Offshore
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Stock Analysis Compilation
Starboard Value on Autodesk $ADSK US
Thesis: Autodesk’s underperformance offers a significant turnaround opportunity, with potential for substantial value creation through strategic board actions and operational improvements
(Extract from their presentation, link in SAC#53) https://t.co/j6Hp1LXuRG
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Starboard Value on Autodesk $ADSK US
Thesis: Autodesk’s underperformance offers a significant turnaround opportunity, with potential for substantial value creation through strategic board actions and operational improvements
(Extract from their presentation, link in SAC#53) https://t.co/j6Hp1LXuRG
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Offshore
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PitchDeckGuy
From a poor farmer's son to a global industrial giant.
Chung Ju-Yung built Hyundai into a $100B+ empire.
Here’s how he did it 👇 https://t.co/jQl2Ft5vB1
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From a poor farmer's son to a global industrial giant.
Chung Ju-Yung built Hyundai into a $100B+ empire.
Here’s how he did it 👇 https://t.co/jQl2Ft5vB1
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Hidden Value Gems
RT @HiddenValueGems: Quote of the day #66
#Investing #StockMarket https://t.co/fMkm5rgM9f
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RT @HiddenValueGems: Quote of the day #66
#Investing #StockMarket https://t.co/fMkm5rgM9f
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Offshore
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Stock Analysis Compilation
Polen Capital on Repligen $RGEN US
Thesis: Repligen is primed to capitalize on its technical leadership in bioprocessing as the industry recovers from pandemic disruptions
(Extract from their Q2 letter) https://t.co/uw8uBBH7G5
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Polen Capital on Repligen $RGEN US
Thesis: Repligen is primed to capitalize on its technical leadership in bioprocessing as the industry recovers from pandemic disruptions
(Extract from their Q2 letter) https://t.co/uw8uBBH7G5
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Offshore
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Stock Analysis Compilation
Polen Capital on Construction Partners $ROAD US
Thesis: Construction Partners stands out with its focus on recurring, low-risk maintenance work, ensuring stable growth and robust margins
(Extract from their Q2 letter) https://t.co/6Ag1cmLjcZ
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Polen Capital on Construction Partners $ROAD US
Thesis: Construction Partners stands out with its focus on recurring, low-risk maintenance work, ensuring stable growth and robust margins
(Extract from their Q2 letter) https://t.co/6Ag1cmLjcZ
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Offshore
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Quiver Quantitative
BREAKING: Nancy Pelosi is now the 2nd-wealthiest member of Congress.
She just passed Representative Buchanan on our live net worth leaderboard: https://t.co/TEazjlWYq4
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BREAKING: Nancy Pelosi is now the 2nd-wealthiest member of Congress.
She just passed Representative Buchanan on our live net worth leaderboard: https://t.co/TEazjlWYq4
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Offshore
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Stock Analysis Compilation
Aristotle on Littelfuse $LFUS US
Thesis: Littelfuse's leadership in circuit protection and its expansion into automotive sensors position it well for growth in an increasingly connected world
(Extract from their Q2 letter) https://t.co/zcwfjF9Isu
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Aristotle on Littelfuse $LFUS US
Thesis: Littelfuse's leadership in circuit protection and its expansion into automotive sensors position it well for growth in an increasingly connected world
(Extract from their Q2 letter) https://t.co/zcwfjF9Isu
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Offshore
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Matt McGarry
If you have newsletter questions, check out:
newsletterquestions(dot)com
Niklas from @MegahitApp built this. It does a Google site search of my content for anything you search.
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If you have newsletter questions, check out:
newsletterquestions(dot)com
Niklas from @MegahitApp built this. It does a Google site search of my content for anything you search.
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Matt McGarry
RT @nikwen_de: This was a super fun project to build.
Below is what inspired it. 👇
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RT @nikwen_de: This was a super fun project to build.
Below is what inspired it. 👇
If you have newsletter questions, check out:
newsletterquestions(dot)com
Niklas from @MegahitApp built this. It does a Google site search of my content for anything you search. tweet