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Hidden Value Gems
Some interesting stock ideas from a recent The Value Stocks to Watch (2025) podcast by Pzena Investment Managers.
🧵👇
BASF
✅A major German chemical company, with a share price down 50% since 2017. Under pressure from higher energy costs and a recession in the German industrial complex
✅However, it is the world's leader in various chemicals & agriculture and is actively cutting costs to align with lower revenue targets.
✅A recently completed €10bn project in China is poised to add to FCF, suggesting that the company is going through a trough in earnings and cash flow.
✅ The company targets €10-12bn EBITDA in 2028 and cumulative FCF of €12bn over 2025-28bn (current mkt cap - €47bn).
1/5
$BAS.DE $BASFY
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Some interesting stock ideas from a recent The Value Stocks to Watch (2025) podcast by Pzena Investment Managers.
🧵👇
BASF
✅A major German chemical company, with a share price down 50% since 2017. Under pressure from higher energy costs and a recession in the German industrial complex
✅However, it is the world's leader in various chemicals & agriculture and is actively cutting costs to align with lower revenue targets.
✅A recently completed €10bn project in China is poised to add to FCF, suggesting that the company is going through a trough in earnings and cash flow.
✅ The company targets €10-12bn EBITDA in 2028 and cumulative FCF of €12bn over 2025-28bn (current mkt cap - €47bn).
1/5
$BAS.DE $BASFY
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Hidden Value Gems
In case you are doing due diligence on Roko AB, a serial acquirer co-founded by Fredrik Karlsson, a former CEO of Lifco.
Here is a free interview with InPractice (2023).
#ROKO $ROKO-B.ST
https://t.co/pygmyaBQxA
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In case you are doing due diligence on Roko AB, a serial acquirer co-founded by Fredrik Karlsson, a former CEO of Lifco.
Here is a free interview with InPractice (2023).
#ROKO $ROKO-B.ST
https://t.co/pygmyaBQxA
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Alvin
I noticed that the Xiaomi 15 Ultra has a downgraded audio quality when using its dual stereo speakers.
They have removed the top speaker on the 15 Ultra, so the earpiece now also functions as a speaker.
These were separate on the 14 Ultra, as can be seen by the holes on the phone's top side (the Xiaomi 15 Ultra does not have these).
This may have been overlooked, and should not negatively affect audio quality—but only if they implemented a solution to maintain or improve it.
Below 👇
• Left: Xiaomi 14 Ultra
• Right: Xiaomi 15 Ultra
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I noticed that the Xiaomi 15 Ultra has a downgraded audio quality when using its dual stereo speakers.
They have removed the top speaker on the 15 Ultra, so the earpiece now also functions as a speaker.
These were separate on the 14 Ultra, as can be seen by the holes on the phone's top side (the Xiaomi 15 Ultra does not have these).
This may have been overlooked, and should not negatively affect audio quality—but only if they implemented a solution to maintain or improve it.
Below 👇
• Left: Xiaomi 14 Ultra
• Right: Xiaomi 15 Ultra
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Finding Compounders
Steve Job’s no nonsense email to Adobe CEO Bruce Chizen https://t.co/6f6nC7SXr0
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Steve Job’s no nonsense email to Adobe CEO Bruce Chizen https://t.co/6f6nC7SXr0
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Finding Compounders
A Business Week article criticizing Henry Singleton’s aggressive buyback and acquisition approach .
Teledyne achieved 20.4% compounded annual returns over 27 years with Singleton at the helm.
So don’t listen to the press ! https://t.co/3KwwbfZA1X
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A Business Week article criticizing Henry Singleton’s aggressive buyback and acquisition approach .
Teledyne achieved 20.4% compounded annual returns over 27 years with Singleton at the helm.
So don’t listen to the press ! https://t.co/3KwwbfZA1X
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Dimitry Nakhla | Babylon Capital®
The recent stock market correction hit fast — a 10% drop in just 16 days, one of the quickest on record $SPY
The rapid plunge might shake investor confidence, making it tough to spot solid opportunities
Here are 10 high-quality stocks worthy of becoming core holdings🧵
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The recent stock market correction hit fast — a 10% drop in just 16 days, one of the quickest on record $SPY
The rapid plunge might shake investor confidence, making it tough to spot solid opportunities
Here are 10 high-quality stocks worthy of becoming core holdings🧵
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Hidden Value Gems
My latest piece highlights companies with rising divergence between share prices and underlying earnings trajectory. Historically, this has been an interesting hunting ground for ideas.
Stocks that caught our attention:
➡️ Evolution AB
➡️ 4imprint
➡️ Vp Plc
🔔Subscribe to my free Investment Notes to receive similar content in the future (link in bio)
#Stocks #StockMarket
+ Not Investment Advice. Do your own due diligence +
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My latest piece highlights companies with rising divergence between share prices and underlying earnings trajectory. Historically, this has been an interesting hunting ground for ideas.
Stocks that caught our attention:
➡️ Evolution AB
➡️ 4imprint
➡️ Vp Plc
🔔Subscribe to my free Investment Notes to receive similar content in the future (link in bio)
#Stocks #StockMarket
+ Not Investment Advice. Do your own due diligence +
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The Investing for Beginners Podcast
How much does a CEO get paid?
Who is on the board of directors for Google?
We can find the answers to these questions and more in the proxy. https://t.co/TDpejY5nmy
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How much does a CEO get paid?
Who is on the board of directors for Google?
We can find the answers to these questions and more in the proxy. https://t.co/TDpejY5nmy
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