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Hidden Value Gems
One of the fastest-growing small cap in the UK - $YU.L delivering +60% revenue growth / +52% EPS in H1 24. Expects further growth in 2024.
Net cash at £86.8mn, a third of the market cap!
Trading at 8x P/E! 🚀 https://t.co/cUTUfC5kES
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One of the fastest-growing small cap in the UK - $YU.L delivering +60% revenue growth / +52% EPS in H1 24. Expects further growth in 2024.
Net cash at £86.8mn, a third of the market cap!
Trading at 8x P/E! 🚀 https://t.co/cUTUfC5kES
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Offshore
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Librarian Capital
Visa $V US debit card anti-trust lawsuit
Visa's US debit volume is 2.7x that of Mastercard $MA ($984bn vs. $370bn as of Apr-Jun 2024) https://t.co/LQGJ4DPO3B
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Visa $V US debit card anti-trust lawsuit
Visa's US debit volume is 2.7x that of Mastercard $MA ($984bn vs. $370bn as of Apr-Jun 2024) https://t.co/LQGJ4DPO3B
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Stock Analysis Compilation
Arauca Capital on Moberg Pharma $MOB SS
Moberg Pharma’s MOB-015 shows strong market leadership and growth potential in Europe, with promising prospects for wider commercialization in the coming years
(Extract from their Q2 letter) https://t.co/9YhHJr70aT
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Arauca Capital on Moberg Pharma $MOB SS
Moberg Pharma’s MOB-015 shows strong market leadership and growth potential in Europe, with promising prospects for wider commercialization in the coming years
(Extract from their Q2 letter) https://t.co/9YhHJr70aT
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Hidden Value Gems
Robinhood has one of the highest option trading costs if bid/offer spreads are included which are 7% in their case.
I think cash equity brokers should also be judged on this, especially for small-caps.
$HOOD https://t.co/X9TUOaIpn3
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Robinhood has one of the highest option trading costs if bid/offer spreads are included which are 7% in their case.
I think cash equity brokers should also be judged on this, especially for small-caps.
$HOOD https://t.co/X9TUOaIpn3
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Librarian Capital
Nicotine pouches: Finnish parliamentary committee supports changing the Tobacco Act to include pouches
Nicotine pouches will thus be subject to sales permits, nicotine limits, flavor limits, age restrictions, etc.
Regulation is catching up
$PM $BATS $HAYPP https://t.co/Y91TgBO1HQ
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Nicotine pouches: Finnish parliamentary committee supports changing the Tobacco Act to include pouches
Nicotine pouches will thus be subject to sales permits, nicotine limits, flavor limits, age restrictions, etc.
Regulation is catching up
$PM $BATS $HAYPP https://t.co/Y91TgBO1HQ
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Hidden Value Gems
Exor to host H1 2024 conference call tomorrow 👇🏼
I hope they keep things simple - we want higher value per share, not new structures, committees, VC investments, more new faces and so on.
#Exor $EXO.AS https://t.co/DtgsYK9XRO
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Exor to host H1 2024 conference call tomorrow 👇🏼
I hope they keep things simple - we want higher value per share, not new structures, committees, VC investments, more new faces and so on.
#Exor $EXO.AS https://t.co/DtgsYK9XRO
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Offshore
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Stock Analysis Compilation
VGI Partners on Deutsche Börse AG $DB1 GR
Deutsche Börse’s diversified portfolio and cyclical tailwinds, along with its strategic acquisitions, position it for long-term growth at an attractive valuation
(Extract from their Q2 letter) https://t.co/tTTt3E8o3Y
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VGI Partners on Deutsche Börse AG $DB1 GR
Deutsche Börse’s diversified portfolio and cyclical tailwinds, along with its strategic acquisitions, position it for long-term growth at an attractive valuation
(Extract from their Q2 letter) https://t.co/tTTt3E8o3Y
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