz sits on the House Committee on Foreign Affairs.
Trade list up on Quiver. https://t.co/C3xBdZRk3R
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RT @QuiverQuant: 🚨 BREAKING: We just caught STOCK Act violations by Representative Jared Moskowitz.
He also bought Lockheed Martin stock on July 1st.
It has risen 16% since then, while the market has fallen.
Moskowitz sits on the House Committee on Foreign Affairs.
Trade list up on Quiver. https://t.co/C3xBdZRk3R
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Stock Analysis Compilation
Deep Sail Capital on Kraken Robotics $PNG
Thesis: Kraken Robotics' unique battery and sonar technologies position it as a leader in the growing autonomous underwater vehicle market, offering a rare and valuable product monopoly
(Extract from their Q2 letter, link in SAC#52) https://t.co/7vb0yplXu1
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Deep Sail Capital on Kraken Robotics $PNG
Thesis: Kraken Robotics' unique battery and sonar technologies position it as a leader in the growing autonomous underwater vehicle market, offering a rare and valuable product monopoly
(Extract from their Q2 letter, link in SAC#52) https://t.co/7vb0yplXu1
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Finding Compounders
It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong — George Soros
I just released a new newsletter post on Positon Sizing .
The link is in my bio.
Recommended read https://t.co/cKdK5o0sOP
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It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong — George Soros
I just released a new newsletter post on Positon Sizing .
The link is in my bio.
Recommended read https://t.co/cKdK5o0sOP
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Stock Analysis Compilation
Maran CM on Turning Point Brands $TPB US
Thesis: Turning Point Brands is poised for strong returns, driven by solid core brands and the underappreciated potential of its nicotine pouch product, FRE.
(Extract from their Q2 letter, link in SAC#52) https://t.co/l7nYJc2z0F
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Maran CM on Turning Point Brands $TPB US
Thesis: Turning Point Brands is poised for strong returns, driven by solid core brands and the underappreciated potential of its nicotine pouch product, FRE.
(Extract from their Q2 letter, link in SAC#52) https://t.co/l7nYJc2z0F
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Hidden Value Gems
A few good long-term charts by @WhitneyTilson on Nike $NKE
Trading at 19.5x trailing earnings. https://t.co/dE6ht5vO7X
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A few good long-term charts by @WhitneyTilson on Nike $NKE
Trading at 19.5x trailing earnings. https://t.co/dE6ht5vO7X
I think $NKE is one of those investment opportunities today. Not cheap in absolute terms (22x PE), but this is on a cyclically low earnings and it is below historical avg PE of 25. https://t.co/YS3FZ1flPt tweet
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Librarian Capital
With Hargreaves Lansdown $HL agreeing to be acquired, reminder that it was founded in 1981, before RDR (implemented 2012)
One key change under RDR was advisers no longer receive product commissions, advice has to be paid for
2022 article on legacy of RDR
https://t.co/HOK7Ap1oGM https://t.co/2dt6dud8Jx
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With Hargreaves Lansdown $HL agreeing to be acquired, reminder that it was founded in 1981, before RDR (implemented 2012)
One key change under RDR was advisers no longer receive product commissions, advice has to be paid for
2022 article on legacy of RDR
https://t.co/HOK7Ap1oGM https://t.co/2dt6dud8Jx
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