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Stock Analysis Compilation
AMG River Road Large Cap Value Select Fund on Becton, Dickinson and Company $BDX US
Thesis: Becton, Dickinson and Company is a diversified medical technology leader with a strong focus on recurring revenue, high growth markets, and a solid history of dividend increases, despite recent underperformance and elevated leverage.
(Extract from their Q4 letter)
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AMG River Road Large Cap Value Select Fund on Becton, Dickinson and Company $BDX US
Thesis: Becton, Dickinson and Company is a diversified medical technology leader with a strong focus on recurring revenue, high growth markets, and a solid history of dividend increases, despite recent underperformance and elevated leverage.
(Extract from their Q4 letter)
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Stock Analysis Compilation
Harding Loevner Emerging Markets Equity on Bupa Arabia $BUPA AB
Thesis: Bupa Arabia is a leading health insurance provider in Saudi Arabia, holding a 45% market share and poised for long-term growth through enhanced service offerings and digital initiatives amid increasing demand from mandatory health insurance regulations.
(Extract from their Q4 letter)
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Harding Loevner Emerging Markets Equity on Bupa Arabia $BUPA AB
Thesis: Bupa Arabia is a leading health insurance provider in Saudi Arabia, holding a 45% market share and poised for long-term growth through enhanced service offerings and digital initiatives amid increasing demand from mandatory health insurance regulations.
(Extract from their Q4 letter)
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Capital Employed
RT @capitalemployed: FRESH OFF THE PRESS 🔥
Investor interview #109 with Matt Geiger from MJG capital.
Matt discusses two stocks he's bullish on + much more...
https://t.co/s4888uyfF2 https://t.co/dV0ivhjAv1
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RT @capitalemployed: FRESH OFF THE PRESS 🔥
Investor interview #109 with Matt Geiger from MJG capital.
Matt discusses two stocks he's bullish on + much more...
https://t.co/s4888uyfF2 https://t.co/dV0ivhjAv1
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The All-In Podcast
🚨🚨friday night drop!
besties are BACK to break down the DC trip and much more:
-- @cyantist and @davidsacks join the show!
-- white house behind the scenes
-- recapping the bessent/lutnick interviews
-- @google buys @wiz_io for $32b
-- unleashing m&a, impact on vc
-- treasury vs fed tension
-- space rescue, @spacex vs china
++ so much more
(0:00) welcoming cyan banister and david sacks!
(3:23) behind the scenes of the besties in dc: white house, cabinet interviews, and more
(33:37) how m&a will be unleashed, google buys wiz for $32b, tim walz on tesla
(49:11) deep dive on google/wiz: breakup fee, impact on vc, roic, cloud advantage
(1:00:31) treasury vs fed tension, bond markets, consumers, deregulation
(1:12:59) space rescue, spacex vs china, lunar landing
thanks to our partners:
@wearehims: https://t.co/BAeryG94w1 | https://t.co/hCV2eHTxFA
@gemini: https://t.co/VK06JoqgDE
@itrustcapital (use code allin): https://t.co/zJoaQchhSc
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🚨🚨friday night drop!
besties are BACK to break down the DC trip and much more:
-- @cyantist and @davidsacks join the show!
-- white house behind the scenes
-- recapping the bessent/lutnick interviews
-- @google buys @wiz_io for $32b
-- unleashing m&a, impact on vc
-- treasury vs fed tension
-- space rescue, @spacex vs china
++ so much more
(0:00) welcoming cyan banister and david sacks!
(3:23) behind the scenes of the besties in dc: white house, cabinet interviews, and more
(33:37) how m&a will be unleashed, google buys wiz for $32b, tim walz on tesla
(49:11) deep dive on google/wiz: breakup fee, impact on vc, roic, cloud advantage
(1:00:31) treasury vs fed tension, bond markets, consumers, deregulation
(1:12:59) space rescue, spacex vs china, lunar landing
thanks to our partners:
@wearehims: https://t.co/BAeryG94w1 | https://t.co/hCV2eHTxFA
@gemini: https://t.co/VK06JoqgDE
@itrustcapital (use code allin): https://t.co/zJoaQchhSc
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Investing visuals
Three businesses with broken stocks:
$AMD
$TTD
$NBIS
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Three businesses with broken stocks:
$AMD
$TTD
$NBIS
A little piece of advice. https://t.co/6ptpsE5Ai9 tweet
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Finding Compounders
Great read
Capital Cycle Analysis helps to identify investments with high and sustainable returns https://t.co/8OWX5WBu7W
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Great read
Capital Cycle Analysis helps to identify investments with high and sustainable returns https://t.co/8OWX5WBu7W
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Finding Compounders
Great piece on Portfolio Management
By Álvaro Guzmán de Lázaro Mateos https://t.co/o1o7DOMxzu
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Great piece on Portfolio Management
By Álvaro Guzmán de Lázaro Mateos https://t.co/o1o7DOMxzu
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Hidden Value Gems
An interesting perspective, some food for thought🤔
"In the absence of big problems, people shift their worries to smaller ones. In the absence of small problems, they focus on petty or even imaginary ones. Free from stressing about where their next meal will come from, worry shifts to, say, a politician being rude. Relieved of the trauma of war, stress shifts to whether someone’s language is offensive, or whether the stock market is overvalued."
h/t @morganhousel
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An interesting perspective, some food for thought🤔
"In the absence of big problems, people shift their worries to smaller ones. In the absence of small problems, they focus on petty or even imaginary ones. Free from stressing about where their next meal will come from, worry shifts to, say, a politician being rude. Relieved of the trauma of war, stress shifts to whether someone’s language is offensive, or whether the stock market is overvalued."
h/t @morganhousel
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