⁠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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⁠Stock Analysis Compilation
The London Company on DoubleVerify $DV US

Thesis: DoubleVerify, a leader in digital ad verification with high margins and minimal capital needs, is set to capitalize on growing demand for ad transparency in the digital space

(Extract from their Q2 letter) https://t.co/RNn1vtF8QJ
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⁠Investing visuals
China stocks have been rallying recently, with the China Internet ETF $KWEB up +34% in the last month.

Here’s a breakdown of the $KWEB ETF👇🔍 https://t.co/71gjChWbuS
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