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Bamboo
Bamboo is on the lookout for a Customer Experience Analyst to shape user interactions, drive product improvements, and elevate customer satisfaction.
Think you’re perfect for the role?
Apply now via this link:
https://t.co/QTdfAhXEhG https://t.co/iw0qo8w92I
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Bamboo is on the lookout for a Customer Experience Analyst to shape user interactions, drive product improvements, and elevate customer satisfaction.
Think you’re perfect for the role?
Apply now via this link:
https://t.co/QTdfAhXEhG https://t.co/iw0qo8w92I
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Hidden Value Gems
An interesting case on $NDAQ by Oakmark:
✅ “Over the past decade, under the leadership of CEO Adena Friedman, Nasdaq has transformed from a traditional equity exchange into a collection of fast-growing, high-quality software and data businesses with the majority of revenue coming from non-exchange segments.”
✅ “Nasdaq’s recent acquisition of Adenza led some investors to question management’s capital allocation discipline. However, we believe the subsequent share price reaction more than compensates for the risk that Nasdaq overpaid for Adenza.”
✅ “More importantly, the experience seems to have catalyzed a renewed focus on organic growth, debt paydown, and capital return. Despite Nasdaq’s potential for faster than average growth, high mix of recurring revenue, and impressive operating margins, the stock trades at a P/E multiple in line with the broader market.”
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An interesting case on $NDAQ by Oakmark:
✅ “Over the past decade, under the leadership of CEO Adena Friedman, Nasdaq has transformed from a traditional equity exchange into a collection of fast-growing, high-quality software and data businesses with the majority of revenue coming from non-exchange segments.”
✅ “Nasdaq’s recent acquisition of Adenza led some investors to question management’s capital allocation discipline. However, we believe the subsequent share price reaction more than compensates for the risk that Nasdaq overpaid for Adenza.”
✅ “More importantly, the experience seems to have catalyzed a renewed focus on organic growth, debt paydown, and capital return. Despite Nasdaq’s potential for faster than average growth, high mix of recurring revenue, and impressive operating margins, the stock trades at a P/E multiple in line with the broader market.”
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Invest In Assets 📈
Mastercard is up +2.5% after its Q2 earnings $MA
• Revenue +13% (CC)
• Op. margin +1%
• Net Income +24%
• Earnings per share +27%
Great business 💎 https://t.co/WtHBYGc416
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Mastercard is up +2.5% after its Q2 earnings $MA
• Revenue +13% (CC)
• Op. margin +1%
• Net Income +24%
• Earnings per share +27%
Great business 💎 https://t.co/WtHBYGc416
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Finding Compounders
Low Risk, High Uncertainty
During his recent talk, Mohnish Pabrai (@MohnishPabrai )talks about how he came across Consol Energy which currently is 14% of his US portfolio .
The story starts in 2003/04 with IPSCO.
IPSCO is a tubular steel manufacturer in the US and Canada and when Pabrai came across it had no debt, had $15 per share in cash and was selling for around $40/ share.
IPSCO , because they had purchase orders , had extreme clarity with what the earnings of the next two years would be and they were going to be $15 for each year for the next two years .
So if you look at the cash and the next two years of earnings you are sitting on $45/ share for a stock selling for $40/share.
The market however didn’t see the value as it was wary of the uncertainty as they didn’t know what will happen to earnings in Year 3.
Mohnish bought in and a year later IPSCO announced another year of $15/ share of earnings.
Mohnish ended up exiting at around $154 /share after a Swedish company offered to buy IPSCO at $160/share
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Low Risk, High Uncertainty
During his recent talk, Mohnish Pabrai (@MohnishPabrai )talks about how he came across Consol Energy which currently is 14% of his US portfolio .
The story starts in 2003/04 with IPSCO.
IPSCO is a tubular steel manufacturer in the US and Canada and when Pabrai came across it had no debt, had $15 per share in cash and was selling for around $40/ share.
IPSCO , because they had purchase orders , had extreme clarity with what the earnings of the next two years would be and they were going to be $15 for each year for the next two years .
So if you look at the cash and the next two years of earnings you are sitting on $45/ share for a stock selling for $40/share.
The market however didn’t see the value as it was wary of the uncertainty as they didn’t know what will happen to earnings in Year 3.
Mohnish bought in and a year later IPSCO announced another year of $15/ share of earnings.
Mohnish ended up exiting at around $154 /share after a Swedish company offered to buy IPSCO at $160/share
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Librarian Capital
Pernod Ricard $RI likely doesn't have LATAM & Caribbean issue as Diageo $DGE
RI reports US and LATAM in single "Americas" region
Americas sales -7% organic in FY24Q1-3
Also -7% organic in H1 when US also -7%
So LATAM decline likely -7%
US is 19% of sales; Americas 28% (FY24H1) https://t.co/OIGdAwZzWb
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Pernod Ricard $RI likely doesn't have LATAM & Caribbean issue as Diageo $DGE
RI reports US and LATAM in single "Americas" region
Americas sales -7% organic in FY24Q1-3
Also -7% organic in H1 when US also -7%
So LATAM decline likely -7%
US is 19% of sales; Americas 28% (FY24H1) https://t.co/OIGdAwZzWb
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Hidden Value Gems
RT @HiddenValueGems: Quote of the day #54
#Stocks #Investing #StockMarket https://t.co/u44TuCok4B
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RT @HiddenValueGems: Quote of the day #54
#Stocks #Investing #StockMarket https://t.co/u44TuCok4B
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Brandon Beylo
I'm seeing a lot of negative/bearish sentiment around Uranium on here lately.
Fundamentals remain strong.
Technicals starting to look attractive, too.
$U.UN #uranium https://t.co/fch0RI1zYd
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I'm seeing a lot of negative/bearish sentiment around Uranium on here lately.
Fundamentals remain strong.
Technicals starting to look attractive, too.
$U.UN #uranium https://t.co/fch0RI1zYd
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