⁠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

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 - Hidden Value Gems
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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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⁠Alex Bilzerian
RT @alexbilz: 'Geometry of Quantum Theory' - V. S. Varadarajan (1968, PDF):
https://t.co/SVYekqUMk3
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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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⁠Investing visuals
Data Platform Battle: Snowflake $SNOW vs. MongoDB $MDB 🥊👇

🔹 Snowflake $SNOW: Data warehousing and analytics
🔹 MongoDB $MDB: NoSQL data platform

What are your thoughts on these businesses?
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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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⁠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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⁠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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