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Hidden Value Gems
RT @HiddenValueGems: “Marginal companies, cheap as hell in 1929, did not outperform the Coca-Cola's who were brutally expensive. The Coca-Cola's went down 75%, but the very cheap stocks, the number 7, 8, 9 automobile companies and so on, they all went out of business, and the ones that survived went down 96%. And when you're starting from 4 out of 100, to go back and catch up the Coca-Cola's who are still at 30, you have to go up 6 or 7 times just to get back in the game.
The 30s was a pretty good ultimate reminder that things are cheap, usually for a pretty good reason, so you have to tread carefully. If you're going to play the cheap game, you've got to make sure it is armor-plated with as much quality as you can get into it.”
- Jeremy Grantham
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RT @HiddenValueGems: “Marginal companies, cheap as hell in 1929, did not outperform the Coca-Cola's who were brutally expensive. The Coca-Cola's went down 75%, but the very cheap stocks, the number 7, 8, 9 automobile companies and so on, they all went out of business, and the ones that survived went down 96%. And when you're starting from 4 out of 100, to go back and catch up the Coca-Cola's who are still at 30, you have to go up 6 or 7 times just to get back in the game.
The 30s was a pretty good ultimate reminder that things are cheap, usually for a pretty good reason, so you have to tread carefully. If you're going to play the cheap game, you've got to make sure it is armor-plated with as much quality as you can get into it.”
- Jeremy Grantham
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Investing visuals
David vs. Goliath: an overview of how $UBER and $GRAB stack up against each other👇 https://t.co/XBNWsGTGrg
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David vs. Goliath: an overview of how $UBER and $GRAB stack up against each other👇 https://t.co/XBNWsGTGrg
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Dimitry Nakhla | Babylon Capital®
1/11 $EFX has been going through a silent business transformation
Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027
Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6
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1/11 $EFX has been going through a silent business transformation
Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027
Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6
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Alvin
RT @sondesix: 2 Weeks with the Galaxy S25 Ultra:
The Art of Perfecting an Old Formula.
Two weeks. That’s all it took for the Galaxy S25 Ultra to either impress me… or leave me wanting for more.
On paper, this phone might be very familiar to some. But just like with all Samsung phones, it’s the detail that matters the most.
I have been using this phone as my true daily driver, and I have uncovered some very interesting stuff. Some changes are significant, some are subtle, and some might just affect your purchase decision.
Now, grab your popcorn as we dive deep into all of the features, improvements, and shortcomings of Samsung’s latest flagship phone of 2025. 🍿
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RT @sondesix: 2 Weeks with the Galaxy S25 Ultra:
The Art of Perfecting an Old Formula.
Two weeks. That’s all it took for the Galaxy S25 Ultra to either impress me… or leave me wanting for more.
On paper, this phone might be very familiar to some. But just like with all Samsung phones, it’s the detail that matters the most.
I have been using this phone as my true daily driver, and I have uncovered some very interesting stuff. Some changes are significant, some are subtle, and some might just affect your purchase decision.
Now, grab your popcorn as we dive deep into all of the features, improvements, and shortcomings of Samsung’s latest flagship phone of 2025. 🍿
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