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Value Spotlight (Andrew Sather)
Animated Guide: Growth Rate for Terminal Value/ Stable Growth Rate for DDM https://t.co/mg9dIVCNhi
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Animated Guide: Growth Rate for Terminal Value/ Stable Growth Rate for DDM https://t.co/mg9dIVCNhi
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Offshore
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Investing visuals
Sentiment around Crowdstrike $CRWD has shifted significantly since its Q2 earnings. The stock is now up nearly +40% from its August lows.
Here's a quick overview of this unique cybersecurity company 👇 https://t.co/Vgs7nOVsFw
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Sentiment around Crowdstrike $CRWD has shifted significantly since its Q2 earnings. The stock is now up nearly +40% from its August lows.
Here's a quick overview of this unique cybersecurity company 👇 https://t.co/Vgs7nOVsFw
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Offshore
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Stock Analysis Compilation
Saga Partners on Trupanion $TRUP US
Trupanion has disrupted the pet insurance market with a superior value-driven model, scaling rapidly while maintaining industry-low costs and high customer satisfaction
(Extract from their Q2 letter) https://t.co/ATrJv6uRt6
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Saga Partners on Trupanion $TRUP US
Trupanion has disrupted the pet insurance market with a superior value-driven model, scaling rapidly while maintaining industry-low costs and high customer satisfaction
(Extract from their Q2 letter) https://t.co/ATrJv6uRt6
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AkhenOsiris
Hotel giant 😂
Fixed: "Indian cockroach hotel Oyo..."
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Hotel giant 😂
Fixed: "Indian cockroach hotel Oyo..."
$BX - Indian hotel giant Oyo buys Motel 6 brand in $525M deal seekingalpha.com/news/415174… - Seeking Alpha Market Newstweet
Offshore
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Stock Analysis Compilation
Harris Associates on Centene $CNC US
Centene’s leadership in government healthcare programs and its successful Medicare turnaround offer strong growth potential, with shares trading at a highly attractive valuation
(Extract from their Q2 letter) https://t.co/E9CEYeCYsC
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Harris Associates on Centene $CNC US
Centene’s leadership in government healthcare programs and its successful Medicare turnaround offer strong growth potential, with shares trading at a highly attractive valuation
(Extract from their Q2 letter) https://t.co/E9CEYeCYsC
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Librarian Capital
Saying an investment idea is terrible on social media is like telling someone their wife/husband is a bad person
There is almost never any upside
Unless you short, the right response after establishing an idea is bad is to stop wasting time on it. So there's a good chance the other guy has more information or even "analysis" (but not a better understanding) than you
Don't engage promoters
Just block
tweet
Saying an investment idea is terrible on social media is like telling someone their wife/husband is a bad person
There is almost never any upside
Unless you short, the right response after establishing an idea is bad is to stop wasting time on it. So there's a good chance the other guy has more information or even "analysis" (but not a better understanding) than you
Don't engage promoters
Just block
tweet
Offshore
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Librarian Capital
"HSBC hit by sixfold surge in Hong Kong property loan defaults" (HSBC)
"The $3.2bn in “credit impaired” loans made up 9% of HSBC’s total Hong Kong CRE lending"
On the other hand, all the numbers were known from Q2 results on 31-Jul, and $HSBA TBV is $153bn https://t.co/ZBPgHAKOZ7
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"HSBC hit by sixfold surge in Hong Kong property loan defaults" (HSBC)
"The $3.2bn in “credit impaired” loans made up 9% of HSBC’s total Hong Kong CRE lending"
On the other hand, all the numbers were known from Q2 results on 31-Jul, and $HSBA TBV is $153bn https://t.co/ZBPgHAKOZ7
HSBC hit by sixfold surge in Hong Kong property loan defaults https://t.co/SgJoFltUFM tweet
Offshore
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Stock Analysis Compilation
Azagala Capital on Nekkar $NKR NO
Nekkar’s significant growth, cash-rich position, and strategic acquisitions like Globetech offer an opportunity for 15% annual returns with major upside potential
(Extract from their Q2 letter, link in SAC#56) https://t.co/iUinDFLv3h
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Azagala Capital on Nekkar $NKR NO
Nekkar’s significant growth, cash-rich position, and strategic acquisitions like Globetech offer an opportunity for 15% annual returns with major upside potential
(Extract from their Q2 letter, link in SAC#56) https://t.co/iUinDFLv3h
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Offshore
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Stock Analysis Compilation
Montaka on LVMH $MC FP
LVMH’s portfolio of monopoly-like brands, high-end clientele, and structural growth in luxury markets offer strong long-term upside, especially with current conservative market valuations
(Extract from their Q2 letter)
https://t.co/9WO31xtMKt https://t.co/28wWDM6ytc
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Montaka on LVMH $MC FP
LVMH’s portfolio of monopoly-like brands, high-end clientele, and structural growth in luxury markets offer strong long-term upside, especially with current conservative market valuations
(Extract from their Q2 letter)
https://t.co/9WO31xtMKt https://t.co/28wWDM6ytc
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Offshore
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App Economy Insights
📊 This Week in Visuals:
🚚 FedEx $FDX
🍪 General Mills $GIS
🧑🍳 Darden $DRI
https://t.co/tSywfZR1H0
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📊 This Week in Visuals:
🚚 FedEx $FDX
🍪 General Mills $GIS
🧑🍳 Darden $DRI
https://t.co/tSywfZR1H0
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Offshore
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Librarian Capital
"By far the best book on investing ever written", according to Warren Buffett; and certainly by far the best book for someone starting to invest
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"By far the best book on investing ever written", according to Warren Buffett; and certainly by far the best book for someone starting to invest
One month to B Day!
On October 22, the newly revised edition of Benjamin Graham's masterpiece will publish. His original text is intact, with all-new commentaries putting each chapter in context for today's investors. https://t.co/oKzzLfnICE tweet