Offshore
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Finding Compounders
Analyzing Earnings Quality as a Financial Forensic Tool https://t.co/eUEgYaa93G
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Analyzing Earnings Quality as a Financial Forensic Tool https://t.co/eUEgYaa93G
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Offshore
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Hidden Value Gems
Focus beats almost any budget even in the streaming business:
“Apple has spent more than $20 billion to produce original TV shows and movies. However, Apple TV+ generates less viewing in one month than Netflix does in one day.”
$NFLX https://t.co/UcUzpPZCc1
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Focus beats almost any budget even in the streaming business:
“Apple has spent more than $20 billion to produce original TV shows and movies. However, Apple TV+ generates less viewing in one month than Netflix does in one day.”
$NFLX https://t.co/UcUzpPZCc1
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Offshore
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Hidden Value Gems
Look for companies with low share-based compensation (as percentage of sales), buyback helps too.
Interesting findings by @mjmauboussin https://t.co/MNwhj49LM9
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Look for companies with low share-based compensation (as percentage of sales), buyback helps too.
Interesting findings by @mjmauboussin https://t.co/MNwhj49LM9
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Offshore
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Hidden Value Gems
How to learn to analyse the business - a tip from Li Lu 👇🏼
Quote of the day #63 https://t.co/BCoIBI572n
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How to learn to analyse the business - a tip from Li Lu 👇🏼
Quote of the day #63 https://t.co/BCoIBI572n
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Capital Employed
RT @capitalemployed: Interesting article...
How Relevant is Graham’s Philosophy Today in Hong Kong?
Inspired by Ben Graham’s, we screen the HK broad market using a set of 7 criteria to identify a basket of value stocks.
Full PDF is here👇https://t.co/YzHv8lf6it
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RT @capitalemployed: Interesting article...
How Relevant is Graham’s Philosophy Today in Hong Kong?
Inspired by Ben Graham’s, we screen the HK broad market using a set of 7 criteria to identify a basket of value stocks.
Full PDF is here👇https://t.co/YzHv8lf6it
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Offshore
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Capital Employed
Very interesting write-up on Wise $WISE by @Jake___Barfield
Wise is the world's cheapest, fastest FX provider with a long runway for efficient growth behind its existing advantage.
The valuation is optically rich but objectively cheap. 👇
https://t.co/f8pbZk14tf
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Very interesting write-up on Wise $WISE by @Jake___Barfield
Wise is the world's cheapest, fastest FX provider with a long runway for efficient growth behind its existing advantage.
The valuation is optically rich but objectively cheap. 👇
https://t.co/f8pbZk14tf
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Offshore
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Librarian Capital
"India’s Bharti Enterprises to acquire 25% stake in BT from Drahi’s Altice" (FT) $BT.A
"BT’s shares have fallen by about ⅓ since Altice first became a shareholder"
Another successful Drahi telecom investment; remember $ATUS & the consipiracy theories?
https://t.co/Q82xbPUsZZ https://t.co/srNp1YpgfW
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"India’s Bharti Enterprises to acquire 25% stake in BT from Drahi’s Altice" (FT) $BT.A
"BT’s shares have fallen by about ⅓ since Altice first became a shareholder"
Another successful Drahi telecom investment; remember $ATUS & the consipiracy theories?
https://t.co/Q82xbPUsZZ https://t.co/srNp1YpgfW
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