Offshore
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Hidden Value Gems
Found this 632-page “Bible” - a collection of 20 most important papers by AQR over the past 20 years, with a a foreword by the legendary John Bogle.
Thank you for putting this together 🙏
@CliffordAsness
Unfortunately it was published in 2018. Is there a chance we could get an updated version perhaps? Any particular paper worth reading after 2018?
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Found this 632-page “Bible” - a collection of 20 most important papers by AQR over the past 20 years, with a a foreword by the legendary John Bogle.
Thank you for putting this together 🙏
@CliffordAsness
Unfortunately it was published in 2018. Is there a chance we could get an updated version perhaps? Any particular paper worth reading after 2018?
tweet
Offshore
Video
Quiver Quantitative
Ukraine has reportedly agreed to a mineral deal with the United States.
We're keeping an eye on politicians' portfolios.
Here are some stocks which could stand to benefit: https://t.co/CJvXRUHhiP
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Ukraine has reportedly agreed to a mineral deal with the United States.
We're keeping an eye on politicians' portfolios.
Here are some stocks which could stand to benefit: https://t.co/CJvXRUHhiP
tweet
Offshore
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The Investing for Beginners Podcast
How freaking cool is this? Thanks guys, more toys to play with and endless hours of fun. https://t.co/IX3ffYKjXk
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How freaking cool is this? Thanks guys, more toys to play with and endless hours of fun. https://t.co/IX3ffYKjXk
LIVE NOW 🎉. Custom metrics.
This is huge and highly requested.
You can now create your own custom metrics to save you a ton of time building your own custom KPIs.
Here is how 🧵 https://t.co/YsjT1KdKMW tweet
Offshore
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The Investing for Beginners Podcast
To value companies you must understand the difference between free cash flow and net income.
One reflects the actual cash generation of the biz, and the other is an accounting profitability indicator.
Simple graphic below helps you understand the differences. ⬇️⬇️ https://t.co/TWCQWvOHfR
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To value companies you must understand the difference between free cash flow and net income.
One reflects the actual cash generation of the biz, and the other is an accounting profitability indicator.
Simple graphic below helps you understand the differences. ⬇️⬇️ https://t.co/TWCQWvOHfR
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Offshore
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The Investing for Beginners Podcast
Buffett filters, per Todd Combs convo with Michael Mauboussin:
- NTM PE < 15
- 90% confidence the biz will higher earnings in 5 years
- 50% confidence the biz will CAGR earnings 7% over next 5 years
Simple, but not easy filters to find potential investments. https://t.co/IqVS6BnboU
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Buffett filters, per Todd Combs convo with Michael Mauboussin:
- NTM PE < 15
- 90% confidence the biz will higher earnings in 5 years
- 50% confidence the biz will CAGR earnings 7% over next 5 years
Simple, but not easy filters to find potential investments. https://t.co/IqVS6BnboU
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Offshore
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Alvin
Another day, another set of Samsung CAD renders.
This time, it is the Galaxy Z Flip7.
This phone has larger displays, with a 3.6" cover screen and a 6.8" main (inner) screen. It looks like the design gets boxier too.
(From OnLeaks & AndroidHeadlines) https://t.co/lZXHLIid0I
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Another day, another set of Samsung CAD renders.
This time, it is the Galaxy Z Flip7.
This phone has larger displays, with a 3.6" cover screen and a 6.8" main (inner) screen. It looks like the design gets boxier too.
(From OnLeaks & AndroidHeadlines) https://t.co/lZXHLIid0I
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Offshore
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Stock Analysis Compilation
Artisan US Small-Cap Growth Strategy on VSE Corporation $VSEC US
Thesis: VSE Corporation is transforming into a pure-play aviation aftermarket company, capitalizing on growing demand for maintenance and repair services due to increasing airline passenger traffic and an aging fleet.
(Extract from their Q4 letter)
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Artisan US Small-Cap Growth Strategy on VSE Corporation $VSEC US
Thesis: VSE Corporation is transforming into a pure-play aviation aftermarket company, capitalizing on growing demand for maintenance and repair services due to increasing airline passenger traffic and an aging fleet.
(Extract from their Q4 letter)
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Offshore
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Alvin
Phone cameras can't & won't replace real cameras.
Real cameras can't & won't replace phone cameras.
But, recent developments in smartphone imaging technology and processing algorithms are making it easier for people to fully use a smartphone to capture what they want. https://t.co/npRrVHMA3E
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Phone cameras can't & won't replace real cameras.
Real cameras can't & won't replace phone cameras.
But, recent developments in smartphone imaging technology and processing algorithms are making it easier for people to fully use a smartphone to capture what they want. https://t.co/npRrVHMA3E
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