⁠Stock Analysis Compilation
Baron Emerging Markets Fund on Hanwha Systems Co., Ltd. $003680 KS

Thesis: Hanwha Systems Co., Ltd. is a leading South Korean defense enterprise poised to benefit from rising international defense budgets and increased demand for advanced military systems.

(Extract from their Q4 letter)
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⁠Finding Compounders
Count on the Margin of Safety https://t.co/FcmMVGnTL9
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⁠Investing visuals
An important question for investors to consider: Can $NVDA sustain its stellar margins in the years ahead?🤔 https://t.co/GlLzqtt7aO
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⁠Dimitry Nakhla | Babylon Capital®
Amazon $AMZN CAGR Estimates, Assuming 2027 EPS Target of $9.49 Is Achieved📦

33x (+17.4%)
32x (+16.1%)
31x (+14.8%)
30x (+13.5%)
29x (+12.2%)
28x (+10.8%)
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Historically, $AMZN’s constant reinvestment made P/E a misleading valuation tool (stronger correlation using OCF) https://t.co/XKZNM5NJyb
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⁠The Investing for Beginners Podcast
Cash Flow Cheat Sheet: https://t.co/v2QUTc86uC
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⁠Investing visuals
$AMZN vs. $MELI: a side-by-side of two very high quality businesses 💎👌 https://t.co/8jUCjaxWZ8
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⁠The Kobeissi Letter
This is absolutely insane:

On February 20th, JP Morgan CEO Jamie Dimon sold $234 million worth of $JPM stock.

On February 22nd, Warren Buffett announced a record $334 BILLION cash balance.

12 days later, the Nasdaq 100 crashed -11%.

How did they know?

(a thread) https://t.co/xbzHVWkAlI
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