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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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Librarian Capital
Masayoshi Son on Mark Zuckerberg and Bill Gates:
“These are one-business guys. I am involved in 100 businesses and I control the entire [tech] ecosystem ... The right comparison for me is Napoleon, Genghis Khan or Emperor Qin. I am not a CEO. I am building an empire" https://t.co/9bdaelbpz5
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Masayoshi Son on Mark Zuckerberg and Bill Gates:
“These are one-business guys. I am involved in 100 businesses and I control the entire [tech] ecosystem ... The right comparison for me is Napoleon, Genghis Khan or Emperor Qin. I am not a CEO. I am building an empire" https://t.co/9bdaelbpz5
My book essay on the mystery of Masayoshi Son, SoftBank’s global disrupter-in-chief. Is he a visionary or an inveterate gambler who got lucky? https://t.co/y7Aq88pOQO via @ft tweet
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Hidden Value Gems
RT @HiddenValueGems: The latest Memo by @HowardMarksBook on the shortcomings of today's economic plans of the politicians. As someone who has experienced EM policies first-hand, I can attest to these points 👇🏽
➡️"In the world of politics, there can be limitless benefits and something for everyone. But in economics, there are only tradeoffs."
➡️"You can set prices for goods, but you can’t make people produce them."
➡️"Mandating lower prices is generally the least effective way to get them."
➡️"Governments can pass laws designed to encourage or even compel behavior, but in general they can’t mandate economic outcomes. There are so many moving pieces and second-order consequences that governments generally can’t engineer both prosperity and the specific economic outcomes that policymakers may seek."
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RT @HiddenValueGems: The latest Memo by @HowardMarksBook on the shortcomings of today's economic plans of the politicians. As someone who has experienced EM policies first-hand, I can attest to these points 👇🏽
➡️"In the world of politics, there can be limitless benefits and something for everyone. But in economics, there are only tradeoffs."
➡️"You can set prices for goods, but you can’t make people produce them."
➡️"Mandating lower prices is generally the least effective way to get them."
➡️"Governments can pass laws designed to encourage or even compel behavior, but in general they can’t mandate economic outcomes. There are so many moving pieces and second-order consequences that governments generally can’t engineer both prosperity and the specific economic outcomes that policymakers may seek."
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Stock Analysis Compilation
Greenhaven Road on KKR $KKR US
KKR’s growing AUM, fueled by increasing demand from high-net-worth and mass affluent investors for alternative investments, positions it for sustained long-term growth
(Extract from their Q2 letter) https://t.co/ygPwNUAsEB
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Greenhaven Road on KKR $KKR US
KKR’s growing AUM, fueled by increasing demand from high-net-worth and mass affluent investors for alternative investments, positions it for sustained long-term growth
(Extract from their Q2 letter) https://t.co/ygPwNUAsEB
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