⁠Stock Analysis Compilation
Heartland Advisors on Brady Corporation $BRC US

Thesis: Brady Corporation's streamlined focus on high-margin products and strong financial position make it a promising investment poised for growth

(Extract from their Q2 letter) https://t.co/JVNrQ7cUc7
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⁠Finding Compounders
Analyzing Earnings Quality as a Financial Forensic Tool https://t.co/eUEgYaa93G
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⁠App Economy Insights
Streaming Paid Subscribers Trends. https://t.co/EbmiFKFgI3
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⁠Hidden Value Gems
Focus beats almost any budget even in the streaming business:

“Apple has spent more than $20 billion to produce original TV shows and movies. However, Apple TV+ generates less viewing in one month than Netflix does in one day.”

$NFLX https://t.co/UcUzpPZCc1
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⁠Hidden Value Gems
Look for companies with low share-based compensation (as percentage of sales), buyback helps too.

Interesting findings by @mjmauboussin https://t.co/MNwhj49LM9
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⁠Hidden Value Gems
How to learn to analyse the business - a tip from Li Lu 👇🏼

Quote of the day #63 https://t.co/BCoIBI572n
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⁠Capital Employed
RT @capitalemployed: Interesting article...

How Relevant is Graham’s Philosophy Today in Hong Kong?

Inspired by Ben Graham’s, we screen the HK broad market using a set of 7 criteria to identify a basket of value stocks.

Full PDF is here👇https://t.co/YzHv8lf6it
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⁠Capital Employed
Very interesting write-up on Wise $WISE by @Jake___Barfield

Wise is the world's cheapest, fastest FX provider with a long runway for efficient growth behind its existing advantage.

The valuation is optically rich but objectively cheap. 👇

https://t.co/f8pbZk14tf
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