Going through many Q3 earnings, there could be a link between the length of the earnings calls and the attractiveness of the investment case. A lot of quality share cannibals have really short calls. The less attention, the more shares they can buy. I mean $CNX and $AER in

A good interview, haven’t read the book yet 👇🏼

Time to look at South African stocks! "Johannesburg, South Africa’s biggest metropolis, markets itself as a “world class African city.” It’s home to some of the continent’s biggest companies and its largest stock exchange. But private firms have gradually taken over public

Someone on CNBC said today they like cement companies because they benefit from AI 😄

Capital intensive is good now. I hear more comments that ‘the market wants to see more investmens by the Big Tech’. Tells you about the state of the markets today. Enjoy the rally until it lasts 🙃

Looks like the last bulls on $EVO are capitulating 🤔 Results are horrible for sure, but at least expectations and sentiment are now more than realistic.

Looks like Vltava fund and Vulcan purchased $FI in Q3. Here are their rationales...

Anyone saw a good summary on Fiserv after the recent drop? I know more names will be on sale shortly, but thinking longer term - could be an interesting opportunity. Curious why the share price dropped so much recently, is it worth looking at them now? 🤔 $FI

$BABA 6 months +0.4% 12 months +74% 5 years -48% Same stock, entirely different results. Easy to lose money without a strategy.

$BABA 6 months +0.4% 12 months +74% 5 years -48% Same stock, entirely different results. Easy to lose money without a strategy.

Anyone looked at Esso SAF - a French subsidiary of $XOM - the numbers look like its MCap is almost the same as Net Cash, but this is probably outdated as they should have paid a special dividend. XOM is taking it private, as I understand it. Most of the info is in French. Just

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Very well observed, agree 💯 by @iancassel

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FT and Schroders Business Book of the Year - The Long List 📚👇🏼

Has anyone tried this at IBKR - use accumulate order to keep buying on the way down and then take profits when the stock rebounds? Sounds too simple. I guess position sizing is critical. From the interview with Thomas Peterffy, the founder of $IBKR 👇🏼 “The way I go about my

£0.5mn insider Buy at #Vistry Greg Fitzgerald, CEO of Vistry, bought 84,068 shares at 590p. Am still watching on the sidelines however… $VTY.L

The tax savings from accelerated depreciation and expensing of R&D could be over 30% of 2025E FCF for some companies. Some beneficiaries: $AMZN cash tax savings this year could be $15.7B (43% of the average analyst estimate for 2025 FCF). Other companies with estimated

The link to the latest post on $WISE.L https://t.co/pWjPwVEIFx

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