Hidden Value Gems
Buffett's latest letter reads a bit like a farewell, which is quite sad...hopefully, it is just my feeling and we have another decade or more of his great letters and annual meetings in Omaha!
#BRK #WarrenBuffett
tweet
Buffett's latest letter reads a bit like a farewell, which is quite sad...hopefully, it is just my feeling and we have another decade or more of his great letters and annual meetings in Omaha!
#BRK #WarrenBuffett
tweet
Offshore
Photo
Finding Compounders
Must Read.
I need to find more of their letters
Source :@pitdesi https://t.co/Js1H1jdu8q
tweet
Must Read.
I need to find more of their letters
Source :@pitdesi https://t.co/Js1H1jdu8q
tweet
Offshore
Photo
Stock Analysis Compilation
Baron Real Estate Income Fund on Kilroy Realty Corporation $KRC US
Thesis: Kilroy Realty Corporation is a resilient REIT with a high-quality office portfolio positioned for growth in improving market conditions, particularly benefiting from AI industry expansion in the San Francisco Bay Area.
(Extract from their Q4 letter)
tweet
Baron Real Estate Income Fund on Kilroy Realty Corporation $KRC US
Thesis: Kilroy Realty Corporation is a resilient REIT with a high-quality office portfolio positioned for growth in improving market conditions, particularly benefiting from AI industry expansion in the San Francisco Bay Area.
(Extract from their Q4 letter)
tweet
Offshore
Photo
Stock Analysis Compilation
Brown Advisory on B3 S.A. $B3SA3 BZ
Thesis: B3 is the unique sole exchange in Brazil with a solid mid-teens IRR potential, countering depressed cash equity trading with stable derivatives, low competitive risks, and management's strategic share buybacks.
(Extract from their Q4 letter)
tweet
Brown Advisory on B3 S.A. $B3SA3 BZ
Thesis: B3 is the unique sole exchange in Brazil with a solid mid-teens IRR potential, countering depressed cash equity trading with stable derivatives, low competitive risks, and management's strategic share buybacks.
(Extract from their Q4 letter)
tweet