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โ Invest In Assets ๐Ÿ“ˆ
The average investor tries to time the market ๐Ÿ“‰

All studies point to the fact that this is a fool's game

Dalbar concluded in its 2011 study that retail investors lost -5.73% on avg vs. the market which gained 2.12%. https://t.co/IjvJtlyOK0
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โ Stock Analysis Compilation
Alluvial Capital on McBride Plc $MCB LN

Thesis: McBride Plc, a turnaround story with strong cash flow and cost-cutting measures, offers a significant buying opportunity as it continues to recover and reduce debt

(Extract from their Q2 letter) https://t.co/tfxah3evf6
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โ Hidden Value Gems
Since the 80s supply of single-family homes is down almost a third, while population is up almost 50%!

Not surprisingly, prices have been going mostly one way and the median age of a home buyer is now almost 50 vs 33 in 1980s.

Struggling to understand why supply is not keeping up with demand.
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โ Hidden Value Gems
A tiny Sunday thought from @ShaneAParrish

โ€œA positive mindset won't carry you to victory, but a negative one guarantees defeat.โ€
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โ Hidden Value Gems
RT @HiddenValueGems: An incredible story of Ukrainian immigrant in the USโ€ฆDmitry Balyasny https://t.co/4aCPhcPx4f
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โ Invest In Assets ๐Ÿ“ˆ
5 Must Read Books For Investors ๐Ÿ“š

1. Investing For Growth
2. Richer, Wiser, Happier
3. One Up on Wall Street
4. Quality Investing
5. The Most Important Thing

What book would you add?
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โ Invest In Assets ๐Ÿ“ˆ
RT @InvestInAssets: The PE is popular and often used by investors to determine the price of a business relative to its earnings ๐Ÿ“Š

But the PE alone will tell you nothing about the business you are buying

Let's dive into better ways of identifying superior companies ๐Ÿงต

=THREAD= https://t.co/P2XuHNGlEz
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โ Stock Analysis Compilation
Alta Fox on Rev Group $REVG US

Thesis: REV Group's strong backlog and margin improvement initiatives position it for significant earnings growth, presenting an attractive investment opportunity at current valuations

(Extract from their Q2 letter) https://t.co/04C3DkwzsZ
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โ Dimitry Nakhla | Babylon Capitalยฎ
My TipRanks Weekly .. Not too bad ๐Ÿ‘Œ๐Ÿฝ๐Ÿง˜๐Ÿฝโ€โ™‚๏ธ

Top 2% among ~751K investors ๐Ÿ’ฏ

#stocks #investing https://t.co/JusEVlEiiW
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โ Stock Analysis Compilation
Polen Capital on Shopify $SHOP US

Thesis: Shopify's mission-critical software and payment solutions, combined with strong market tailwinds, position it for sustained long-term growth

(Extract from their Q2 letter) https://t.co/w0I6yTL2Jd
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