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Hidden Value Gems
Just an observation: US Steel $X is up 24% YTD while Warrior Met $HCC is down 14%. I understand US Steel benefits from tariffs, at least in the short term, but I would have thought that HCC would benefit indirectly as well. Unless they have a lot of exports?
As much as I don't like coal, its buyback, dividends and valuation make it more appealing, especially as the share price continues to decline.
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Just an observation: US Steel $X is up 24% YTD while Warrior Met $HCC is down 14%. I understand US Steel benefits from tariffs, at least in the short term, but I would have thought that HCC would benefit indirectly as well. Unless they have a lot of exports?
As much as I don't like coal, its buyback, dividends and valuation make it more appealing, especially as the share price continues to decline.
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Finding Compounders
Have you ever wondered why Warren Buffett find the insurance business so attractive .
The answer lies in “insurance float”
Checkout my latest newsletter post on the insurance business and the advantages of insurance float that have result in Berkshire’s Success
Link in bio https://t.co/CkM1V44Uam
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Have you ever wondered why Warren Buffett find the insurance business so attractive .
The answer lies in “insurance float”
Checkout my latest newsletter post on the insurance business and the advantages of insurance float that have result in Berkshire’s Success
Link in bio https://t.co/CkM1V44Uam
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The Kobeissi Letter
BREAKING: The Nasdaq 100 is now down -400 points today, less than 6% away from our first bear market since 2022.
Buckle up. https://t.co/g9autBJkWA
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BREAKING: The Nasdaq 100 is now down -400 points today, less than 6% away from our first bear market since 2022.
Buckle up. https://t.co/g9autBJkWA
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The Investing for Beginners Podcast
Another great breakdown from @MnkeDaniel
One Up on Wall Street ⬇️
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Another great breakdown from @MnkeDaniel
One Up on Wall Street ⬇️
Peter Lynch is the best-performing fund manager of all time.
His book "One Up on Wall Street" is the best introduction to investing that you can get.
If you want to learn about investing, internalize these 7 lessons👇 https://t.co/BtuvNRNYax tweet
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The Kobeissi Letter
BREAKING: US stocks saw a whopping -$1.1 billion in outflows last week, according to BofA data.
By comparison, equities experienced +$2.3 billion in inflows on average over the last 12 weeks.
Individual stocks recorded $2.2 BILLION in net withdrawals last week, excluding ETFs.
The technology sector experienced the biggest outflow of -$1.4 billion, the most since October 2024.
This was followed by the financial sector's -$1.3 billion withdrawal, the highest since July 2024.
Institutional investors dumped stocks last week.
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BREAKING: US stocks saw a whopping -$1.1 billion in outflows last week, according to BofA data.
By comparison, equities experienced +$2.3 billion in inflows on average over the last 12 weeks.
Individual stocks recorded $2.2 BILLION in net withdrawals last week, excluding ETFs.
The technology sector experienced the biggest outflow of -$1.4 billion, the most since October 2024.
This was followed by the financial sector's -$1.3 billion withdrawal, the highest since July 2024.
Institutional investors dumped stocks last week.
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Stock Analysis Compilation
Clearbridge Canadian Dividend Strategy on Pembina Pipelines $PPL CN
Thesis: Pembina Pipelines is a leading Canadian midstream and pipeline company with a strong moat, well-positioned to organically grow and profitably expand its asset utilization in the Western Canada Sedimentary Basin.
(Extract from their Q4 letter)
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Clearbridge Canadian Dividend Strategy on Pembina Pipelines $PPL CN
Thesis: Pembina Pipelines is a leading Canadian midstream and pipeline company with a strong moat, well-positioned to organically grow and profitably expand its asset utilization in the Western Canada Sedimentary Basin.
(Extract from their Q4 letter)
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Finding Compounders
Terry Smith on The Unique Advantage of Equity Investment https://t.co/ubmxK6tuv2
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Terry Smith on The Unique Advantage of Equity Investment https://t.co/ubmxK6tuv2
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App Economy Insights
RT @EconomyApp: $ADBE Adobe Q1 FY25:
• RPO +12% to $19.7B ($0.1B miss).
• Digital Media ARR +13% to $17.6B.
• Revenue +10% to $5.7B ($50M beat).
• Non-GAAP EPS $5.08 ($0.11 beat).
• Q2 FY25 revenue ~$5.8B (in-line).
• FY25 revenue ~$23.4B (unchanged). https://t.co/B9hToGJejy
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RT @EconomyApp: $ADBE Adobe Q1 FY25:
• RPO +12% to $19.7B ($0.1B miss).
• Digital Media ARR +13% to $17.6B.
• Revenue +10% to $5.7B ($50M beat).
• Non-GAAP EPS $5.08 ($0.11 beat).
• Q2 FY25 revenue ~$5.8B (in-line).
• FY25 revenue ~$23.4B (unchanged). https://t.co/B9hToGJejy
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Finding Compounders
Travis Kalanick, co founder of Uber and its former CEO , on doing business in China https://t.co/4ZsB9EDnUq
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Travis Kalanick, co founder of Uber and its former CEO , on doing business in China https://t.co/4ZsB9EDnUq
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