Offshore
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Investing visuals
Alphabet $GOOGL: A Cloud giant and ads market leader for a reasonable price👌 https://t.co/SswXmIoW5a
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Alphabet $GOOGL: A Cloud giant and ads market leader for a reasonable price👌 https://t.co/SswXmIoW5a
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Offshore
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Stock Analysis Compilation
Bell AM on Nvidia $NVDA US
Thesis: NVIDIA is a strong investment opportunity despite recent setbacks, supported by confident growth prospects in AI infrastructure and conservative consensus estimates on GPU demand.
(Extract from their September letter) https://t.co/c8udq0ubiX
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Bell AM on Nvidia $NVDA US
Thesis: NVIDIA is a strong investment opportunity despite recent setbacks, supported by confident growth prospects in AI infrastructure and conservative consensus estimates on GPU demand.
(Extract from their September letter) https://t.co/c8udq0ubiX
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App Economy Insights
RT @EconomyApp: 📈 How to Analyze a Stock
6 questions to ask before you click “buy” 👇
https://t.co/HroFFEvo9F
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RT @EconomyApp: 📈 How to Analyze a Stock
6 questions to ask before you click “buy” 👇
https://t.co/HroFFEvo9F
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Offshore
Video
Value Spotlight (Andrew Sather)
ROIC vs WACC (Tutorial): Donuts Gone Stale.
Stay away from this value trap. One of the 18 Most Dangerous Small Caps on @NewConstructs platform for Dec 24. S/O to @finchat_io for their always quick and beautiful charts. https://t.co/9YTJYf4AN2
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ROIC vs WACC (Tutorial): Donuts Gone Stale.
Stay away from this value trap. One of the 18 Most Dangerous Small Caps on @NewConstructs platform for Dec 24. S/O to @finchat_io for their always quick and beautiful charts. https://t.co/9YTJYf4AN2
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Offshore
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Stock Analysis Compilation
Baron Opportunity Fund on Tesla $TSLA US
Thesis: Tesla is leveraging its extensive data, advanced computational power, and significant investments in AI to lead in autonomous driving and humanoid robotics markets.
(Extract from their Q3 letter) https://t.co/NdDN3aAwwd
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Baron Opportunity Fund on Tesla $TSLA US
Thesis: Tesla is leveraging its extensive data, advanced computational power, and significant investments in AI to lead in autonomous driving and humanoid robotics markets.
(Extract from their Q3 letter) https://t.co/NdDN3aAwwd
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Dimitry Nakhla | Babylon Capital®
Can’t wait to start reading these two books, feel like a kid on Christmas Morning🎁 https://t.co/5la1fSAKLu
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Can’t wait to start reading these two books, feel like a kid on Christmas Morning🎁 https://t.co/5la1fSAKLu
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Offshore
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Stock Analysis Compilation
Polen Capital on Booz Allen Hamilton $BAH US
Thesis: Booz Allen Hamilton is a trusted management and consulting firm for U.S. government clients, expected to deliver low-teens earnings growth and mid-teens returns through its strategic services and recent price weakness.
(Extract from their Q3 letter)
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Polen Capital on Booz Allen Hamilton $BAH US
Thesis: Booz Allen Hamilton is a trusted management and consulting firm for U.S. government clients, expected to deliver low-teens earnings growth and mid-teens returns through its strategic services and recent price weakness.
(Extract from their Q3 letter)
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Quiver Quantitative
BREAKING: Just caught a penny stock purchase from Representative Laurel Lee.
Her spouse bought stock in a company called TuHURA Bio, $HURA, on November 25th.
It rose 87% in the four days following the trade.
Seeing what I can find on this - follow here for updates. https://t.co/WxnBQVW1Rx
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BREAKING: Just caught a penny stock purchase from Representative Laurel Lee.
Her spouse bought stock in a company called TuHURA Bio, $HURA, on November 25th.
It rose 87% in the four days following the trade.
Seeing what I can find on this - follow here for updates. https://t.co/WxnBQVW1Rx
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