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Stock Analysis Compilation
Third Avenue on SandRidge $SD US
Thesis: SandRidge’s solid cash position, tax advantages, and discounted valuation create a compelling investment in the energy sector
(Extract from their Q3 letter) https://t.co/LGlYkQXONZ
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Third Avenue on SandRidge $SD US
Thesis: SandRidge’s solid cash position, tax advantages, and discounted valuation create a compelling investment in the energy sector
(Extract from their Q3 letter) https://t.co/LGlYkQXONZ
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Stock Analysis Compilation
RS Investments on PVH Corp $PVH US
Thesis: PVH is unlocking margin expansion and growth opportunities through strategic brand management and operational improvements
(Extract from their Q3 letter) https://t.co/tpfT1YXT7s
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RS Investments on PVH Corp $PVH US
Thesis: PVH is unlocking margin expansion and growth opportunities through strategic brand management and operational improvements
(Extract from their Q3 letter) https://t.co/tpfT1YXT7s
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Capital Employed
RT @kingdomcapadv: Enjoyed the updates in here on $SUP, $MAGN, and $GLXZ
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RT @kingdomcapadv: Enjoyed the updates in here on $SUP, $MAGN, and $GLXZ
40 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks…👇
https://t.co/RxS6KcsSGL https://t.co/qajCPC7Ckl tweet
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Dimitry Nakhla | Babylon Capital®
$INTU is proof that ‘expensive stocks’ can be a bargain in disguise 👀
10-Years ago $INTU traded for 35.72x & today it trades for 31.86x NTM EPS 💵
Meanwhile, the company delivered a 22.3% 10-year CAGR, translating to a remarkable 637% total return 📈
This is why the price you pay (valuation) for a company isn’t necessarily everything 💭
What primarily matters is choosing the right companies to invest in because even if you pay a premium for a company with strong growth potential, it can end up looking like a bargain years later if the company delivers strong & consistent earnings growth 💸
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$INTU is proof that ‘expensive stocks’ can be a bargain in disguise 👀
10-Years ago $INTU traded for 35.72x & today it trades for 31.86x NTM EPS 💵
Meanwhile, the company delivered a 22.3% 10-year CAGR, translating to a remarkable 637% total return 📈
This is why the price you pay (valuation) for a company isn’t necessarily everything 💭
What primarily matters is choosing the right companies to invest in because even if you pay a premium for a company with strong growth potential, it can end up looking like a bargain years later if the company delivers strong & consistent earnings growth 💸
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Hidden Value Gems
Thank you to all who have voted!
Surprised so few people actually make new resolutions.
Wishing all a Happy New Year ! 🎄🎁🎉
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Thank you to all who have voted!
Surprised so few people actually make new resolutions.
Wishing all a Happy New Year ! 🎄🎁🎉
Do you make New Year resolutions? 🎅🎄
- Yes, and it works
- Yes, but it doesn’t work
- No
- No, but I will try it tweet
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Stock Analysis Compilation
Royal London AM on Urban Logistics $SHED LN
Thesis: Urban Logistics delivers steady rental growth and value creation in last-mile assets—see why this REIT trades at a 30% discount to NAV
(Extract from their Q3 letter) https://t.co/pb1kWM7JIr
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Royal London AM on Urban Logistics $SHED LN
Thesis: Urban Logistics delivers steady rental growth and value creation in last-mile assets—see why this REIT trades at a 30% discount to NAV
(Extract from their Q3 letter) https://t.co/pb1kWM7JIr
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Startup Archive
Peter Thiel on how to think about the future
“What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.”
Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. And he defines them as follows:
1. Short term = Are you going to be happy and will you be learning a lot?
2. Medium term = How good is it on your resume?
3. Long term = Are you working on something important or meaningful?
“I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.”
Thiel recommends recalibrating it to:
“Focus on some combination of short term and long term. And forget about the medium term.”
Video source: @radicaldiscours (2014)
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Peter Thiel on how to think about the future
“What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.”
Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. And he defines them as follows:
1. Short term = Are you going to be happy and will you be learning a lot?
2. Medium term = How good is it on your resume?
3. Long term = Are you working on something important or meaningful?
“I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.”
Thiel recommends recalibrating it to:
“Focus on some combination of short term and long term. And forget about the medium term.”
Video source: @radicaldiscours (2014)
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