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Hidden Value Gems
RT @HiddenValueGems: 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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RT @HiddenValueGems: 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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Librarian Capital
Disney $DIS: A year on after this tweet on leading UK "value" investor disclosing stake in Jul-23 update
DIS had risen ~40% up to Apr-24, but lost all of that and is now down 3% in past year (the fund seems to have rode DIS down as well as up)
"Value" investing is hard https://t.co/RVCtKh71L9
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Disney $DIS: A year on after this tweet on leading UK "value" investor disclosing stake in Jul-23 update
DIS had risen ~40% up to Apr-24, but lost all of that and is now down 3% in past year (the fund seems to have rode DIS down as well as up)
"Value" investing is hard https://t.co/RVCtKh71L9
This UK global "value" fund started a $DIS stake in July
"It is believed that Disney will go back to doing what it does best and ... will create a hugely valuable DTC platform and media franchise in the new and evolving media landscape"
It's probably some sort of signal ... tweet
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Invest In Assets 📈
Amazon $AMZN trades at 15.6 times OCF (10-year low)
ROIC 5Y is 8.3%
Operating margin is 9%
Long-term EPS growth is +23%
Is Amazon attractive at the current price? https://t.co/OI3aRhI6aS
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Amazon $AMZN trades at 15.6 times OCF (10-year low)
ROIC 5Y is 8.3%
Operating margin is 9%
Long-term EPS growth is +23%
Is Amazon attractive at the current price? https://t.co/OI3aRhI6aS
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Librarian Capital
"Multinationals sound alarm over weak demand in China" (FT)
L'Oréal $OR CEO: "The only part of the world where consumer confidence remains very low is China ... The job market is not healthy and many ... have put their savings into real estate, which has lost a lot of its value” https://t.co/H4BtMAEwE0
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"Multinationals sound alarm over weak demand in China" (FT)
L'Oréal $OR CEO: "The only part of the world where consumer confidence remains very low is China ... The job market is not healthy and many ... have put their savings into real estate, which has lost a lot of its value” https://t.co/H4BtMAEwE0
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Stock Analysis Compilation
Protean Funds on Neste $NESTE FH
Thesis: Despite recent struggles, Neste's unique position as a global renewable fuel leader and emerging market dynamics suggest a compelling turnaround opportunity
(Extract from their Q2 letter) https://t.co/KCXYJ3jNkC
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Protean Funds on Neste $NESTE FH
Thesis: Despite recent struggles, Neste's unique position as a global renewable fuel leader and emerging market dynamics suggest a compelling turnaround opportunity
(Extract from their Q2 letter) https://t.co/KCXYJ3jNkC
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