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Hidden Value Gems
$JDW.L has finally resumed dividend payments on the back of strong FY results:
✅LfL sales +7.6%
✅Operating profit +30%.2%
✅FCF down -87.5% mostly due to Wrk Cap and one-offs https://t.co/xGeF4qokic
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$JDW.L has finally resumed dividend payments on the back of strong FY results:
✅LfL sales +7.6%
✅Operating profit +30%.2%
✅FCF down -87.5% mostly due to Wrk Cap and one-offs https://t.co/xGeF4qokic
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Offshore
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Alex Bilzerian
RT @MichaelAArouet: France may be heading into a debt crisis, but life is still good here https://t.co/vf1MTSgn16
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RT @MichaelAArouet: France may be heading into a debt crisis, but life is still good here https://t.co/vf1MTSgn16
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Offshore
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Hidden Value Gems
$WOSG.L acquires @Hodinkee - online watch reviews and a digital retailer of luxury watches.
Congrats to Ben Clymer, the founder of Hodinkee.
The price is not disclosed but according to WOSG, the deal “ will not materially impact [its] leverage position.”
Looks like a good move for WOSG.
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$WOSG.L acquires @Hodinkee - online watch reviews and a digital retailer of luxury watches.
Congrats to Ben Clymer, the founder of Hodinkee.
The price is not disclosed but according to WOSG, the deal “ will not materially impact [its] leverage position.”
Looks like a good move for WOSG.
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Offshore
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Alex Bilzerian
RT @ATLNewsFirst: A 27-year-old mother and her newborn twin boys died as Helene tore through Thomson, Georgia. The twins are the youngest known victims of the storm. >> https://t.co/2ms9piG8yz https://t.co/KVuUQYz7T0
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RT @ATLNewsFirst: A 27-year-old mother and her newborn twin boys died as Helene tore through Thomson, Georgia. The twins are the youngest known victims of the storm. >> https://t.co/2ms9piG8yz https://t.co/KVuUQYz7T0
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Offshore
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Stock Analysis Compilation
McElvaine Value Fund on Mandarin Oriental $MAND SP
Thesis: With zero net debt and potential asset sales, Mandarin Oriental offers a low-cost entry into a high-end hotel brand with strong development potential.
(Extract from their Q2 letter) https://t.co/SmvPPPAYUp
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McElvaine Value Fund on Mandarin Oriental $MAND SP
Thesis: With zero net debt and potential asset sales, Mandarin Oriental offers a low-cost entry into a high-end hotel brand with strong development potential.
(Extract from their Q2 letter) https://t.co/SmvPPPAYUp
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Alex Bilzerian
RT @JavierBlas: Good news for olive oil enthusiast:
The Andalusia region of Spain (~1/3 of global output) has released its first official forecast for the upcoming 2024-25 harvest. It estimates output of 1.02 million metric tons, up ~77% y-on-y, thanks to good weather.
https://t.co/SnJdpOE3k8
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RT @JavierBlas: Good news for olive oil enthusiast:
The Andalusia region of Spain (~1/3 of global output) has released its first official forecast for the upcoming 2024-25 harvest. It estimates output of 1.02 million metric tons, up ~77% y-on-y, thanks to good weather.
https://t.co/SnJdpOE3k8
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Alex Bilzerian
RT @TheGravyMachine: @JavierBlas We had a several days of rain on and off in Malaga early/mid september, don't recall having that amount of rain in September for years. Was hoping to hear that was going to help the harvest
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RT @TheGravyMachine: @JavierBlas We had a several days of rain on and off in Malaga early/mid september, don't recall having that amount of rain in September for years. Was hoping to hear that was going to help the harvest
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Offshore
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Alex Bilzerian
Coriolis Effect:
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Coriolis Effect:
No hurricane ever crossed the equator https://t.co/uhu1UdZ9GA tweet
Alex Bilzerian
RT @stephensenn: @alexbilz I have long suspected that the usual interpretation of the NP lemma is back to front. Likelihood is fundamental. Power is an incidental bonus.
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RT @stephensenn: @alexbilz I have long suspected that the usual interpretation of the NP lemma is back to front. Likelihood is fundamental. Power is an incidental bonus.
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