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Stock Analysis Compilation
Ariel Investments on Axa $CS FP
Thesis: AXA SA offers a compelling value opportunity, poised to close the valuation gap with its peers through strategic focus on higher-margin, recurring revenue segments
(Extract from their Q2 letter) https://t.co/IMdvJ7ejGA
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Ariel Investments on Axa $CS FP
Thesis: AXA SA offers a compelling value opportunity, poised to close the valuation gap with its peers through strategic focus on higher-margin, recurring revenue segments
(Extract from their Q2 letter) https://t.co/IMdvJ7ejGA
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Video
Value Spotlight (Andrew Sather)
RT @ValueSpotlight: The Next Step: ROIC to estimate future Growth Rate (Tutorial):
$V https://t.co/ZeFEufHIJG
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RT @ValueSpotlight: The Next Step: ROIC to estimate future Growth Rate (Tutorial):
$V https://t.co/ZeFEufHIJG
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Librarian Capital
RT @LibrarianCap: Recent research $RI article:
https://t.co/lUQ0PLEMKh https://t.co/NwygxHzJ1l
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RT @LibrarianCap: Recent research $RI article:
https://t.co/lUQ0PLEMKh https://t.co/NwygxHzJ1l
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Offshore
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Invest In Assets 📈
This is Charlie Munger.
Munger is said to have the best 30-second mind in the world
His deep knowledge on psychological biases and mental models gave him a competitive advantage.
Here are 6 lessons that will make you a more effective thinker: https://t.co/ef7TTix2Gp
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This is Charlie Munger.
Munger is said to have the best 30-second mind in the world
His deep knowledge on psychological biases and mental models gave him a competitive advantage.
Here are 6 lessons that will make you a more effective thinker: https://t.co/ef7TTix2Gp
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Librarian Capital
Bloomberg: "HSBC Exit Makes Matos One of Europe’s Most Sought-After Banker"
$HSBA makes more than ½ of its profits from Hong Kong, where it earns super-returns from dominant market share
Possession is not the same as ability, except the ability to manuover yourself into jobs https://t.co/eLsnKE0DRt
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Bloomberg: "HSBC Exit Makes Matos One of Europe’s Most Sought-After Banker"
$HSBA makes more than ½ of its profits from Hong Kong, where it earns super-returns from dominant market share
Possession is not the same as ability, except the ability to manuover yourself into jobs https://t.co/eLsnKE0DRt
Rejected for HSBC’s top job, Nuno Matos may now be one of the world’s most sought-after bankers https://t.co/klpkZGQdh4 tweet
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Librarian Capital
Eugene Fama appearance in "Lunch with the FT" series
"Not actually drawing a salary from Chicago (University) any more ... the (85-year-old) professor is still producing papers"; "Fama’s students were recently in class"
"I do it because I like it"
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Eugene Fama appearance in "Lunch with the FT" series
"Not actually drawing a salary from Chicago (University) any more ... the (85-year-old) professor is still producing papers"; "Fama’s students were recently in class"
"I do it because I like it"
"Efficient markets is a hypothesis. It’s not reality," Gene Fama concedes in his Lunch with the FT. But he has a pretty good rejoinder to those that think EMH is a lot of bunkum. https://t.co/0a3r1HMyMY https://t.co/OyJKlhrPgG tweet
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Invest In Assets 📈
Wide moat businesses according to Counterpoint Global: https://t.co/p8M7uPgJKv
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Wide moat businesses according to Counterpoint Global: https://t.co/p8M7uPgJKv
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Investing visuals
Alphabet $GOOGL has dropped -14% in the last month, making its valuation more appealing.
Here's the company at a glance👇🔍 https://t.co/oE1w4tbWTx
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Alphabet $GOOGL has dropped -14% in the last month, making its valuation more appealing.
Here's the company at a glance👇🔍 https://t.co/oE1w4tbWTx
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