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Dimitry Nakhla | Babylon Capital®
Another reputable & successful hedge fund just made one of their biggest adds to their holdings — a stock I suggested was attractive 💸
The stock?
$TMO 🔬
As of the latest 13F filing, William Von Mueffling increased Cantillon’s $TMO position by ~16% https://t.co/DJ50oVx6SZ
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Another reputable & successful hedge fund just made one of their biggest adds to their holdings — a stock I suggested was attractive 💸
The stock?
$TMO 🔬
As of the latest 13F filing, William Von Mueffling increased Cantillon’s $TMO position by ~16% https://t.co/DJ50oVx6SZ
Two months ago I stated:
“I’d be more interested in $TMO closer to $500💵 (8% below today’s price) where I can reasonably expect ~11% to ~12% CAGR while assuming a 23x - 24x end multiple, ensuring a margin of safety”
$TMO traded at my target price for less than 24 hours 📈 https://t.co/r2awaMkY7L tweet
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Stock Analysis Compilation
Aoris on Sherwin-Williams $SHW US
Thesis: Sherwin-Williams is the world's largest paint and coatings company with a dominant market share in the US professional painters segment and exclusive supply agreements with major home builders.
(Extract from their Q4 letter) https://t.co/abGbRu8lDk
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Aoris on Sherwin-Williams $SHW US
Thesis: Sherwin-Williams is the world's largest paint and coatings company with a dominant market share in the US professional painters segment and exclusive supply agreements with major home builders.
(Extract from their Q4 letter) https://t.co/abGbRu8lDk
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $MBX has just reported purchasing $535K of the company's stock, increasing his ownership stake by 6%.
This is the first insider trade he has reported since the company had its IPO last September.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $MBX has just reported purchasing $535K of the company's stock, increasing his ownership stake by 6%.
This is the first insider trade he has reported since the company had its IPO last September.
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Offshore
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Dimitry Nakhla | Babylon Capital®
Since hitting my target accumulation price, shares of MercadoLibre $MELI have rallied +15%
This is a bit unfortunate as I would’ve preferred for $MELI stock to continue declining & reach an even lower level so I could add another tranche of shares https://t.co/NggebbFgsC
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Since hitting my target accumulation price, shares of MercadoLibre $MELI have rallied +15%
This is a bit unfortunate as I would’ve preferred for $MELI stock to continue declining & reach an even lower level so I could add another tranche of shares https://t.co/NggebbFgsC
$MELI traded below my target accumulation price of $1,700 for less than 48 hours 🎯 https://t.co/QUeCkbQz0z tweet
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Capital Employed
Another batch of excellent Q4 2024 letters just added.
Including excellent letters from...
@Whit_Huguley
@dsmoak98
@HorizonKinetics
108 letters in total now.
This is a treasure trove of insights and potential ideas… 👇
https://t.co/Dndl7wcMwK https://t.co/7mQM7SnLeq
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Another batch of excellent Q4 2024 letters just added.
Including excellent letters from...
@Whit_Huguley
@dsmoak98
@HorizonKinetics
108 letters in total now.
This is a treasure trove of insights and potential ideas… 👇
https://t.co/Dndl7wcMwK https://t.co/7mQM7SnLeq
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InsideArbitrage
Staffing 360 $STAF held a special meeting of stockholders on February 3, 2025 -
The meeting was held to vote on two proposals: approving the Planned Merger with Atlantic International $ATLN and approving the option to adjourn the meeting.
The majority approved the Adjournment Proposal, and the meeting was then adjourned to February 10, 2025.
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Staffing 360 $STAF held a special meeting of stockholders on February 3, 2025 -
The meeting was held to vote on two proposals: approving the Planned Merger with Atlantic International $ATLN and approving the option to adjourn the meeting.
The majority approved the Adjournment Proposal, and the meeting was then adjourned to February 10, 2025.
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InsideArbitrage
RT @business: Nissan is seeking out a new partner as it prepares to end negotiations to form a joint holding company with Honda, people familiar with the matter said. https://t.co/xB23Vk3Jro
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RT @business: Nissan is seeking out a new partner as it prepares to end negotiations to form a joint holding company with Honda, people familiar with the matter said. https://t.co/xB23Vk3Jro
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Offshore
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InsideArbitrage
RT @Reuters: Nissan CEO Makoto Uchida met with his Honda counterpart Toshihiro Mibe to tell him he wants to scrap their memorandum of understanding to discuss a possible merger, one person with knowledge of the matter said https://t.co/QB5KzWD8Ec
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RT @Reuters: Nissan CEO Makoto Uchida met with his Honda counterpart Toshihiro Mibe to tell him he wants to scrap their memorandum of understanding to discuss a possible merger, one person with knowledge of the matter said https://t.co/QB5KzWD8Ec
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Hidden Value Gems
Makes me think whether #Kering really has a moat or just sells expensive (high-margin) stuff with a hit-or-miss approach.
Was on my Luxury Goods watchlist, but the difference with the ones like Richemont, LVMH and Hermes is huge. https://t.co/SWbPqQM2UJ
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Makes me think whether #Kering really has a moat or just sells expensive (high-margin) stuff with a hit-or-miss approach.
Was on my Luxury Goods watchlist, but the difference with the ones like Richemont, LVMH and Hermes is huge. https://t.co/SWbPqQM2UJ
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