Offshore
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Stock Analysis Compilation
Appalaches Capital on Coupang $CPNG US
Thesis: Coupang’s dominant position in e-commerce, combined with its growing user base and long-term revenue growth potential, makes it a strong investment despite short-term volatility and low profitability.
(Extract from their Q3 letter) https://t.co/QCQqbLEmqU
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Appalaches Capital on Coupang $CPNG US
Thesis: Coupang’s dominant position in e-commerce, combined with its growing user base and long-term revenue growth potential, makes it a strong investment despite short-term volatility and low profitability.
(Extract from their Q3 letter) https://t.co/QCQqbLEmqU
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Offshore
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App Economy Insights
🔥 Earnings season is heating up!
Catch up with 20 earnings visualized. 📊
Get the full report 👇
https://t.co/LEROzNc3hP
🥤 $KO
☁️ $SAP
🌐 $IBM
🧑💻 $NOW
📶 $TMUS
📱 $VZ
📞 $T
🛰️ $LMT
🛩️ $BA
⚙️ $TXN
🧠 $LRCX
🇫🇷 $SNY
📦 $UPS
💳 $FI
💼 $MCO
🚗 $GM
🛩️ $LUV
🛫 $AAL
🦷 $ALGN
🏡 $APPF
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🔥 Earnings season is heating up!
Catch up with 20 earnings visualized. 📊
Get the full report 👇
https://t.co/LEROzNc3hP
🥤 $KO
☁️ $SAP
🌐 $IBM
🧑💻 $NOW
📶 $TMUS
📱 $VZ
📞 $T
🛰️ $LMT
🛩️ $BA
⚙️ $TXN
🧠 $LRCX
🇫🇷 $SNY
📦 $UPS
💳 $FI
💼 $MCO
🚗 $GM
🛩️ $LUV
🛫 $AAL
🦷 $ALGN
🏡 $APPF
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Offshore
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Librarian Capital
"Philip Morris: Picking Up Speed in Q3; Still Cheap at 20x P/E"
$PM's multi-year compounding will likely continue even after a 54% gain in the past year
cc: $MO $BATS $BTI $IMB
https://t.co/AyU25dmeEk https://t.co/WqqSFnpHAU
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"Philip Morris: Picking Up Speed in Q3; Still Cheap at 20x P/E"
$PM's multi-year compounding will likely continue even after a 54% gain in the past year
cc: $MO $BATS $BTI $IMB
https://t.co/AyU25dmeEk https://t.co/WqqSFnpHAU
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Offshore
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Stock Analysis Compilation
Heartland Advisors on New Gold $NGD US
Thesis: New Gold's improved production efficiency, reduced costs, and strong financial flexibility position it for significant growth, supported by insider buying and attractive valuation.
(Extract from their Q3 letter) https://t.co/cMCUM9aXCg
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Heartland Advisors on New Gold $NGD US
Thesis: New Gold's improved production efficiency, reduced costs, and strong financial flexibility position it for significant growth, supported by insider buying and attractive valuation.
(Extract from their Q3 letter) https://t.co/cMCUM9aXCg
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Offshore
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Stock Analysis Compilation
Platinium on Shinhan $SHG US
Thesis: Shinhan’s shareholder-friendly reforms, including increased payouts and stock buybacks, make it an attractive investment with a low valuation and strong return potential.
(Extract from their Q3 letter) https://t.co/cvFzu8eeRA
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Platinium on Shinhan $SHG US
Thesis: Shinhan’s shareholder-friendly reforms, including increased payouts and stock buybacks, make it an attractive investment with a low valuation and strong return potential.
(Extract from their Q3 letter) https://t.co/cvFzu8eeRA
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Offshore
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Stock Analysis Compilation
Patient Capital Management on Precigen $PGEN US
Thesis: Precigen's PRGN-2012 program offers promising therapeutic potential, with strong leadership and clinical progress, positioning the company for significant growth in the gene therapy space.
(Extract from their Q3 letter) https://t.co/5LUpD5OxoO
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Patient Capital Management on Precigen $PGEN US
Thesis: Precigen's PRGN-2012 program offers promising therapeutic potential, with strong leadership and clinical progress, positioning the company for significant growth in the gene therapy space.
(Extract from their Q3 letter) https://t.co/5LUpD5OxoO
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Hidden Value Gems
Europe and UK still look very attractive, at least according to GS. Hard to disagree. https://t.co/pd34WrCM0S
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Europe and UK still look very attractive, at least according to GS. Hard to disagree. https://t.co/pd34WrCM0S
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Hidden Value Gems
RT @HiddenValueGems: One of Hidden Value Gems Premium members asked us if we knew a talented analyst who could help them with financial research. They are a family office with a five-year history focused on well-managed compounders in protected niches. You can see the full description and contact details below.👇
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RT @HiddenValueGems: One of Hidden Value Gems Premium members asked us if we knew a talented analyst who could help them with financial research. They are a family office with a five-year history focused on well-managed compounders in protected niches. You can see the full description and contact details below.👇
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Hidden Value Gems
Missed this. The new CEO of Prosus will receive $100mn worth of shares in Prosus and Naspers if the market cap of Prosus hits $168bn by mid-2028 and stays there for a year.
$PRX.AS $NPN.JO $TCEHY https://t.co/x3GaNvtn8l
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Missed this. The new CEO of Prosus will receive $100mn worth of shares in Prosus and Naspers if the market cap of Prosus hits $168bn by mid-2028 and stays there for a year.
$PRX.AS $NPN.JO $TCEHY https://t.co/x3GaNvtn8l
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