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Stock Analysis Compilation
River Oaks Capital on Boston Omaha $BOMN US
Boston Omaha’s deep asset portfolio and significant free cash flow generation offer investors high downside protection with attractive growth potential
(Extract from their Q2 letter, link in SAC#56) https://t.co/qQtis6CjFb
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River Oaks Capital on Boston Omaha $BOMN US
Boston Omaha’s deep asset portfolio and significant free cash flow generation offer investors high downside protection with attractive growth potential
(Extract from their Q2 letter, link in SAC#56) https://t.co/qQtis6CjFb
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Hidden Value Gems
I have heard people mention that FTSE performed as well as NASDAQ recently, but I could never find that strong "FTSE" or that weak "NASDAQ". Not sure what they really refer to...🤷🏽♂️
The latest comment is from @MerrynSW podcast with the Fidelity PM, Alex Wright. https://t.co/aeGVAKDh1l
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I have heard people mention that FTSE performed as well as NASDAQ recently, but I could never find that strong "FTSE" or that weak "NASDAQ". Not sure what they really refer to...🤷🏽♂️
The latest comment is from @MerrynSW podcast with the Fidelity PM, Alex Wright. https://t.co/aeGVAKDh1l
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Stock Analysis Compilation
Arauca Capital on Shelly Group $SLYG BU
Shelly’s strategic acquisition of LOQED and its entry into the smart lock market provide an exciting new growth vertical at minimal cost, offering significant upside potential
(Extract from their Q2 letter, link in SAC#56) https://t.co/rm3ySU78Qv
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Arauca Capital on Shelly Group $SLYG BU
Shelly’s strategic acquisition of LOQED and its entry into the smart lock market provide an exciting new growth vertical at minimal cost, offering significant upside potential
(Extract from their Q2 letter, link in SAC#56) https://t.co/rm3ySU78Qv
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Librarian Capital
Tobacco: US states that have e-cig directories & states that have legalised cannabis
6 legalised for medical use (UT, OK, LA, AL, FL, KY)
3 for recreation: CA, CO, VA
1 decriminalised: NE
Across 50 states, 38 legalised for medical (incl. 24 for recreational)
$BATS $BTI $MO https://t.co/BSXm4laGov
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Tobacco: US states that have e-cig directories & states that have legalised cannabis
6 legalised for medical use (UT, OK, LA, AL, FL, KY)
3 for recreation: CA, CO, VA
1 decriminalised: NE
Across 50 states, 38 legalised for medical (incl. 24 for recreational)
$BATS $BTI $MO https://t.co/BSXm4laGov
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Stock Analysis Compilation
Emeth Value Capital on Barratt Dev $BDEV LN
Barratt’ substantial land portfolio and strong cash position provide significant downside protection, with potential for a 35% cash margin on home sales if land operations are halted
(Extract from their Q2 letter, link in SAC#56) https://t.co/gHC7vQJVJn
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Emeth Value Capital on Barratt Dev $BDEV LN
Barratt’ substantial land portfolio and strong cash position provide significant downside protection, with potential for a 35% cash margin on home sales if land operations are halted
(Extract from their Q2 letter, link in SAC#56) https://t.co/gHC7vQJVJn
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Hidden Value Gems
RT @HiddenValueGems: 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
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RT @HiddenValueGems: 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
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Librarian Capital
"McDonald’s touchscreen kiosks were feared as job killers. Instead, something surprising happened" (CNN)
Kiosks haven't led to job losses because they help expand volume (including w/ upsell) and also because they often don't work
$MCD
cc @McFranchisee
https://t.co/Yguvxd4zKZ
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"McDonald’s touchscreen kiosks were feared as job killers. Instead, something surprising happened" (CNN)
Kiosks haven't led to job losses because they help expand volume (including w/ upsell) and also because they often don't work
$MCD
cc @McFranchisee
https://t.co/Yguvxd4zKZ
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