Offshore
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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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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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Offshore
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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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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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Hidden Value Gems
A tiny Sunday thought from @ShaneAParrish
“A positive mindset won't carry you to victory, but a negative one guarantees defeat.”
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A tiny Sunday thought from @ShaneAParrish
“A positive mindset won't carry you to victory, but a negative one guarantees defeat.”
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: An incredible story of Ukrainian immigrant in the US…Dmitry Balyasny https://t.co/4aCPhcPx4f
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RT @HiddenValueGems: An incredible story of Ukrainian immigrant in the US…Dmitry Balyasny https://t.co/4aCPhcPx4f
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Invest In Assets 📈
RT @InvestInAssets: The PE is popular and often used by investors to determine the price of a business relative to its earnings 📊
But the PE alone will tell you nothing about the business you are buying
Let's dive into better ways of identifying superior companies 🧵
=THREAD= https://t.co/P2XuHNGlEz
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RT @InvestInAssets: The PE is popular and often used by investors to determine the price of a business relative to its earnings 📊
But the PE alone will tell you nothing about the business you are buying
Let's dive into better ways of identifying superior companies 🧵
=THREAD= https://t.co/P2XuHNGlEz
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Offshore
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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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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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Offshore
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Dimitry Nakhla | Babylon Capital®
My TipRanks Weekly .. Not too bad 👌🏽🧘🏽♂️
Top 2% among ~751K investors 💯
#stocks #investing https://t.co/JusEVlEiiW
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My TipRanks Weekly .. Not too bad 👌🏽🧘🏽♂️
Top 2% among ~751K investors 💯
#stocks #investing https://t.co/JusEVlEiiW
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Offshore
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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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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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