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Value Spotlight (Andrew Sather)
Calculating WACC and ROIC (Tutorial):
Is value created or destroyed? $AMT https://t.co/AzO4MflTtY
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Calculating WACC and ROIC (Tutorial):
Is value created or destroyed? $AMT https://t.co/AzO4MflTtY
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Quiver Quantitative
BREAKING: Senator Markwayne Mullin just disclosed a purchase of up to $50K of IQVIA stock, $IQV.
IQVIA is a pharmaceutical services company.
Mullin sits on the Senate Committee on Health.
We'll be keeping an eye on $IQV. https://t.co/daEtLasj8T
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BREAKING: Senator Markwayne Mullin just disclosed a purchase of up to $50K of IQVIA stock, $IQV.
IQVIA is a pharmaceutical services company.
Mullin sits on the Senate Committee on Health.
We'll be keeping an eye on $IQV. https://t.co/daEtLasj8T
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Stock Analysis Compilation
Stock Analysis Compilation #56 is in your inbox 🔥
(link below)
52 free analyses from the best hedge funds & newsletters :
$GOOG $ASPI $ATKR $AZO $BIDU $BOMN $BOWL $ELY $CCI $COVN $UAN $EUSP $FTEL $GEHC $IBTA $LULU $MSG $META $NU $PLTR $PKST $PESI $PRAA $SDGR $SES $SOMO $SBUX $TCEHY $TRUX $UBER $ULTA $UPWK $MTN $VEEV $V and many more
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Stock Analysis Compilation #56 is in your inbox 🔥
(link below)
52 free analyses from the best hedge funds & newsletters :
$GOOG $ASPI $ATKR $AZO $BIDU $BOMN $BOWL $ELY $CCI $COVN $UAN $EUSP $FTEL $GEHC $IBTA $LULU $MSG $META $NU $PLTR $PKST $PESI $PRAA $SDGR $SES $SOMO $SBUX $TCEHY $TRUX $UBER $ULTA $UPWK $MTN $VEEV $V and many more
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Stock Analysis Compilation
Pernas Research on Upwork $UPWK US
Upwork’s long-term growth story remains intact despite short-term concerns, with 70% upside potential driven by the continued rise in the freelance economy
(Extract from their initiation report, link in SAC#56) https://t.co/jVeqVFqi1D
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Pernas Research on Upwork $UPWK US
Upwork’s long-term growth story remains intact despite short-term concerns, with 70% upside potential driven by the continued rise in the freelance economy
(Extract from their initiation report, link in SAC#56) https://t.co/jVeqVFqi1D
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Stock Analysis Compilation
River Oaks Capital on Truxton Bank $TRUX US
Truxton’s undervalued wealth management business, with rapid AUM growth and high returns on equity, offers significant upside potential hidden within a community bank
(Extract from their Q2 letter, link in SAC#56) https://t.co/DMr14yly4i
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River Oaks Capital on Truxton Bank $TRUX US
Truxton’s undervalued wealth management business, with rapid AUM growth and high returns on equity, offers significant upside potential hidden within a community bank
(Extract from their Q2 letter, link in SAC#56) https://t.co/DMr14yly4i
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Librarian Capital
Re: Philip Morris $PM selling Vectura $VEC at a loss
While the overall outcome was undeniably a poor one, comparing PM's Wellness & Healthcare revenues in 2020 (~$400m) and 2022 ($271m) overstated the amount of decline, due to Vectura one-offs in 2020
@helentbiz https://t.co/e3GAFHcR1Z
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Re: Philip Morris $PM selling Vectura $VEC at a loss
While the overall outcome was undeniably a poor one, comparing PM's Wellness & Healthcare revenues in 2020 (~$400m) and 2022 ($271m) overstated the amount of decline, due to Vectura one-offs in 2020
@helentbiz https://t.co/e3GAFHcR1Z
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Capital Employed
FRESH OFF THE PRESS 🔥
Interview #100 with @lukewinchester9 from @MerewetherCap
Luke discusses...
2 Aussie microcaps he's bullish on
+ much more https://t.co/oautwWvR5B
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FRESH OFF THE PRESS 🔥
Interview #100 with @lukewinchester9 from @MerewetherCap
Luke discusses...
2 Aussie microcaps he's bullish on
+ much more https://t.co/oautwWvR5B
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Investing visuals
Unfortunately, there are some imposters active....😢 Could you please help me and report them? I’d really appreciate it!🙏
Imposter accounts👇
1) https://t.co/5VV3SxdmYN
2) https://t.co/Ar25ItADyr
3) https://t.co/gdsN2SXVt0 https://t.co/lSNX7IOEao
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Unfortunately, there are some imposters active....😢 Could you please help me and report them? I’d really appreciate it!🙏
Imposter accounts👇
1) https://t.co/5VV3SxdmYN
2) https://t.co/Ar25ItADyr
3) https://t.co/gdsN2SXVt0 https://t.co/lSNX7IOEao
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