Offshore
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Stock Analysis Compilation
Equam on KLX $KLXI US
Thesis: KLX offers a strong recovery play in the oil and gas sector, with recent business improvements and reduced leverage positioning it well for future growth despite current market challenges
(Extract from their Q2 letter) https://t.co/jo5t0Au4ay
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Equam on KLX $KLXI US
Thesis: KLX offers a strong recovery play in the oil and gas sector, with recent business improvements and reduced leverage positioning it well for future growth despite current market challenges
(Extract from their Q2 letter) https://t.co/jo5t0Au4ay
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Offshore
Video
Quiver Quantitative
Not often that you see clips like this.
Matt Gaetz agreeing with Elizabeth Warren: https://t.co/bVRUgwMMqm
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Not often that you see clips like this.
Matt Gaetz agreeing with Elizabeth Warren: https://t.co/bVRUgwMMqm
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Offshore
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Hidden Value Gems
Interesting charts: US mid-caps (S&P 400) are as cheap as small-caps (S&P 600) but are more profitable.
h/t @FT https://t.co/Z1hvLIeXx9
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Interesting charts: US mid-caps (S&P 400) are as cheap as small-caps (S&P 600) but are more profitable.
h/t @FT https://t.co/Z1hvLIeXx9
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Offshore
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Hidden Value Gems
US vs Europe stock markets by sector weights and differences in capital investments. US is much about Tech than Europe.
via @WSJ https://t.co/y9loYAG6OV
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US vs Europe stock markets by sector weights and differences in capital investments. US is much about Tech than Europe.
via @WSJ https://t.co/y9loYAG6OV
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “An investor should act as though he had a lifetime investment decision card with just twenty punches on it.”
— Warren Buffett 🗣️
#stocks #investing 👇🏽
Warren Buffett's quote highlights the importance of discipline and patience in investing. By limiting ourselves to just 20 “punches” or investment decisions, we're forced to be extremely selective and focus on only the most exceptional opportunities.
This mindset helps investors avoid:
• Diversification for its own sake, which can lead to mediocre returns
• Emotional decisions driven by FOMO or short-term market volatility
• Over-trading, which can result in lower overall performance
By adopting this approach, investors can:
• Develop a deeper understanding of their investments, leading to more informed decisions
• Cultivate patience, allowing them to wait for the right moments to invest
• Build a concentrated portfolio of high-quality businesses with strong potential for long-term growth
Ultimately, Buffett's quote encourages us to think like business owners, not traders.
By being highly selective and patient, we can increase our chances of achieving outstanding returns and building long-term wealth
tweet
RT @DimitryNakhla: “An investor should act as though he had a lifetime investment decision card with just twenty punches on it.”
— Warren Buffett 🗣️
#stocks #investing 👇🏽
Warren Buffett's quote highlights the importance of discipline and patience in investing. By limiting ourselves to just 20 “punches” or investment decisions, we're forced to be extremely selective and focus on only the most exceptional opportunities.
This mindset helps investors avoid:
• Diversification for its own sake, which can lead to mediocre returns
• Emotional decisions driven by FOMO or short-term market volatility
• Over-trading, which can result in lower overall performance
By adopting this approach, investors can:
• Develop a deeper understanding of their investments, leading to more informed decisions
• Cultivate patience, allowing them to wait for the right moments to invest
• Build a concentrated portfolio of high-quality businesses with strong potential for long-term growth
Ultimately, Buffett's quote encourages us to think like business owners, not traders.
By being highly selective and patient, we can increase our chances of achieving outstanding returns and building long-term wealth
tweet
Offshore
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Librarian Capital
British American Tobacco management changes
Kingsley Wheaton Chief Strategy & Growth Officer (CS&GO) job abolished; to be Chief Corporate Officer (newly created)
Luciano Comin to be Chief Marketing Officer (Wheaton's old job until CS&GO job was created in Sep-22)
$BATS $BTI https://t.co/CA934t1A6W
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British American Tobacco management changes
Kingsley Wheaton Chief Strategy & Growth Officer (CS&GO) job abolished; to be Chief Corporate Officer (newly created)
Luciano Comin to be Chief Marketing Officer (Wheaton's old job until CS&GO job was created in Sep-22)
$BATS $BTI https://t.co/CA934t1A6W
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Offshore
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Librarian Capital
Societe BIC $BB makes pens, lighters & razor blades
Market cap €2.6bn
At least 2 of these 3 categories are in structural decline
But share price is "only" flat in the past 5 years
If you bought at 2019 year-end (at €62), you would have made ~18% in~5 years, all from dividends https://t.co/ZdpRfZEmgB
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Societe BIC $BB makes pens, lighters & razor blades
Market cap €2.6bn
At least 2 of these 3 categories are in structural decline
But share price is "only" flat in the past 5 years
If you bought at 2019 year-end (at €62), you would have made ~18% in~5 years, all from dividends https://t.co/ZdpRfZEmgB
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