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Stock Analysis Compilation
East72 Dynasty Trust on Société Fermière du Casino Municipale de Cannes $BAIN FP
Thesis: FCMC, a debt-free hospitality gem, offers prime assets in Cannes and St Barthélemy at a significant undervaluation, making it a lucrative investment
(Extract from their Q2 letter) https://t.co/KK2WHwXdcM
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East72 Dynasty Trust on Société Fermière du Casino Municipale de Cannes $BAIN FP
Thesis: FCMC, a debt-free hospitality gem, offers prime assets in Cannes and St Barthélemy at a significant undervaluation, making it a lucrative investment
(Extract from their Q2 letter) https://t.co/KK2WHwXdcM
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Hidden Value Gems
RT @HiddenValueGems: Quote of the day from Benoit Mandelbrot 👇🏼
#60
#StockMarket #volatility #Investing https://t.co/U0HlXtix9o
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RT @HiddenValueGems: Quote of the day from Benoit Mandelbrot 👇🏼
#60
#StockMarket #volatility #Investing https://t.co/U0HlXtix9o
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Hidden Value Gems
RT @HiddenValueGems: Value investors could be in for a treat, if the analysis by @PzenaInvstmtMgt is correct:
✅ Over the past 65 years, cap-weighted index beat the equal-weight index by more than 10% in just 15 six-month periods out of more than 750 rolling six-month periods
✅ In the past, the bounce back for EW following these 12 extreme periods has tended to be dramatic and happens fairly quickly, as EW has, on average, significantly outperformed CW in one- and five-year time frames, and value outperformed both by a wide margin.
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RT @HiddenValueGems: Value investors could be in for a treat, if the analysis by @PzenaInvstmtMgt is correct:
✅ Over the past 65 years, cap-weighted index beat the equal-weight index by more than 10% in just 15 six-month periods out of more than 750 rolling six-month periods
✅ In the past, the bounce back for EW following these 12 extreme periods has tended to be dramatic and happens fairly quickly, as EW has, on average, significantly outperformed CW in one- and five-year time frames, and value outperformed both by a wide margin.
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Hidden Value Gems
A very interesting article showing how biased our opinions are.
Important for investors to keep in mind when we think this time is different or particularly special (as the reason to sell, stay out of equities etc.) https://t.co/HHeGxQogHm
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A very interesting article showing how biased our opinions are.
Important for investors to keep in mind when we think this time is different or particularly special (as the reason to sell, stay out of equities etc.) https://t.co/HHeGxQogHm
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Stock Analysis Compilation
Asheville Capital on Auto Partner $APN PW
Thesis: Auto Partner, leveraging a proven growth blueprint and superior value proposition, is poised for sustained high growth in the European aftermarket auto parts industry
(Extract from their Q2 letter) https://t.co/vflR4bAKcT
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Asheville Capital on Auto Partner $APN PW
Thesis: Auto Partner, leveraging a proven growth blueprint and superior value proposition, is poised for sustained high growth in the European aftermarket auto parts industry
(Extract from their Q2 letter) https://t.co/vflR4bAKcT
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Hidden Value Gems
RT @mastersinvest: ‘Why Warren Buffett has built a mighty cash mountain. Berkshire Hathaway’s boss is an impressive investor, not an economic oracle.’ @TheEconomist
https://t.co/qelQJLjwYq
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RT @mastersinvest: ‘Why Warren Buffett has built a mighty cash mountain. Berkshire Hathaway’s boss is an impressive investor, not an economic oracle.’ @TheEconomist
https://t.co/qelQJLjwYq
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