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Hidden Value Gems
An interesting observation:
Up until the past few years, the correlation between oil prices and the dollar has been mostly negative.
Now that the US is a net exporter of oil, the relationship between oil and the dollar has flipped.
In the past few years, correlation between the dollar index and Brent futures has been positive.
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An interesting observation:
Up until the past few years, the correlation between oil prices and the dollar has been mostly negative.
Now that the US is a net exporter of oil, the relationship between oil and the dollar has flipped.
In the past few years, correlation between the dollar index and Brent futures has been positive.
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Hidden Value Gems
Tips from the legendary Walter Schloss on investing 👇
Quote of the day #69 https://t.co/IZs5rikyfa
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Tips from the legendary Walter Schloss on investing 👇
Quote of the day #69 https://t.co/IZs5rikyfa
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Invest In Assets 📈
RT @InvestInAssets: Visa Business Breakdown $V 💳
Operational
- ROIC: 30%
- Gross Margin: 80%
- Operating Margin: 67%
- FCF/Net Income: 113%
Growth (5Y CAGR)
- Rev: 9.8%
- Op. Income: 10%
- EPS: 20.1%
Valuation
- Fwd. PE: 30
- EV/EBITDA: 26
- FCF Yield: 3.8%
Let's take a look 👇🧵 https://t.co/Gzrn4S30PO
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RT @InvestInAssets: Visa Business Breakdown $V 💳
Operational
- ROIC: 30%
- Gross Margin: 80%
- Operating Margin: 67%
- FCF/Net Income: 113%
Growth (5Y CAGR)
- Rev: 9.8%
- Op. Income: 10%
- EPS: 20.1%
Valuation
- Fwd. PE: 30
- EV/EBITDA: 26
- FCF Yield: 3.8%
Let's take a look 👇🧵 https://t.co/Gzrn4S30PO
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Stock Analysis Compilation
CL Capital on Hostelworld $HSW LN
Thesis: Hostelworld's innovative social features and strong market position make it a compelling play on the growing online hostel booking market
(Extract from their Q2 letter) https://t.co/PVh1MhReBt
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CL Capital on Hostelworld $HSW LN
Thesis: Hostelworld's innovative social features and strong market position make it a compelling play on the growing online hostel booking market
(Extract from their Q2 letter) https://t.co/PVh1MhReBt
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Hidden Value Gems
RT @HiddenValueGems: Enjoyed the interview with @JohnArnoldFndtn who achieved ~100% compound annual
return over 12 years and retired at 38 as a billionaire.
✅ “The market is usually right, but success in investing often comes from the confidence to believe when it’s wrong.”
✅ "Investing requires the balance of confidence to challenge the market and the humility to accept when you’re wrong."
✅ "In investing, the rarest skill is not just finding opportunities but knowing when you’ve made a mistake."
✅ "Success in investing isn’t about always being right; it’s about knowing when you need to rethink your strategy."
✅ “There's this phrase that fear and greed determine markets, and those are two very strong emotions. I've seen traders who either because of fear or greed, they change their pattern, they change their process. And so, for better or worse, I think I'm classified by being able to be detached from my emotions.”
✅ “The amount of infrastructure that's required to run the data centers for AI is immense. The industry is under a real challenge. It's putting tremendous challenge upon the utility industry.”
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RT @HiddenValueGems: Enjoyed the interview with @JohnArnoldFndtn who achieved ~100% compound annual
return over 12 years and retired at 38 as a billionaire.
✅ “The market is usually right, but success in investing often comes from the confidence to believe when it’s wrong.”
✅ "Investing requires the balance of confidence to challenge the market and the humility to accept when you’re wrong."
✅ "In investing, the rarest skill is not just finding opportunities but knowing when you’ve made a mistake."
✅ "Success in investing isn’t about always being right; it’s about knowing when you need to rethink your strategy."
✅ “There's this phrase that fear and greed determine markets, and those are two very strong emotions. I've seen traders who either because of fear or greed, they change their pattern, they change their process. And so, for better or worse, I think I'm classified by being able to be detached from my emotions.”
✅ “The amount of infrastructure that's required to run the data centers for AI is immense. The industry is under a real challenge. It's putting tremendous challenge upon the utility industry.”
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Matt McGarry
The ads that drive <$2 cpas aren't creative at all.
in fact, the entire process is data-driven.
let me explain: https://t.co/ng1lfdsjcz
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The ads that drive <$2 cpas aren't creative at all.
in fact, the entire process is data-driven.
let me explain: https://t.co/ng1lfdsjcz
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Stock Analysis Compilation
Heartland Advisors on Hexcel $HXL US
Thesis: Hexcel is well-positioned for a long-term recovery, with a focus on defense diversification and wide-body aircrafts, and shares are attractively priced for investors
(Extract from their Q2 letter) https://t.co/O4Mbz36dCo
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Heartland Advisors on Hexcel $HXL US
Thesis: Hexcel is well-positioned for a long-term recovery, with a focus on defense diversification and wide-body aircrafts, and shares are attractively priced for investors
(Extract from their Q2 letter) https://t.co/O4Mbz36dCo
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App Economy Insights
What's Uber's big autonomy plan?
In today's coverage:
🚖 $UBER vs. $TSLA Robotaxis.
💰 What unit economics to expect?
📊 BONUS: $DIDIY and $GRAB visualized.
https://t.co/NLuSRJ5LqQ
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What's Uber's big autonomy plan?
In today's coverage:
🚖 $UBER vs. $TSLA Robotaxis.
💰 What unit economics to expect?
📊 BONUS: $DIDIY and $GRAB visualized.
https://t.co/NLuSRJ5LqQ
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