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Hidden Value Gems
Should be an interesting discussion on $NKE with two former executives moderated by @TSOH_Investing
You can register for free at AlphaSense website. https://t.co/8sIMfUd5ig
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Should be an interesting discussion on $NKE with two former executives moderated by @TSOH_Investing
You can register for free at AlphaSense website. https://t.co/8sIMfUd5ig
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Offshore
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Dimitry Nakhla | Babylon Capital®
As the saying goes: “History doesn’t repeat itself, but it often rhymes.”
$SPY $IXIC $PLTR $HIMS $MSTR https://t.co/c2y20tk3cU
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As the saying goes: “History doesn’t repeat itself, but it often rhymes.”
$SPY $IXIC $PLTR $HIMS $MSTR https://t.co/c2y20tk3cU
Echoes of 2020 - 2022 over-extended pumps followed by strong sell offs $PLTR $HIMS $MSTR https://t.co/jFl3Pj3Z2l tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 15 Quality Stocks That Maintained ROIC >20% in the Last 5 Years | Average ROIC 💸
💳 Visa $V | 30%
📱 Apple $AAPL | 57%
🚘 Copart $CPRT | 25%
🧾 Paychex $PAYX | 42%
🌐 MSCI Inc $MSCI | 33%
🏦 Fair Isaac $FICO | 44%
💵 Mastercard $MA | 54%
☁️ Microsoft $MSFT | 30%
💨 Philip Morris $PM | 43%
🧬 Novo Nordisk $NVO | 64%
🖨️ Lam Research $LRCX | 36%
☀️ ASML Holding $ASML | 40%
📸 Meta Platforms $META | 27%
👩🏻🔬 Vertex Pharmaceuticals $VRTX | 29%
💰 Automatic Data Processing $ADP | 50%
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RT @DimitryNakhla: 15 Quality Stocks That Maintained ROIC >20% in the Last 5 Years | Average ROIC 💸
💳 Visa $V | 30%
📱 Apple $AAPL | 57%
🚘 Copart $CPRT | 25%
🧾 Paychex $PAYX | 42%
🌐 MSCI Inc $MSCI | 33%
🏦 Fair Isaac $FICO | 44%
💵 Mastercard $MA | 54%
☁️ Microsoft $MSFT | 30%
💨 Philip Morris $PM | 43%
🧬 Novo Nordisk $NVO | 64%
🖨️ Lam Research $LRCX | 36%
☀️ ASML Holding $ASML | 40%
📸 Meta Platforms $META | 27%
👩🏻🔬 Vertex Pharmaceuticals $VRTX | 29%
💰 Automatic Data Processing $ADP | 50%
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Offshore
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Finding Compounders
Do want to know what to look for in an equity investment if you want to succeed in the long run?
Read this article by François Rochon.
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. https://t.co/ISjbfc0Hn5
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Do want to know what to look for in an equity investment if you want to succeed in the long run?
Read this article by François Rochon.
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. https://t.co/ISjbfc0Hn5
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Hidden Value Gems
Sounds interesting, worth doing more work on $PUM.GY
"Puma shares are -80% from their pandemic highs. The company and brand is "under-managed" and "under-owned" (Artemis 30%). The brand is tracking significantly behind its potential and unique heritage (think Boris Becker, Diego Maradona, Johan Cruyff, etc). The shares are significantly under-valued, but in the current set-up (management, ownership), this value won't crystalize. The improvement potential is so massive that PE firms and strategic buyers (think VF Corp) are surely sharpening their pencils right now. So should you."
From KochBank Research newsletter (couldn't find their X handle, sorry).
See link in reply.
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Sounds interesting, worth doing more work on $PUM.GY
"Puma shares are -80% from their pandemic highs. The company and brand is "under-managed" and "under-owned" (Artemis 30%). The brand is tracking significantly behind its potential and unique heritage (think Boris Becker, Diego Maradona, Johan Cruyff, etc). The shares are significantly under-valued, but in the current set-up (management, ownership), this value won't crystalize. The improvement potential is so massive that PE firms and strategic buyers (think VF Corp) are surely sharpening their pencils right now. So should you."
From KochBank Research newsletter (couldn't find their X handle, sorry).
See link in reply.
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Offshore
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The Investing for Beginners Podcast
Simple breakdown of ROE (Return on Equity) https://t.co/kSlZSvGD5E
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Simple breakdown of ROE (Return on Equity) https://t.co/kSlZSvGD5E
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Offshore
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The Investing for Beginners Podcast
RT @IFB_podcast: DCF vs Reverse DCF: https://t.co/bwnE9C3bBf
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RT @IFB_podcast: DCF vs Reverse DCF: https://t.co/bwnE9C3bBf
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