Offshore
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Stock Analysis Compilation
Generation IM on Becton Dickinson $BDX US
Thesis: Becton Dickinson is a stable US medical device company with a 60% market share, delivering consistent revenue growth and viewed as an attractive investment opportunity despite recent underperformance.
(Extract from their Q4 letter)
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Generation IM on Becton Dickinson $BDX US
Thesis: Becton Dickinson is a stable US medical device company with a 60% market share, delivering consistent revenue growth and viewed as an attractive investment opportunity despite recent underperformance.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: Crypto market losses accelerate with over -$130 billion erased today. https://t.co/uT0EiI4jsI
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BREAKING: Crypto market losses accelerate with over -$130 billion erased today. https://t.co/uT0EiI4jsI
This is absolutely insane:
On February 20th, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.
On February 22nd, Warren Buffett announced a record $334 BILLION cash balance.
12 days later, the Nasdaq 100 crashed -11%.
How did they know?
(a thread) https://t.co/xbzHVWkAlI tweet
Offshore
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The Kobeissi Letter
BREAKING: Ethereum losses on the day accelerate to -9%, now 1% away from breaking below the pivotal $2,000 level. https://t.co/EtePX1Y6E7
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BREAKING: Ethereum losses on the day accelerate to -9%, now 1% away from breaking below the pivotal $2,000 level. https://t.co/EtePX1Y6E7
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iinvested
4Q'24 Crossroads Capital on $CLMT, $NTDOY, $MGNI
Read the full letter here:
https://t.co/dVDkhhwsJS https://t.co/IwCIpSPk5D
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4Q'24 Crossroads Capital on $CLMT, $NTDOY, $MGNI
Read the full letter here:
https://t.co/dVDkhhwsJS https://t.co/IwCIpSPk5D
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Offshore
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Stock Analysis Compilation
Diamond Hill Long Short Fund on Builders FirstSource $BLDR US
Thesis: Builders FirstSource is a high-quality US lumber and building materials distributor that we believe has temporarily faced macroeconomic challenges, presenting an attractive investment opportunity.
(Extract from their Q4 letter)
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Diamond Hill Long Short Fund on Builders FirstSource $BLDR US
Thesis: Builders FirstSource is a high-quality US lumber and building materials distributor that we believe has temporarily faced macroeconomic challenges, presenting an attractive investment opportunity.
(Extract from their Q4 letter)
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Finding Compounders
“He equated buying stocks with buying a truckload of pigs”
How Mr Womack Made a Killing by John Train https://t.co/LpKRXebcN4
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“He equated buying stocks with buying a truckload of pigs”
How Mr Womack Made a Killing by John Train https://t.co/LpKRXebcN4
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