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Hidden Value Gems
Remember the UK mid-caps!
"UK household energy bills are set to fall in the summer after energy regulator Ofgem said it would lower the price cap by 7%."
"Typical households pay £1,568 a year, compared with the current £1,690 a year."
"Average bills will have fallen 21% since July 2023, helping efforts to fight inflation. But they remain higher than before the energy crisis began, when the cap was typically below £1,100."
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Remember the UK mid-caps!
"UK household energy bills are set to fall in the summer after energy regulator Ofgem said it would lower the price cap by 7%."
"Typical households pay £1,568 a year, compared with the current £1,690 a year."
"Average bills will have fallen 21% since July 2023, helping efforts to fight inflation. But they remain higher than before the energy crisis began, when the cap was typically below £1,100."
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Hidden Value Gems
A nice letter but delivery is key.
Will see…
Thanks @SeekingTheValue for flagging this!
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A nice letter but delivery is key.
Will see…
Thanks @SeekingTheValue for flagging this!
''Letter from our Chairman and our CEO
May 23, 2024'' $BABA
https://t.co/C8EM8DOUMO tweet
twitter.com
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Antonio Linares
Versal Adaptive SOC Gen 2 is all you need to know about $AMD right now.
The concepts discussed in this excerpt from my $AMD deep dive are now materializing, yet this is only apparent to those that are not mesmerized with $NVDA's stock price. https://t.co/PhHVkC7lT7
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Versal Adaptive SOC Gen 2 is all you need to know about $AMD right now.
The concepts discussed in this excerpt from my $AMD deep dive are now materializing, yet this is only apparent to those that are not mesmerized with $NVDA's stock price. https://t.co/PhHVkC7lT7
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Offshore
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Hidden Value Gems
Warren Buffett keeps 99% of his net worth in just one stock, Charlie Munger was happy with three. Peter Lynch, on the other hand, used to hold a thousand stocks. So, how many stocks should you own?
This is just one of many questions I will be addressing this June. Sharing my experience, best tools that have helped me, and other useful resources.
Last few seats are still available. Join at a special price before 31 May. 👇
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Warren Buffett keeps 99% of his net worth in just one stock, Charlie Munger was happy with three. Peter Lynch, on the other hand, used to hold a thousand stocks. So, how many stocks should you own?
This is just one of many questions I will be addressing this June. Sharing my experience, best tools that have helped me, and other useful resources.
Last few seats are still available. Join at a special price before 31 May. 👇
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The Long Investor
$ONON
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$ONON
$ONON we do like $ONON at TLI HQ.
My buy alert was sent out at $27.88, a completed Cup and Handle formation will mean a 100% return by August. https://t.co/j2yK5XNUvH tweet
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Brandon Beylo
Some trailing 6M commodity returns:
• Copper: +27%
• Gold: +18%
• Silver: 29%
Me holding tin: https://t.co/yM8daVmr3R
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Some trailing 6M commodity returns:
• Copper: +27%
• Gold: +18%
• Silver: 29%
Me holding tin: https://t.co/yM8daVmr3R
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Brandon Beylo
I hope you guys enjoy my conversation with @InvestRoiss.
If you like investing in hated industries and companies, you'll love this episode.
Mat is one of the kindest investors I've met on this platform.
This is a good one.
https://t.co/eVycAB3dog
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I hope you guys enjoy my conversation with @InvestRoiss.
If you like investing in hated industries and companies, you'll love this episode.
Mat is one of the kindest investors I've met on this platform.
This is a good one.
https://t.co/eVycAB3dog
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Hidden Value Gems
Like in life, success in investing doesn't come from a single magic formula. Instead, it stems from rigorous discipline, consistency, and the willingness to admit and learn from mistakes.
Quote of the day #9 https://t.co/FLt0oDOWf8
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Like in life, success in investing doesn't come from a single magic formula. Instead, it stems from rigorous discipline, consistency, and the willingness to admit and learn from mistakes.
Quote of the day #9 https://t.co/FLt0oDOWf8
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Hidden Value Gems
What a surprising guest - Consuelo Mack interviewed by Bill!
Great stuff, should be worth listening in 😀
@BillBrewsterTBB https://t.co/OY9vJixEHe
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What a surprising guest - Consuelo Mack interviewed by Bill!
Great stuff, should be worth listening in 😀
@BillBrewsterTBB https://t.co/OY9vJixEHe
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Clark Square Capital
Excellent thread on hedge fund compensation, i.e. points.
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Excellent thread on hedge fund compensation, i.e. points.
HF COMP: POINTS / CARRY
Arguably the topic of most curiosity, least transparency, and dearth of datapoints. Broken up into 4 sections: 1) basics 2) All points not created equal 3) structures 4) datapoints. A 🧵: tweet
twitter.com
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