Offshore
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Stock Analysis Compilation
Atai Capital Management on Haivision Systems $HAI CN
Thesis: Haivision’s pivot to high-growth industries and undervalued multiples set it up for scalable profitability and robust returns
(Extract from their Q3 letter) https://t.co/P6bRLO3S4U
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Atai Capital Management on Haivision Systems $HAI CN
Thesis: Haivision’s pivot to high-growth industries and undervalued multiples set it up for scalable profitability and robust returns
(Extract from their Q3 letter) https://t.co/P6bRLO3S4U
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Offshore
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Stock Analysis Compilation
Sound Shore Fund on Public Service Enterprise Group $PEG US
Thesis: PSE&G delivers steady utility returns while unlocking unappreciated value from its nuclear assets, driving substantial upside potential.
(Extract from their Q3 letter) https://t.co/Zo18DaAHCA
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Sound Shore Fund on Public Service Enterprise Group $PEG US
Thesis: PSE&G delivers steady utility returns while unlocking unappreciated value from its nuclear assets, driving substantial upside potential.
(Extract from their Q3 letter) https://t.co/Zo18DaAHCA
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Offshore
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Investing visuals
Tesla $TSLA deliveries soared from 500,000 to 1.78M in just 5 years— A massive achievement!👌⚡️
Where do you see Tesla $TSLA in 10 years? https://t.co/hiPunxFVaZ
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Tesla $TSLA deliveries soared from 500,000 to 1.78M in just 5 years— A massive achievement!👌⚡️
Where do you see Tesla $TSLA in 10 years? https://t.co/hiPunxFVaZ
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Offshore
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Quiver Quantitative
"Nancy Pelosi is the only member of Congress who has made suspicious stock trades"
Here are some of the trades we've seen, IN THE LAST MONTH: https://t.co/GSAVtAzHni
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"Nancy Pelosi is the only member of Congress who has made suspicious stock trades"
Here are some of the trades we've seen, IN THE LAST MONTH: https://t.co/GSAVtAzHni
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Offshore
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Quiver Quantitative
JUST IN: Mark Zuckerberg has reportedly been spotted at Mar-a-Lago.
We saw Marjorie Taylor Greene buy $META earlier this month. https://t.co/OArAKQK7fx
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JUST IN: Mark Zuckerberg has reportedly been spotted at Mar-a-Lago.
We saw Marjorie Taylor Greene buy $META earlier this month. https://t.co/OArAKQK7fx
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Capital Employed
RT @equitybaron: With an investment of around $4k per year you can get lots of compelling small/microcap/niche investment ideas direct to your inbox...
(Extremely good value compared to hiring a full-time analyst) 👇
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RT @equitybaron: With an investment of around $4k per year you can get lots of compelling small/microcap/niche investment ideas direct to your inbox...
(Extremely good value compared to hiring a full-time analyst) 👇
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Offshore
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Stock Analysis Compilation
Desert Lion on Calgro $CGR SJ
Thesis: Calgro's deep discount valuation, efficient capital management, and strong housing demand position it for multi-year growth
(Extract from their Q3 letter) https://t.co/OjA0F9ZbOY
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Desert Lion on Calgro $CGR SJ
Thesis: Calgro's deep discount valuation, efficient capital management, and strong housing demand position it for multi-year growth
(Extract from their Q3 letter) https://t.co/OjA0F9ZbOY
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