⁠Value Spotlight (Andrew Sather)
Shortcut for Calculating ROIC with a Complex Balance Sheet (Tutorial)

$MA https://t.co/O758nMturh
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⁠Quiver Quantitative
Nancy Pelosi has now made $23,000,000 in the stock market in 2024, per our estimates.

Here's how that compares to the rest of Congress: https://t.co/N5ASKyS9R0
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⁠App Economy Insights
Tesla's "We, Robot" event in a nutshell.
$TSLA $UBER https://t.co/QTBEacXcOs
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: At what price is Mastercard $MA a buy? Well, it depends on your required rate of return* 👇🏽

1️⃣ Starting Price $490 🟠

31x P/E:$600.16💵 … ~10.05% CAGR

30x P/E: $580.80💵 … ~8.46% CAGR

29x P/E: $561.44💵 … ~6.83% CAGR
___

2️⃣ Starting Price $470 🟡

31x P/E:$600.16💵 … ~12.12% CAGR

30x P/E: $580.80💵 … ~10.49% CAGR

29x P/E: $561.44💵 … ~8.83% CAGR
___

3️⃣ Starting Price $450 🟢

31x P/E:$600.16💵 … ~14.32% CAGR

30x P/E: $580.80💵 … ~12.66% CAGR

29x P/E: $561.44💵 … ~10.97% CAGR
___

*Assumptions: Fiscal Year ending in 2026, using 2026 EPS Estimate of $19.36 🧮

#stocks #investing
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⁠Stock Analysis Compilation
Voss Capital on United Parks & Resorts $PRKS US

Thesis: PRKS's significant upside potential, based on a conservative valuation, offers compelling value in the theme park sector.

(Extract from their Q2 letter, link to the full analysis in SAC#59) https://t.co/elljlgbdHE
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⁠Investing visuals
Investing biases - A new visual series
Kicking off a new visual series on psychological biases every investor should know 🧠💡

First up: the the bandwagon effect 👇
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⁠Librarian Capital
"Ulta Beauty: At the Wrong Side of a Capital Cycle"

We review this Q2 Berkshire Hathaway $BRK.B investment ahead of next week’s investor day

$ULTA shares are back to 2022 levels

https://t.co/TRRyrLDXd8 https://t.co/gLMPZtT4cJ
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⁠Librarian Capital
Bill Ackman: 33 things he hates about Democrats
(I am paraphrasing here)

No. 26 and no. 27 are about vaccines

He's not a fan https://t.co/YHW9Gag2Sq
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⁠Stock Analysis Compilation
Silver Ring Value Partners on Alfa S.A.B. $ALFAA MM

Thesis: Alfa’s deep undervaluation and clear path to unlocking value through Sigma and Alpek present a compelling investment with significant upside

(Extract from their Q2 letter, link to the full analysis in SAC#59) https://t.co/UW7xdmGBbI
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⁠Quiver Quantitative
RT @InsiderRadar: The CEO of $COHR, a semiconductor manufacturer, made an insider purchase of 1,000 shares in early September.

The stock has risen 44% since his first purchase. https://t.co/93XeYyqiht
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⁠Quiver Quantitative
Here's how much money different politicians made in the stock market this week: https://t.co/2TCfXrcQau
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