Offshore
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Meb Faber
Podcasts of the Week!
📉 @tracyalloway & @TheStalwart w/ @Jason on private markets https://t.co/5TkgZKOlKI
🏡 @Macro_Hive & @bilalhafeez123 w/ @Ivy_Zelman on the housing markets https://t.co/fbQDnNJRBZ
🛢️ @ErikSTownsend w/ @Go_Rozen on energy markets https://t.co/penevIkJI7
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Podcasts of the Week!
📉 @tracyalloway & @TheStalwart w/ @Jason on private markets https://t.co/5TkgZKOlKI
🏡 @Macro_Hive & @bilalhafeez123 w/ @Ivy_Zelman on the housing markets https://t.co/fbQDnNJRBZ
🛢️ @ErikSTownsend w/ @Go_Rozen on energy markets https://t.co/penevIkJI7
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Frank Taber
$VCP.L shares are down -70% YTD. However, their LTM adjusted EPS has grown +40%.
Being a flooring company, they have the obvious headwinds; supply & demand, inflations, cost of capital, material costs etc.
Can anyone explain anything simple I’m missing to justify share price?
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$VCP.L shares are down -70% YTD. However, their LTM adjusted EPS has grown +40%.
Being a flooring company, they have the obvious headwinds; supply & demand, inflations, cost of capital, material costs etc.
Can anyone explain anything simple I’m missing to justify share price?
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Offshore
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Meb Faber
Look at @barronsonline giving farmland investing some love!
I spy at least 4 podcast alums in there! @bpsandpieces, @acretraderinc, Shonda Warner, and Gladstone...
https://t.co/VppB6Iwhq6
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Look at @barronsonline giving farmland investing some love!
I spy at least 4 podcast alums in there! @bpsandpieces, @acretraderinc, Shonda Warner, and Gladstone...
https://t.co/VppB6Iwhq6
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Special Situations 🌐 Research Newsletter (Jay)
Latest SSR SPAC Database shared w/ subs: 2 new long opportunities w/ only 1-2% downside, 1 cash park opp, and 7 new short opportunities, with PIPE-to-Float ratios as high as 3,500%. This implies 35 shares unlocking for every 1 share in current float!
https://t.co/r7f3PlxC5V
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Latest SSR SPAC Database shared w/ subs: 2 new long opportunities w/ only 1-2% downside, 1 cash park opp, and 7 new short opportunities, with PIPE-to-Float ratios as high as 3,500%. This implies 35 shares unlocking for every 1 share in current float!
https://t.co/r7f3PlxC5V
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Special Situations
Plans & Pricing | Special Situations Research Newsletter
Book a 1x1 with an analyst on our team! Get access to weekly ideas / investment memos and financial models on the companies in our database, along with databases of preferred stocks, merger arb candidates, spin candidates and discounted closed end funds!…
Offshore
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Shai Dardashti
RT @72types: How did Buffett compound at 50% in the 1950s?
Take a look at his largest investment in 1955: Philadelphia & Reading.
Buffett’s P&R Investment:
- Bought at 0.5x book value in early 1955.
- Book value doubles over 5 years.
- Sold at 2x book value in late 1959.
CAGR = ~50% https://t.co/9nXkObnsOj
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RT @72types: How did Buffett compound at 50% in the 1950s?
Take a look at his largest investment in 1955: Philadelphia & Reading.
Buffett’s P&R Investment:
- Bought at 0.5x book value in early 1955.
- Book value doubles over 5 years.
- Sold at 2x book value in late 1959.
CAGR = ~50% https://t.co/9nXkObnsOj
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Offshore
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Sidecar Partners
1/ Recent post led to DMs about how a stint as a gatekeeper influenced my investment approach.
Having some of the greatest investors of a generation open their playbooks was an education money can’t buy.
A few observations… ✌️ https://t.co/YbUHuQO9Xh
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1/ Recent post led to DMs about how a stint as a gatekeeper influenced my investment approach.
Having some of the greatest investors of a generation open their playbooks was an education money can’t buy.
A few observations… ✌️ https://t.co/YbUHuQO9Xh
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Offshore
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Ethan Mollick
Can anyone predict the market? This paper shows that some people are indeed better than others. But what type of people are the best at it?
🧠Smart people do best the market is properly priced
👿Manipulative people when the market has lots of mispricing https://t.co/RmuXpKPBJB https://t.co/Y2kZmuRVGu
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Can anyone predict the market? This paper shows that some people are indeed better than others. But what type of people are the best at it?
🧠Smart people do best the market is properly priced
👿Manipulative people when the market has lots of mispricing https://t.co/RmuXpKPBJB https://t.co/Y2kZmuRVGu
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Offshore
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Aswath Damodaran
US stocks showed strength in July, with the S&P 500 rising 9.1% and the https://t.co/jhPnIWvzPT rate dropping to 2.65%. With the ERP dropping from 6.01% to 5.42%, the expected return on stocks is 8.07%. Is the market finding its feet? August will tell us. https://t.co/IfY5XbiNdu https://t.co/okKJOTOkhM
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US stocks showed strength in July, with the S&P 500 rising 9.1% and the https://t.co/jhPnIWvzPT rate dropping to 2.65%. With the ERP dropping from 6.01% to 5.42%, the expected return on stocks is 8.07%. Is the market finding its feet? August will tell us. https://t.co/IfY5XbiNdu https://t.co/okKJOTOkhM
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Manufacturing PMI next week, reporting Monday https://t.co/BgGVC75iwL
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Manufacturing PMI next week, reporting Monday https://t.co/BgGVC75iwL
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