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
tweet
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
tweet
Offshore
Photo
Finding Compounders
In 2008, David Einhorn gave this presentation at the Sony Investment Research Conference
Accounting Ingenuity https://t.co/q8ypKLq4vp
tweet
In 2008, David Einhorn gave this presentation at the Sony Investment Research Conference
Accounting Ingenuity https://t.co/q8ypKLq4vp
tweet
Offshore
Photo
Finding Compounders
Nick Sleep’s second investment model that has resulted in some outstanding returns :
Deep Discount to Replacement Costs with Latent Pricing Power
To read more on Nick Sleep, check out my newsletter.
The link is in my bio https://t.co/b6YqfoNSsr
tweet
Nick Sleep’s second investment model that has resulted in some outstanding returns :
Deep Discount to Replacement Costs with Latent Pricing Power
To read more on Nick Sleep, check out my newsletter.
The link is in my bio https://t.co/b6YqfoNSsr
tweet
Offshore
Photo
Finding Compounders
Julian Robertson, who founded Tiger Management, talks about how his concept of value has changed in an interview back in 2006.
He was ahead of his time
Source: Value Investor Insight https://t.co/AZENcLMbSR
tweet
Julian Robertson, who founded Tiger Management, talks about how his concept of value has changed in an interview back in 2006.
He was ahead of his time
Source: Value Investor Insight https://t.co/AZENcLMbSR
tweet
Offshore
Photo
Finding Compounders
Pat Dorsey, the former director of equity research at Morningstar, explains why good management itself would not qualify as a moat.
Thoughts ? https://t.co/KxDYGIJjpr
tweet
Pat Dorsey, the former director of equity research at Morningstar, explains why good management itself would not qualify as a moat.
Thoughts ? https://t.co/KxDYGIJjpr
tweet
Offshore
Photo
Capital Employed
Essential weekend reading if you're into your small cap natural resource stocks...
https://t.co/s4888uyfF2 https://t.co/DcJxhPNNoz
tweet
Essential weekend reading if you're into your small cap natural resource stocks...
https://t.co/s4888uyfF2 https://t.co/DcJxhPNNoz
tweet