Offshore
Photo
Quality Investing with Aria
Months and months of research have gone into this video. Countless hours of editing, even more time spent talking to professionals who use the software. 32% of my portfolio is in this stock
Here is the most comprehensive analysis of WTF Salesforce is. Link in bio, enjoy $CRM https://t.co/fgk1q4yC1Z
tweet
Months and months of research have gone into this video. Countless hours of editing, even more time spent talking to professionals who use the software. 32% of my portfolio is in this stock
Here is the most comprehensive analysis of WTF Salesforce is. Link in bio, enjoy $CRM https://t.co/fgk1q4yC1Z
tweet
Quality Investing with Aria
Many have heard of it, but most have no idea the sheer power this business holds. Many months of research have gone into learning what Salesforce actually does? And why it's so special
Here is the most comprehensive analysis of Salesforce on the internet. Enjoy $CRM
tweet
Many have heard of it, but most have no idea the sheer power this business holds. Many months of research have gone into learning what Salesforce actually does? And why it's so special
Here is the most comprehensive analysis of Salesforce on the internet. Enjoy $CRM
tweet
twitter.com
undefined
undefined
Offshore
Photo
Hidden Value Gems
RT @HiddenValueGems: 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
tweet
RT @HiddenValueGems: 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
tweet
Offshore
Photo
Investing visuals
Mastercard $MA: Powering global digital payments through relentless innovation. Here’s the company at a glance👇✨ https://t.co/w1FE4t2RdB
tweet
Mastercard $MA: Powering global digital payments through relentless innovation. Here’s the company at a glance👇✨ https://t.co/w1FE4t2RdB
tweet
Offshore
Photo
Stock Analysis Compilation
THB AM on Teva $TEVA US
Thesis: Teva's successful transformation and strong financial performance, driven by innovative product launches and market stability, present a compelling value opportunity that is currently undervalued by the market
(Extract from their Q2 letter) https://t.co/hS74jdAP3d
tweet
THB AM on Teva $TEVA US
Thesis: Teva's successful transformation and strong financial performance, driven by innovative product launches and market stability, present a compelling value opportunity that is currently undervalued by the market
(Extract from their Q2 letter) https://t.co/hS74jdAP3d
tweet
Offshore
Photo
Bourbon Capital
$HEI.A HEICO is estimated to report $994M in revenue in Q2’s earnings tomorrow, up 37% YoY.
EPS estimated: $0.92 up 24% YoY
$BRK.B initiated a position in Heico during Q2 https://t.co/NthbUGjZDF
tweet
$HEI.A HEICO is estimated to report $994M in revenue in Q2’s earnings tomorrow, up 37% YoY.
EPS estimated: $0.92 up 24% YoY
$BRK.B initiated a position in Heico during Q2 https://t.co/NthbUGjZDF
tweet
Offshore
Photo
Librarian Capital
"China mutual funds reel from crackdown" (FT)
"Mutual fund houses have to reduce fees ... Fund managers are also barred from purchasing third-party services such as external expert consultancy ... Regulators (are) requiring daily trade reports if net sales occur"
https://t.co/Hjp2yxy3ps
tweet
"China mutual funds reel from crackdown" (FT)
"Mutual fund houses have to reduce fees ... Fund managers are also barred from purchasing third-party services such as external expert consultancy ... Regulators (are) requiring daily trade reports if net sales occur"
https://t.co/Hjp2yxy3ps
tweet
Offshore
Photo
Librarian Capital
One of these is not like the other
WaPo: "Trump allies try to energize him"
WSJ: "Trump steps up campaigning"
Always have more than one source of information https://t.co/bSv8YUAxqw
tweet
One of these is not like the other
WaPo: "Trump allies try to energize him"
WSJ: "Trump steps up campaigning"
Always have more than one source of information https://t.co/bSv8YUAxqw
tweet
Offshore
Photo
Quality Investing with Aria
Wednesday after close has lots of big name companies
$NVDA AI King
$CRWD Cant do their job
$CRM Bloated, old, boomer software
$AFRM Credit cards rebranded
$VEEV its salesforce but for hospitals
$HP How are they still in business??
Which ones are you interested in? 🤔 👇 https://t.co/bLhZKbwmZJ
tweet
Wednesday after close has lots of big name companies
$NVDA AI King
$CRWD Cant do their job
$CRM Bloated, old, boomer software
$AFRM Credit cards rebranded
$VEEV its salesforce but for hospitals
$HP How are they still in business??
Which ones are you interested in? 🤔 👇 https://t.co/bLhZKbwmZJ
tweet