Offshore
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Stock Analysis Compilation
Third Avenue Small Cap Value Fund on Ambac Financial Group $AMBC US
Thesis: Ambac Financial Group is transforming its business by selling its legacy operations and focusing on building a high-margin, asset-light insurance platform, while leveraging its significant cash reserves and tax assets for future growth.
(Extract from their Q4 letter)
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Third Avenue Small Cap Value Fund on Ambac Financial Group $AMBC US
Thesis: Ambac Financial Group is transforming its business by selling its legacy operations and focusing on building a high-margin, asset-light insurance platform, while leveraging its significant cash reserves and tax assets for future growth.
(Extract from their Q4 letter)
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Offshore
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Finding Compounders
Terry Smith on The Unique Advantage of Equity Investment https://t.co/YGMnluTr5S
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Terry Smith on The Unique Advantage of Equity Investment https://t.co/YGMnluTr5S
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Offshore
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Finding Compounders
The characteristics of a value trap and how to avoid them .
Sourced from my free newsletter - link is in my bio https://t.co/WDgtwH5lK3
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The characteristics of a value trap and how to avoid them .
Sourced from my free newsletter - link is in my bio https://t.co/WDgtwH5lK3
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Offshore
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Stock Analysis Compilation
River Oaks on Citizens Bank $CZBS US
Thesis: Citizens Bank is significantly undervalued at a ~$90m market cap despite a ~70% increase in share price, boasting over $95m in cash and a ~20% return on book value.
(Extract from their Q4 letter) https://t.co/8rbkCmnUTY
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River Oaks on Citizens Bank $CZBS US
Thesis: Citizens Bank is significantly undervalued at a ~$90m market cap despite a ~70% increase in share price, boasting over $95m in cash and a ~20% return on book value.
(Extract from their Q4 letter) https://t.co/8rbkCmnUTY
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “Individuals who cannot master their emotions are ill-suited to profit from the investment process.”
— Benjamin Graham 🗣️
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RT @DimitryNakhla: “Individuals who cannot master their emotions are ill-suited to profit from the investment process.”
— Benjamin Graham 🗣️
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Offshore
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Stock Analysis Compilation
Clearbridge Growth Strategy on Robinhood Markets $HOOD US
Thesis: Robinhood Markets is an established disruptor in retail brokerage poised for growth due to reduced regulatory risks and shifting policies in the cryptocurrency space.
(Extract from their Q4 letter) https://t.co/kwUhh83d3d
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Clearbridge Growth Strategy on Robinhood Markets $HOOD US
Thesis: Robinhood Markets is an established disruptor in retail brokerage poised for growth due to reduced regulatory risks and shifting policies in the cryptocurrency space.
(Extract from their Q4 letter) https://t.co/kwUhh83d3d
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Offshore
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Quiver Quantitative
Representative Seth Magaziner just said:
"Members of Congress shouldn’t be trading stocks—period.
My Trust in Congress Act will ban it once and for all. Let’s get it passed." https://t.co/xNJQDFSLYa
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Representative Seth Magaziner just said:
"Members of Congress shouldn’t be trading stocks—period.
My Trust in Congress Act will ban it once and for all. Let’s get it passed." https://t.co/xNJQDFSLYa
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