Alex Bilzerian
Like Khrennikov, it must be done alone without the dead weight of an advisor.
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Like Khrennikov, it must be done alone without the dead weight of an advisor.
So much more work to do on negative probabilities in quantum mechanics. tweet
twitter.com
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: I just learnt that Swatch Group is also a net net stock (almost)!
(CHF)
1.5B of cash +7.7B of inventory, total current assets = 10.3B
No debt, current liabilities at 1.25B
Mkt cap is CHF 9.3B !
H/t @DetiEth who pointed this out…
$UHR.SW
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RT @HiddenValueGems: I just learnt that Swatch Group is also a net net stock (almost)!
(CHF)
1.5B of cash +7.7B of inventory, total current assets = 10.3B
No debt, current liabilities at 1.25B
Mkt cap is CHF 9.3B !
H/t @DetiEth who pointed this out…
$UHR.SW
Missed this during the week.
Swatch Group is one of the most shorted stock in Europe (19% short interest). Huge under-performer and now talk on possibly going private 👇🏼
$UNR.SW $SWGAY tweet
Offshore
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Stock Analysis Compilation
Pender Fund on D2L $DTOL CN
Thesis: D2L Inc. is positioned for strong growth in the education technology space, with a competitive advantage in its Brightspace platform and potential for significant share price appreciation
(Extract from their Q2 letter) https://t.co/XYpqTe0a9m
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Pender Fund on D2L $DTOL CN
Thesis: D2L Inc. is positioned for strong growth in the education technology space, with a competitive advantage in its Brightspace platform and potential for significant share price appreciation
(Extract from their Q2 letter) https://t.co/XYpqTe0a9m
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Alex Bilzerian
RT @alexbilz: 'Geometry of Quantum Theory' - V. S. Varadarajan (1968, PDF):
https://t.co/SVYekqUMk3
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RT @alexbilz: 'Geometry of Quantum Theory' - V. S. Varadarajan (1968, PDF):
https://t.co/SVYekqUMk3
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Offshore
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Value Spotlight (Andrew Sather)
How to Deal with Lumpy ROIC (Tutorial) - Simple Solutions
$PFE https://t.co/fM5BDMOtMc
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How to Deal with Lumpy ROIC (Tutorial) - Simple Solutions
$PFE https://t.co/fM5BDMOtMc
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Quiver Quantitative
🚨 UPDATE: Donald Trump's net worth has increased by ~$411M over the last week.
That is over a Pelosi (net worth: $252M) and a half of wealth.
Trump Media stock, $DJT, has risen 29% in that time.
Track politicians' portfolios live on Quiver: https://t.co/PZE9ovhNt1
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🚨 UPDATE: Donald Trump's net worth has increased by ~$411M over the last week.
That is over a Pelosi (net worth: $252M) and a half of wealth.
Trump Media stock, $DJT, has risen 29% in that time.
Track politicians' portfolios live on Quiver: https://t.co/PZE9ovhNt1
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Hidden Value Gems
RT @HiddenValueGems: Whats is investment moat in the age of AI? A few thoughts from @AswathDamodaran
1️⃣ “In a world of specialists operating in silos and exhibiting tunnel vision, AI will empower generalists, comfortable across disciplines, who can see the big picture.”
🧵👇
1/6
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RT @HiddenValueGems: Whats is investment moat in the age of AI? A few thoughts from @AswathDamodaran
1️⃣ “In a world of specialists operating in silos and exhibiting tunnel vision, AI will empower generalists, comfortable across disciplines, who can see the big picture.”
🧵👇
1/6
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Capital Employed
Nice update by @wolfofharcourt on Auto Partner $APR
Still seems good value for it's future potential. 👇
https://t.co/EyBAAhQGRK
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Nice update by @wolfofharcourt on Auto Partner $APR
Still seems good value for it's future potential. 👇
https://t.co/EyBAAhQGRK
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