⁠Value Spotlight (Andrew Sather)
RT @ValueSpotlight: The Next Step: ROIC to estimate future Growth Rate (Tutorial):

$COST https://t.co/z55GnlCfg9
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⁠Capital Employed
We’ve made it to 100 investor interviews! Yippee!

Thanks to everyone who has subscribed, read, and listened.

Also thanks to all the excellent guests who kindly took time out of their busy schedule to do an interview.

🧵🥁 👇
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⁠Hidden Value Gems
A short thesis on $BRK.B at Value Investors Club.

I think it misses Capital Allocation and Reinsurance operations, but it is fair that Geico has been underperforming. Haven’t followed BNSF that closely recently.

h/t @WhitneyTilson
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⁠Stock Analysis Compilation
Bilbel Capital on Intellego Technologies $INT SS

Thesis: INT offers significant value with its long-term contracts and rapid growth, presenting an opportunity for strong returns at a low valuation multiple

(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/ggQZRoud8D
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⁠Hidden Value Gems
Imagine Ajit Jain (who sold half of his stake in BRK) and arm504 (the author of the short idea on BRK) are somehow related 😃

A short thesis on $BRK.B at Value Investors Club.

I think it misses Capital Allocation and Reinsurance operations, but it is fair that Geico has been underperforming. Haven’t followed BNSF that closely recently.

h/t @WhitneyTilson - Hidden Value Gems
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⁠Librarian Capital
RT @Ike_Saul: This is Ken Klippenstein's latest post on @elonmusk *permanently* banning him from X, in which he lays out in clear terms the hypocrisy of X's rules & Elon's position here. I mean, I don't know what else to tell you guys. This is clearly B.S. Ken explains better than I can: https://t.co/rAyA8fDrEm
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