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Hidden Value Gems
And another bid (rejected) for a UK listed company.
“Hargreaves Lansdown has rejected a £4.67bn takeover approach from a group of private equity firms, including CVC Capital Partners and a subsidiary of Abu Dhabi’s sovereign wealth fund.”
M&A plus buybacks are the forces that will drive the rerating of UK stocks that are multi-yesr low valuations and at a discount to EM stocks.
$HL.L
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And another bid (rejected) for a UK listed company.
“Hargreaves Lansdown has rejected a £4.67bn takeover approach from a group of private equity firms, including CVC Capital Partners and a subsidiary of Abu Dhabi’s sovereign wealth fund.”
M&A plus buybacks are the forces that will drive the rerating of UK stocks that are multi-yesr low valuations and at a discount to EM stocks.
$HL.L
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Offshore
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Hidden Value Gems
Congrats to all the happy holders of $NVDA!
My challenge is when I ask myself how the business will perform in 5-10 years, will it still be growing and highly profitable? The history has an answer...
And if you find this question irrelevant making short-term forecasts you are essentially speculating. The value of the business is the discounted cash flows it generates over its lifetime, not next quarter / year earnings times a multiple.
I know I sound boring but discipline is important.
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Congrats to all the happy holders of $NVDA!
My challenge is when I ask myself how the business will perform in 5-10 years, will it still be growing and highly profitable? The history has an answer...
And if you find this question irrelevant making short-term forecasts you are essentially speculating. The value of the business is the discounted cash flows it generates over its lifetime, not next quarter / year earnings times a multiple.
I know I sound boring but discipline is important.
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Brandon Beylo
I mean obviously it’s
Increasing shareholder value.
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I mean obviously it’s
Increasing shareholder value.
https://t.co/dswSe74tEp tweet
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Hidden Value Gems
In this 2022 interview with @WilliamGreen72, Matthew McLennan from First Eagle makes a strong case 🎯on 🪙
Not a gold bug myself, but I think his points are worth reflecting on. https://t.co/qUvdfbzxqr
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In this 2022 interview with @WilliamGreen72, Matthew McLennan from First Eagle makes a strong case 🎯on 🪙
Not a gold bug myself, but I think his points are worth reflecting on. https://t.co/qUvdfbzxqr
Great conversation, highly recommend it! Didn’t realise how much Matt McLennan’s investment approach was based on a deep philosophical foundation. He also spoke about two of his top picks, bitcoin and gold and more.
Key takeaways and favourite quotes 📝👇:
1/13 tweet
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Antonio Linares
RT @LocosWallStreet: ¡Descubre Palantir! De la mano de @alc2022 🚀
Analizamos a fondo esta empresa y su potencial en el mercado. 🌐
¡No te pierdas el vídeo completo! 👇
(LINK EN LA BIO)
#Palantir #Inversión #Tecnología #Finanzas #Mercado #Análisis https://t.co/Z33vub4ohc
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RT @LocosWallStreet: ¡Descubre Palantir! De la mano de @alc2022 🚀
Analizamos a fondo esta empresa y su potencial en el mercado. 🌐
¡No te pierdas el vídeo completo! 👇
(LINK EN LA BIO)
#Palantir #Inversión #Tecnología #Finanzas #Mercado #Análisis https://t.co/Z33vub4ohc
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Daniel
Mohnish Pabrai's book "The Dhando Investor" is excellent for investing beginners and intermediates.
Here are the 5 most important Dhando Rules👇 https://t.co/CVCFmpsAi7
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Mohnish Pabrai's book "The Dhando Investor" is excellent for investing beginners and intermediates.
Here are the 5 most important Dhando Rules👇 https://t.co/CVCFmpsAi7
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The Long Investor
$AMD https://t.co/oEvjq5Ib2l
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$AMD https://t.co/oEvjq5Ib2l
$AMD nice bounce on the 200 Day MA
Just the 50 Day MA to clear now at $168.
Nice recovery https://t.co/2QC0ce1tRh tweet