⁠Stock Analysis Compilation
Polen Capital on Installed Building Products $IBP US

Thesis: Installed Building Products is positioned for steady growth driven by new home construction and smart capital allocation in a fragmented market

(Extract from their Q2 letter) https://t.co/JscUiIsd6t
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⁠Matt McGarry
Here's the real reason newsletters are getting subscribers from meta ads for $0.50-$1.00 or less:

1. What Matt said, targeting India and Asia

2. Very low ad spend. It's easy to get low CPAs spending $50/day.

3. Incentivizing sign ups with a giveaway.

4. The newsletter is written by a famous person and appeals to a broad audience.

5. The person running the ads is very good. GrowLetter has been able to achieve <$1-$1.50

Whenever someone says "I am getting leads from Meta for my newsletter for $1.00 CPL", I just assume they are buying a bunch of sign-ups from east Asia that will never buy anything. - Matt Paulson
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AkhenOsiris
$AMZN

Champions League on Amazon Prime will be using AI to offer a recap of key moments, with AI generating highlights in real time.
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⁠Hidden Value Gems
Wondering if anyone has looked into the model’s track record, have actual returns tracked forecasts?

GMO seed negative 7-year returns for both US large-caps and small-caps 👇🏼 https://t.co/96HEqgwpzz
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⁠Hidden Value Gems
Walter Schloss on different investment strategies 👇🏼

Quote of the day #70 https://t.co/IketRJqFbs
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⁠Stock Analysis Compilation
THB AM on Rotork $ROR LN

Thesis: Rotork's strong market position and strategic shift towards emerging industries position it for accelerated growth under new leadership

(Extract from their Q2 letter) https://t.co/55xRlFO4WZ
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⁠Invest In Assets 📈
Want to become a great investor? Focus on your writing: https://t.co/YTAwPu4P6Z
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⁠Quality Stocks
The defense sector is under pressure with news on potential aid cut from Germany 🇩🇪 to Ukraine 🇺🇦

But this consolidation is also linked to an exceptional rallye

1y performance of some key actors
🇸🇪 Saab $SAAB +76%
🇮🇹 Leonardo $LDO +73%
🇳🇴 Kongsberg $KOG +150%
🇬🇧 BAE $BA +38%
🇬🇧 Rolls Royce $RR +147%
🇺🇸 RTX $RTX +38%
🇩🇪 Rheinmetall $RHM +121%
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⁠Quality Stocks
🇸🇪 Evolution $EVO continues to buyback its own shares

💰 They now hold 1.8M of their own shares - 0.85% of the total number of shares

💶 The new capital allocation strategy is clear: besides dividend and acquisition, excess cash will be used for share buybacks https://t.co/yVMXI0TbIA
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⁠Quality Stocks
🇸🇪 Investor $INVE one pager

🏆 Score 6.5/10
🎯 My fair price estimation is around 250SEK

🐂 Bull case
- One of the strongest European stock
- Decent growth
- A Swedish ETF

🐻 Bear case
- Erratic returns
- Limited price increase potential https://t.co/Rj0tn9iV3a
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⁠Quality Stocks
🇺🇸 Lowered 2025 guidance for Estée Lauder $EL due to the weak demand in China

This reason is understandable but the difficulty is the comparison with peers like L'Oreal $OR managing to maintain a decent performance despite a weak performance in Asia
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⁠Hidden Value Gems
RT @HiddenValueGems: Quote of the day #68

#PeterLynch #Investing #Stocks https://t.co/VPrNb83PbY
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