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Hidden Value Gems
There is a risk that everyone is extrapolating the most recent trends, but still worth highlighting:
✅ Serving surging data center power consumption could require more than $2 trillion in new energy generation resources worldwide
✅ US energy demand could outstrip supply within the next few years; meeting demand would require utilities to boost annual generation by up to 26% by 2028.
✅ That’s far beyond the largest five-year generation boost of about 5% that US utilities achieved from 2005 through 2023.
via @BainandCompany
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There is a risk that everyone is extrapolating the most recent trends, but still worth highlighting:
✅ Serving surging data center power consumption could require more than $2 trillion in new energy generation resources worldwide
✅ US energy demand could outstrip supply within the next few years; meeting demand would require utilities to boost annual generation by up to 26% by 2028.
✅ That’s far beyond the largest five-year generation boost of about 5% that US utilities achieved from 2005 through 2023.
via @BainandCompany
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Hidden Value Gems
An interesting stock idea by Tim McElvaine (former colleague of Peter Cundill)
Seaport Entertainment $SEG - a recent spinoff from Howard Hughes
✅ Seaport owns valuable assets, including hospitality properties in Manhattan, a Triple-A baseball team, and Las Vegas air rights, which alone match its current market value.
✅ The additional upside comes from the turnaround of the restaurant business under new management.
✅ Bill Ackman’s Pershing Square owns 38% of the company.
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An interesting stock idea by Tim McElvaine (former colleague of Peter Cundill)
Seaport Entertainment $SEG - a recent spinoff from Howard Hughes
✅ Seaport owns valuable assets, including hospitality properties in Manhattan, a Triple-A baseball team, and Las Vegas air rights, which alone match its current market value.
✅ The additional upside comes from the turnaround of the restaurant business under new management.
✅ Bill Ackman’s Pershing Square owns 38% of the company.
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Stock Analysis Compilation
Diamond Hill on Arvind $ARVIND IN
Thesis: Arvind's shift towards high-margin, less capital-intensive businesses like finished garments and advanced materials makes it a compelling investment at its current undervaluation.
(Extract from their Q2 letter) https://t.co/ioe6vMablY
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Diamond Hill on Arvind $ARVIND IN
Thesis: Arvind's shift towards high-margin, less capital-intensive businesses like finished garments and advanced materials makes it a compelling investment at its current undervaluation.
(Extract from their Q2 letter) https://t.co/ioe6vMablY
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Librarian Capital
"CPPIB managing director awarded damages" (FT)
An example of HR behaving badly
HR people don't understand the business and are often jealous producers make more than they
Judge: "The respondent appears to take issue with, and disapprove of, the claimant’s lifestyle choices"
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"CPPIB managing director awarded damages" (FT)
An example of HR behaving badly
HR people don't understand the business and are often jealous producers make more than they
Judge: "The respondent appears to take issue with, and disapprove of, the claimant’s lifestyle choices"
CPPIB managing director who charged £11,700 to corporate card awarded damages https://t.co/HBwGiCu2KO tweet
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Librarian Capital
There are differences between "The Snowball" editions
In recent weeks I have searched multiple times in vain for a passage* I thought I read
It turns out that 2 paragraphs have been edited out between the 2008 hardback I read and the 2018 kindle edition I bought for reference https://t.co/jyYfmjfsWf
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There are differences between "The Snowball" editions
In recent weeks I have searched multiple times in vain for a passage* I thought I read
It turns out that 2 paragraphs have been edited out between the 2008 hardback I read and the 2018 kindle edition I bought for reference https://t.co/jyYfmjfsWf
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Stock Analysis Compilation
Clearbridge on Siemens Energy $ENR GY
Thesis: Siemens Energy’s crucial role in global energy grid upgrades positions it for sustained growth in the green energy transition
(Extract from their Q2 letter) https://t.co/ucSmXs9Cdv
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Clearbridge on Siemens Energy $ENR GY
Thesis: Siemens Energy’s crucial role in global energy grid upgrades positions it for sustained growth in the green energy transition
(Extract from their Q2 letter) https://t.co/ucSmXs9Cdv
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Hidden Value Gems
RT @HiddenValueGems: I am excited to announce the launch of the third Investment Masterclass. I will share:
➡️How you can apply my investment method in practice to generate solid returns
➡️Where to find new investment ideas
➡️Practical application of critical valuation tools and methods
➡️Portfolio management (position weights, taking profits and dealing with losers)
➡️How to avoid typical investment mistakes
Participants will receive a complimentary Investment Analysis package (proprietary Excel templates for valuation and financial analysis and an Investment Checklist).
Register today to secure your place and receive an early-bird discount 👇🏽
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RT @HiddenValueGems: I am excited to announce the launch of the third Investment Masterclass. I will share:
➡️How you can apply my investment method in practice to generate solid returns
➡️Where to find new investment ideas
➡️Practical application of critical valuation tools and methods
➡️Portfolio management (position weights, taking profits and dealing with losers)
➡️How to avoid typical investment mistakes
Participants will receive a complimentary Investment Analysis package (proprietary Excel templates for valuation and financial analysis and an Investment Checklist).
Register today to secure your place and receive an early-bird discount 👇🏽
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Librarian Capital
~6 years ago: "Johnnie Walker unveils White Walker Scotch whisky"
"Bottled at 41.7% abv, the expression contains liquid from single malt distilleries Cardhu and Clynelish ... (and has) notes of caramelised sugar and vanilla, and fresh red berries with a touch of orchard fruit" https://t.co/TmFlYH2qmb
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~6 years ago: "Johnnie Walker unveils White Walker Scotch whisky"
"Bottled at 41.7% abv, the expression contains liquid from single malt distilleries Cardhu and Clynelish ... (and has) notes of caramelised sugar and vanilla, and fresh red berries with a touch of orchard fruit" https://t.co/TmFlYH2qmb
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Librarian Capital
Bill Ackman calls for US/Israeli strike on Iran
"Now is the time for the US to partner with Israel and eliminate Iran’s nuclear threat before it is too late"
Is $PSH short the market? https://t.co/TljxTBW1fy
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Bill Ackman calls for US/Israeli strike on Iran
"Now is the time for the US to partner with Israel and eliminate Iran’s nuclear threat before it is too late"
Is $PSH short the market? https://t.co/TljxTBW1fy
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