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Stock Analysis Compilation
Hayden Capital on Sea $SE US
Thesis: Shopee is transforming into a logistics powerhouse with a ~$1.6BN investment in Shopee Express, achieving a ~14% ROI that could rise to ~24% as order volume increases, establishing a strong competitive advantage over rivals.
(Extract from their Q4 letter)
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Hayden Capital on Sea $SE US
Thesis: Shopee is transforming into a logistics powerhouse with a ~$1.6BN investment in Shopee Express, achieving a ~14% ROI that could rise to ~24% as order volume increases, establishing a strong competitive advantage over rivals.
(Extract from their Q4 letter)
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
The President of $CWH has just reported purchasing $100k of the company's stock.
This is the first insider purchase we have seen at the company in almost 3 years.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
The President of $CWH has just reported purchasing $100k of the company's stock.
This is the first insider purchase we have seen at the company in almost 3 years.
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The Investing for Beginners Podcast
Return on Assets (ROA) often flies under the radar, but it's crucial for analyzing banks, financial institutions, and insurance companies.
Check out this simple infographic to understand and calculate ROA. https://t.co/IrYJMEcEfC
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Return on Assets (ROA) often flies under the radar, but it's crucial for analyzing banks, financial institutions, and insurance companies.
Check out this simple infographic to understand and calculate ROA. https://t.co/IrYJMEcEfC
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The Kobeissi Letter
BREAKING: Jim Cramer says he does NOT see a trade deal "on the horizon" and that "optimism might be misplaced." https://t.co/OSfgzWvney
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BREAKING: Jim Cramer says he does NOT see a trade deal "on the horizon" and that "optimism might be misplaced." https://t.co/OSfgzWvney
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Alvin
Apple introduces the M4 MacBook Air, now with a new Sky Blue colour.
✅️ M4 chip
✅️ 12 MP centre stage camera
✅️ Still comes with a 13" and 15" display size variants
Starts from $999, with 16 GB RAM + 256 GB storage configuration.
Another awesome deal for a Mac, $100 cheaper than the M3 variant launched last year.
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Apple introduces the M4 MacBook Air, now with a new Sky Blue colour.
✅️ M4 chip
✅️ 12 MP centre stage camera
✅️ Still comes with a 13" and 15" display size variants
Starts from $999, with 16 GB RAM + 256 GB storage configuration.
Another awesome deal for a Mac, $100 cheaper than the M3 variant launched last year.
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Offshore
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Alvin
OnLeaks & Android Headlines just shared the updated CAD renders of Samsung Galaxy Z Flip7!
It looks like aside from having larger displays and flatter edges, the Flip7 also has a cover screen that surrounds the dual camera system, just like those Motorola razr flip phones.
I absolutely love this path that Samsung is taking.
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OnLeaks & Android Headlines just shared the updated CAD renders of Samsung Galaxy Z Flip7!
It looks like aside from having larger displays and flatter edges, the Flip7 also has a cover screen that surrounds the dual camera system, just like those Motorola razr flip phones.
I absolutely love this path that Samsung is taking.
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Investing visuals
How $ASML - the backbone of modern tech - makes money🫰 https://t.co/dBvKPUvhVp
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How $ASML - the backbone of modern tech - makes money🫰 https://t.co/dBvKPUvhVp
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The Investing for Beginners Podcast
How to measure moats?
Use Michael Mauboussin's checklist: https://t.co/m9zQE0fGoO
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How to measure moats?
Use Michael Mauboussin's checklist: https://t.co/m9zQE0fGoO
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