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Hidden Value Gems
The main chart got lost before - here is the chart that 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/LnQgjTmU7N
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The main chart got lost before - here is the chart that 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/LnQgjTmU7N
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
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Stock Analysis Compilation
Baron Capital on WEG $WEGE3 BZ
Thesis: With its vertically integrated model and strategic presence in energy solutions, WEG is well-positioned to drive growth in the global shift towards energy efficiency and renewable energy
(Extract from their Q2 letter) https://t.co/abTIkkcOOf
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Baron Capital on WEG $WEGE3 BZ
Thesis: With its vertically integrated model and strategic presence in energy solutions, WEG is well-positioned to drive growth in the global shift towards energy efficiency and renewable energy
(Extract from their Q2 letter) https://t.co/abTIkkcOOf
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Stock Analysis Compilation
FPA on Carmax $KMX US
Thesis: CarMax is well-positioned to leverage its industry-leading customer experience and data-driven operations to capture greater market share in the fragmented used vehicle market
(Extract from their Q2 letter) https://t.co/sSXaQwgBO5
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FPA on Carmax $KMX US
Thesis: CarMax is well-positioned to leverage its industry-leading customer experience and data-driven operations to capture greater market share in the fragmented used vehicle market
(Extract from their Q2 letter) https://t.co/sSXaQwgBO5
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App Economy Insights
📊 This Week in Visuals:
🎨 Adobe $ADBE
🎮 GameStop $GME
🔷 Rubrik $RBRK
⚽️ Man United $MANU
https://t.co/chN7lpKHaY
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📊 This Week in Visuals:
🎨 Adobe $ADBE
🎮 GameStop $GME
🔷 Rubrik $RBRK
⚽️ Man United $MANU
https://t.co/chN7lpKHaY
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Stock Analysis Compilation
Davis fund on Meta $META US
Thesis: Meta is poised for long-term growth by leveraging its AI advancements, especially in generative AI, to enhance user engagement and drive significant revenue gains
(Extract from their Q2 letter) https://t.co/wHMWeNf3pV
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Davis fund on Meta $META US
Thesis: Meta is poised for long-term growth by leveraging its AI advancements, especially in generative AI, to enhance user engagement and drive significant revenue gains
(Extract from their Q2 letter) https://t.co/wHMWeNf3pV
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Dimitry Nakhla | Babylon Capital®
“An investor should act as though he had a lifetime investment decision card with just twenty punches on it.”
— Warren Buffett 🗣️
#stocks #investing 👇🏽
Warren Buffett's quote highlights the importance of discipline and patience in investing. By limiting ourselves to just 20 “punches” or investment decisions, we're forced to be extremely selective and focus on only the most exceptional opportunities.
This mindset helps investors avoid:
• Diversification for its own sake, which can lead to mediocre returns
• Emotional decisions driven by FOMO or short-term market volatility
• Over-trading, which can result in lower overall performance
By adopting this approach, investors can:
• Develop a deeper understanding of their investments, leading to more informed decisions
• Cultivate patience, allowing them to wait for the right moments to invest
• Build a concentrated portfolio of high-quality businesses with strong potential for long-term growth
Ultimately, Buffett's quote encourages us to think like business owners, not traders.
By being highly selective and patient, we can increase our chances of achieving outstanding returns and building long-term wealth
tweet
“An investor should act as though he had a lifetime investment decision card with just twenty punches on it.”
— Warren Buffett 🗣️
#stocks #investing 👇🏽
Warren Buffett's quote highlights the importance of discipline and patience in investing. By limiting ourselves to just 20 “punches” or investment decisions, we're forced to be extremely selective and focus on only the most exceptional opportunities.
This mindset helps investors avoid:
• Diversification for its own sake, which can lead to mediocre returns
• Emotional decisions driven by FOMO or short-term market volatility
• Over-trading, which can result in lower overall performance
By adopting this approach, investors can:
• Develop a deeper understanding of their investments, leading to more informed decisions
• Cultivate patience, allowing them to wait for the right moments to invest
• Build a concentrated portfolio of high-quality businesses with strong potential for long-term growth
Ultimately, Buffett's quote encourages us to think like business owners, not traders.
By being highly selective and patient, we can increase our chances of achieving outstanding returns and building long-term wealth
tweet
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Stock Analysis Compilation
Conestoga on Universal Technical Institute $UTI
Thesis: Universal Technical Institute is well-positioned to address critical skill gaps in the economy, supported by strong industry partnerships and a broad network of specialized training programs
(Extract from their Q2 letter) https://t.co/Dmqoy3csSr
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Conestoga on Universal Technical Institute $UTI
Thesis: Universal Technical Institute is well-positioned to address critical skill gaps in the economy, supported by strong industry partnerships and a broad network of specialized training programs
(Extract from their Q2 letter) https://t.co/Dmqoy3csSr
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Stock Analysis Compilation
Davis fund on Tokyo Electron $8035 JP
Thesis: Tokyo Electron is well-positioned to capture the growth in semiconductor demand, driven by AI advancements and its dominance in critical chip-making tools
(Extract from their Q2 letter) https://t.co/81GChYzeXV
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Davis fund on Tokyo Electron $8035 JP
Thesis: Tokyo Electron is well-positioned to capture the growth in semiconductor demand, driven by AI advancements and its dominance in critical chip-making tools
(Extract from their Q2 letter) https://t.co/81GChYzeXV
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Librarian Capital
$HAYPP now down ~24% since 3-Sep https://t.co/dX3x3Qa4Rb
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$HAYPP now down ~24% since 3-Sep https://t.co/dX3x3Qa4Rb
Haypp $HAYPP down 16% in 3 days following proposal to revoke its snus license in Swedish market *
Market cap = SEK 2.83bn (~$280m)
Average volume = 70.3k (~$0.65m)
Top 10 shareholders own ~70%
* 20% of group net sales as of 24Q2, but declining https://t.co/ZSTDyKQMjK tweet
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Librarian Capital
Deloitte is a world-famous investment banking company ... in Spain https://t.co/Z9tW3qrp17
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Deloitte is a world-famous investment banking company ... in Spain https://t.co/Z9tW3qrp17
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