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Stock Analysis Compilation
Pender Fund on D2L $DTOL CN
Thesis: D2L Inc. is positioned for strong growth in the education technology space, with a competitive advantage in its Brightspace platform and potential for significant share price appreciation
(Extract from their Q2 letter) https://t.co/XYpqTe0a9m
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Pender Fund on D2L $DTOL CN
Thesis: D2L Inc. is positioned for strong growth in the education technology space, with a competitive advantage in its Brightspace platform and potential for significant share price appreciation
(Extract from their Q2 letter) https://t.co/XYpqTe0a9m
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Alex Bilzerian
RT @alexbilz: 'Geometry of Quantum Theory' - V. S. Varadarajan (1968, PDF):
https://t.co/SVYekqUMk3
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RT @alexbilz: 'Geometry of Quantum Theory' - V. S. Varadarajan (1968, PDF):
https://t.co/SVYekqUMk3
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Value Spotlight (Andrew Sather)
How to Deal with Lumpy ROIC (Tutorial) - Simple Solutions
$PFE https://t.co/fM5BDMOtMc
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How to Deal with Lumpy ROIC (Tutorial) - Simple Solutions
$PFE https://t.co/fM5BDMOtMc
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Quiver Quantitative
🚨 UPDATE: Donald Trump's net worth has increased by ~$411M over the last week.
That is over a Pelosi (net worth: $252M) and a half of wealth.
Trump Media stock, $DJT, has risen 29% in that time.
Track politicians' portfolios live on Quiver: https://t.co/PZE9ovhNt1
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🚨 UPDATE: Donald Trump's net worth has increased by ~$411M over the last week.
That is over a Pelosi (net worth: $252M) and a half of wealth.
Trump Media stock, $DJT, has risen 29% in that time.
Track politicians' portfolios live on Quiver: https://t.co/PZE9ovhNt1
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Hidden Value Gems
RT @HiddenValueGems: Whats is investment moat in the age of AI? A few thoughts from @AswathDamodaran
1️⃣ “In a world of specialists operating in silos and exhibiting tunnel vision, AI will empower generalists, comfortable across disciplines, who can see the big picture.”
🧵👇
1/6
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RT @HiddenValueGems: Whats is investment moat in the age of AI? A few thoughts from @AswathDamodaran
1️⃣ “In a world of specialists operating in silos and exhibiting tunnel vision, AI will empower generalists, comfortable across disciplines, who can see the big picture.”
🧵👇
1/6
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Capital Employed
Nice update by @wolfofharcourt on Auto Partner $APR
Still seems good value for it's future potential. 👇
https://t.co/EyBAAhQGRK
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Nice update by @wolfofharcourt on Auto Partner $APR
Still seems good value for it's future potential. 👇
https://t.co/EyBAAhQGRK
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Stock Analysis Compilation
The London Company on DoubleVerify $DV US
Thesis: DoubleVerify, a leader in digital ad verification with high margins and minimal capital needs, is set to capitalize on growing demand for ad transparency in the digital space
(Extract from their Q2 letter) https://t.co/RNn1vtF8QJ
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The London Company on DoubleVerify $DV US
Thesis: DoubleVerify, a leader in digital ad verification with high margins and minimal capital needs, is set to capitalize on growing demand for ad transparency in the digital space
(Extract from their Q2 letter) https://t.co/RNn1vtF8QJ
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Investing visuals
China stocks have been rallying recently, with the China Internet ETF $KWEB up +34% in the last month.
Here’s a breakdown of the $KWEB ETF👇🔍 https://t.co/71gjChWbuS
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China stocks have been rallying recently, with the China Internet ETF $KWEB up +34% in the last month.
Here’s a breakdown of the $KWEB ETF👇🔍 https://t.co/71gjChWbuS
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