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Dimitry Nakhla | Babylon Capital®
Dev Kantesaria (Valley Forge) is one of the best performing hedge fund managers of all time.
His view on RISK management?
This may surprise you 👇🏽
“We think the best way to mitigate risk is to…”
#stocks #investing
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Source: Value Investor Insight (10/31/2019) https://t.co/pHMmjBVe4U
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Dev Kantesaria (Valley Forge) is one of the best performing hedge fund managers of all time.
His view on RISK management?
This may surprise you 👇🏽
“We think the best way to mitigate risk is to…”
#stocks #investing
___
Source: Value Investor Insight (10/31/2019) https://t.co/pHMmjBVe4U
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Stock Analysis Compilation
Diamond Hill on International Paper $IP US
Thesis: International Paper’s improving demand and valuation make it a strong play on profitability recovery in the packaging industry.
(Extract from their Q2 letter) https://t.co/haqeQD6D5i
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Diamond Hill on International Paper $IP US
Thesis: International Paper’s improving demand and valuation make it a strong play on profitability recovery in the packaging industry.
(Extract from their Q2 letter) https://t.co/haqeQD6D5i
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Investing visuals
Question for Tesla $TSLA shareholders: did the We-Robot event change your investment thesis? 🤔 https://t.co/j7k7BPrrel
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Question for Tesla $TSLA shareholders: did the We-Robot event change your investment thesis? 🤔 https://t.co/j7k7BPrrel
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App Economy Insights
📊 This Week in Visuals:
🏦 JPMorgan $JPM
📉 Wells Fargo $WFC
🥤 PepsiCo $PEP
📈 Blackrock $BLK
🛩️ Delta $DAL
🍕 Domino’s Pizza $DPZ
🌿 Tilray $TLRY
https://t.co/Z68LKX02eP
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📊 This Week in Visuals:
🏦 JPMorgan $JPM
📉 Wells Fargo $WFC
🥤 PepsiCo $PEP
📈 Blackrock $BLK
🛩️ Delta $DAL
🍕 Domino’s Pizza $DPZ
🌿 Tilray $TLRY
https://t.co/Z68LKX02eP
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Capital Employed
Nice write-up by @ValuePraya on https://t.co/uPGYHPiC1F SF Real Estate Investment Trust.
10% yield Logistics REIT, 0.5x P/B
Unreplaceable assets at a bargain bin price. 👇
https://t.co/vycbGOAgFr
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Nice write-up by @ValuePraya on https://t.co/uPGYHPiC1F SF Real Estate Investment Trust.
10% yield Logistics REIT, 0.5x P/B
Unreplaceable assets at a bargain bin price. 👇
https://t.co/vycbGOAgFr
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App Economy Insights
What are you watching this week?
• Tuesday: $BAC, $C, $GS, $JNJ, $SCHW, $UAL, $UNH.
• Wednesday: $ASML, $MS.
• Thursday: $NFLX, $ISRG, $TSM.
• Friday: $AXP.
All visualized in our PRO coverage next Saturday. https://t.co/D4zxS69OrR
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What are you watching this week?
• Tuesday: $BAC, $C, $GS, $JNJ, $SCHW, $UAL, $UNH.
• Wednesday: $ASML, $MS.
• Thursday: $NFLX, $ISRG, $TSM.
• Friday: $AXP.
All visualized in our PRO coverage next Saturday. https://t.co/D4zxS69OrR
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Stock Analysis Compilation
Diamond Hill on Thermon Group Holdings $THR US
Thesis: Thermon’s leadership in mission-critical heat solutions and its strong customer base make it a reliable player in complex industrial markets
(Extract from their Q2 letter) https://t.co/YwPl0PMS18
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Diamond Hill on Thermon Group Holdings $THR US
Thesis: Thermon’s leadership in mission-critical heat solutions and its strong customer base make it a reliable player in complex industrial markets
(Extract from their Q2 letter) https://t.co/YwPl0PMS18
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Offshore
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Value Spotlight (Andrew Sather)
Animated Guide: How to Calculate Free Cash Flow https://t.co/vcNpAzp83u
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Animated Guide: How to Calculate Free Cash Flow https://t.co/vcNpAzp83u
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Stock Analysis Compilation
Clearbridge on ATS $ATS CN
Thesis: ATS’s leadership in automation technology, especially in high-growth sectors like life sciences and EVs, positions it for significant organic growth.
(Extract from their Q2 letter) https://t.co/FLSAWxACpD
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Clearbridge on ATS $ATS CN
Thesis: ATS’s leadership in automation technology, especially in high-growth sectors like life sciences and EVs, positions it for significant organic growth.
(Extract from their Q2 letter) https://t.co/FLSAWxACpD
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Stock Analysis Compilation
Clearbridge on Blueprint Medicines $BPMC US
Thesis: Blueprint Medicines' promising product pipeline and blockbuster potential in rare disease markets position it well for future profitability.
(Extract from their Q2 letter) https://t.co/xoIKwGQz1F
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Clearbridge on Blueprint Medicines $BPMC US
Thesis: Blueprint Medicines' promising product pipeline and blockbuster potential in rare disease markets position it well for future profitability.
(Extract from their Q2 letter) https://t.co/xoIKwGQz1F
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