Brandon Beylo
Excited to release tomorrow's Value Hive Podcast episode.
I interviewed @InvestRoiss, and we chatted:
• Hong Kong stocks
• How Mat finds new ideas
• Portfolio Construction
• How to buy hated stocks and industries
And more.
Stockpickers will love this one.
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Excited to release tomorrow's Value Hive Podcast episode.
I interviewed @InvestRoiss, and we chatted:
• Hong Kong stocks
• How Mat finds new ideas
• Portfolio Construction
• How to buy hated stocks and industries
And more.
Stockpickers will love this one.
tweet
Offshore
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Hidden Value Gems
China has “almost crashed” the EV market with cheap alternatives to Tesla.
$NVDA is now cutting prices in China to compete with Huawei, according to Reuters. https://t.co/q8Og0lVYPq
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China has “almost crashed” the EV market with cheap alternatives to Tesla.
$NVDA is now cutting prices in China to compete with Huawei, according to Reuters. https://t.co/q8Og0lVYPq
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Hidden Value Gems
A daunting task for $BABA but definitely not priced in.
“Alibaba bets on AI to fuel cloud growth as it expands globally to catch up with U.S. tech giants”
🧵👇🏼
1/5 https://t.co/aKKVzCbuJj
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A daunting task for $BABA but definitely not priced in.
“Alibaba bets on AI to fuel cloud growth as it expands globally to catch up with U.S. tech giants”
🧵👇🏼
1/5 https://t.co/aKKVzCbuJj
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Hidden Value Gems
Remember the UK mid-caps!
"UK household energy bills are set to fall in the summer after energy regulator Ofgem said it would lower the price cap by 7%."
"Typical households pay £1,568 a year, compared with the current £1,690 a year."
"Average bills will have fallen 21% since July 2023, helping efforts to fight inflation. But they remain higher than before the energy crisis began, when the cap was typically below £1,100."
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Remember the UK mid-caps!
"UK household energy bills are set to fall in the summer after energy regulator Ofgem said it would lower the price cap by 7%."
"Typical households pay £1,568 a year, compared with the current £1,690 a year."
"Average bills will have fallen 21% since July 2023, helping efforts to fight inflation. But they remain higher than before the energy crisis began, when the cap was typically below £1,100."
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Hidden Value Gems
A nice letter but delivery is key.
Will see…
Thanks @SeekingTheValue for flagging this!
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A nice letter but delivery is key.
Will see…
Thanks @SeekingTheValue for flagging this!
''Letter from our Chairman and our CEO
May 23, 2024'' $BABA
https://t.co/C8EM8DOUMO tweet
twitter.com
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Antonio Linares
Versal Adaptive SOC Gen 2 is all you need to know about $AMD right now.
The concepts discussed in this excerpt from my $AMD deep dive are now materializing, yet this is only apparent to those that are not mesmerized with $NVDA's stock price. https://t.co/PhHVkC7lT7
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Versal Adaptive SOC Gen 2 is all you need to know about $AMD right now.
The concepts discussed in this excerpt from my $AMD deep dive are now materializing, yet this is only apparent to those that are not mesmerized with $NVDA's stock price. https://t.co/PhHVkC7lT7
tweet
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Hidden Value Gems
Warren Buffett keeps 99% of his net worth in just one stock, Charlie Munger was happy with three. Peter Lynch, on the other hand, used to hold a thousand stocks. So, how many stocks should you own?
This is just one of many questions I will be addressing this June. Sharing my experience, best tools that have helped me, and other useful resources.
Last few seats are still available. Join at a special price before 31 May. 👇
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Warren Buffett keeps 99% of his net worth in just one stock, Charlie Munger was happy with three. Peter Lynch, on the other hand, used to hold a thousand stocks. So, how many stocks should you own?
This is just one of many questions I will be addressing this June. Sharing my experience, best tools that have helped me, and other useful resources.
Last few seats are still available. Join at a special price before 31 May. 👇
tweet