⁠Finding Compounders
Aswath Damodaran on the shortfalls of ROIC

Source: @MT_Capital1 https://t.co/NP89FBziug
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⁠Finding Compounders
Seeking value in small caps https://t.co/03xf92UEPe
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⁠Hidden Value Gems
What do you think of the European market rally? 📈

1️⃣ A short-term trade as markets reposition from being overweight US

2️⃣ A long overdue discovery of value and quality offered by European companies
- Option 1
- Option 2
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⁠Alvin
Got an EDGE signal...
IN 2025

Average third-world country right there. https://t.co/pEA84wTcFN
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⁠Alvin
OriginOS is beautiful.
vivo should bring this worldwide. https://t.co/mIVOGz69BS
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⁠Quiver Quantitative
The U.S. built 2,710 ships in 1943. Last year? Just 21.

Here’s how Trump might change that: https://t.co/ou2791vsnh
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Peter Lynch said in a 1990 Barron’s interview:

“A company growing at 20% with a P/E of 40x isn’t cheap, but it’s not crazy if it can keep up.”

Here are 10 exceptional stocks currently trading with a PEG below 2.00 🧵 https://t.co/OXn0Wtm68Q
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⁠Finding Compounders
Came across this Goldman Sachs Recommended reading list

I’ve seen some great books in this list https://t.co/8VuxQOXsFF
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⁠The Kobeissi Letter
BREAKING: The Nasdaq will soon offer 24-hour trading on its equities exchange, per Bloomberg. https://t.co/AELHcHwWNP
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