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Stock Analysis Compilation
Hedge funds' best ideas #5 is in your inbox 🔥
(link below)
All the analysis published here in the last 7 days, in plain text, with links to all the letters.
Alluvial Capital / Alta Fox / Aristotle / Asheville Capital / Boyar Research / Cedar Creek Partners / Colebrooke Partners / Deep Sail Capital / East72 Dynasty Trust / Ensemble Capital / Giverny Capital / Heartland Advisors / Kinsman Oak / Liberty Park CM / Longleaf / Loomis Sayles / LRT Capital / Maran Capital / Polen Capital / Protean Funds / Rogue Funds / Rubicon Equities / TAMIM Fund
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Hedge funds' best ideas #5 is in your inbox 🔥
(link below)
All the analysis published here in the last 7 days, in plain text, with links to all the letters.
Alluvial Capital / Alta Fox / Aristotle / Asheville Capital / Boyar Research / Cedar Creek Partners / Colebrooke Partners / Deep Sail Capital / East72 Dynasty Trust / Ensemble Capital / Giverny Capital / Heartland Advisors / Kinsman Oak / Liberty Park CM / Longleaf / Loomis Sayles / LRT Capital / Maran Capital / Polen Capital / Protean Funds / Rogue Funds / Rubicon Equities / TAMIM Fund
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Quiver Quantitative
🚨 JUST IN: We just got an update on JD Vance's financial holdings.
It shows that he put up to $100K into $SPY back in October.
He sold his whole ~$100K position in a crude oil ETF, $OILK, in February of last year.
Full holdings are up on the Quiver site. https://t.co/Kbhv7op07p
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🚨 JUST IN: We just got an update on JD Vance's financial holdings.
It shows that he put up to $100K into $SPY back in October.
He sold his whole ~$100K position in a crude oil ETF, $OILK, in February of last year.
Full holdings are up on the Quiver site. https://t.co/Kbhv7op07p
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Quiver Quantitative
Representative Matt Gaetz has said:
"We should make donations from lobbyists and PACs ILLEGAL to people running for federal office."
We've been writing code to track campaign contributions.
Here are the members who have received the most from corporate PACs so far: https://t.co/weX2QTcJWH
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Representative Matt Gaetz has said:
"We should make donations from lobbyists and PACs ILLEGAL to people running for federal office."
We've been writing code to track campaign contributions.
Here are the members who have received the most from corporate PACs so far: https://t.co/weX2QTcJWH
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Librarian Capital
Elf Beauty $ELF down 23% since FY25Q1 results (8-Aug)
FY25Q1 (Apr-Jun) sales +50% y/y ($324.5m)
But Adj. EBITDA just +4% y/y ($77.4m)
FY25 outlook was raised:
Sales +25-27% (was 20-22%)
Adj. EPS $3.36-3.41 (was $3.20-3.25), implies 43x P/E
cc: $EL $OR https://t.co/GFjHlolnyx
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Elf Beauty $ELF down 23% since FY25Q1 results (8-Aug)
FY25Q1 (Apr-Jun) sales +50% y/y ($324.5m)
But Adj. EBITDA just +4% y/y ($77.4m)
FY25 outlook was raised:
Sales +25-27% (was 20-22%)
Adj. EPS $3.36-3.41 (was $3.20-3.25), implies 43x P/E
cc: $EL $OR https://t.co/GFjHlolnyx
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Stock Analysis Compilation
Fairlight Capital on BQE Water $BQE CN
Thesis: BQE Water is well-positioned with innovative water treatment technologies and potential 'company-maker' projects in the mining industry, currently trading at an attractive valuation
(Extract from their Q2 letter) https://t.co/zQWo5cRULL
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Fairlight Capital on BQE Water $BQE CN
Thesis: BQE Water is well-positioned with innovative water treatment technologies and potential 'company-maker' projects in the mining industry, currently trading at an attractive valuation
(Extract from their Q2 letter) https://t.co/zQWo5cRULL
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Hidden Value Gems
RT @HiddenValueGems: A very interesting strategy - buying stocks that were excluded from the index.
🧵👇🏼
➡️ @RA_Insights have unveiled “a stock index named NIXT that would have earned investors about 74 times their money since 1991 by buying stocks kicked out of indexes.”
h/t @Spencerjakab
1/4 https://t.co/lhnIHYEitz
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RT @HiddenValueGems: A very interesting strategy - buying stocks that were excluded from the index.
🧵👇🏼
➡️ @RA_Insights have unveiled “a stock index named NIXT that would have earned investors about 74 times their money since 1991 by buying stocks kicked out of indexes.”
h/t @Spencerjakab
1/4 https://t.co/lhnIHYEitz
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Capital Employed
Enjoyed listening to this episode by @FoundersPodcast
How Fastenal $FAST grew by a relentless focus on excellent customer service.
You would think customer service would be an obvious thing for all companies to focus on but unfortunately it's not.
https://t.co/wwRhM8cD3i
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Enjoyed listening to this episode by @FoundersPodcast
How Fastenal $FAST grew by a relentless focus on excellent customer service.
You would think customer service would be an obvious thing for all companies to focus on but unfortunately it's not.
https://t.co/wwRhM8cD3i
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Hidden Value Gems
Almost finished reading Shoe Dog. Sharing a couple of Nike’s early ad slogans:
“There is no finish line.”
“Beating the competition is relatively easy. Beating yourself is a never-ending commitment.”
What do you think? 😉 https://t.co/JI9X4yK1Xy
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Almost finished reading Shoe Dog. Sharing a couple of Nike’s early ad slogans:
“There is no finish line.”
“Beating the competition is relatively easy. Beating yourself is a never-ending commitment.”
What do you think? 😉 https://t.co/JI9X4yK1Xy
Fantastic reminder of the importance of focus in any endeavour.
A 30-yo Nike founder working 6 days as an auditor and weekends, nights and holidays on his startup 👇🏼 https://t.co/Uhz637r6RP tweet