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Hidden Value Gems
RT @HiddenValueGems: Quote of the day #73
#Investing #investmentwisdom https://t.co/fIa62AFmkd
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RT @HiddenValueGems: Quote of the day #73
#Investing #investmentwisdom https://t.co/fIa62AFmkd
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Quality Stocks
🇺🇸 Bentley Systems $BSY one pager
🏆 Score 6.3/10 - A lot of points in growth and quality but losing some with valuation and the dilution
🎯 My fair price estimation is around $40
🐂 Bull case
- Dominant software for infrastructure engineering with good tailwinds
- Potential M&A target
- Decent profitability and good capital efficiency
- Recurring revenue and visibility
🐻 Bear case
- Expensive - but nothing extravagant
- Strong competitors in its markets or close ones (Autodesk, Schneider, Nemetschek, ...)
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🇺🇸 Bentley Systems $BSY one pager
🏆 Score 6.3/10 - A lot of points in growth and quality but losing some with valuation and the dilution
🎯 My fair price estimation is around $40
🐂 Bull case
- Dominant software for infrastructure engineering with good tailwinds
- Potential M&A target
- Decent profitability and good capital efficiency
- Recurring revenue and visibility
🐻 Bear case
- Expensive - but nothing extravagant
- Strong competitors in its markets or close ones (Autodesk, Schneider, Nemetschek, ...)
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Quality Investing with Aria
16 hours away until we find out the trajectory of the economy for the next 3 months
[ $NVDA ] https://t.co/sloSLouRhH
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16 hours away until we find out the trajectory of the economy for the next 3 months
[ $NVDA ] https://t.co/sloSLouRhH
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Quality Investing with Aria
My secret to being an exceptional capital allocator? 🧐 👇
Cheers. Happy $NVDA earnings day 🥳 https://t.co/ktBDi0xmxh
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My secret to being an exceptional capital allocator? 🧐 👇
Cheers. Happy $NVDA earnings day 🥳 https://t.co/ktBDi0xmxh
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Librarian Capital
"UK property market set for busy autumn as listings hit seven-year high" (FT)
"The stock of homes for sale ... was 14% higher over the past month compared with the same time in 2023, according to ... Zoopla on Wednesday"
$RMV on ~22x 2023 EPS
https://t.co/9zXvMYdp0E
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"UK property market set for busy autumn as listings hit seven-year high" (FT)
"The stock of homes for sale ... was 14% higher over the past month compared with the same time in 2023, according to ... Zoopla on Wednesday"
$RMV on ~22x 2023 EPS
https://t.co/9zXvMYdp0E
UK property market set for busy autumn as listings hit seven-year high https://t.co/YlH8Xxxl0v tweet
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Librarian Capital
UK to raise taxes on banks? $NWG $LLOY
"One former senior Whitehall official said banks would be one possible target... A “sensibly crafted” levy could raise several billion pounds and be framed as the “flip side of the losses the Treasury is making on quantitative tightening”" https://t.co/tezxR8l4Ik
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UK to raise taxes on banks? $NWG $LLOY
"One former senior Whitehall official said banks would be one possible target... A “sensibly crafted” levy could raise several billion pounds and be framed as the “flip side of the losses the Treasury is making on quantitative tightening”" https://t.co/tezxR8l4Ik
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Librarian Capital
"Warren Buffett Sells More BofA Shares" (Bloomberg)
$BRK.B "has trimmed the stake by a total of almost 13% in a series of sales since mid-July, generating $5.4bn"
"Remains the bank’s biggest stockholder" ($35.9bn)
$BAC
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"Warren Buffett Sells More BofA Shares" (Bloomberg)
$BRK.B "has trimmed the stake by a total of almost 13% in a series of sales since mid-July, generating $5.4bn"
"Remains the bank’s biggest stockholder" ($35.9bn)
$BAC
Warren Buffett sold an additional $982 million of Bank of America stock as his conglomerate continues to shrink its investment in the second-largest US bank https://t.co/0Gs5YYuI0k tweet
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Stock Analysis Compilation
Alger on Pan Pacific Holdings $7532 JP
Thesis: Pan Pacific Holdings is poised for long-term growth, leveraging Japan's value shopping trends and Don Quijote’s unique store format to outperform in a challenging economic environment
(Extract from their Q2 letter) https://t.co/TQ3ZkzheeV
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Alger on Pan Pacific Holdings $7532 JP
Thesis: Pan Pacific Holdings is poised for long-term growth, leveraging Japan's value shopping trends and Don Quijote’s unique store format to outperform in a challenging economic environment
(Extract from their Q2 letter) https://t.co/TQ3ZkzheeV
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Invest In Assets 📈
RT @InvestInAssets: 6 Boring Quality Businesses 📊
1. DSV
2. Danaher Corp
3. Mettler Toledo
4. Terravest Capital
5. Waste Management
6. Alimentation Couche Tard
Boring is subjective, but these stocks are unlikely to be featured on CNN as "hot".
Let's take a look: https://t.co/us8HJ1ById
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RT @InvestInAssets: 6 Boring Quality Businesses 📊
1. DSV
2. Danaher Corp
3. Mettler Toledo
4. Terravest Capital
5. Waste Management
6. Alimentation Couche Tard
Boring is subjective, but these stocks are unlikely to be featured on CNN as "hot".
Let's take a look: https://t.co/us8HJ1ById
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Capital Employed
In an on-going effort to provide more investment ideas we want to a highlight a stock that seems far too cheap for its quality.
PE 6
ROCE 29%
High insider ownership
Illiquid
No analyst coverage
80% upside in the near term with multi-bagger potential 👇
https://t.co/faQsS0L6Ej https://t.co/ySZIu8qalG
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In an on-going effort to provide more investment ideas we want to a highlight a stock that seems far too cheap for its quality.
PE 6
ROCE 29%
High insider ownership
Illiquid
No analyst coverage
80% upside in the near term with multi-bagger potential 👇
https://t.co/faQsS0L6Ej https://t.co/ySZIu8qalG
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