⁠Stock Analysis Compilation
Diamond Hill on International Paper $IP US

Thesis: International Paper’s improving demand and valuation make it a strong play on profitability recovery in the packaging industry.

(Extract from their Q2 letter) https://t.co/haqeQD6D5i
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⁠Investing visuals
Question for Tesla $TSLA shareholders: did the We-Robot event change your investment thesis? 🤔 https://t.co/j7k7BPrrel
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⁠App Economy Insights
📊 This Week in Visuals:

🏦 JPMorgan $JPM
📉 Wells Fargo $WFC
🥤 PepsiCo $PEP
📈 Blackrock $BLK
🛩️ Delta $DAL
🍕 Domino’s Pizza $DPZ
🌿 Tilray $TLRY
https://t.co/Z68LKX02eP
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⁠Capital Employed
Nice write-up by @ValuePraya on https://t.co/uPGYHPiC1F SF Real Estate Investment Trust.

10% yield Logistics REIT, 0.5x P/B
Unreplaceable assets at a bargain bin price. 👇

https://t.co/vycbGOAgFr
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⁠App Economy Insights
What are you watching this week?

• Tuesday: $BAC, $C, $GS, $JNJ, $SCHW, $UAL, $UNH.
• Wednesday: $ASML, $MS.
• Thursday: $NFLX, $ISRG, $TSM.
• Friday: $AXP.

All visualized in our PRO coverage next Saturday. https://t.co/D4zxS69OrR
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⁠Stock Analysis Compilation
Diamond Hill on Thermon Group Holdings $THR US

Thesis: Thermon’s leadership in mission-critical heat solutions and its strong customer base make it a reliable player in complex industrial markets

(Extract from their Q2 letter) https://t.co/YwPl0PMS18
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⁠Value Spotlight (Andrew Sather)
Animated Guide: How to Calculate Free Cash Flow https://t.co/vcNpAzp83u
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⁠Stock Analysis Compilation
Clearbridge on ATS $ATS CN

Thesis: ATS’s leadership in automation technology, especially in high-growth sectors like life sciences and EVs, positions it for significant organic growth.

(Extract from their Q2 letter) https://t.co/FLSAWxACpD
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⁠Stock Analysis Compilation
Clearbridge on Blueprint Medicines $BPMC US

Thesis: Blueprint Medicines' promising product pipeline and blockbuster potential in rare disease markets position it well for future profitability.

(Extract from their Q2 letter) https://t.co/xoIKwGQz1F
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⁠Quiver Quantitative
RT @InsiderRadar: Here are some of the largest insider purchases over the last week:

$BBWI - $177k purchase by CEO on Oct. 9. Stock is up 8% since trade date.

$CAPIX - $100k purchase by VP on Oct. 9.

$BYRN - $28k purchase by CFO on Oct. 10, stock is down 2% since trade date. https://t.co/NuW8thY2h0
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⁠iinvested
3Q'24 Palm Valley Capital Fund on $HELE

https://t.co/JwtHTBDAN6

More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/7VTnxN0vnW
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