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Hidden Value Gems
The right intention, but might be too little & too slow?
"Volkswagen is considering unprecedented factory closures in Germany, setting up a showdown with powerful unions as the country’s most important industry fights for its future."
$VOW.DE
#VW https://t.co/MvaDmSWkQ2
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The right intention, but might be too little & too slow?
"Volkswagen is considering unprecedented factory closures in Germany, setting up a showdown with powerful unions as the country’s most important industry fights for its future."
$VOW.DE
#VW https://t.co/MvaDmSWkQ2
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Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Animated Guide: How a Company's ROIC Tree Shows Its Growth Drivers and Capital Efficiency https://t.co/YcYXjdXmrD
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RT @ValueSpotlight: Animated Guide: How a Company's ROIC Tree Shows Its Growth Drivers and Capital Efficiency https://t.co/YcYXjdXmrD
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PitchDeckGuy
One of the best stocks this past decade hasn't been tech.
It's Crocs.
See their pitch deck: https://t.co/BklBeCXdaQ
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One of the best stocks this past decade hasn't been tech.
It's Crocs.
See their pitch deck: https://t.co/BklBeCXdaQ
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Stock Analysis Compilation
Arar Funds on Gravity $GRVY US
Thesis: Gravity’s extremely low valuation and strong cash position offer a unique opportunity, with potential catalysts for unlocking value through dividends or strategic actions
(Extract from their May letter) https://t.co/DhMGPa5aek
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Arar Funds on Gravity $GRVY US
Thesis: Gravity’s extremely low valuation and strong cash position offer a unique opportunity, with potential catalysts for unlocking value through dividends or strategic actions
(Extract from their May letter) https://t.co/DhMGPa5aek
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Bourbon Capital
The most held stocks by hedge funds in Q2:
Microsoft Corporation $MSFT 5K funds
Apple $AAPL 4.9k funds
Amazon $AMZN 4.7k funds
Google $GOOG 4.3k funds
NVIDIA $NVDA 4.3k funds
JPMorgan Chase $JPM 4.1k funds
Meta Platforms $META 3.9k funds
Berkshire Hathaway $BRK.B 3.8k funds
Visa Inc. $V 3.6k funds
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The most held stocks by hedge funds in Q2:
Microsoft Corporation $MSFT 5K funds
Apple $AAPL 4.9k funds
Amazon $AMZN 4.7k funds
Google $GOOG 4.3k funds
NVIDIA $NVDA 4.3k funds
JPMorgan Chase $JPM 4.1k funds
Meta Platforms $META 3.9k funds
Berkshire Hathaway $BRK.B 3.8k funds
Visa Inc. $V 3.6k funds
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Bourbon Capital
RT @BourbonCap: A lot of great $BABA news this month:
1) China has concluded its antitrust review of the company.
2) Alibaba's Hong Kong-listed shares may soon be accessible to mainland Chinese investors through Stock Connect.
3) Michael Burry has increased his $BABA holdings by 24%, making it his largest position.
4) David Tepper continues to maintain a significant position in $BABA.
Despite this positive news, many funds are still shorting $BABA. Stronger revenue and earnings per share are essential to reverse this trend. The company's future success ultimately depends on its ability to deliver solid financial results
I still bullish and if the price goes below $70 I will add more
All the funds shorting $BABA:
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RT @BourbonCap: A lot of great $BABA news this month:
1) China has concluded its antitrust review of the company.
2) Alibaba's Hong Kong-listed shares may soon be accessible to mainland Chinese investors through Stock Connect.
3) Michael Burry has increased his $BABA holdings by 24%, making it his largest position.
4) David Tepper continues to maintain a significant position in $BABA.
Despite this positive news, many funds are still shorting $BABA. Stronger revenue and earnings per share are essential to reverse this trend. The company's future success ultimately depends on its ability to deliver solid financial results
I still bullish and if the price goes below $70 I will add more
All the funds shorting $BABA:
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Dimitry Nakhla | Babylon Capital®
To 30 Years 🙏🏽🍾
“Be present in all things and thankful for all things” — Maya Angelou https://t.co/LdFyTBcT7c
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To 30 Years 🙏🏽🍾
“Be present in all things and thankful for all things” — Maya Angelou https://t.co/LdFyTBcT7c
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