Yellowbrick Investing
$BWMX
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$BWMX
One of the cheapest stocks I own is $BWMX -- Betterware de Mexico. BWMX is a direct sales company in Mexico (homewares, cosmetics) trading at 6x ’25 earnings and ~5x 2026 earnings.
After a long period of digestion, Betterware is back to growing its salesforce, which is likely to result in a re-rating. At 8-10x earnings, the stock could trade at $20-$25 vs ~$13 today. If no re-rating, you can still get paid through a mid-to-high-teens return through dividends (~10%) and debt paydown.
I am sharing my full write-up (no paywall) below. tweet
X (formerly Twitter)
Clark Square Capital (@ClarkSquareCap) on X
One of the cheapest stocks I own is $BWMX -- Betterware de Mexico. BWMX is a direct sales company in Mexico (homewares, cosmetics) trading at 6x ’25 earnings and ~5x 2026 earnings.
After a long period of digestion, Betterware is back to growing its salesforce…
After a long period of digestion, Betterware is back to growing its salesforce…
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Yellowbrick Investing
$RXO short
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$RXO short
$RXO short thesis in 2-minutes. https://t.co/YIXsKtns3u tweet
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Capital Employed
4 more Q3 fund letters just added. Including @alluvialcapital @lukewinchester9 and many more --->
https://t.co/wUDSfhTdYl https://t.co/be20InF58S
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4 more Q3 fund letters just added. Including @alluvialcapital @lukewinchester9 and many more --->
https://t.co/wUDSfhTdYl https://t.co/be20InF58S
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Yellowbrick Investing
$1970.HK
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$1970.HK
$IMAX $1970hk Logic quickly being validated. This is an incredible business worth paying up for as it captures a wildly disproportionate share of value in the industry:
- 50% EBITDA margin, >20% profit margin;
- IMAX box office +29% domestically and 50% globally notwithstanding overall box office declining 11% YoY (>5% share domestically)
- Given the above demand, no surprise systems installs are booming - exhibitors and studios both need IMAX to draw crowds (hence the huge royalty IMAX can extract on both ends). Loads of white space still: tweet
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Investing visuals
From their peak:
• $CRWV is down -33%
• $NBIS is down -27%
• $IREN is down -25%
Year-to-date:
• $CRWV is up +203%
• $NBIS is up +223%
• $IREN is up +395%
Zoom out, pullbacks are healthy. https://t.co/6p2tm2PoSN
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From their peak:
• $CRWV is down -33%
• $NBIS is down -27%
• $IREN is down -25%
Year-to-date:
• $CRWV is up +203%
• $NBIS is up +223%
• $IREN is up +395%
Zoom out, pullbacks are healthy. https://t.co/6p2tm2PoSN
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Quiver Quantitative
Things are heating up with Venezuela and we just saw a US congressman buy up shares in a defense contractor. https://t.co/NHwnseAT5t
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Things are heating up with Venezuela and we just saw a US congressman buy up shares in a defense contractor. https://t.co/NHwnseAT5t
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