Offshore
Photo
Stock Analysis Compilation
Regal Partners on Baidu $BIDU US
Baidu’s leading AI advancements and undervalued core search business offer a rare opportunity for explosive growth in China’s tech landscape
(Extract from their Q2 letter) https://t.co/MUrmjBdG64
tweet
Regal Partners on Baidu $BIDU US
Baidu’s leading AI advancements and undervalued core search business offer a rare opportunity for explosive growth in China’s tech landscape
(Extract from their Q2 letter) https://t.co/MUrmjBdG64
tweet
Offshore
Photo
Hidden Value Gems
Do these guys disclose when they close their shorts? I hope it wasn’t today…
tweet
Do these guys disclose when they close their shorts? I hope it wasn’t today…
Probably a buying opportunity 👉🏼 $KSPI
Just adding a word “Russia” and expecting the stock to tank…
I would be more cautious about $FRHC though, which was also subject to a short seller attack and is now +50% from its lows.
cc @CulperResearch https://t.co/fzFcG59Gpc tweet
Offshore
Photo
Librarian Capital
Nike $NKE Appoints Elliott Hill as New CEO
Effective 14-Oct
"John Donahoe will retire"
Hill was at Nike for 32 years until retirement in 2020
Most recently as President – Consumer & Marketplace
Shares +8% after-hours https://t.co/nSsdHgCXEV
tweet
Nike $NKE Appoints Elliott Hill as New CEO
Effective 14-Oct
"John Donahoe will retire"
Hill was at Nike for 32 years until retirement in 2020
Most recently as President – Consumer & Marketplace
Shares +8% after-hours https://t.co/nSsdHgCXEV
tweet
Offshore
Photo
Librarian Capital
RT @LibrarianCap: Interesting post on Nike $NKE problems, written by former brand director who worked 21 years there
h/t @TrungTPhan
https://t.co/PNiNOKbUx7 https://t.co/caS1Lu9VKf
tweet
RT @LibrarianCap: Interesting post on Nike $NKE problems, written by former brand director who worked 21 years there
h/t @TrungTPhan
https://t.co/PNiNOKbUx7 https://t.co/caS1Lu9VKf
tweet
Offshore
Photo
Librarian Capital
Nick Train on AG Barr $BAG (~4% of $LTIT)
Returned +2.5% p.a. since 2014
But ~13% p.a. since 2021 entry vs. NASDAQ ~10%
"Might outperform the currently frothy NASDAQ again for a period of time"
LTIT has gained +2.3% p.a. L5Y, but +15.1% p.a. L10Y
#NeverSell? https://t.co/vzA7pXifYb
tweet
Nick Train on AG Barr $BAG (~4% of $LTIT)
Returned +2.5% p.a. since 2014
But ~13% p.a. since 2021 entry vs. NASDAQ ~10%
"Might outperform the currently frothy NASDAQ again for a period of time"
LTIT has gained +2.3% p.a. L5Y, but +15.1% p.a. L10Y
#NeverSell? https://t.co/vzA7pXifYb
tweet
Offshore
Photo
Hidden Value Gems
I remember receiving lots of criticism when I flagged $NKE as an interesting idea in June. https://t.co/ePwq30RMUm
tweet
I remember receiving lots of criticism when I flagged $NKE as an interesting idea in June. https://t.co/ePwq30RMUm
I think $NKE is one of those investment opportunities today. Not cheap in absolute terms (22x PE), but this is on a cyclically low earnings and it is below historical avg PE of 25. https://t.co/YS3FZ1flPt tweet
Offshore
Photo
Hidden Value Gems
This PM is bullish on $QXO
✅ It is rolling up building-products distributors in a sector that is fragmented and ripe for consolidation.
✅ $6 per share is net cash (almost 50% of the mkt cap).
✅ The company is listed as an applications software company with little analyst coverage.
✅ QXO is run by Brad Jacobs, who has created a lot of value with his businesses incl. $XPO and $URI
tweet
This PM is bullish on $QXO
✅ It is rolling up building-products distributors in a sector that is fragmented and ripe for consolidation.
✅ $6 per share is net cash (almost 50% of the mkt cap).
✅ The company is listed as an applications software company with little analyst coverage.
✅ QXO is run by Brad Jacobs, who has created a lot of value with his businesses incl. $XPO and $URI
tweet