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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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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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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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Hidden Value Gems
An unexpected fact: in 2023, UAE saw higher FDI inflow than India! 👇🏼 https://t.co/Jk6td9lxZN
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An unexpected fact: in 2023, UAE saw higher FDI inflow than India! 👇🏼 https://t.co/Jk6td9lxZN
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Stock Analysis Compilation
Heartland Advisors on Brady Corporation $BRC US
Thesis: Brady Corporation's streamlined focus on high-margin products and strong financial position make it a promising investment poised for growth
(Extract from their Q2 letter) https://t.co/JVNrQ7cUc7
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Heartland Advisors on Brady Corporation $BRC US
Thesis: Brady Corporation's streamlined focus on high-margin products and strong financial position make it a promising investment poised for growth
(Extract from their Q2 letter) https://t.co/JVNrQ7cUc7
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