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Investing visuals
Tesla $TSLA deliveries soared from 500,000 to 1.78M in just 5 years— A massive achievement!👌⚡️
Where do you see Tesla $TSLA in 10 years? https://t.co/hiPunxFVaZ
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Tesla $TSLA deliveries soared from 500,000 to 1.78M in just 5 years— A massive achievement!👌⚡️
Where do you see Tesla $TSLA in 10 years? https://t.co/hiPunxFVaZ
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Quiver Quantitative
"Nancy Pelosi is the only member of Congress who has made suspicious stock trades"
Here are some of the trades we've seen, IN THE LAST MONTH: https://t.co/GSAVtAzHni
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"Nancy Pelosi is the only member of Congress who has made suspicious stock trades"
Here are some of the trades we've seen, IN THE LAST MONTH: https://t.co/GSAVtAzHni
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Quiver Quantitative
JUST IN: Mark Zuckerberg has reportedly been spotted at Mar-a-Lago.
We saw Marjorie Taylor Greene buy $META earlier this month. https://t.co/OArAKQK7fx
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JUST IN: Mark Zuckerberg has reportedly been spotted at Mar-a-Lago.
We saw Marjorie Taylor Greene buy $META earlier this month. https://t.co/OArAKQK7fx
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Capital Employed
RT @equitybaron: With an investment of around $4k per year you can get lots of compelling small/microcap/niche investment ideas direct to your inbox...
(Extremely good value compared to hiring a full-time analyst) 👇
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RT @equitybaron: With an investment of around $4k per year you can get lots of compelling small/microcap/niche investment ideas direct to your inbox...
(Extremely good value compared to hiring a full-time analyst) 👇
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Offshore
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Stock Analysis Compilation
Desert Lion on Calgro $CGR SJ
Thesis: Calgro's deep discount valuation, efficient capital management, and strong housing demand position it for multi-year growth
(Extract from their Q3 letter) https://t.co/OjA0F9ZbOY
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Desert Lion on Calgro $CGR SJ
Thesis: Calgro's deep discount valuation, efficient capital management, and strong housing demand position it for multi-year growth
(Extract from their Q3 letter) https://t.co/OjA0F9ZbOY
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Hidden Value Gems
And another bid, although this time 'opportunistic' and 'rejected'
$DLG.L
👇 https://t.co/vQj6MgMugd
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And another bid, although this time 'opportunistic' and 'rejected'
$DLG.L
👇 https://t.co/vQj6MgMugd
Another good 🇬🇧 business is taken private 👇
$LGRS.L https://t.co/TLBYQ7saKG tweet
Offshore
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Stock Analysis Compilation
Artemis on Beazley $BEZ LN
Thesis: Beazley offers a rare opportunity at a multi-year low valuation, backed by strong solvency and expertise in high-growth specialist insurance markets
(Extract from their Q3 letter) https://t.co/UuiMhjr0bh
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Artemis on Beazley $BEZ LN
Thesis: Beazley offers a rare opportunity at a multi-year low valuation, backed by strong solvency and expertise in high-growth specialist insurance markets
(Extract from their Q3 letter) https://t.co/UuiMhjr0bh
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Hidden Value Gems
Surprised so many #LVMH bears on X.
Used to be quite a popular quality compounder.
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Surprised so many #LVMH bears on X.
Used to be quite a popular quality compounder.
LVMH is down 19% YTD, still not too cheap, close to 20x fwd PE, but reasonable assuming luxury recovery, high ROIC/margins and its moat.
At what level would you buy it without any further thinking?
$MC.PA #LVMH
- I already own it
- Buying it now
- Not my type of business
- Under €500 tweet
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