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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
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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
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Investing visuals
Mastercard $MA: Powering global digital payments through relentless innovation. Here’s the company at a glance👇✨ https://t.co/w1FE4t2RdB
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Mastercard $MA: Powering global digital payments through relentless innovation. Here’s the company at a glance👇✨ https://t.co/w1FE4t2RdB
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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
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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
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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
$BRK.B initiated a position in Heico during Q2 https://t.co/NthbUGjZDF
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$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
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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
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"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
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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
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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
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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
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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
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Librarian Capital
"Elon Musk was just forced to reveal who really owns X"(Fortune)
"The list seen by Fortune reveals the Pershing Square Foundation owns a stake in X ... Although the foundation ... is led by an independent senior leadership team, Ackman and his wife ... are co-trustees"
https://t.co/NVfX3TmbmF
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"Elon Musk was just forced to reveal who really owns X"(Fortune)
"The list seen by Fortune reveals the Pershing Square Foundation owns a stake in X ... Although the foundation ... is led by an independent senior leadership team, Ackman and his wife ... are co-trustees"
https://t.co/NVfX3TmbmF
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