Offshore
Photo
Stock Analysis Compilation
Rogue Funds on Global Atomics (Uranium) $GLO CN
Thesis: Global Atomics, despite recent volatility and geopolitical risks, holds significant upside potential with strong fundamentals and a supportive regulatory environment in Niger
(Extract from their Q2 letter) https://t.co/Y9BIKW7ctH
tweet
Rogue Funds on Global Atomics (Uranium) $GLO CN
Thesis: Global Atomics, despite recent volatility and geopolitical risks, holds significant upside potential with strong fundamentals and a supportive regulatory environment in Niger
(Extract from their Q2 letter) https://t.co/Y9BIKW7ctH
tweet
Hidden Value Gems
RT @HiddenValueGems: ✅ “Firms have to live through ups and downs. They're organic entities, and they have life cycles of their own.”
“The biggest mistakes I have witnessed in my investing career came when people ignored the limitations imposed by the corporate life cycle. In short, investors did assume trees could grow to the sky. In 1999, just as in 1969, investors accepted that ultra-high profit growth could go on forever. They also concluded that for the stocks of companies capable of such growth, no p/e ratio was too high. People extrapolated earnings growth of 20%-plus and paid p/e ratios of 50-plus.”
9/13
tweet
RT @HiddenValueGems: ✅ “Firms have to live through ups and downs. They're organic entities, and they have life cycles of their own.”
“The biggest mistakes I have witnessed in my investing career came when people ignored the limitations imposed by the corporate life cycle. In short, investors did assume trees could grow to the sky. In 1999, just as in 1969, investors accepted that ultra-high profit growth could go on forever. They also concluded that for the stocks of companies capable of such growth, no p/e ratio was too high. People extrapolated earnings growth of 20%-plus and paid p/e ratios of 50-plus.”
9/13
tweet
Offshore
Photo
Invest In Assets 📈
Tenets of the Warren Buffet Way
From The Warren Buffett Portfolio https://t.co/U2HMZ9PHSg
tweet
Tenets of the Warren Buffet Way
From The Warren Buffett Portfolio https://t.co/U2HMZ9PHSg
tweet
Offshore
Photo
Stock Analysis Compilation
Heartland Advisors on Alphabet $GOOGL US
Thesis: Alphabet's strategic AI investments and strong balance sheet position it for long-term growth, with shares currently trading at an attractive discount
(Extract from their Q2 letter) https://t.co/xqJfMNL4Ci
tweet
Heartland Advisors on Alphabet $GOOGL US
Thesis: Alphabet's strategic AI investments and strong balance sheet position it for long-term growth, with shares currently trading at an attractive discount
(Extract from their Q2 letter) https://t.co/xqJfMNL4Ci
tweet
Offshore
Photo
Hidden Value Gems
RT @HiddenValueGems: Howard Marks’ memo “You can’t predict. You can prepare”, written back in 2001, is a must-read today. Here are the key quotes 🧵👇
✅ “Seen through the lens of human perception, cycles are often viewed as less symmetrical than they are. Negative price fluctuations are called "volatility," while positive price fluctuations are called "profit." Collapsing markets are called "selling panics," while surges receive more benign descriptions (but I think they may best be seen as "buying panics"; see tech stocks in 1999, for example).”
1/13
tweet
RT @HiddenValueGems: Howard Marks’ memo “You can’t predict. You can prepare”, written back in 2001, is a must-read today. Here are the key quotes 🧵👇
✅ “Seen through the lens of human perception, cycles are often viewed as less symmetrical than they are. Negative price fluctuations are called "volatility," while positive price fluctuations are called "profit." Collapsing markets are called "selling panics," while surges receive more benign descriptions (but I think they may best be seen as "buying panics"; see tech stocks in 1999, for example).”
1/13
tweet
Offshore
Photo
Hidden Value Gems
RT @HiddenValueGems: Quote of the day #62
#Investing #Risk #StockMarket https://t.co/RGkCiAK0wD
tweet
RT @HiddenValueGems: Quote of the day #62
#Investing #Risk #StockMarket https://t.co/RGkCiAK0wD
tweet
Offshore
Photo
Hidden Value Gems
This looks like a true hidden value gem! Lion Rock - one of the largest book printers in the world, led by the founder and largest shareholder, CK Lau.
40% of the market cap is net cash, the stock trades at 6x P/E and 31% FCF yield, 8.5% div yield.
@MikeFritzell met the founder a few months ago during his trip to HK. He has a full write-up on the stock.
Do you think they will launch / increase share buyback or do more acquisitions, Michael?
$1127.HK
tweet
This looks like a true hidden value gem! Lion Rock - one of the largest book printers in the world, led by the founder and largest shareholder, CK Lau.
40% of the market cap is net cash, the stock trades at 6x P/E and 31% FCF yield, 8.5% div yield.
@MikeFritzell met the founder a few months ago during his trip to HK. He has a full write-up on the stock.
Do you think they will launch / increase share buyback or do more acquisitions, Michael?
$1127.HK
tweet