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
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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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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Invest In Assets 📈
RT @InvestInAssets: LVMH is a luxury conglomerate that owns +75 of the world's top luxury brands 👜
The business is led by Bernard Arnault who owns almost 50% of the company 👑
The stock has compounded by ~21% annually over the last decade 📈
Let's take a look at LVMH as a business: https://t.co/FK5LQRH3tC
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RT @InvestInAssets: LVMH is a luxury conglomerate that owns +75 of the world's top luxury brands 👜
The business is led by Bernard Arnault who owns almost 50% of the company 👑
The stock has compounded by ~21% annually over the last decade 📈
Let's take a look at LVMH as a business: https://t.co/FK5LQRH3tC
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Offshore
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Stock Analysis Compilation
Greenwood Investors on Rentokil $RTO LN
Thesis: Rentokil's strategic management is revitalizing Terminix, positioning it for organic growth and improved customer retention
(Extract from their Q2 letter) https://t.co/Du3b0JcIdA
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Greenwood Investors on Rentokil $RTO LN
Thesis: Rentokil's strategic management is revitalizing Terminix, positioning it for organic growth and improved customer retention
(Extract from their Q2 letter) https://t.co/Du3b0JcIdA
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Offshore
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Invest In Assets 📈
Companies with PEs below 15, expected EPS growth above 15%, and 5-year ROIC of above 15%: https://t.co/mS7aMzLsZV
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Companies with PEs below 15, expected EPS growth above 15%, and 5-year ROIC of above 15%: https://t.co/mS7aMzLsZV
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