AkhenOsiris
RT @EricJhonsa: $WDAY soared after taking down its medium-term revenue growth target but raising its op. margin target, while $SNOW tanked after sharing an above-consensus top-line guide but a below-consensus op. margin guide. Markets are maybe sending a message to SaaS companies here.
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RT @EricJhonsa: $WDAY soared after taking down its medium-term revenue growth target but raising its op. margin target, while $SNOW tanked after sharing an above-consensus top-line guide but a below-consensus op. margin guide. Markets are maybe sending a message to SaaS companies here.
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Offshore
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App Economy Insights
RT @EconomyApp: $UBER is adding Cruise AVs to its app next year!
First $GOOG's Waymo, now $GM's Cruise.
All Autonomous Vehicles are coming to Uber. https://t.co/aYuh1iP15A
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RT @EconomyApp: $UBER is adding Cruise AVs to its app next year!
First $GOOG's Waymo, now $GM's Cruise.
All Autonomous Vehicles are coming to Uber. https://t.co/aYuh1iP15A
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Bourbon Capital
During market downturns, many people claim to have predicted the decline. Similarly, during uptrends, they insist they foresaw the rise.
Remember, predicting the market is impossible. We can't see the future, and we can't anticipate the actions of others
Crystal ball won't work, The best investment strategy is often to buy and hold assets for the long term.
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During market downturns, many people claim to have predicted the decline. Similarly, during uptrends, they insist they foresaw the rise.
Remember, predicting the market is impossible. We can't see the future, and we can't anticipate the actions of others
Crystal ball won't work, The best investment strategy is often to buy and hold assets for the long term.
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Offshore
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Capital Employed
India (27), USA (25), Australia (22) still the most expensive.
UK and Japan not as cheap as they once were.
Brazil (8) and China (9) looking cheap. https://t.co/dWayjNYIKQ
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India (27), USA (25), Australia (22) still the most expensive.
UK and Japan not as cheap as they once were.
Brazil (8) and China (9) looking cheap. https://t.co/dWayjNYIKQ
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Offshore
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Quality Stocks
🇫🇷 Stellantis $STLA one pager
🏆 Score 5.4/10
🎯 My fair price estimation is around 20€
🐂 Bull case
- Not expensive, even for its sector
- Improved operational efficiency since the CEO's arrival
- A lot of cash
🐻 Bear case
- Difficult sector (trend, competition)
- Very cyclical
- Small exposure to Asian markets
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🇫🇷 Stellantis $STLA one pager
🏆 Score 5.4/10
🎯 My fair price estimation is around 20€
🐂 Bull case
- Not expensive, even for its sector
- Improved operational efficiency since the CEO's arrival
- A lot of cash
🐻 Bear case
- Difficult sector (trend, competition)
- Very cyclical
- Small exposure to Asian markets
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Offshore
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Hidden Value Gems
An interesting stock idea in Barron’s ➡️ $EG
✅ Everest is the world’s fourth-largest property and casualty reinsurer.
✅ It has an impressive record of growth and profitability in recent years. The company, along with other reinsurers, is capitalizing on a “hard market,” or a period of higher premiums on catastrophe and other policies. Net written premiums are expected to rise 12% this year to $15 billion, double the 2019 level.
✅ The shares of the Bermuda-based company reflect little of that. The stock, at around $378, trades for just 6x estimated 2024 earnings of $62 a share and for less than 1.2 times book value of $328 a share on June 30. Everest has one of the lowest price/earnings ratios in the S&P 500 index.
✅ The reasons for a low valuation are concerns over softening reinsurance market, disappointing guidance by management.
via @barronsonline
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An interesting stock idea in Barron’s ➡️ $EG
✅ Everest is the world’s fourth-largest property and casualty reinsurer.
✅ It has an impressive record of growth and profitability in recent years. The company, along with other reinsurers, is capitalizing on a “hard market,” or a period of higher premiums on catastrophe and other policies. Net written premiums are expected to rise 12% this year to $15 billion, double the 2019 level.
✅ The shares of the Bermuda-based company reflect little of that. The stock, at around $378, trades for just 6x estimated 2024 earnings of $62 a share and for less than 1.2 times book value of $328 a share on June 30. Everest has one of the lowest price/earnings ratios in the S&P 500 index.
✅ The reasons for a low valuation are concerns over softening reinsurance market, disappointing guidance by management.
via @barronsonline
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: 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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RT @HiddenValueGems: 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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Capital Employed
RT @capitalemployed: FRESH OFF THE PRESS 🔥
Interview #98 with Roderick van Zuylen @roojoo3 from Night Watch Investment Management.
Roderick discusses the launch of the fund, types of businesses they like to invest in, two stocks they're bullish on, plus much more 👇
https://t.co/0yV9PilG8r https://t.co/XOs96U5tu8
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RT @capitalemployed: FRESH OFF THE PRESS 🔥
Interview #98 with Roderick van Zuylen @roojoo3 from Night Watch Investment Management.
Roderick discusses the launch of the fund, types of businesses they like to invest in, two stocks they're bullish on, plus much more 👇
https://t.co/0yV9PilG8r https://t.co/XOs96U5tu8
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