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iinvested
3Q'24 Mar Vista Strategic Growth Fund on $AME, $SYK, $UL
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/SUqGr1qMgR
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3Q'24 Mar Vista Strategic Growth Fund on $AME, $SYK, $UL
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/SUqGr1qMgR
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Quiver Quantitative
$VSAT has risen 18% since we posted this report.
It's been less than two weeks.
Up another 6% today. https://t.co/SP2zBxdkDI
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$VSAT has risen 18% since we posted this report.
It's been less than two weeks.
Up another 6% today. https://t.co/SP2zBxdkDI
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $NCDL has reported the purchase of ~$347k of the company's stock, increasing his ownership stake by 75%.
This is the first insider purchase we have seen by the CEO since $NCDL went public in January.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $NCDL has reported the purchase of ~$347k of the company's stock, increasing his ownership stake by 75%.
This is the first insider purchase we have seen by the CEO since $NCDL went public in January.
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Stock Analysis Compilation
Ave Maria Funds on Simply Good Foods $SMPL US
Thesis: Simply Good Foods leverages its asset-light model and acquisitions to dominate the growing nutritional snacking market.
(Extract from their Q3 letter) https://t.co/nhaKLzOuSl
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Ave Maria Funds on Simply Good Foods $SMPL US
Thesis: Simply Good Foods leverages its asset-light model and acquisitions to dominate the growing nutritional snacking market.
(Extract from their Q3 letter) https://t.co/nhaKLzOuSl
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $VVV has reported the purchase of ~$100k of the company's stock, increasing her ownership stake by 7%.
This is the second insider purchase we have seen in $VVV over the last week (a director purchased ~$400k on Nov 26).
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $VVV has reported the purchase of ~$100k of the company's stock, increasing her ownership stake by 7%.
This is the second insider purchase we have seen in $VVV over the last week (a director purchased ~$400k on Nov 26).
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Nothing against those who’ve allocated capital to $TMDX
Yet, Munger’s words apply here
Can $TMDX be the next big thing? Absolutely.
Is it a top 50 business in the world? No.
Staying disciplined and avoiding the lure of newer “growth” stocks can really help over long-term
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RT @DimitryNakhla: Nothing against those who’ve allocated capital to $TMDX
Yet, Munger’s words apply here
Can $TMDX be the next big thing? Absolutely.
Is it a top 50 business in the world? No.
Staying disciplined and avoiding the lure of newer “growth” stocks can really help over long-term
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”
— Charlie Munger 🗣️
#stocks #investing tweet
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Capital Employed
Listen to the Focus Capital Management Q3 2024 investor letter.
The letter discusses... 👇
Fund performance
Portfolio commentary
The value of concentration
https://t.co/SSYsafYPxQ https://t.co/D6SWKjMJ8H
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Listen to the Focus Capital Management Q3 2024 investor letter.
The letter discusses... 👇
Fund performance
Portfolio commentary
The value of concentration
https://t.co/SSYsafYPxQ https://t.co/D6SWKjMJ8H
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Hidden Value Gems
Lots of ideas to think about from yesterday’s lecture by Victor Hoghani (LTCM co-founder).
One point I forgot about is the study on returns if you didn’t own stocks overnight.
In other words,
➡️ if you had bought stocks in the morning and sold in the evening, you would have massively underperformed the index. In 30 years, you would be up only 14% vs 18x for the S&P500 stocks.
➡️ In small caps the results are even more astonishing - you would be down 86% !
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Lots of ideas to think about from yesterday’s lecture by Victor Hoghani (LTCM co-founder).
One point I forgot about is the study on returns if you didn’t own stocks overnight.
In other words,
➡️ if you had bought stocks in the morning and sold in the evening, you would have massively underperformed the index. In 30 years, you would be up only 14% vs 18x for the S&P500 stocks.
➡️ In small caps the results are even more astonishing - you would be down 86% !
Victor Haghani (ex LTCM) will be speaking at LSE on 2 December on "Why I stopped picking stocks: the risk matters hypothesis".
Free to attend, should be interesting 👇 https://t.co/xufTKIXbfB tweet
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Hidden Value Gems
German DAX is at ATH 😳
Would have never guessed if I only followed the media articles about troubles at car makers, strikes, higher energy prices etc... https://t.co/1m6zctaKKz
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German DAX is at ATH 😳
Would have never guessed if I only followed the media articles about troubles at car makers, strikes, higher energy prices etc... https://t.co/1m6zctaKKz
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Hidden Value Gems
$OTB.L launched up to £25m buyback until 31 March ‘25. Its mkt cap is just £287m, no debt, £96m cash.
Looks interesting although I admit that package holidays is not the sector I want to invest in the long term. https://t.co/JSqKYTp35G
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$OTB.L launched up to £25m buyback until 31 March ‘25. Its mkt cap is just £287m, no debt, £96m cash.
Looks interesting although I admit that package holidays is not the sector I want to invest in the long term. https://t.co/JSqKYTp35G
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