Offshore
Video
Quiver Quantitative
Watching the SEC hearing.
Gary Gensler just gave his opinion on AI, Scarlett Johansson, and the movie Her: https://t.co/YyxvagGka7
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Watching the SEC hearing.
Gary Gensler just gave his opinion on AI, Scarlett Johansson, and the movie Her: https://t.co/YyxvagGka7
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Offshore
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Hidden Value Gems
A Brazilian holding company idea (First Eagle) 👉🏼Itaúsa $ITSA4.BR
✅"Its primary asset here is Itaú, the largest Brazilian bank, which makes up roughly 80% of the total holding-company value."
✅"Other investments include Alpargatas (shoes and apparel), CCR (Brazilian airport and highway concessions), and Nova Transportadora do Sudeste, which transports roughly 50% of the natural gas consumed in Brazil."
✅"The holding company trades at an 18% discount to estimated net asset value, while Itaú shares on their own trade at what he considers an overly discounted 8x estimated forward earnings."
✅"Roughly two-thirds of the stock floats freely and the other one-third is owned by the Egydio de Souza Aranha family."
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A Brazilian holding company idea (First Eagle) 👉🏼Itaúsa $ITSA4.BR
✅"Its primary asset here is Itaú, the largest Brazilian bank, which makes up roughly 80% of the total holding-company value."
✅"Other investments include Alpargatas (shoes and apparel), CCR (Brazilian airport and highway concessions), and Nova Transportadora do Sudeste, which transports roughly 50% of the natural gas consumed in Brazil."
✅"The holding company trades at an 18% discount to estimated net asset value, while Itaú shares on their own trade at what he considers an overly discounted 8x estimated forward earnings."
✅"Roughly two-thirds of the stock floats freely and the other one-third is owned by the Egydio de Souza Aranha family."
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Offshore
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Investing visuals
CrowdStrike $CRWD has been named a leader in the Forrester Wave: Attack Surface Management Solutions.
Here's the company at a glance👇 https://t.co/UOGKeIMMmt
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CrowdStrike $CRWD has been named a leader in the Forrester Wave: Attack Surface Management Solutions.
Here's the company at a glance👇 https://t.co/UOGKeIMMmt
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Offshore
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Stock Analysis Compilation
River Oaks Capital on Citizens Bank $CFG US
Citizens Bank’s exceptional management and strategic positioning, backed by significant cash reserves, make it a compelling growth opportunity with a high upside potential
(Extract from their Q2 letter) https://t.co/a8T5NCIvhT
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River Oaks Capital on Citizens Bank $CFG US
Citizens Bank’s exceptional management and strategic positioning, backed by significant cash reserves, make it a compelling growth opportunity with a high upside potential
(Extract from their Q2 letter) https://t.co/a8T5NCIvhT
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Offshore
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App Economy Insights
$HIMS Hims & Hers under the microscope.
📈 Growth drivers.
📊 Key metrics visualized.
⚠️ Potential risks & challenges.
🔎 Business model breakdown.
Is it the real deal or another $TDOC?
https://t.co/ZsuxShhIdB
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$HIMS Hims & Hers under the microscope.
📈 Growth drivers.
📊 Key metrics visualized.
⚠️ Potential risks & challenges.
🔎 Business model breakdown.
Is it the real deal or another $TDOC?
https://t.co/ZsuxShhIdB
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Offshore
Video
Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Animated Guide: Growth Rate for Terminal Value/ Stable Growth Rate for DDM https://t.co/mg9dIVCNhi
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RT @ValueSpotlight: Animated Guide: Growth Rate for Terminal Value/ Stable Growth Rate for DDM https://t.co/mg9dIVCNhi
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