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Special Situations 🌐 Research Newsletter (Jay)
Natural gas over the last 6 months; they don't call it the widow-maker for nothing! $UNG $BOIL $LNG https://t.co/U42w8rvTaW
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Natural gas over the last 6 months; they don't call it the widow-maker for nothing! $UNG $BOIL $LNG https://t.co/U42w8rvTaW
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Kevin G.
RIP to a legend. Dee was one of the most thoughtful business leaders and philosophers I've studied, and he's left behind a lasting legacy -- both in Visa and his writings.
https://t.co/STsge8JHRV
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RIP to a legend. Dee was one of the most thoughtful business leaders and philosophers I've studied, and he's left behind a lasting legacy -- both in Visa and his writings.
https://t.co/STsge8JHRV
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Oddball Stocks Newsletter
RT @StocksOddball: Ronbo: Your Source for Annuals https://t.co/ZRVvo5MIE9
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RT @StocksOddball: Ronbo: Your Source for Annuals https://t.co/ZRVvo5MIE9
Fast & furious today with '21 annuals. $CFST, $PONT, $DIMC, $LYBC, $WAYN, $CZBT, $CZNL all posted on https://t.co/RFQeg9JDy5 - Ronbotweet
Twitter
Fast & furious today with '21 annuals. $CFST, $PONT, $DIMC, $LYBC, $WAYN, $CZBT, $CZNL all posted on https://t.co/RFQeg9JDy5
John Huber
Great list of companies that includes the four drivers of stock price appreciation: sales growth, change in P/S multiple, change in share count, and dividends. https://t.co/0PIerx9cQu
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Great list of companies that includes the four drivers of stock price appreciation: sales growth, change in P/S multiple, change in share count, and dividends. https://t.co/0PIerx9cQu
Now that mkt valuations come down, particularly in tech, I thought it would be interesting to update the list of the best performing stocks over the past 15 yrs from today's prices
These companies survived the GFC & COVID & provided the best returns in all US/Canada stocks https://t.co/NXJDHa9Fvg https://t.co/BhcxCqYNQH - Joe Frankenfieldtweet
Twitter
Now that mkt valuations come down, particularly in tech, I thought it would be interesting to update the list of the best performing stocks over the past 15 yrs from today's prices
These companies survived the GFC & COVID & provided the best returns in all…
These companies survived the GFC & COVID & provided the best returns in all…
Mostly Borrowed Ideas
"negative free cash flow is not only fine, but desirable, in cases when the return on investment comfortably exceeds the cost of capital and the company has access to capital."
New post from @mjmauboussin and Callahan!
https://t.co/ND5VV9POGt
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"negative free cash flow is not only fine, but desirable, in cases when the return on investment comfortably exceeds the cost of capital and the company has access to capital."
New post from @mjmauboussin and Callahan!
https://t.co/ND5VV9POGt
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Morgan Stanley Investment Management
Good Losses, Bad Losses
Investors must look past simple measures of profits to understand the true ability to create value, especially with the rise of intangibles. Companies with losses but a high return on investment had attractive shareholder returns in recent decades.
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Meb Faber
Today's guests @Frank_Giustra and Ian Telfer are two of the most knowledgable operators in the gold space. (You may know them from @Goldcorp_Inc.)
Now they got the band back together & started @ArisGoldCorp.
(Fun fact: Frank also founded @Lionsgate)
https://t.co/paHzn2bngu https://t.co/tQzQNmqBOV
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Today's guests @Frank_Giustra and Ian Telfer are two of the most knowledgable operators in the gold space. (You may know them from @Goldcorp_Inc.)
Now they got the band back together & started @ArisGoldCorp.
(Fun fact: Frank also founded @Lionsgate)
https://t.co/paHzn2bngu https://t.co/tQzQNmqBOV
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Ensemble Capital
Good reminder that businesses are like organisms that change and adapt rather than static assets. Good companies find a way to resist entropy and remain relevant in the face of change. Investors must periodically re-evaluate their thesis even on the very best companies. https://t.co/Jkzosp4eQR
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Good reminder that businesses are like organisms that change and adapt rather than static assets. Good companies find a way to resist entropy and remain relevant in the face of change. Investors must periodically re-evaluate their thesis even on the very best companies. https://t.co/Jkzosp4eQR
Munger ('95) on wonderful businesses: "What was interesting to me about the Phil Fisher businesses is that a very great many of them didn’t last as wonderful businesses." https://t.co/FmjPVrzwqr - Frederik Gieschentweet
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Morning Brew ☕️
What do three leaders of our favorite @SlackHQ workspaces DM themselves during the work day?
Paid partnership with Slack. Watch our full feature on some of the best hybrid teams in the world: https://t.co/e2i1XAdJxz https://t.co/q6spenjYxy
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What do three leaders of our favorite @SlackHQ workspaces DM themselves during the work day?
Paid partnership with Slack. Watch our full feature on some of the best hybrid teams in the world: https://t.co/e2i1XAdJxz https://t.co/q6spenjYxy
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Frederik Gieschen
Buffett ('95): "We believe in managers knowing that money costs money."
"We want our managers to understand how highly we value capital. Nothing creates a better understanding than to charge them for it. https://t.co/CCRzL84FjN
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Buffett ('95): "We believe in managers knowing that money costs money."
"We want our managers to understand how highly we value capital. Nothing creates a better understanding than to charge them for it. https://t.co/CCRzL84FjN
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