Offshore
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Stock Analysis Compilation
Royce IP on Alimak Group $ALIG SS
Thesis: Alimak Group stands out for its mission-critical products and strong aftermarket services, ensuring stable profits and resilience in challenging markets
(Extract from their Q2 letter) https://t.co/e8LXmPBlRB
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Royce IP on Alimak Group $ALIG SS
Thesis: Alimak Group stands out for its mission-critical products and strong aftermarket services, ensuring stable profits and resilience in challenging markets
(Extract from their Q2 letter) https://t.co/e8LXmPBlRB
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Invest In Assets 📈
RT @InvestInAssets: LVMH is a luxury conglomerate that owns +75 of the world's top luxury brands 👜
The business is led by Bernard Arnault who owns almost 50% of the company 👑
The stock has compounded by ~21% annually over the last decade 📈
Let's take a look at LVMH as a business: https://t.co/FK5LQRH3tC
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RT @InvestInAssets: LVMH is a luxury conglomerate that owns +75 of the world's top luxury brands 👜
The business is led by Bernard Arnault who owns almost 50% of the company 👑
The stock has compounded by ~21% annually over the last decade 📈
Let's take a look at LVMH as a business: https://t.co/FK5LQRH3tC
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Offshore
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Stock Analysis Compilation
Greenwood Investors on Rentokil $RTO LN
Thesis: Rentokil's strategic management is revitalizing Terminix, positioning it for organic growth and improved customer retention
(Extract from their Q2 letter) https://t.co/Du3b0JcIdA
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Greenwood Investors on Rentokil $RTO LN
Thesis: Rentokil's strategic management is revitalizing Terminix, positioning it for organic growth and improved customer retention
(Extract from their Q2 letter) https://t.co/Du3b0JcIdA
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Offshore
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Invest In Assets 📈
Companies with PEs below 15, expected EPS growth above 15%, and 5-year ROIC of above 15%: https://t.co/mS7aMzLsZV
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Companies with PEs below 15, expected EPS growth above 15%, and 5-year ROIC of above 15%: https://t.co/mS7aMzLsZV
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Hidden Value Gems
What a contrast with founder-led startups, starting in a garage:
The new CEO of $SBUX “will be able to live in his home in Southern California and can commute to Starbucks’s head office on a corporate jet.”
“To woo its new CEO, Starbucks offered a $10 million cash signing bonus and millions more in stock-based compensation.”
I am a bit sceptical he will succeed.
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What a contrast with founder-led startups, starting in a garage:
The new CEO of $SBUX “will be able to live in his home in Southern California and can commute to Starbucks’s head office on a corporate jet.”
“To woo its new CEO, Starbucks offered a $10 million cash signing bonus and millions more in stock-based compensation.”
I am a bit sceptical he will succeed.
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Offshore
Photo
Stock Analysis Compilation
CL Capital on FEMSA $FMX US
Thesis: FEMSA’s diversified business, with strong growth prospects in retail, digital services, and Coca-Cola FEMSA, offers compelling value with a solid plan for capital return
(Extract from their Q2 letter) https://t.co/K7b95QmMIq
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CL Capital on FEMSA $FMX US
Thesis: FEMSA’s diversified business, with strong growth prospects in retail, digital services, and Coca-Cola FEMSA, offers compelling value with a solid plan for capital return
(Extract from their Q2 letter) https://t.co/K7b95QmMIq
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Offshore
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Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Learn a Business using ROIC (Tutorial):
$AAPL in <90 seconds https://t.co/zo5anjbkpc
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RT @ValueSpotlight: Learn a Business using ROIC (Tutorial):
$AAPL in <90 seconds https://t.co/zo5anjbkpc
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