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Librarian Capital
RT @HankAzaria: Chief Wiggum, Springfield PD, here… they’re doing WHAT? https://t.co/KiK3srkb0i
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RT @HankAzaria: Chief Wiggum, Springfield PD, here… they’re doing WHAT? https://t.co/KiK3srkb0i
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Hidden Value Gems
If you are “betting” on stocks, you may as well “bet” on elections.
Gives me more hope that a patient investor has better chances in this environment despite all the power of computers supporting people on the other side of the trade. https://t.co/Vqcsui6ZVe
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If you are “betting” on stocks, you may as well “bet” on elections.
Gives me more hope that a patient investor has better chances in this environment despite all the power of computers supporting people on the other side of the trade. https://t.co/Vqcsui6ZVe
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Librarian Capital
Another "Bill Ackman reposted" - a story in 4 acts
Pro tip: It's always a bad sign that a Twitter account is followed by a BBC journalist specialising in factchecks https://t.co/JmhHU76iBq
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Another "Bill Ackman reposted" - a story in 4 acts
Pro tip: It's always a bad sign that a Twitter account is followed by a BBC journalist specialising in factchecks https://t.co/JmhHU76iBq
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Librarian Capital
Mastercard $MA acquires Record Future for $2.65bn
"The world’s largest threat intelligence company"
"Provides real-time visibility into potential threats"
1,900 clients in 75 countries, incl. 50 Fortune 100
Backed by Insight Partners
Expected to close in 2025 Q1 https://t.co/s0qtO8JWr8
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Mastercard $MA acquires Record Future for $2.65bn
"The world’s largest threat intelligence company"
"Provides real-time visibility into potential threats"
1,900 clients in 75 countries, incl. 50 Fortune 100
Backed by Insight Partners
Expected to close in 2025 Q1 https://t.co/s0qtO8JWr8
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Hidden Value Gems
Has anyone looked at Samsonite? Cheap and quality stock at first look:
✅8x PE & 14% FCF yield
✅20% historical ROE (ex 2020)
✅Long-term sales and earnings growth at 6% and 8% respectively.
Two issues I see:
⛔️Fairly high net debt $1.5bn (2x Net Debt/EBITDA)
⛔️No dividends or buybacks recently.
➡️The stock is down almost 30% this year.
➡️The company plans to list in the US, which should arguably improve liquidity, valaution...
$1910.HK #Samsonite
h/t @ValSenOne for flagging this stock
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Has anyone looked at Samsonite? Cheap and quality stock at first look:
✅8x PE & 14% FCF yield
✅20% historical ROE (ex 2020)
✅Long-term sales and earnings growth at 6% and 8% respectively.
Two issues I see:
⛔️Fairly high net debt $1.5bn (2x Net Debt/EBITDA)
⛔️No dividends or buybacks recently.
➡️The stock is down almost 30% this year.
➡️The company plans to list in the US, which should arguably improve liquidity, valaution...
$1910.HK #Samsonite
h/t @ValSenOne for flagging this stock
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Hidden Value Gems
Positioning in the oil markets is quite bearish. Usually, a good contrarian indicator. Could be especially useful if the Dollar continues to weaken...
#energy #oil #Commodities https://t.co/LVvbmQkebQ
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Positioning in the oil markets is quite bearish. Usually, a good contrarian indicator. Could be especially useful if the Dollar continues to weaken...
#energy #oil #Commodities https://t.co/LVvbmQkebQ
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Stock Analysis Compilation
Baron Capital on Precision Wires India $PRWIRE IN
Thesis: Precision Wires is set to drive growth by capitalizing on the electrification trend in India, leveraging its dominant market position and key relationships with OEMs
(Extract from their Q2 letter) https://t.co/RSMOiJDJLI
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Baron Capital on Precision Wires India $PRWIRE IN
Thesis: Precision Wires is set to drive growth by capitalizing on the electrification trend in India, leveraging its dominant market position and key relationships with OEMs
(Extract from their Q2 letter) https://t.co/RSMOiJDJLI
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Capital Employed
30 stock pitches we’ve enjoyed reading in the past two weeks… 👇
https://t.co/hJJU8azOvl https://t.co/ZpUpUCjMcp
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30 stock pitches we’ve enjoyed reading in the past two weeks… 👇
https://t.co/hJJU8azOvl https://t.co/ZpUpUCjMcp
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