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Hidden Value Gems
How to learn to analyse the business - a tip from Li Lu 👇🏼
Quote of the day #63 https://t.co/BCoIBI572n
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How to learn to analyse the business - a tip from Li Lu 👇🏼
Quote of the day #63 https://t.co/BCoIBI572n
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Capital Employed
RT @capitalemployed: Interesting article...
How Relevant is Graham’s Philosophy Today in Hong Kong?
Inspired by Ben Graham’s, we screen the HK broad market using a set of 7 criteria to identify a basket of value stocks.
Full PDF is here👇https://t.co/YzHv8lf6it
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RT @capitalemployed: Interesting article...
How Relevant is Graham’s Philosophy Today in Hong Kong?
Inspired by Ben Graham’s, we screen the HK broad market using a set of 7 criteria to identify a basket of value stocks.
Full PDF is here👇https://t.co/YzHv8lf6it
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Capital Employed
Very interesting write-up on Wise $WISE by @Jake___Barfield
Wise is the world's cheapest, fastest FX provider with a long runway for efficient growth behind its existing advantage.
The valuation is optically rich but objectively cheap. 👇
https://t.co/f8pbZk14tf
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Very interesting write-up on Wise $WISE by @Jake___Barfield
Wise is the world's cheapest, fastest FX provider with a long runway for efficient growth behind its existing advantage.
The valuation is optically rich but objectively cheap. 👇
https://t.co/f8pbZk14tf
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Librarian Capital
"India’s Bharti Enterprises to acquire 25% stake in BT from Drahi’s Altice" (FT) $BT.A
"BT’s shares have fallen by about ⅓ since Altice first became a shareholder"
Another successful Drahi telecom investment; remember $ATUS & the consipiracy theories?
https://t.co/Q82xbPUsZZ https://t.co/srNp1YpgfW
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"India’s Bharti Enterprises to acquire 25% stake in BT from Drahi’s Altice" (FT) $BT.A
"BT’s shares have fallen by about ⅓ since Altice first became a shareholder"
Another successful Drahi telecom investment; remember $ATUS & the consipiracy theories?
https://t.co/Q82xbPUsZZ https://t.co/srNp1YpgfW
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Librarian Capital
"Average UK home insurance policy jumps to almost £400" (FT)
But it's worth remember the average premium was over £340 back in Q3 2012, more than a decade ago, only to fall in subsequent years
cc $ADM
https://t.co/pTj2h4fA2r https://t.co/8Fui0MKxNT
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"Average UK home insurance policy jumps to almost £400" (FT)
But it's worth remember the average premium was over £340 back in Q3 2012, more than a decade ago, only to fall in subsequent years
cc $ADM
https://t.co/pTj2h4fA2r https://t.co/8Fui0MKxNT
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Hidden Value Gems
RT @HiddenValueGems: I understand why people may be sceptical about Jeremy Grantham who is often too bearish. But it never hurts to hear a different viewpoint.
The three points I agree with:
✅ “Anyone can see that [AI] is a very serious idea, but if it doesn’t have a glorious bubble up front, and then bust, and then regroup, it will be the first such event in history. History says, that’s the pattern.”
✅ “AI is very important, AI is serious… It’ll be with us forever and it will change life in many ways. I am not convinced it makes the market that attractive but at the moment we are in the selling shovel mode where you sell the chips to people who think they probably can use them and they should be seen to be using them and everyone is putting a lot of money into developing AI products.”
✅ “Brilliant new idea does not mean the path is smooth. Brilliant new idea typically means the more brilliant, the more real it is, the more dollars get behind it, the bigger the bubble, the bigger the bust, and then you dig it out and you make your serious progress.”
h/t @Clay_Finck
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RT @HiddenValueGems: I understand why people may be sceptical about Jeremy Grantham who is often too bearish. But it never hurts to hear a different viewpoint.
The three points I agree with:
✅ “Anyone can see that [AI] is a very serious idea, but if it doesn’t have a glorious bubble up front, and then bust, and then regroup, it will be the first such event in history. History says, that’s the pattern.”
✅ “AI is very important, AI is serious… It’ll be with us forever and it will change life in many ways. I am not convinced it makes the market that attractive but at the moment we are in the selling shovel mode where you sell the chips to people who think they probably can use them and they should be seen to be using them and everyone is putting a lot of money into developing AI products.”
✅ “Brilliant new idea does not mean the path is smooth. Brilliant new idea typically means the more brilliant, the more real it is, the more dollars get behind it, the bigger the bubble, the bigger the bust, and then you dig it out and you make your serious progress.”
h/t @Clay_Finck
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Librarian Capital
What you are missing by not being on the other place:
A takedown of Walter Isaacson's book on Elon Musk
I read almost every Isaacson book before the Musk one
I read almost every Michael Lewis book before SBF one
Now I have to reassess the veracity of the ones I read
Sad https://t.co/Nqf0Eu5Cof
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What you are missing by not being on the other place:
A takedown of Walter Isaacson's book on Elon Musk
I read almost every Isaacson book before the Musk one
I read almost every Michael Lewis book before SBF one
Now I have to reassess the veracity of the ones I read
Sad https://t.co/Nqf0Eu5Cof
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Invest In Assets 📈
RT @InvestInAssets: 10 Incredible Lessons from 100-Baggers by Chris Mayer:
🧵 https://t.co/aoxsyT6Rlv
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RT @InvestInAssets: 10 Incredible Lessons from 100-Baggers by Chris Mayer:
🧵 https://t.co/aoxsyT6Rlv
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Stock Analysis Compilation
Rogue Funds on HAYPP Group $HAYP SS
Thesis: HAYPP Group's market-leading position and rapid growth in new markets position it for substantial profitability and expansion, making it a top investment
(Extract from their Q2 letter) https://t.co/XpyalVGJ0N
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Rogue Funds on HAYPP Group $HAYP SS
Thesis: HAYPP Group's market-leading position and rapid growth in new markets position it for substantial profitability and expansion, making it a top investment
(Extract from their Q2 letter) https://t.co/XpyalVGJ0N
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