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Stock Analysis Compilation
Deep Sail Capital on Kraken Robotics $PNG
Thesis: Kraken Robotics' unique battery and sonar technologies position it as a leader in the growing autonomous underwater vehicle market, offering a rare and valuable product monopoly
(Extract from their Q2 letter, link in SAC#52) https://t.co/7vb0yplXu1
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Deep Sail Capital on Kraken Robotics $PNG
Thesis: Kraken Robotics' unique battery and sonar technologies position it as a leader in the growing autonomous underwater vehicle market, offering a rare and valuable product monopoly
(Extract from their Q2 letter, link in SAC#52) https://t.co/7vb0yplXu1
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Finding Compounders
It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong — George Soros
I just released a new newsletter post on Positon Sizing .
The link is in my bio.
Recommended read https://t.co/cKdK5o0sOP
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It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong — George Soros
I just released a new newsletter post on Positon Sizing .
The link is in my bio.
Recommended read https://t.co/cKdK5o0sOP
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Stock Analysis Compilation
Maran CM on Turning Point Brands $TPB US
Thesis: Turning Point Brands is poised for strong returns, driven by solid core brands and the underappreciated potential of its nicotine pouch product, FRE.
(Extract from their Q2 letter, link in SAC#52) https://t.co/l7nYJc2z0F
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Maran CM on Turning Point Brands $TPB US
Thesis: Turning Point Brands is poised for strong returns, driven by solid core brands and the underappreciated potential of its nicotine pouch product, FRE.
(Extract from their Q2 letter, link in SAC#52) https://t.co/l7nYJc2z0F
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Hidden Value Gems
A few good long-term charts by @WhitneyTilson on Nike $NKE
Trading at 19.5x trailing earnings. https://t.co/dE6ht5vO7X
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A few good long-term charts by @WhitneyTilson on Nike $NKE
Trading at 19.5x trailing earnings. https://t.co/dE6ht5vO7X
I think $NKE is one of those investment opportunities today. Not cheap in absolute terms (22x PE), but this is on a cyclically low earnings and it is below historical avg PE of 25. https://t.co/YS3FZ1flPt tweet
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Librarian Capital
With Hargreaves Lansdown $HL agreeing to be acquired, reminder that it was founded in 1981, before RDR (implemented 2012)
One key change under RDR was advisers no longer receive product commissions, advice has to be paid for
2022 article on legacy of RDR
https://t.co/HOK7Ap1oGM https://t.co/2dt6dud8Jx
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With Hargreaves Lansdown $HL agreeing to be acquired, reminder that it was founded in 1981, before RDR (implemented 2012)
One key change under RDR was advisers no longer receive product commissions, advice has to be paid for
2022 article on legacy of RDR
https://t.co/HOK7Ap1oGM https://t.co/2dt6dud8Jx
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Librarian Capital
Ruffer CIO Henry Maxey bought £5.0m of Ruffer Investment Co. $RICA shares on 1-Aug
He previously made a £5.3m purchase on 12-Mar
No press coverage this time, despite more eye-catching RNS title ("CIO share purchase" vs. "senior mgmt. purchase"); RICA rose just ~2% since 12-Mar https://t.co/LaGrDGX9NS
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Ruffer CIO Henry Maxey bought £5.0m of Ruffer Investment Co. $RICA shares on 1-Aug
He previously made a £5.3m purchase on 12-Mar
No press coverage this time, despite more eye-catching RNS title ("CIO share purchase" vs. "senior mgmt. purchase"); RICA rose just ~2% since 12-Mar https://t.co/LaGrDGX9NS
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Quiver Quantitative
Wild that this is allowed.
We recently posted this report on a purchase of Parker-Hannifin stock, $PH, by Senator Markwayne Mullin.
$PH produces parts for the military.
Mullin sits on the Senate Armed Services Committee.
The stock has now risen 13% this week. https://t.co/djcVBnQWG2
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Wild that this is allowed.
We recently posted this report on a purchase of Parker-Hannifin stock, $PH, by Senator Markwayne Mullin.
$PH produces parts for the military.
Mullin sits on the Senate Armed Services Committee.
The stock has now risen 13% this week. https://t.co/djcVBnQWG2
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