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Stock Analysis Compilation
Loomis Sayles on Block $SQ US
Thesis: Block's Cash App and Square segments are positioned for strong growth, leveraging digital wallet adoption and next-gen payment systems, with shares currently undervalued relative to their long-term potential
(Extract from their Q2 letter) https://t.co/7gXPKYhqRI
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Loomis Sayles on Block $SQ US
Thesis: Block's Cash App and Square segments are positioned for strong growth, leveraging digital wallet adoption and next-gen payment systems, with shares currently undervalued relative to their long-term potential
(Extract from their Q2 letter) https://t.co/7gXPKYhqRI
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Capital Employed
Interesting write-up from @antarcticapital on Fathom Holdings Inc. $FTHM
Real estate player at 0.11x P/S and 10x potential 👇
https://t.co/FWGq3NJqKZ
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Interesting write-up from @antarcticapital on Fathom Holdings Inc. $FTHM
Real estate player at 0.11x P/S and 10x potential 👇
https://t.co/FWGq3NJqKZ
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App Economy Insights
$SBUX Starbucks poaches Chipotle CEO Brian Niccol.
Laxman Narasimhan lasted only 18 months, facing challenges across new competition, China's pricing war, unions, and an ongoing boycott.
$CMG Chipotle stock is up 800% since Brian Niccol joined the company in February 2018. https://t.co/HmiJqtRzPT
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$SBUX Starbucks poaches Chipotle CEO Brian Niccol.
Laxman Narasimhan lasted only 18 months, facing challenges across new competition, China's pricing war, unions, and an ongoing boycott.
$CMG Chipotle stock is up 800% since Brian Niccol joined the company in February 2018. https://t.co/HmiJqtRzPT
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Stock Analysis Compilation
Aristotle on Amphenol $APH US
Thesis: Amphenol is set to soar with double-digit growth driven by AI data center demand and strategic market diversification
(Extract from their Q2 letter) https://t.co/DMFGZiWwea
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Aristotle on Amphenol $APH US
Thesis: Amphenol is set to soar with double-digit growth driven by AI data center demand and strategic market diversification
(Extract from their Q2 letter) https://t.co/DMFGZiWwea
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: My TipRanks Weekly .. Not too bad 👌🏽🧘🏽♂️
Top 2% among ~751K investors 💯
#stocks #investing https://t.co/JusEVlEiiW
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RT @DimitryNakhla: My TipRanks Weekly .. Not too bad 👌🏽🧘🏽♂️
Top 2% among ~751K investors 💯
#stocks #investing https://t.co/JusEVlEiiW
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Hidden Value Gems
When $BA and $AIR.PA are struggling to raise production and demand continues to rise, there is only one option left ➡️ Aercap, the world’s largest independent aircraft owner.
$AER https://t.co/NpVXGOcaW1
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When $BA and $AIR.PA are struggling to raise production and demand continues to rise, there is only one option left ➡️ Aercap, the world’s largest independent aircraft owner.
$AER https://t.co/NpVXGOcaW1
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Quiver Quantitative
🚨 BREAKING: We just caught 31 STOCK Act violations by Senator John Fetterman.
He disclosed trades that were made over a year ago by one of his children.
Some of the trades were in companies that Fetterman oversees.
Full trade list up on the Quiver site. https://t.co/FMyHP7rgk2
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🚨 BREAKING: We just caught 31 STOCK Act violations by Senator John Fetterman.
He disclosed trades that were made over a year ago by one of his children.
Some of the trades were in companies that Fetterman oversees.
Full trade list up on the Quiver site. https://t.co/FMyHP7rgk2
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Stock Analysis Compilation
Loomis Sayles on Atkore $ATKR US
Thesis: Atkore, despite short-term challenges in non-residential markets, remains confident in its long-term earnings potential, making it a strong value play
(Extract from their Q2 letter) https://t.co/O4TtIGruKk
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Loomis Sayles on Atkore $ATKR US
Thesis: Atkore, despite short-term challenges in non-residential markets, remains confident in its long-term earnings potential, making it a strong value play
(Extract from their Q2 letter) https://t.co/O4TtIGruKk
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Hidden Value Gems
RT @HiddenValueGems: An unexpected fact: in 2023, UAE saw higher FDI inflow than India! 👇🏼 https://t.co/Jk6td9lxZN
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RT @HiddenValueGems: An unexpected fact: in 2023, UAE saw higher FDI inflow than India! 👇🏼 https://t.co/Jk6td9lxZN
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Librarian Capital
Ruffer Total Return fund gained 1.9% in Jul
Now +1.5% 2024 YTD, +0.3% p.a. L3Y (£)
JPY gain was offset by "a headwind from its derivative protections as equity markets largely remained stable despite the movements under the surface"
Being a perma-bear is expensive, for clients https://t.co/7SxjehrASZ
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Ruffer Total Return fund gained 1.9% in Jul
Now +1.5% 2024 YTD, +0.3% p.a. L3Y (£)
JPY gain was offset by "a headwind from its derivative protections as equity markets largely remained stable despite the movements under the surface"
Being a perma-bear is expensive, for clients https://t.co/7SxjehrASZ
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Librarian Capital
RT @sarafischer: Independent journalist era takes off
— Substack on track to more than double its politics & news subscribers in 2024
— # of Substack journalists in news & politics making more than $1M has doubled over the past year - now in "double digits"
https://t.co/5cv9stWeRf
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RT @sarafischer: Independent journalist era takes off
— Substack on track to more than double its politics & news subscribers in 2024
— # of Substack journalists in news & politics making more than $1M has doubled over the past year - now in "double digits"
https://t.co/5cv9stWeRf
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