Offshore
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Stock Analysis Compilation
Langdon Canadian Smaller Companies on Westaim $WED CN
Thesis: Westaim’s strategic transformation, backed by CC Capital and an insurance-led asset model, positions it for strong value creation.
(Extract from their Q4 letter) https://t.co/fkOo51XZFn
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Langdon Canadian Smaller Companies on Westaim $WED CN
Thesis: Westaim’s strategic transformation, backed by CC Capital and an insurance-led asset model, positions it for strong value creation.
(Extract from their Q4 letter) https://t.co/fkOo51XZFn
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Offshore
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Finding Compounders
Interesting story of the phone call between Steve Jobs and Warren Buffett
This is sourced from my free newsletter which you can subscribe to
Link in bio https://t.co/WuV03IYtPe
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Interesting story of the phone call between Steve Jobs and Warren Buffett
This is sourced from my free newsletter which you can subscribe to
Link in bio https://t.co/WuV03IYtPe
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App Economy Insights
📊 This Week in Visuals:
🎨 Adobe $ADBE
✍️ DocuSign $DOCU
🔐 Zscaler $ZS
🏗️ Procore $PCOR
🤖 UiPath $PATH
🔷 Rubrik $RBRK
and more!
https://t.co/9DSvpboEwJ
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📊 This Week in Visuals:
🎨 Adobe $ADBE
✍️ DocuSign $DOCU
🔐 Zscaler $ZS
🏗️ Procore $PCOR
🤖 UiPath $PATH
🔷 Rubrik $RBRK
and more!
https://t.co/9DSvpboEwJ
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Offshore
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The Kobeissi Letter
This is truly insane:
DOGE's spending cuts are ramping up so quickly that United Airlines announced government travel is down a MASSIVE -50%.
US airline stocks have now erased over -$20 BILLION of market cap over the last 4 weeks.
What is happening here?
(a thread) https://t.co/0WUqLkTCcL
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This is truly insane:
DOGE's spending cuts are ramping up so quickly that United Airlines announced government travel is down a MASSIVE -50%.
US airline stocks have now erased over -$20 BILLION of market cap over the last 4 weeks.
What is happening here?
(a thread) https://t.co/0WUqLkTCcL
tweet
The Investing for Beginners Podcast
I've analyzed 100s of companies
Here's a list of resources I use:
1. IR (Investor Relations) Page
2. Company 10-k
3. Quartr app for quarterly/conference calls
4. Finchat for financials and ratios
5. Glassdoor
6. Executive bios in 10k/IR page
7. Youtube/Podcast interviews of C Suite
8. Proxy Statement
9. Customer reviews of product/service
10. Valuation on Finchat
11. Company writeups from others (Substack, SA, Fool)
What do you use?
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I've analyzed 100s of companies
Here's a list of resources I use:
1. IR (Investor Relations) Page
2. Company 10-k
3. Quartr app for quarterly/conference calls
4. Finchat for financials and ratios
5. Glassdoor
6. Executive bios in 10k/IR page
7. Youtube/Podcast interviews of C Suite
8. Proxy Statement
9. Customer reviews of product/service
10. Valuation on Finchat
11. Company writeups from others (Substack, SA, Fool)
What do you use?
tweet
Offshore
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Stock Analysis Compilation
Guinness Global Innovators on Ametek $AME US
Thesis: Ametek is a high-quality compounder in niche manufacturing of mission-critical electromechanical and electronic instruments, demonstrating strong organic growth, strategic acquisitions, and robust cash flow generation.
(Extract from their Q4 letter)
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Guinness Global Innovators on Ametek $AME US
Thesis: Ametek is a high-quality compounder in niche manufacturing of mission-critical electromechanical and electronic instruments, demonstrating strong organic growth, strategic acquisitions, and robust cash flow generation.
(Extract from their Q4 letter)
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Offshore
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AkhenOsiris
Davos was 7 wks ago 😂
Remember the fintwit chorus of "Tariffs? Nah, they won't actually put them on, just a negotiating tool"
Trump fucked everyone over
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Davos was 7 wks ago 😂
Remember the fintwit chorus of "Tariffs? Nah, they won't actually put them on, just a negotiating tool"
Trump fucked everyone over
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Offshore
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The Kobeissi Letter
The DOGE effect:
Washington DC now has +32.8% more homes for sale than they did 1 year ago with -11.2% less showings.
The median list price of a home in Washington DC is down -5.7% in 1 WEEK.
This is going to get ugly. https://t.co/uFgTon5zBt
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The DOGE effect:
Washington DC now has +32.8% more homes for sale than they did 1 year ago with -11.2% less showings.
The median list price of a home in Washington DC is down -5.7% in 1 WEEK.
This is going to get ugly. https://t.co/uFgTon5zBt
This is truly insane:
DOGE's spending cuts are ramping up so quickly that United Airlines announced government travel is down a MASSIVE -50%.
US airline stocks have now erased over -$20 BILLION of market cap over the last 4 weeks.
What is happening here?
(a thread) https://t.co/0WUqLkTCcL tweet
Offshore
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Hidden Value Gems
I thought you bought paintings to enjoy and get inspiration, never realised you can actually borrow against them…🙈 https://t.co/xRzBRHMohq
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I thought you bought paintings to enjoy and get inspiration, never realised you can actually borrow against them…🙈 https://t.co/xRzBRHMohq
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