⁠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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⁠Stock Analysis Compilation
Silver Beech on Burford Capital $BUR LN

Thesis: Burford’s involvement in the YPF case provides significant asymmetric upside, while the core business remains highly profitable with strong returns on equity

(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/eI8lRaoeol
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⁠Investing visuals
Battle of the big tech: Microsoft $MSFT vs Apple $AAPL 🥊✨

Who’s your favorite? https://t.co/foPFgad4Ac
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⁠Ahmad Jivraj
The Chinese have lots of savings

The recent stimulus should help them start spending more of it.

The key to getting the Chinese economy moving in the right direction is consumer spending... and boy, do they have a massive engine of savings sitting there, ready to be spent and invested.

Chinese households have close to US$21 trillion stashed away in bank deposits in mid-2024, while US households have circa US$900 billion.

Consumer spending in China is less than 40% of GDP, while in developed economies like the US, it's closer to 70%.

The Chinese have some of the highest savings rates in the world:
• US @ 4%
• China @ 44% - Tiho Brkan
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⁠App Economy Insights
📊 This Week in Visuals:

🛒 Costco $COST
🌐 Accenture $ACN
🪐 Micron $MU
https://t.co/jP3eg6E7OX
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⁠Dimitry Nakhla | Babylon Capital®
RT @OptionsMustang: Appreciate all trade ideas. You are best in fundamental analysis! Hands 🙌 down.

Thank you all for helping me reach 10K followers! Beyond grateful for each of you - early & new followers alike.

I do this because of you all.

Your engagement, appreciation, & trust fuel my passion to continue creating quality content.

Thank you for being part of this journey. https://t.co/eiazYhyFTD - Dimitry Nakhla | Babylon Capital®
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