Offshore
Photo
Hidden Value Gems
A Brazilian holding company idea (First Eagle) 👉🏼Itaúsa $ITSA4.BR
✅"Its primary asset here is Itaú, the largest Brazilian bank, which makes up roughly 80% of the total holding-company value."
✅"Other investments include Alpargatas (shoes and apparel), CCR (Brazilian airport and highway concessions), and Nova Transportadora do Sudeste, which transports roughly 50% of the natural gas consumed in Brazil."
✅"The holding company trades at an 18% discount to estimated net asset value, while Itaú shares on their own trade at what he considers an overly discounted 8x estimated forward earnings."
✅"Roughly two-thirds of the stock floats freely and the other one-third is owned by the Egydio de Souza Aranha family."
tweet
A Brazilian holding company idea (First Eagle) 👉🏼Itaúsa $ITSA4.BR
✅"Its primary asset here is Itaú, the largest Brazilian bank, which makes up roughly 80% of the total holding-company value."
✅"Other investments include Alpargatas (shoes and apparel), CCR (Brazilian airport and highway concessions), and Nova Transportadora do Sudeste, which transports roughly 50% of the natural gas consumed in Brazil."
✅"The holding company trades at an 18% discount to estimated net asset value, while Itaú shares on their own trade at what he considers an overly discounted 8x estimated forward earnings."
✅"Roughly two-thirds of the stock floats freely and the other one-third is owned by the Egydio de Souza Aranha family."
tweet
Offshore
Photo
Investing visuals
CrowdStrike $CRWD has been named a leader in the Forrester Wave: Attack Surface Management Solutions.
Here's the company at a glance👇 https://t.co/UOGKeIMMmt
tweet
CrowdStrike $CRWD has been named a leader in the Forrester Wave: Attack Surface Management Solutions.
Here's the company at a glance👇 https://t.co/UOGKeIMMmt
tweet
Offshore
Photo
Stock Analysis Compilation
River Oaks Capital on Citizens Bank $CFG US
Citizens Bank’s exceptional management and strategic positioning, backed by significant cash reserves, make it a compelling growth opportunity with a high upside potential
(Extract from their Q2 letter) https://t.co/a8T5NCIvhT
tweet
River Oaks Capital on Citizens Bank $CFG US
Citizens Bank’s exceptional management and strategic positioning, backed by significant cash reserves, make it a compelling growth opportunity with a high upside potential
(Extract from their Q2 letter) https://t.co/a8T5NCIvhT
tweet
Offshore
Photo
App Economy Insights
$HIMS Hims & Hers under the microscope.
📈 Growth drivers.
📊 Key metrics visualized.
⚠️ Potential risks & challenges.
🔎 Business model breakdown.
Is it the real deal or another $TDOC?
https://t.co/ZsuxShhIdB
tweet
$HIMS Hims & Hers under the microscope.
📈 Growth drivers.
📊 Key metrics visualized.
⚠️ Potential risks & challenges.
🔎 Business model breakdown.
Is it the real deal or another $TDOC?
https://t.co/ZsuxShhIdB
tweet
Offshore
Video
Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Animated Guide: Growth Rate for Terminal Value/ Stable Growth Rate for DDM https://t.co/mg9dIVCNhi
tweet
RT @ValueSpotlight: Animated Guide: Growth Rate for Terminal Value/ Stable Growth Rate for DDM https://t.co/mg9dIVCNhi
tweet
Offshore
Photo
Hidden Value Gems
+8% today
$KSPI came up with a decent response. https://t.co/hV2YACOmmP
tweet
+8% today
$KSPI came up with a decent response. https://t.co/hV2YACOmmP
Probably a buying opportunity 👉🏼 $KSPI
Just adding a word “Russia” and expecting the stock to tank…
I would be more cautious about $FRHC though, which was also subject to a short seller attack and is now +50% from its lows.
cc @CulperResearch https://t.co/fzFcG59Gpc tweet