⁠Stock Analysis Compilation
Vltava Fund on Brookfield Corporation $BN

Thesis: Brookfield Corporation, with its massive global asset management business and strong infrastructure holdings, presents an attractive long-term investment with a 15% projected annual growth rate

(Extract from their Q3 letter) https://t.co/NaJZN0jjfz
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⁠iinvested
3Q'24 Third Avenue Small-Cap Value Fund on $SD, $PBF

More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/IwDxy8wYjU
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⁠Quiver Quantitative
This keeps getting wilder.

We posted this report last month.

$HL has now risen 48% since the trade.

It's up another 2% today. https://t.co/OYL00XfaUF
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⁠Value Spotlight (Andrew Sather)
Tutorial: Stock-based compensation and Growth estimates from ROIC

$CRM https://t.co/fSOv2LyjBp
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⁠Hidden Value Gems
Quote of the day #109 https://t.co/9jUT7nceZP
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⁠Quiver Quantitative
Berkshire Hathaway has disclosed a purchase of ~$42m of Sirius XM stock.

This adds to their existing ~$3b position in the company. https://t.co/y3MBxJioSc
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⁠Stock Analysis Compilation
Right Tail Capital on CDW Corp $CDW US

Thesis: CDW Corp and NSIT, leading IT solutions providers, offer strong long-term growth opportunities in a fragmented market, backed by exceptional customer and vendor relationships

(Extract from their Q3 letter) https://t.co/l81RdisqXr
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