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Stock Analysis Compilation
Ariel Investments on Emaar Properties $EMAAR UH
Thesis: Emaar Properties is capitalizing on Dubai's post-COVID real estate boom, with strong growth across key sectors poised to drive substantial financial performance
(Extract from their Q2 letter) https://t.co/Z6ILQctKau
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Ariel Investments on Emaar Properties $EMAAR UH
Thesis: Emaar Properties is capitalizing on Dubai's post-COVID real estate boom, with strong growth across key sectors poised to drive substantial financial performance
(Extract from their Q2 letter) https://t.co/Z6ILQctKau
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Invest In Assets 📈
RT @InvestInAssets: My investing strategy summarized 🧠
Buy high-quality companies:
- Growth +10%
- ROC +15%
- Margins above industry
- Cash conversion +75%
- Interest coverage +10x
- FCF yield > Risk-Free Rate
- Low dilution
Let's continue👇🏼 https://t.co/qXdCL5ZFbX
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RT @InvestInAssets: My investing strategy summarized 🧠
Buy high-quality companies:
- Growth +10%
- ROC +15%
- Margins above industry
- Cash conversion +75%
- Interest coverage +10x
- FCF yield > Risk-Free Rate
- Low dilution
Let's continue👇🏼 https://t.co/qXdCL5ZFbX
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Librarian Capital
Example of misunderstanding around nicotine pouches
Guardian columnist: "I knew them by the name of “snus”. I lived in Sweden for a while, where ... these nicotine pouches ... unlike the products in Britain, contain tobacco"
False. Snus & nicotine pouches are DIFFERENT products https://t.co/0oorMudRUq
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Example of misunderstanding around nicotine pouches
Guardian columnist: "I knew them by the name of “snus”. I lived in Sweden for a while, where ... these nicotine pouches ... unlike the products in Britain, contain tobacco"
False. Snus & nicotine pouches are DIFFERENT products https://t.co/0oorMudRUq
I (regrettably) tried a nicotine pouch. It made me question what I think about addiction | Imogen West-Knights https://t.co/Rx8edQZPFe tweet
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Hidden Value Gems
I think there are a few things the UK could learn from Ireland 👇🏽
One has a rapidly falling Debt/GDP and a surplus budget, EU member, just 12.5% corporate income tax.
The other: rising Debt/GDP (over 100% now), rising budget deficit, not EU member any longer, 25% corporate income tax
'Ireland’s luxury problem: what to do with its €8.6bn surplus" - @FT
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I think there are a few things the UK could learn from Ireland 👇🏽
One has a rapidly falling Debt/GDP and a surplus budget, EU member, just 12.5% corporate income tax.
The other: rising Debt/GDP (over 100% now), rising budget deficit, not EU member any longer, 25% corporate income tax
'Ireland’s luxury problem: what to do with its €8.6bn surplus" - @FT
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Quality Stocks
🇵🇱 Dino Polska $DNP One Pager
🏆 Score 6.1/10
🎯 My fair price estimation is around 380PLN
🐂 Bull case
- Growing fast
- Gaining market share
- Great capital efficiency
🐻 Bear case
- Margin decrease due to price war to increase market share
- Slowing growth
- 100% dependent on the Polish market
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🇵🇱 Dino Polska $DNP One Pager
🏆 Score 6.1/10
🎯 My fair price estimation is around 380PLN
🐂 Bull case
- Growing fast
- Gaining market share
- Great capital efficiency
🐻 Bear case
- Margin decrease due to price war to increase market share
- Slowing growth
- 100% dependent on the Polish market
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Librarian Capital
Smithson $SSON: No portfolio changes in Aug-24
NAV +0.4% but share price -0.7% in Aug (£)
NAV growth just 8.7% p.a. since inception and <1% above benchmark (msci smid)
spirax $spx listed #2 in top detractors as expected https://t.co/w0msnuzucu
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Smithson $SSON: No portfolio changes in Aug-24
NAV +0.4% but share price -0.7% in Aug (£)
NAV growth just 8.7% p.a. since inception and <1% above benchmark (msci smid)
spirax $spx listed #2 in top detractors as expected https://t.co/w0msnuzucu
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Hidden Value Gems
🧑🏽🏭I am looking for a bright analyst to help me with fundamental stock research and portfolio management.
🔎📊Essential skills: curiosity, open-mindedness, hard-working, basic Excel modelling, good written English, passion for stock investing.
💻I am based in London UK/remote work is an option.
📨DM your details if you are interested.
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🧑🏽🏭I am looking for a bright analyst to help me with fundamental stock research and portfolio management.
🔎📊Essential skills: curiosity, open-mindedness, hard-working, basic Excel modelling, good written English, passion for stock investing.
💻I am based in London UK/remote work is an option.
📨DM your details if you are interested.
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Invest In Assets 📈
Top 20 Holdings in Invesco ETF AI and Next Gen Software.
What business will benefit the most from the AI development? https://t.co/lVQjN5LiIR
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Top 20 Holdings in Invesco ETF AI and Next Gen Software.
What business will benefit the most from the AI development? https://t.co/lVQjN5LiIR
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Quality Stocks
3 months ago, before the elections: "I saved the economy of this country"
Now: "Oopsie" 🤡
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3 months ago, before the elections: "I saved the economy of this country"
Now: "Oopsie" 🤡
French finance minister Le Maire warns of worsening public finances https://t.co/EEA44jW2c4 tweet
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Quality Stocks
Example on the tailwinds a company like 🇳🇴 Integrated Wind Solutions $IWS can have for the maintenance of offshore mills
The market is expected to grow significantly all around the world
To find more about IWS, I wrote an article 2 weeks ago (🔗 in bio)
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Example on the tailwinds a company like 🇳🇴 Integrated Wind Solutions $IWS can have for the maintenance of offshore mills
The market is expected to grow significantly all around the world
To find more about IWS, I wrote an article 2 weeks ago (🔗 in bio)
UK government secures 131 clean energy projects in latest auction round https://t.co/dRopJjH75l tweet