Offshore
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Stock Analysis Compilation
Choice Equities on Magnite $MGNI US
Thesis: Magnite is poised for significant growth as the leading independent SSP in the rapidly expanding CTV ad market, bolstered by high-profile partnerships like Netflix
(Extract from their Q2 letter) https://t.co/H4wMLjGmMq
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Choice Equities on Magnite $MGNI US
Thesis: Magnite is poised for significant growth as the leading independent SSP in the rapidly expanding CTV ad market, bolstered by high-profile partnerships like Netflix
(Extract from their Q2 letter) https://t.co/H4wMLjGmMq
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Offshore
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App Economy Insights
📊 This Week in Visuals:
🛒 Walmart $WMT
🎮 Tencent $TCEHT
📦 Alibaba $BABA
🌐 Cisco $CSCO
🏦 Nu Holdings $NU
🇳🇱 Ayden $ADYEY
https://t.co/af18cFlcCS
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📊 This Week in Visuals:
🛒 Walmart $WMT
🎮 Tencent $TCEHT
📦 Alibaba $BABA
🌐 Cisco $CSCO
🏦 Nu Holdings $NU
🇳🇱 Ayden $ADYEY
https://t.co/af18cFlcCS
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: Quote of the day #67
#Economics #stockmarkets https://t.co/MG6mDZgyvi
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RT @HiddenValueGems: Quote of the day #67
#Economics #stockmarkets https://t.co/MG6mDZgyvi
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Offshore
Photo
Stock Analysis Compilation
Loomis Sayles on Arm Holdings $ARM US
Thesis: Arm Holdings, with its strong IP and leadership in next-gen microprocessors, is set for significant growth across diversified markets, currently undervalued by the market
(Extract from their Q2 letter) https://t.co/nu9SHV1jB2
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Loomis Sayles on Arm Holdings $ARM US
Thesis: Arm Holdings, with its strong IP and leadership in next-gen microprocessors, is set for significant growth across diversified markets, currently undervalued by the market
(Extract from their Q2 letter) https://t.co/nu9SHV1jB2
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Offshore
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Invest In Assets 📈
Charlie Munger famously said:
"I like people admitting they were complete stupid horses' asses. I know I'll perform better if I rub my nose in my mistakes. This is a wonderful trick to learn"
3 Times Warren Buffett rubbed his nose in his mistakes: https://t.co/XkLwr1Znql
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Charlie Munger famously said:
"I like people admitting they were complete stupid horses' asses. I know I'll perform better if I rub my nose in my mistakes. This is a wonderful trick to learn"
3 Times Warren Buffett rubbed his nose in his mistakes: https://t.co/XkLwr1Znql
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Offshore
Photo
Stock Analysis Compilation
Aristotle on Chart Industries $GTLS US
Thesis: Chart Industries is poised to thrive with strong demand in LNG and hydrogen markets, boosted by strategic improvements
(Extract from their Q2 letter) https://t.co/9L7OKVTtZ8
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Aristotle on Chart Industries $GTLS US
Thesis: Chart Industries is poised to thrive with strong demand in LNG and hydrogen markets, boosted by strategic improvements
(Extract from their Q2 letter) https://t.co/9L7OKVTtZ8
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Dimitry Nakhla | Babylon Capital®
RT @AlenaNazarova_: A fit body is a reflection of self-respect before you even speak.
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RT @AlenaNazarova_: A fit body is a reflection of self-respect before you even speak.
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Capital Employed
This is a great @iancassel
Many interesting stock pitches, well worth a listen...
$ALDX @DaronEvans3
$ZOM Andrew Rem
$SLYG.F @jptissot1
$PNG.V @CampaertGeert
$NLOP @kingdomcapadv
$CZBS @eriksen_tim
$PRR.CN @lagourgue1
038010.KX Sean Iddings
https://t.co/ishoqJdURl
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This is a great @iancassel
Many interesting stock pitches, well worth a listen...
$ALDX @DaronEvans3
$ZOM Andrew Rem
$SLYG.F @jptissot1
$PNG.V @CampaertGeert
$NLOP @kingdomcapadv
$CZBS @eriksen_tim
$PRR.CN @lagourgue1
038010.KX Sean Iddings
https://t.co/ishoqJdURl
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Offshore
Video
Value Spotlight (Andrew Sather)
Learn a Business using ROIC (Tutorial):
$AAPL in <90 seconds https://t.co/zo5anjbkpc
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Learn a Business using ROIC (Tutorial):
$AAPL in <90 seconds https://t.co/zo5anjbkpc
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