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Invest In Assets 📈
There is always a compelling reason to sell stocks.
Focus on business fundamentals & valuation - ignore the noise: https://t.co/Tk1oRzerlH
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There is always a compelling reason to sell stocks.
Focus on business fundamentals & valuation - ignore the noise: https://t.co/Tk1oRzerlH
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Finding Compounders
The outcome of James O'Shaughnessy’s research .
“Perhaps the most compelling strategy for delivering attractive long term returns came from value investing.” https://t.co/EyGOUS8jRP
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The outcome of James O'Shaughnessy’s research .
“Perhaps the most compelling strategy for delivering attractive long term returns came from value investing.” https://t.co/EyGOUS8jRP
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Hidden Value Gems
Perfect timing 👇🏼
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Perfect timing 👇🏼
Interesting read by @Spencerjakab with an unexpected conclusion 🧵👇
1️⃣ Mark Spitznagel, the founder of Universa Investments, sees a major selloff approaching with stocks potentially losing more than half of their value.
1/5 https://t.co/O8y4uKRmPW tweet
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Librarian Capital
Today: "Bangladesh PM has resigned, left country"
11-Jul: "China and Bangladesh ... elevated their relations to a comprehensive strategic cooperative partnership ... Xi Jinping and Bangladeshi Prime Minister Sheikh Hasina announced this while meeting in Beijing" (People's Daily) https://t.co/5xoPyLTOkP
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Today: "Bangladesh PM has resigned, left country"
11-Jul: "China and Bangladesh ... elevated their relations to a comprehensive strategic cooperative partnership ... Xi Jinping and Bangladeshi Prime Minister Sheikh Hasina announced this while meeting in Beijing" (People's Daily) https://t.co/5xoPyLTOkP
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Hidden Value Gems
RT @HiddenValueGems: A thought-provoking piece by @HorizonKinetics on the risks faced by US markets, passive investing and some top ideas:
🧵👇🏼
The US has benefited from BIG, momentous events.
1️⃣ “The first economic miracle for the U.S. was the collapse of the Soviet Union and a hard commodity supply surge.”
1/12
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RT @HiddenValueGems: A thought-provoking piece by @HorizonKinetics on the risks faced by US markets, passive investing and some top ideas:
🧵👇🏼
The US has benefited from BIG, momentous events.
1️⃣ “The first economic miracle for the U.S. was the collapse of the Soviet Union and a hard commodity supply surge.”
1/12
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Librarian Capital
"Widespread boycotts in Muslim countries hammer western brands" (FT)
"Mondelez $MDLZ said the boycotts weighing down Middle East sales growth by 2% in the second quarter"
"L’Oréal $OR equally said the boycotts had a 2% drag on growth (in SAMENA) in the first half of the year" https://t.co/aXD97nnxCN
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"Widespread boycotts in Muslim countries hammer western brands" (FT)
"Mondelez $MDLZ said the boycotts weighing down Middle East sales growth by 2% in the second quarter"
"L’Oréal $OR equally said the boycotts had a 2% drag on growth (in SAMENA) in the first half of the year" https://t.co/aXD97nnxCN
Widespread boycotts in Muslim countries hammer western brands https://t.co/9bYofwLmNQ tweet
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Hidden Value Gems
$MSFT has seen the largest increase in Capex/Sales ratio in the past 10 years (now at 18% compared to 3% in 2014).
$AAPL Capex/Sales has actually declined over the same period (from 3% to 2%). https://t.co/83npeBxqn6
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$MSFT has seen the largest increase in Capex/Sales ratio in the past 10 years (now at 18% compared to 3% in 2014).
$AAPL Capex/Sales has actually declined over the same period (from 3% to 2%). https://t.co/83npeBxqn6
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Quiver Quantitative
In June, we reported on massive stock sales by Senator Tommy Tuberville.
He closed out positions in over 40 companies.
The stock market has plummeted today. https://t.co/RVkSC1Q3WA
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In June, we reported on massive stock sales by Senator Tommy Tuberville.
He closed out positions in over 40 companies.
The stock market has plummeted today. https://t.co/RVkSC1Q3WA
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Quiver Quantitative
🚨 Nancy Pelosi has lost $8.9M in the stock market today, per our estimates.
She has 45 days to disclose any trades, so we still don't know if she managed to sell before this crash.
Follow along for updates. https://t.co/sDFdq34gqF
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🚨 Nancy Pelosi has lost $8.9M in the stock market today, per our estimates.
She has 45 days to disclose any trades, so we still don't know if she managed to sell before this crash.
Follow along for updates. https://t.co/sDFdq34gqF
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