⁠Hidden Value Gems
A short thesis on $BRK.B at Value Investors Club.

I think it misses Capital Allocation and Reinsurance operations, but it is fair that Geico has been underperforming. Haven’t followed BNSF that closely recently.

h/t @WhitneyTilson
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⁠Stock Analysis Compilation
Bilbel Capital on Intellego Technologies $INT SS

Thesis: INT offers significant value with its long-term contracts and rapid growth, presenting an opportunity for strong returns at a low valuation multiple

(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/ggQZRoud8D
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⁠Hidden Value Gems
Imagine Ajit Jain (who sold half of his stake in BRK) and arm504 (the author of the short idea on BRK) are somehow related 😃

A short thesis on $BRK.B at Value Investors Club.

I think it misses Capital Allocation and Reinsurance operations, but it is fair that Geico has been underperforming. Haven’t followed BNSF that closely recently.

h/t @WhitneyTilson - Hidden Value Gems
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⁠Librarian Capital
RT @Ike_Saul: This is Ken Klippenstein's latest post on @elonmusk *permanently* banning him from X, in which he lays out in clear terms the hypocrisy of X's rules & Elon's position here. I mean, I don't know what else to tell you guys. This is clearly B.S. Ken explains better than I can: https://t.co/rAyA8fDrEm
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⁠Stock Analysis Compilation
Silver Beech on Burford Capital $BUR LN

Thesis: Burford’s involvement in the YPF case provides significant asymmetric upside, while the core business remains highly profitable with strong returns on equity

(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/eI8lRaoeol
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⁠Investing visuals
Battle of the big tech: Microsoft $MSFT vs Apple $AAPL 🥊✨

Who’s your favorite? https://t.co/foPFgad4Ac
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