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Hidden Value Gems
RT @HiddenValueGems: Look for companies with low share-based compensation (as percentage of sales), buyback helps too.
Interesting findings by @mjmauboussin https://t.co/MNwhj49LM9
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RT @HiddenValueGems: Look for companies with low share-based compensation (as percentage of sales), buyback helps too.
Interesting findings by @mjmauboussin https://t.co/MNwhj49LM9
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Librarian Capital
Mike Mayo (Wells Fargo) "US banks erased $150 billion of unrealized losses since the start of the third quarter and have shrunk them by nearly half since 2022"
We told you early on that these don't matter
cc: $BAC $JPM https://t.co/ULdJVAxcEq
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Mike Mayo (Wells Fargo) "US banks erased $150 billion of unrealized losses since the start of the third quarter and have shrunk them by nearly half since 2022"
We told you early on that these don't matter
cc: $BAC $JPM https://t.co/ULdJVAxcEq
US banks erased $150 billion of unrealized losses since the start of the third quarter and have shrunk them by nearly half since 2022, according to Wells Fargo analyst Mike Mayo https://t.co/dMFdx6jXbC tweet
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Stock Analysis Compilation
Rogue Funds on Achieve Life Sciences $ACHV US
Thesis: Achieve Life Sciences, with its superior nicotine cessation drug, presents a high-upside, short-term investment opportunity due to its undervaluation and buyout potential
(Extract from their Q2 letter) https://t.co/O8Hhh2KXsn
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Rogue Funds on Achieve Life Sciences $ACHV US
Thesis: Achieve Life Sciences, with its superior nicotine cessation drug, presents a high-upside, short-term investment opportunity due to its undervaluation and buyout potential
(Extract from their Q2 letter) https://t.co/O8Hhh2KXsn
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Hidden Value Gems
RT @HiddenValueGems: 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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RT @HiddenValueGems: 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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App Economy Insights
$NU Nu Holdings Q2 FY24.
• Customers +25% Y/Y to 105M.
• Purchase volume +29% Y/Y FXN to $31B.
• Deposits +64% Y/Y FXN to $25B.
• ARPAC +30% Y/Y FXN to $11.2.
• Revenue +52% Y/Y to $2.8B ($10M miss).
• Net income $487M. https://t.co/BrIwkI33ba
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$NU Nu Holdings Q2 FY24.
• Customers +25% Y/Y to 105M.
• Purchase volume +29% Y/Y FXN to $31B.
• Deposits +64% Y/Y FXN to $25B.
• ARPAC +30% Y/Y FXN to $11.2.
• Revenue +52% Y/Y to $2.8B ($10M miss).
• Net income $487M. https://t.co/BrIwkI33ba
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Stock Analysis Compilation
Loomis Sayles on SiteOne $SITE US
Thesis: SiteOne Landscape is poised to return to solid revenue growth and expanding margins as deflationary pressures ease
(Extract from their Q2 letter) https://t.co/RAnhXoMCTZ
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Loomis Sayles on SiteOne $SITE US
Thesis: SiteOne Landscape is poised to return to solid revenue growth and expanding margins as deflationary pressures ease
(Extract from their Q2 letter) https://t.co/RAnhXoMCTZ
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Librarian Capital
JAB Holding: "Peter Harf and Olivier Goudet became billionaires while managing the Reimanns’ money. The family would have done better if they’d put their wealth in a low-cost index fund" (Bloomberg) https://t.co/zJxtjjUTMs
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JAB Holding: "Peter Harf and Olivier Goudet became billionaires while managing the Reimanns’ money. The family would have done better if they’d put their wealth in a low-cost index fund" (Bloomberg) https://t.co/zJxtjjUTMs
Advisers to one of the world’s richest families made gutsy bets on consumer brands. They made 10-figure fortunes while the family missed out on billions https://t.co/FxLgcUFtM8 tweet
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Quiver Quantitative
I've been writing code to track campaign contributions.
Here are the companies who have given the most to Kamala Harris and Donald Trump's campaigns.
Google, $GOOGL, executives and employees have donated the most so far. https://t.co/VF7HqDJBtD
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I've been writing code to track campaign contributions.
Here are the companies who have given the most to Kamala Harris and Donald Trump's campaigns.
Google, $GOOGL, executives and employees have donated the most so far. https://t.co/VF7HqDJBtD
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Capital Employed
New Best Stock Pitches newsletter dropping tomorrow.
Over 30 interesting write-ups to chew through.
Sign-up below 👇
https://t.co/jEccgMyfbM
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New Best Stock Pitches newsletter dropping tomorrow.
Over 30 interesting write-ups to chew through.
Sign-up below 👇
https://t.co/jEccgMyfbM
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Librarian Capital
"Is there a bubble waiting to burst in India?" (FT)
"There’s been this real surge of interest over the last few years ... And that’s really pushing the whole broad range of equities right to skyrocketing levels"
cc: $BATS $BTI re $ITC stake
https://t.co/qx4kwGfwFS
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"Is there a bubble waiting to burst in India?" (FT)
"There’s been this real surge of interest over the last few years ... And that’s really pushing the whole broad range of equities right to skyrocketing levels"
cc: $BATS $BTI re $ITC stake
https://t.co/qx4kwGfwFS
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