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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
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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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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
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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
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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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Offshore
Video
Value Spotlight (Andrew Sather)
How to Calculate ROIC: A Complete, Animated Guide (pt.1) https://t.co/oXC8RPXB3y
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How to Calculate ROIC: A Complete, Animated Guide (pt.1) https://t.co/oXC8RPXB3y
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Offshore
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Stock Analysis Compilation
Royce IP on Alimak Group $ALIG SS
Thesis: Alimak Group stands out for its mission-critical products and strong aftermarket services, ensuring stable profits and resilience in challenging markets
(Extract from their Q2 letter) https://t.co/e8LXmPBlRB
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Royce IP on Alimak Group $ALIG SS
Thesis: Alimak Group stands out for its mission-critical products and strong aftermarket services, ensuring stable profits and resilience in challenging markets
(Extract from their Q2 letter) https://t.co/e8LXmPBlRB
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