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Stock Analysis Compilation
Alluvium on Visa $V US
Thesis: Visa dominates the global payments landscape, leveraging its strong networks and brand to capture the shift towards digital transactions and electronic payments.
(Extract from their Q3 letter) https://t.co/HM5N3ZA71O
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Alluvium on Visa $V US
Thesis: Visa dominates the global payments landscape, leveraging its strong networks and brand to capture the shift towards digital transactions and electronic payments.
(Extract from their Q3 letter) https://t.co/HM5N3ZA71O
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Quiver Quantitative
RT @InsiderRadar: 🚨 New Insider Purchase
One of the directors of $SNDA has reported the purchase of ~$800k of the company's stock.
This is the latest in a string of insider purchases that have recently been made at $SNDA. https://t.co/dbz4VxCTn9
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RT @InsiderRadar: 🚨 New Insider Purchase
One of the directors of $SNDA has reported the purchase of ~$800k of the company's stock.
This is the latest in a string of insider purchases that have recently been made at $SNDA. https://t.co/dbz4VxCTn9
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Investing visuals
Robinhood $HOOD introduced some major updates at the HOOD Summit.
Did this change your thesis on $HOOD?🤔 https://t.co/v9JhtUnOVf
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Robinhood $HOOD introduced some major updates at the HOOD Summit.
Did this change your thesis on $HOOD?🤔 https://t.co/v9JhtUnOVf
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Hidden Value Gems
“We will avoid calling this market a bubble, and simply observe that the dividend yield is low and the P/E ratio is elevated despite corporate earnings being cyclically high, if not top-of-cycle.”
David Einhorn (Q3 letter).
Exited Ryanair and NatWest in the UK
1/2 https://t.co/FP1bq5aF5M
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“We will avoid calling this market a bubble, and simply observe that the dividend yield is low and the P/E ratio is elevated despite corporate earnings being cyclically high, if not top-of-cycle.”
David Einhorn (Q3 letter).
Exited Ryanair and NatWest in the UK
1/2 https://t.co/FP1bq5aF5M
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Stock Analysis Compilation
Palm Valley CM on Helen of Troy $HELE US
Thesis: Helen of Troy offers an attractive entry point, with its well-positioned brands and significant cash generation, despite short-term financial pressure and market skepticism
(Extract from their Q3 letter) https://t.co/uD8VCkRdF1
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Palm Valley CM on Helen of Troy $HELE US
Thesis: Helen of Troy offers an attractive entry point, with its well-positioned brands and significant cash generation, despite short-term financial pressure and market skepticism
(Extract from their Q3 letter) https://t.co/uD8VCkRdF1
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Dimitry Nakhla | Babylon Capital®
“Ultimately, the BEST INVESTORS tend to be those who can blend their analytical skills with emotional intelligence.
They can remain disciplined and patient, even when the market is volatile.
It's about finding that balance and recognizing that investing is a long-term endeavor, not a sprint.”
— Dev Kantesaria of VFCM 🗣️
#stocks #investing
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“Ultimately, the BEST INVESTORS tend to be those who can blend their analytical skills with emotional intelligence.
They can remain disciplined and patient, even when the market is volatile.
It's about finding that balance and recognizing that investing is a long-term endeavor, not a sprint.”
— Dev Kantesaria of VFCM 🗣️
#stocks #investing
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Quiver Quantitative
RT @InsiderRadar: On October 10, we posted an alert on a large new insider purchase by Dave and Buster's CEO.
The stock has literally risen every day since then.
In total, the stock is now up 20% since October 10.
It is up another 4.8% today. https://t.co/bUjjvkglJZ
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RT @InsiderRadar: On October 10, we posted an alert on a large new insider purchase by Dave and Buster's CEO.
The stock has literally risen every day since then.
In total, the stock is now up 20% since October 10.
It is up another 4.8% today. https://t.co/bUjjvkglJZ
The CEO of Dave and Buster’s, $PLAY, just disclosed a purchase of ~$500K of stock https://t.co/4DxbcDHAbm tweet