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Stock Analysis Compilation
Baron Emerging Markets Fund on Samsung Biologics $207940 KS
Thesis: Samsung Biologics is positioned to benefit significantly from the growing demand for outsourced biopharmaceutical development and manufacturing services, driven by supply chain diversification and increased capacity investments.
(Extract from their Q3 letter)
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Baron Emerging Markets Fund on Samsung Biologics $207940 KS
Thesis: Samsung Biologics is positioned to benefit significantly from the growing demand for outsourced biopharmaceutical development and manufacturing services, driven by supply chain diversification and increased capacity investments.
(Extract from their Q3 letter)
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Hidden Value Gems
"Both [Tesla and BYD] generate similar revenues and offer a similar return on equity, but sales volume is growing twice as fast at BYD, which is rapidly expanding its share of the global market. Yet BYD stock sells at a PE ratio of 15, compared with around 120 for Tesla."
h/t Ruchir Sharma
$TSLA $BYDDF
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"Both [Tesla and BYD] generate similar revenues and offer a similar return on equity, but sales volume is growing twice as fast at BYD, which is rapidly expanding its share of the global market. Yet BYD stock sells at a PE ratio of 15, compared with around 120 for Tesla."
h/t Ruchir Sharma
$TSLA $BYDDF
Food for thought from Ruchir Sharma via @FT
🧵 👇🏼
Ten trends to watch in 2025
1️⃣ Return of the contrarians
History shows that the global economy and markets move in cycles, not straight trend lines. Contrarian investing is rooted in these patterns.
1/11 https://t.co/wkMwOKI2Lp tweet
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InsideArbitrage
The European Commission announced that they have approved the acquisition of Smartsheet Inc. $SMAR by Blackstone Inc. $BX and Vista Equity Partners under the EU Merger Regulation. The Commission concluded that the proposed transaction would not raise competition concerns, given the companies' limited combined market position.
https://t.co/rJ8M9NL1TL
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The European Commission announced that they have approved the acquisition of Smartsheet Inc. $SMAR by Blackstone Inc. $BX and Vista Equity Partners under the EU Merger Regulation. The Commission concluded that the proposed transaction would not raise competition concerns, given the companies' limited combined market position.
https://t.co/rJ8M9NL1TL
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InsideArbitrage
Summit Materials $SUM announced the expiration of the waiting period under the amended Competition Act (Canada) for its acquisition by Quikrete Holdings. The Merger is anticipated to close in the first quarter of 2025.
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Summit Materials $SUM announced the expiration of the waiting period under the amended Competition Act (Canada) for its acquisition by Quikrete Holdings. The Merger is anticipated to close in the first quarter of 2025.
Summit Materials, Inc. $SUM announced the expiration of the waiting period under the HSR Act for its acquisition by Quikrete Holdings, Inc. https://t.co/W4idp06ZhP tweet
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Dimitry Nakhla | Babylon Capital®
Companies often buy back their stock at high prices during economic booms and too little during downturns, which destroys rather than creates shareholder value ‼️
— “Quality Investing: Owning the Best Companies for the Long Term” Page 17 📖 https://t.co/2nlAe3Oi6w
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Companies often buy back their stock at high prices during economic booms and too little during downturns, which destroys rather than creates shareholder value ‼️
— “Quality Investing: Owning the Best Companies for the Long Term” Page 17 📖 https://t.co/2nlAe3Oi6w
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Investing visuals
Amazon $AMZN: AWS is a $103 bln business and a mere 16% of $AMZN's total revenue. That's pretty crazy honestly https://t.co/twUA1Ip9yh
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Amazon $AMZN: AWS is a $103 bln business and a mere 16% of $AMZN's total revenue. That's pretty crazy honestly https://t.co/twUA1Ip9yh
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Quiver Quantitative
RT @QuiverCongress: JUST IN: @SenEricSchmitt just introduced legislation that would require agencies to repeal 3 existing regulations before issuing a new one.
Follow here for updates. https://t.co/ruUESU5DLv
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RT @QuiverCongress: JUST IN: @SenEricSchmitt just introduced legislation that would require agencies to repeal 3 existing regulations before issuing a new one.
Follow here for updates. https://t.co/ruUESU5DLv
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InsideArbitrage
Arch Resources $ARCH and CONSOL Energy $CEIX announced that their shareholders have approved all proposals related to the pending merger of the two companies. The transaction is expected to close on January 14, 2025. Post-completion, the combined company will be renamed "Core Natural Resources, Inc." and its common stock is expected to begin trading on the NYSE under the symbol "CNR" on January 15, 2025.
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Arch Resources $ARCH and CONSOL Energy $CEIX announced that their shareholders have approved all proposals related to the pending merger of the two companies. The transaction is expected to close on January 14, 2025. Post-completion, the combined company will be renamed "Core Natural Resources, Inc." and its common stock is expected to begin trading on the NYSE under the symbol "CNR" on January 15, 2025.
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Quiver Quantitative
RT @QuiverCongress: The House is about to vote on the Illegitimate Court Counteraction Act.
It would impose sanctions on ICC officials who investigate, arrest, detain, or prosecute any protected person of the US and its allies.
Here's a summary of the bill text: https://t.co/lIfDDvYTcT
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RT @QuiverCongress: The House is about to vote on the Illegitimate Court Counteraction Act.
It would impose sanctions on ICC officials who investigate, arrest, detain, or prosecute any protected person of the US and its allies.
Here's a summary of the bill text: https://t.co/lIfDDvYTcT
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