Compounders where value of growth not fully recognized Discounted assets, where a catalyst exists (liquidation/productivity change) Arbitrage
Joined February 2017
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BetterValueInvest retweeted
Added 33 new stock pitches to the website, including:
@Wubbebos - $EBRO.MC (watchlist)
@valuehurts - $PZC.L
@Aksel465 - $BOOM.L
@RuerdHeeg - $EZL.AX
@IcebergResear - $GEVO (short)
@StockSavvyShay - $IONQ
@AboveAvgOdds - $NTDOY
@uv_shares - $PSHZF
@BetterValueInv - $SJJ.F
BetterValueInvest retweeted
Lindex resultat skjuter i höjden och man omsätter nu nära 7 miljarder, de senaste tolv månaderna. ehandel.se/superokning-for-l… #ehandel
BetterValueInvest retweeted
#PHTM
· EBITDA + 57.2% to £65.1m;
Cash generated from operations + 27.6% to £66.1m;
Net cash +57% to £34.9m
Dividend of 2.9p when nothing had been expected
Forecast eps of 8.2p this year to drop PE < 8
BetterValueInvest retweeted
Bonjour, you can read it here: $CDON is the most asymmetric investment I’ve seen in many years Any student of e-com marketplaces $AMZN, $MELI, $SE… threadreaderapp.com/thread/1… Share this if you think it's interesting. 🤖
BetterValueInvest retweeted
Julklappar för 19 miljarder – så mycket ökar det i e-handeln ehandel.se/julklappar-for-19… #ehandel
BetterValueInvest retweeted
Skrev lite kort om Qliro. Qliro blir tre självständiga bolag, varav det ena bolaget omsatte 45Mkr q2, med en tillväxt på 90% och en bruttomarginal över 80%. xn--medelvgen-02a.se/analyse…
BetterValueInvest retweeted
I'm never going into a car dealership again.
Never ever.
theirrelevantinvestor.com/20…
BetterValueInvest retweeted
There was a man on Bloomberg radio this afternoon, who said words to the meaning of:"There's no benefit to being a value investor now, we'll put our value investing cap on if and when tide turns"
I couldn't help but think of this excerpt from Buffett's 1988 Letter to Shareholders
BetterValueInvest retweeted
Howard Marks: Most valuation parameters are either the richest ever or among the highest in history. In the past, levels like these were followed by downturns. Thus a decision to invest today has to rely on the belief that “it’s different this time.” oaktreecapital.com/docs/defa…
BetterValueInvest retweeted
I have an investment reminder to “Know what you need to know. Know what you don’t need to know. And remember that what you need to know can change depending on price.” Buffett sums it up more simply: “Price is my due diligence.” ( via annual letter from @BrentBeshore )
BetterValueInvest retweeted
Which countries are priced above or below historical averages.
starcapital.de/en/research/r…
Great read by @CAPE_invest
BetterValueInvest retweeted
Warren Buffett: ‘If I could buy a five-year put on every one of the cryptocurrencies, I'd be glad to do it...’ cnbc.com/2018/01/10/buffett-…
BetterValueInvest retweeted
Most of us were one or two bad decisions away from being that homeless person you judge on the street. No one is perfect. Life is about second chances.
BetterValueInvest retweeted
Bitcoin Is A Bubble, Says Robert Shiller Who Predicted The Housing Collapse dlvr.it/Q2rVKz $
