Offshore
Photo
Stock Analysis Compilation
Forager on Wise $WISE LN
Thesis: Wise is a rapidly growing currency transfer app that enhances customer experience by consistently lowering fees and returning profits to users, fostering long-term growth through strategic partnerships with financial institutions.
(Extract from their Q4 letter)
tweet
Forager on Wise $WISE LN
Thesis: Wise is a rapidly growing currency transfer app that enhances customer experience by consistently lowering fees and returning profits to users, fostering long-term growth through strategic partnerships with financial institutions.
(Extract from their Q4 letter)
tweet
Offshore
Photo
The Kobeissi Letter
Inflation is surging:
US consumers believe inflation will rise to 6.0% over the next 12 months, the highest since May 2023.
This marks the 3rd consecutive monthly increase in expectations, according to the Conference Board survey.
Moreover, Americans believe prices will rise at an annual rate of 3.5% over the next 5-10 years, a 30-year high.
Meanwhile, prices paid in regional manufacturing surveys in Philadelphia, New York, Kansas, and Texas all jumped to the highest since mid-2023.
Lastly, the prices paid index for services remained elevated at 60.4 points in January, the third-highest since February 2023.
Inflation is clearly HOT.
tweet
Inflation is surging:
US consumers believe inflation will rise to 6.0% over the next 12 months, the highest since May 2023.
This marks the 3rd consecutive monthly increase in expectations, according to the Conference Board survey.
Moreover, Americans believe prices will rise at an annual rate of 3.5% over the next 5-10 years, a 30-year high.
Meanwhile, prices paid in regional manufacturing surveys in Philadelphia, New York, Kansas, and Texas all jumped to the highest since mid-2023.
Lastly, the prices paid index for services remained elevated at 60.4 points in January, the third-highest since February 2023.
Inflation is clearly HOT.
tweet
Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CFO Insider Purchase
The CFO of $FLGT has just reported purchasing $1.6M of the company's stock, increasing his ownership stake by 40%.
This is the first insider purchase we have seen at the company in over 4 years.
tweet
RT @InsiderRadar: 🚨BREAKING: New CFO Insider Purchase
The CFO of $FLGT has just reported purchasing $1.6M of the company's stock, increasing his ownership stake by 40%.
This is the first insider purchase we have seen at the company in over 4 years.
tweet
Offshore
Photo
Quiver Quantitative
Wow.
In May, we noticed a US politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 122% since we posted this report. https://t.co/Yz78doy5OF
tweet
Wow.
In May, we noticed a US politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 122% since we posted this report. https://t.co/Yz78doy5OF
tweet
Offshore
Photo
Capital Employed
RT @capitalemployed: 9 Cheap quality small caps to add to your research list... 👇
https://t.co/PG7KIRLTgH https://t.co/By8CcAWuPA
tweet
RT @capitalemployed: 9 Cheap quality small caps to add to your research list... 👇
https://t.co/PG7KIRLTgH https://t.co/By8CcAWuPA
tweet
Offshore
Photo
Finding Compounders
Peter Lynch on whether the little guy can play with the big guy in the market https://t.co/CeRFOHlNKX
tweet
Peter Lynch on whether the little guy can play with the big guy in the market https://t.co/CeRFOHlNKX
tweet
Offshore
Photo
Finding Compounders
Mathematical example of why ROIC is beneficial .
Sourced from my newsletter. ( The link is in my bio ) https://t.co/UevrG4nDyX
tweet
Mathematical example of why ROIC is beneficial .
Sourced from my newsletter. ( The link is in my bio ) https://t.co/UevrG4nDyX
tweet
Hidden Value Gems
Always great to see Warren Buffett speak these days as his public appearances have become so rare.
Planning to buy an autobiography by Katherine Graham.
https://t.co/hxUAvJAnFw
tweet
Always great to see Warren Buffett speak these days as his public appearances have become so rare.
Planning to buy an autobiography by Katherine Graham.
https://t.co/hxUAvJAnFw
tweet
twitter.com
undefined
undefined
Offshore
Photo
Hidden Value Gems
The top 10% richest Americans account for half of consumption compared to 36% 30 years ago.
"A stock market selloff or decline in home values that rattles the confidence of the top 10% and causes them to cut back would have a significant effect on the economy."
"Bank of America found that credit-card spending by their richest third of customers was growing than spending by the lowest-earning third. The top 5% of households spent more than 10% more on luxury goods abroad compared with a year earlier."
tweet
The top 10% richest Americans account for half of consumption compared to 36% 30 years ago.
"A stock market selloff or decline in home values that rattles the confidence of the top 10% and causes them to cut back would have a significant effect on the economy."
"Bank of America found that credit-card spending by their richest third of customers was growing than spending by the lowest-earning third. The top 5% of households spent more than 10% more on luxury goods abroad compared with a year earlier."
tweet