Offshore
Video
Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Calculating WACC and ROIC (Tutorial):
Is value created or destroyed? https://t.co/plxSII0o2o
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RT @ValueSpotlight: Calculating WACC and ROIC (Tutorial):
Is value created or destroyed? https://t.co/plxSII0o2o
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Offshore
Photo
Stock Analysis Compilation
Baron Capital on KKR $KKR US
Thesis: KKR is positioned to capitalize on the expanding alternative asset management industry, with a diversified business model and strong growth prospects that offer substantial long-term upside
(Extract from their Q2 letter) https://t.co/IvtSwLVsqB
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Baron Capital on KKR $KKR US
Thesis: KKR is positioned to capitalize on the expanding alternative asset management industry, with a diversified business model and strong growth prospects that offer substantial long-term upside
(Extract from their Q2 letter) https://t.co/IvtSwLVsqB
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Offshore
Video
Value Spotlight (Andrew Sather)
Negative Invested Capital
Calculating ROIC for $ABNB (Tutorial) https://t.co/NVzvCtNfyF
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Negative Invested Capital
Calculating ROIC for $ABNB (Tutorial) https://t.co/NVzvCtNfyF
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Offshore
Photo
Investing visuals
ServiceNow $NOW is a top-tier SaaS company trading at a reasonable price. Here's an overview of this elite software player 💎👇 https://t.co/5N0uH7rh6n
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ServiceNow $NOW is a top-tier SaaS company trading at a reasonable price. Here's an overview of this elite software player 💎👇 https://t.co/5N0uH7rh6n
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Offshore
Photo
Stock Analysis Compilation
Donville Kent on VitalHub $VHI CN
Thesis: VitalHub is set for continued growth through strategic acquisitions and expanding profit margins, making it a compelling investment in the health technology sector
(Extract from their Q2 letter) https://t.co/5UG1P4JSfN
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Donville Kent on VitalHub $VHI CN
Thesis: VitalHub is set for continued growth through strategic acquisitions and expanding profit margins, making it a compelling investment in the health technology sector
(Extract from their Q2 letter) https://t.co/5UG1P4JSfN
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Offshore
Photo
Stock Analysis Compilation
Conestoga on SPX Technologies $SPXC US
Thesis: SPX Technologies is strategically positioned for sustained growth, driven by its focus on high-margin, innovative niche solutions in HVAC and D&M sectors
(Extract from their Q2 letter) https://t.co/uVruuRFLWT
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Conestoga on SPX Technologies $SPXC US
Thesis: SPX Technologies is strategically positioned for sustained growth, driven by its focus on high-margin, innovative niche solutions in HVAC and D&M sectors
(Extract from their Q2 letter) https://t.co/uVruuRFLWT
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Offshore
Photo
Hidden Value Gems
Economy is too complex to draw conclusions from just one chart, but this one made me pause...
60-day delinquencies are back to the GFC level, although this has not translated into much higher credit spreads yet. https://t.co/uYQhebA6X8
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Economy is too complex to draw conclusions from just one chart, but this one made me pause...
60-day delinquencies are back to the GFC level, although this has not translated into much higher credit spreads yet. https://t.co/uYQhebA6X8
tweet