Andreas van den Brink
@AndreasValueNLValue Investor with a focus on corporate actions.
Similar User
@Nijtram1
@beursbaas_
@bpol69
@RobbertManders
@meeijer
@orangesofia
@WatcherStock
@Ras49490384
@EinarSwanljung
@linden_ro
@afonsosilva97
@OneSteper26
@VdnRik
@DrChuck1987
@valuepurist
One of my favourite Buffett excerpts ever, the story of two real estate deals from his 2014 letter.
Here are 8 companies trading close to their lowest valuation in a decade: 1) $LULU Lululemon Market cap: $31 billion PE: 17.2x PS: 2.9x EV/EBIT: 12.2x
The world has changed fundamentally over the past 12 hours. Since I woke up at 5:30 AM and saw on Twitter that ChatGPT-4o had been released, I have mostly been playing around with it. I haven't even read my email yet! I just went for a barefoot walk on the beach to step away from…
Bill Miller on how to pitch a stock. I read this often and I should probably still read it more
The following are a series of clips from an interview with David Einhorn at the Sohn Investment Conference. I encourage all of you to take the time and watch this interview, David does a masterful job explaining many of the issues we’ve discussed in our spaces over the last…
Billionaire investor Dan Loeb believes studying this one company is worth more than a 2-year MBA. Surprisingly, it isn’t Amazon, Apple, or Berkshire Hathaway. As one of the all-time best-performing stocks, it’s delivered 4,500%+ returns over the last 25 years. Let’s dive in!
Why Tell Me Why $TKWY. The difference between ebitda expectations (Next Twelf Months EBITDA) and the share price stunning. I challenge you to find a graph like this one over the last three years :)
$TKWY just cut the legs of both short sellers & sell side And will upgrade results throughout FY 2024 on both fronts: growth & profits
$TKWY results highlights: 1. No provisions or illegal practices 2. Only Real FCF generator in the sector 3. € 200m CLEAN net profit guidance 4. Growth in core markets What will $TKWY do with all this FCF generation? Tech "analysts" spinning heads with real net profits
1/ 🧵David Einhorn of Greenlight Capital recently sat down with the Masters in Business podcast Please enjoy my highlights from that interview!
i can't believe there's actual permabears out there. We've been in buy the dip mode for 200 years lol
A paradox is a seemingly self-contradictory statement that proves true. The 7 most powerful paradoxes I’ve found:
If you pay attention to P/E for stocks like $AMZN you shouldn't be buying any stocks Here's why P/E is completely USELESS
If you're one of those who believe that this 18-month+ bull market is about to come to an end, you're going to need to see these groups, all above their prior cycle highs, fail & break back below resistance. If you think this bull market marches on, then these 4 need to hold.
97% of the stocks in the S&P 600 (small caps) closed green yesterday. That was the best day in 12 years. You rarely see days like this in a bear market. This was more than 'just a bear market rally' like they are telling us.
Russell2000 Small-caps hitting new multi-decade lows today relative to the Large-cap S&P500
Small and mid value cheap on a forward PE basis:
United States Trends
- 1. #tsthecardigancollection N/A
- 2. $CUTO 8.774 posts
- 3. Russia 854 B posts
- 4. WWIII 157 B posts
- 5. DeFi 149 B posts
- 6. SPLC 6.475 posts
- 7. #tuesdayvibe 5.377 posts
- 8. Sony 60,4 B posts
- 9. Jaguar 12,3 B posts
- 10. Doran 14,2 B posts
- 11. #MSIgnite 2.513 posts
- 12. Good Tuesday N/A
- 13. #InternationalMensDay 64 B posts
- 14. Karl Rove 1.410 posts
- 15. Billy Boondocks N/A
- 16. Taco Tuesday 7.619 posts
- 17. Beans 23,1 B posts
- 18. #csm184 N/A
- 19. KADOKAWA 50,3 B posts
- 20. US-made 19,1 B posts
Who to follow
-
Nijtram
@Nijtram1 -
Beursbaas
@beursbaas_ -
B
@bpol69 -
Robbert Manders
@RobbertManders -
Investor in misunderstood companies
@meeijer -
Sofialle Kamus
@orangesofia -
Old School Investor 💎
@WatcherStock -
Ras UpandDown
@Ras49490384 -
Eikka
@EinarSwanljung -
Option Junky
@linden_ro -
Afonso Silva
@afonsosilva97 -
Itamar Ben David
@OneSteper26 -
Rikkert
@VdnRik -
MoonCake
@DrChuck1987 -
value purist
@valuepurist
Something went wrong.
Something went wrong.