⁠Hidden Value Gems
A very interesting article showing how biased our opinions are.

Important for investors to keep in mind when we think this time is different or particularly special (as the reason to sell, stay out of equities etc.) https://t.co/HHeGxQogHm
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⁠Invest In Assets 📈
From 1991 to 2011 the avg Mutual fund retention was 3.29 years📊

Dalbar research:

"One of the most startling and ongoing facts is that at no point in time have average investors remained invested for sufficiently long periods to derive the benefits of the investment markets"
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⁠Stock Analysis Compilation
Asheville Capital on Auto Partner $APN PW

Thesis: Auto Partner, leveraging a proven growth blueprint and superior value proposition, is poised for sustained high growth in the European aftermarket auto parts industry

(Extract from their Q2 letter) https://t.co/vflR4bAKcT
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⁠Hidden Value Gems
RT @mastersinvest: ‘Why Warren Buffett has built a mighty cash mountain. Berkshire Hathaway’s boss is an impressive investor, not an economic oracle.’ @TheEconomist

https://t.co/qelQJLjwYq
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⁠Invest In Assets 📈
Top 100 Investing Books on Goodreads

H/T @VladBastion https://t.co/b63HZAG0GE
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⁠Hidden Value Gems
Not a popular question today, but a very important one: Will the $1 trillion of generative AI investment pay off?

“Only a small handful of companies can compete in the development of general-purpose large language models. It may turn out to be a winner-takes-all market, with sharp losses for the companies that fall behind, even after immense investment. Applications that warrant the sheer amount of spending are yet to fully emerge. For now, the AI competition is largely concentrated among a few, large public companies with deep resources.”

h/t @GoldmanSachs

$MSFT $AMZN $GOOG $NVDA
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⁠Finding Compounders
How to play by Warren’s rules https://t.co/fxkGdetF0g
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⁠App Economy Insights
🍿 Streaming Earnings Visualized:

🦚 $CMCSA Peacock: Olympics Boost.
🏰 $DIS Disney: Streaming in the Black.
🏀 $WBD Warner Bros: NBA Impairment.
🏔️ $PARA Paramount: Merger & Job Cuts.

https://t.co/ltXuZcsnEc
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⁠Stock Analysis Compilation
Stock Analysis Compilation #52 is in your inbox 🔥
(link below)

39 free analyses from the best hedge funds & newsletters :

$ABNB $AMPY $AXR $ANET $AXON $DQ $EL $GOGO $MELI $NOVOB $NTDY $OTIS $PAYC $QRHC $TPB $VEEV $WISE $ZBRA and many more https://t.co/xUTfWkqryx
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⁠Capital Employed
A fresh batch of Q2 fund letters added including excellent letters from...

@JonCukierwar
@gatorcapital
@Fairlight_Cap
@HorizonKinetics

Plus many more 👇

https://t.co/0KI2PTSjEh https://t.co/vaGjeAhusu
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