⁠Value Spotlight (Andrew Sather)
Animated Guide: Stock Checklists from Mohnish Pabrai and others https://t.co/zbuZDYgytZ
tweet

⁠Stock Analysis Compilation
Langdon on Boyd Group $BYD CN

Thesis: Boyd Group’s disciplined acquisition strategy and long-term focus on returns make it a standout in the auto body and collision repair industry, with management highly aligned with shareholder value

(Extract from their Q2 letter) https://t.co/JqA20TNUSy
tweet

⁠Stock Analysis Compilation
RS Investments on Fortrea $FTRE US

Thesis: Fortrea's potential lies in its ability to stabilize and expand margins post-spin-off, with a strong leadership team and a clear path to deleveraging and growth

(Extract from their Q2 letter) https://t.co/pZfxXIdD2S
tweet

⁠Ahmad Jivraj
This is up 100%.

If you believe Chinese stocks have bottomed, here is one way you can double your money over the next 3 months:

BUY 18 OCT 24 $KWEB Calls ($28 strike)
SELL 18 OCT 24 $KWEB Calls ($29 strike)
Net Cost: $44

If $KWEB closes > $29 on 10/18/24 => +127% profit
Caution: if $KWEB closes < $28, you lose it all

Would you make that bet?

not financial advice of course - Ahmad Jivraj
tweet

⁠Capital Employed
RT @rgrfan: That's awesome. Great work @capitalemployed!

We’ve made it to 100 investor interviews! Yippee!

Thanks to everyone who has subscribed, read, and listened.

Also thanks to all the excellent guests who kindly took time out of their busy schedule to do an interview.

🧵🥁 👇 - Capital Employed
tweet

⁠Hidden Value Gems
Two charts to put this week’s Chinese stock market rally (+15%) into perspective.

Still cheap and still a huge under-performer.
tweet

⁠Hidden Value Gems
Missed this during the week.
Swatch Group is one of the most shorted stock in Europe (19% short interest). Huge under-performer and now talk on possibly going private 👇🏼

$UNR.SW $SWGAY
tweet

⁠Stock Analysis Compilation
Harding Loevner on Proya $603605 CH

Thesis: Proya’s dominance in China’s e-commerce beauty sector, driven by social commerce and influencer marketing, positions it as a fast-growing leader in the cosmetics industry

(Extract from their Q2 letter) https://t.co/KZlO2WWy1t
tweet

⁠Stock Analysis Compilation
Harris Associates on Ahold Delhaize $AD NA

Thesis: Ahold Delhaize, a global grocery giant, offers defensive growth through economies of scale, with short-term headwinds creating a compelling entry point

(Extract from their Q2 letter) https://t.co/JxHPzocXCU
tweet