⁠Hidden Value Gems
In tech, you do not quite know where your next competitor will come from 👇🏽

"Starting with a system built for internal use in 2021, Lidl owner Schwarz Group now offers cloud computing and cyber security services to corporate customers." https://t.co/OAfAQtmWyx
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AkhenOsiris
RT @SaaSletter: 📨 latest edition: More on AI ROI

- a great report (n = 1,700+ IT buyers) from @ETRnews (h/t @mdsmaldon) with GenAI ROI + willingness to pay (👀 ETR survey > Twitter consensus)

- a bit more from McKinsey

Link = Next Tweet
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⁠Quality Stocks
Airbnb $ABNB is getting a lot of negative comments recently (excessive fees, fraudulent repairs, untrustworthy tenants, regulation)

Do you think it will impact its growth? Or will its dominant position allow to maintain a strong momentum?
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⁠Stock Analysis Compilation
Ross & Van Compernolle on Bank Central Asia $BBCA IJ

Thesis: Bank Central Asia's strong profitability, efficient cost structure, and potential for further growth in Indonesia solidify its position as a top-performing bank in the region

(Extract from their Q2 letter) https://t.co/rJUgBdhLT3
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⁠Hidden Value Gems
Quote of the day #71

#investing #stocks #StockMarket https://t.co/u4rwYk6xB1
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⁠Invest In Assets 📈
RT @InvestInAssets: 8 Visual Investing Lessons🧵

1: Moats are essential for long-term investors: https://t.co/MK49STm6Wd
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⁠Hidden Value Gems
Quote of the day #71

#investing #stocks #StockMarket https://t.co/YXN6FhWxqO
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⁠Stock Analysis Compilation
Royal London AM on 4imprint $FOUR LN

Thesis: 4imprint's leadership in a fragmented market and efficient business model position it for strong growth and high returns on capital

(Extract from their Q2 letter) https://t.co/MiXLUq6edK
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⁠Invest In Assets 📈
Undervalued wide-moat businesses according to Morningstar: https://t.co/ubqv2QEp9y
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⁠Bourbon Capital
Good morning everyone, i hope you are having a good day so far

No earnings today, but Powell is going to speak today
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