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Finding Compounders
Tom Gayner is the co-CEO and CIO of Markel Corporation. Markel is commonly referred to as a mini Berkshire
Here are Tom Gayner’s 4 North Star Investing Principles .
Source: Nasdaq https://t.co/SJ3FvuihZw
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Tom Gayner is the co-CEO and CIO of Markel Corporation. Markel is commonly referred to as a mini Berkshire
Here are Tom Gayner’s 4 North Star Investing Principles .
Source: Nasdaq https://t.co/SJ3FvuihZw
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Hidden Value Gems
RT @HiddenValueGems: Some interesting stock ideas from a recent The Value Stocks to Watch (2025) podcast by Pzena Investment Managers.
🧵👇
BASF
✅A major German chemical company, with a share price down 50% since 2017. Under pressure from higher energy costs and a recession in the German industrial complex
✅However, it is the world's leader in various chemicals & agriculture and is actively cutting costs to align with lower revenue targets.
✅A recently completed €10bn project in China is poised to add to FCF, suggesting that the company is going through a trough in earnings and cash flow.
✅ The company targets €10-12bn EBITDA in 2028 and cumulative FCF of €12bn over 2025-28bn (current mkt cap - €47bn).
1/5
$BAS.DE $BASFY
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RT @HiddenValueGems: Some interesting stock ideas from a recent The Value Stocks to Watch (2025) podcast by Pzena Investment Managers.
🧵👇
BASF
✅A major German chemical company, with a share price down 50% since 2017. Under pressure from higher energy costs and a recession in the German industrial complex
✅However, it is the world's leader in various chemicals & agriculture and is actively cutting costs to align with lower revenue targets.
✅A recently completed €10bn project in China is poised to add to FCF, suggesting that the company is going through a trough in earnings and cash flow.
✅ The company targets €10-12bn EBITDA in 2028 and cumulative FCF of €12bn over 2025-28bn (current mkt cap - €47bn).
1/5
$BAS.DE $BASFY
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Investing visuals
$GOOGL acquires cybersecurity business Wiz for $32Bln 🚨
It's $GOOGL's biggest acquisition ever. https://t.co/tcx54PXO9q
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$GOOGL acquires cybersecurity business Wiz for $32Bln 🚨
It's $GOOGL's biggest acquisition ever. https://t.co/tcx54PXO9q
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The Kobeissi Letter
BREAKING: New home prices in China dropped -5.2% year-over-year in February, recording their 20th consecutive monthly decline.
This is an even longer streak than during the 2015 housing market slowdown when prices fell for 13 straight months.
Existing home prices fell -7.5% in February, following a -7.8% YoY plunge in January.
Concerningly, used-home prices in top-tier cities decreased by 0.1% MoM, posting the first monthly decline since stimulus began in September 2024.
Prices in those cities are perceived as a bellwether for the entire property market, suggesting further weakness ahead.
China’s real estate collapse is not yet over.
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BREAKING: New home prices in China dropped -5.2% year-over-year in February, recording their 20th consecutive monthly decline.
This is an even longer streak than during the 2015 housing market slowdown when prices fell for 13 straight months.
Existing home prices fell -7.5% in February, following a -7.8% YoY plunge in January.
Concerningly, used-home prices in top-tier cities decreased by 0.1% MoM, posting the first monthly decline since stimulus began in September 2024.
Prices in those cities are perceived as a bellwether for the entire property market, suggesting further weakness ahead.
China’s real estate collapse is not yet over.
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The Investing for Beginners Podcast
Building wealth through investing is the path to freedom. https://t.co/woEr1PfOwa
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Building wealth through investing is the path to freedom. https://t.co/woEr1PfOwa
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: The recent stock market correction hit fast — a 10% drop in just 16 days, one of the quickest on record $SPY
The rapid plunge might shake investor confidence, making it tough to spot solid opportunities
Here are 10 high-quality stocks worthy of becoming core holdings🧵
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RT @DimitryNakhla: The recent stock market correction hit fast — a 10% drop in just 16 days, one of the quickest on record $SPY
The rapid plunge might shake investor confidence, making it tough to spot solid opportunities
Here are 10 high-quality stocks worthy of becoming core holdings🧵
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App Economy Insights
💳 Klarna IPO $KLAR
I spent hours reviewing the F-1 so you don't have to.
https://t.co/TWiuSIHqVL
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💳 Klarna IPO $KLAR
I spent hours reviewing the F-1 so you don't have to.
https://t.co/TWiuSIHqVL
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The Kobeissi Letter
BREAKING: The Nasdaq 100 extends its decline to over -315 points on the day as geopolitical tensions rise and trade war worries mount.
The S&P 500 is now down -80 points from its high seen just minutes before the close yesterday. https://t.co/urgSl0U9Fz
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BREAKING: The Nasdaq 100 extends its decline to over -315 points on the day as geopolitical tensions rise and trade war worries mount.
The S&P 500 is now down -80 points from its high seen just minutes before the close yesterday. https://t.co/urgSl0U9Fz
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Offshore
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Finding Compounders
Allan Mecham is one great investor who flys under the radar.
He started Arlington Value at the age of 22 and has had returns of 37% CAGR.
In this MOI interview he explains his investment philosophy and his AutoZone investment
He however has shut down his fund https://t.co/iDSMUXZ0Yp
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Allan Mecham is one great investor who flys under the radar.
He started Arlington Value at the age of 22 and has had returns of 37% CAGR.
In this MOI interview he explains his investment philosophy and his AutoZone investment
He however has shut down his fund https://t.co/iDSMUXZ0Yp
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