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Hidden Value Gems
RT @HiddenValueGems: The latest memo by @HowardMarksBook on market action earlier this month in the broader context of emotions vs fundamentals 🧵👇
✅"People often asked me to explain the sudden collapse [of stocks in early August]. I referred them to my 2016 memo On the Couch. Its key observation was that in the real world, things fluctuate between ‘pretty good’ and ‘not so hot,’ but in investing, perception often swings from ‘flawless’ to ‘hopeless.’ That says about 80% of what you need to know on the subject."
1/7
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RT @HiddenValueGems: The latest memo by @HowardMarksBook on market action earlier this month in the broader context of emotions vs fundamentals 🧵👇
✅"People often asked me to explain the sudden collapse [of stocks in early August]. I referred them to my 2016 memo On the Couch. Its key observation was that in the real world, things fluctuate between ‘pretty good’ and ‘not so hot,’ but in investing, perception often swings from ‘flawless’ to ‘hopeless.’ That says about 80% of what you need to know on the subject."
1/7
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Capital Employed
RT @capitalemployed: FRESH OFF THE PRESS 🔥
Interview #98 with Roderick van Zuylen @roojoo3 from Night Watch Investment Management.
Roderick discusses the launch of the fund, types of businesses they like to invest in, two stocks they're bullish on, plus much more 👇
https://t.co/0yV9PilG8r https://t.co/XOs96U5tu8
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RT @capitalemployed: FRESH OFF THE PRESS 🔥
Interview #98 with Roderick van Zuylen @roojoo3 from Night Watch Investment Management.
Roderick discusses the launch of the fund, types of businesses they like to invest in, two stocks they're bullish on, plus much more 👇
https://t.co/0yV9PilG8r https://t.co/XOs96U5tu8
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Stock Analysis Compilation
Pershing Square on Universal Music Group $UMG NA
Thesis: UMG's leadership in the music industry and potential for improved monetization through strategic partnerships and pricing power make it a compelling investment despite short-term headwinds
(Extract from their Q2 letter) https://t.co/iohAGQJwca
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Pershing Square on Universal Music Group $UMG NA
Thesis: UMG's leadership in the music industry and potential for improved monetization through strategic partnerships and pricing power make it a compelling investment despite short-term headwinds
(Extract from their Q2 letter) https://t.co/iohAGQJwca
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Invest In Assets 📈
15 Visual Investing Lessons:
1. Buy stocks when consumer sentiment is low: https://t.co/v4rMfyItXS
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15 Visual Investing Lessons:
1. Buy stocks when consumer sentiment is low: https://t.co/v4rMfyItXS
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Hidden Value Gems
RT @HiddenValueGems: In tech, you do not quite know where your next competitor will come from 👇🏽
"Starting with a system built for internal use in 2021, Lidl owner Schwarz Group now offers cloud computing and cyber security services to corporate customers." https://t.co/OAfAQtmWyx
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RT @HiddenValueGems: In tech, you do not quite know where your next competitor will come from 👇🏽
"Starting with a system built for internal use in 2021, Lidl owner Schwarz Group now offers cloud computing and cyber security services to corporate customers." https://t.co/OAfAQtmWyx
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Invest In Assets 📈
Amazon's 10-year revenue CAGR from its business segments: https://t.co/BENOooT2oC
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Amazon's 10-year revenue CAGR from its business segments: https://t.co/BENOooT2oC
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iinvested
2Q'24 Conestoga Capital Advisors, LLC new buys $ULS, $MSA, $SPXC, $AGYS, $ERII, $UTI
Read the full quarterly letter here:
https://t.co/WRGkdL2eBG https://t.co/zbzTN8A0g1
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2Q'24 Conestoga Capital Advisors, LLC new buys $ULS, $MSA, $SPXC, $AGYS, $ERII, $UTI
Read the full quarterly letter here:
https://t.co/WRGkdL2eBG https://t.co/zbzTN8A0g1
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