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Hidden Value Gems
The latest memo by @HowardMarksBook on market action earlier this month in the broader context of emotions vs fundamentals 🧵👇
✅"People often asked me to explain the sudden collapse [of stocks in early August]. I referred them to my 2016 memo On the Couch. Its key observation was that in the real world, things fluctuate between ‘pretty good’ and ‘not so hot,’ but in investing, perception often swings from ‘flawless’ to ‘hopeless.’ That says about 80% of what you need to know on the subject."
1/7
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The latest memo by @HowardMarksBook on market action earlier this month in the broader context of emotions vs fundamentals 🧵👇
✅"People often asked me to explain the sudden collapse [of stocks in early August]. I referred them to my 2016 memo On the Couch. Its key observation was that in the real world, things fluctuate between ‘pretty good’ and ‘not so hot,’ but in investing, perception often swings from ‘flawless’ to ‘hopeless.’ That says about 80% of what you need to know on the subject."
1/7
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Offshore
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Hidden Value Gems
$BABA
"Alibaba will have a primary listing in Hong Kong from August 28, making it dual primary listed in the Chinese territory and on the New York Stock Exchange."
"The move will allow mainland Chinese investors to pour money into the ecommerce group via the southbound stock connect with Hong Kong. A primary listing is also a safety valve for the Alipay and Tmall-owner in case future tensions with the US force it to delist from New York."
via @FT
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$BABA
"Alibaba will have a primary listing in Hong Kong from August 28, making it dual primary listed in the Chinese territory and on the New York Stock Exchange."
"The move will allow mainland Chinese investors to pour money into the ecommerce group via the southbound stock connect with Hong Kong. A primary listing is also a safety valve for the Alipay and Tmall-owner in case future tensions with the US force it to delist from New York."
via @FT
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Hidden Value Gems
In tech, you do not quite know where your next competitor will come from 👇🏽
"Starting with a system built for internal use in 2021, Lidl owner Schwarz Group now offers cloud computing and cyber security services to corporate customers." https://t.co/OAfAQtmWyx
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In tech, you do not quite know where your next competitor will come from 👇🏽
"Starting with a system built for internal use in 2021, Lidl owner Schwarz Group now offers cloud computing and cyber security services to corporate customers." https://t.co/OAfAQtmWyx
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AkhenOsiris
RT @SaaSletter: 📨 latest edition: More on AI ROI
- a great report (n = 1,700+ IT buyers) from @ETRnews (h/t @mdsmaldon) with GenAI ROI + willingness to pay (👀 ETR survey > Twitter consensus)
- a bit more from McKinsey
Link = Next Tweet
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RT @SaaSletter: 📨 latest edition: More on AI ROI
- a great report (n = 1,700+ IT buyers) from @ETRnews (h/t @mdsmaldon) with GenAI ROI + willingness to pay (👀 ETR survey > Twitter consensus)
- a bit more from McKinsey
Link = Next Tweet
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Stock Analysis Compilation
Ross & Van Compernolle on Bank Central Asia $BBCA IJ
Thesis: Bank Central Asia's strong profitability, efficient cost structure, and potential for further growth in Indonesia solidify its position as a top-performing bank in the region
(Extract from their Q2 letter) https://t.co/rJUgBdhLT3
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Ross & Van Compernolle on Bank Central Asia $BBCA IJ
Thesis: Bank Central Asia's strong profitability, efficient cost structure, and potential for further growth in Indonesia solidify its position as a top-performing bank in the region
(Extract from their Q2 letter) https://t.co/rJUgBdhLT3
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Invest In Assets 📈
RT @InvestInAssets: 8 Visual Investing Lessons🧵
1: Moats are essential for long-term investors: https://t.co/MK49STm6Wd
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RT @InvestInAssets: 8 Visual Investing Lessons🧵
1: Moats are essential for long-term investors: https://t.co/MK49STm6Wd
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Stock Analysis Compilation
Royal London AM on 4imprint $FOUR LN
Thesis: 4imprint's leadership in a fragmented market and efficient business model position it for strong growth and high returns on capital
(Extract from their Q2 letter) https://t.co/MiXLUq6edK
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Royal London AM on 4imprint $FOUR LN
Thesis: 4imprint's leadership in a fragmented market and efficient business model position it for strong growth and high returns on capital
(Extract from their Q2 letter) https://t.co/MiXLUq6edK
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