Offshore
Video
Quiver Quantitative
Nancy Pelosi was just asked for stock tips in person.
For the record, this video contains some misinformation.
We estimate that she is now worth $240M, not $100M like it suggests.
You can track her portfolio performance and holdings live on Quiver. https://t.co/Ies1dQPKmb
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Nancy Pelosi was just asked for stock tips in person.
For the record, this video contains some misinformation.
We estimate that she is now worth $240M, not $100M like it suggests.
You can track her portfolio performance and holdings live on Quiver. https://t.co/Ies1dQPKmb
tweet
Offshore
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Capital Employed
RT @capitalemployed: FRESH OFF THE PRESS 🔥
Interview #99 with Darcy Morris from @EwingMorrisCo
Darcy discusses...
His background
Growing an investment company
Research process
2 stocks he's bullish on
+ much more
https://t.co/88SFeWHnxG https://t.co/vTdK8t5l2Q
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RT @capitalemployed: FRESH OFF THE PRESS 🔥
Interview #99 with Darcy Morris from @EwingMorrisCo
Darcy discusses...
His background
Growing an investment company
Research process
2 stocks he's bullish on
+ much more
https://t.co/88SFeWHnxG https://t.co/vTdK8t5l2Q
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Offshore
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Hidden Value Gems
Business biographies have usually more insights than annual reports or analyst notes.
Here are 9 lessons that I picked up from reading Shoe Dog by Phil Knight.
🧵👇🏽
#founders #entrepreneurs #Investors
1/11 https://t.co/UdPJ4gCOAm
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Business biographies have usually more insights than annual reports or analyst notes.
Here are 9 lessons that I picked up from reading Shoe Dog by Phil Knight.
🧵👇🏽
#founders #entrepreneurs #Investors
1/11 https://t.co/UdPJ4gCOAm
tweet
Offshore
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Stock Analysis Compilation
Baron Capital on Ajinomoto Co $2802 JP
Thesis: Ajinomoto’s near-monopoly in high-margin ABF technology and strong demand in AI-related semiconductor markets position it for significant profit growth
(Extract from their Q2 letter) https://t.co/K6gscLz6Kp
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Baron Capital on Ajinomoto Co $2802 JP
Thesis: Ajinomoto’s near-monopoly in high-margin ABF technology and strong demand in AI-related semiconductor markets position it for significant profit growth
(Extract from their Q2 letter) https://t.co/K6gscLz6Kp
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Offshore
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Stock Analysis Compilation
Davis fund on Tencent $TME US
Thesis: Tencent’s integration of generative AI across its social media, gaming, and cloud platforms positions it to capitalize on AI advancements, offering substantial growth potential
(Extract from their Q2 letter) https://t.co/7JOH9MJRDE
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Davis fund on Tencent $TME US
Thesis: Tencent’s integration of generative AI across its social media, gaming, and cloud platforms positions it to capitalize on AI advancements, offering substantial growth potential
(Extract from their Q2 letter) https://t.co/7JOH9MJRDE
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Offshore
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Librarian Capital
EU "competitiveness" report $NFLX $GOOG
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EU "competitiveness" report $NFLX $GOOG
Look carefully at page 75 of Draghi's report and he suggests something rather controversial. Content providers like Netflix or YouTube should be forced to pay EU telco operators extra money to be allowed to stream their content. Defenders of "net neutrality" will not like this. https://t.co/EFOLZEtnUi tweet
Offshore
Video
Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Green Flags for ROIC (Tutorial):
$TXRH https://t.co/weJMTAPyNC
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RT @ValueSpotlight: Green Flags for ROIC (Tutorial):
$TXRH https://t.co/weJMTAPyNC
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Offshore
Video
Value Spotlight (Andrew Sather)
Calculating WACC and ROIC (Tutorial):
Is value created or destroyed? https://t.co/plxSII0o2o
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Calculating WACC and ROIC (Tutorial):
Is value created or destroyed? https://t.co/plxSII0o2o
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Offshore
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Stock Analysis Compilation
Baron Capital on Samsara $IOT US
Thesis: Samsara’s innovative cloud-native platform and expansive data-driven AI create a strong foundation for long-term growth in the connected asset market
(Extract from their Q2 letter) https://t.co/R3WTb5twfy
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Baron Capital on Samsara $IOT US
Thesis: Samsara’s innovative cloud-native platform and expansive data-driven AI create a strong foundation for long-term growth in the connected asset market
(Extract from their Q2 letter) https://t.co/R3WTb5twfy
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Offshore
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Investing visuals
MercadoLibre $MELI is a high quality compounder at a very reasonable price. Here's a snapshot of the company💎👇 https://t.co/czgFjNFNds
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MercadoLibre $MELI is a high quality compounder at a very reasonable price. Here's a snapshot of the company💎👇 https://t.co/czgFjNFNds
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