⁠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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⁠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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⁠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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⁠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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⁠Quality Stocks
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 - Financial Times
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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)

UK government secures 131 clean energy projects in latest auction round https://t.co/dRopJjH75l - Financial Times
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⁠Invest In Assets 📈
RT @InvestInAssets: 50 Quality businesses: https://t.co/0CVi6xu6jJ
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⁠Lumida Wealth Management
1/ Daily News Round-Up:

- China’s factories turn to robots amid labor shortages.
- Bitcoin kicks off September at $58.5K, facing historical bearish trends.
- Intel’s shares plunge, risking Dow exit.
- Global stocks pull back as traders await US economic data.
- BMW recalls 140K Mini Coopers over battery fire risk. 

#News #Bitcoin #China #Intel #BMW
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⁠Quality Investing with Aria
About to go sit in an accounting class that teaches me

“Profit = revenue - costs”

This should be fun 🥴 🤩 https://t.co/rgMdJ7JyPN
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⁠Hidden Value Gems
Quote of the day #78 https://t.co/w3a9demsYF
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⁠Invest In Assets 📈
Buffett in August of 1979: https://t.co/QDFPSbdrD1
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