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quick notes on Smurfit Westrock PLC $SW – global leader in the packaging industry open.substack.com/pub/rssndv/p/s…
📈 HelloFresh $HFG 💰Results 💰 Highlights: • Stable revenue trend in the quarter at (9.3 %) YoY on a constant currency basis, with double digit orders decline and increasing AOV by 3.8 % in constant currency. • Encouraging signs in the month of September, with positive…
How to Read an Annual Report? Reprint from The Lamp for Winter, 1957-1958 I love how easy to understand this article feels. 🧵[1/7]
![DeepValueStonks's tweet image. How to Read an Annual Report?
Reprint from The Lamp for Winter, 1957-1958
I love how easy to understand this article feels.
🧵[1/7]](https://pbs.twimg.com/media/G2_DRVTWUAATsud.jpg)
Some initial thoughts and observations on $intrum $intrum.st open.substack.com/pub/rssndv/p/i…
Looking for book recommendations that blend history with finance. Autopsy of a Merger, Stress Test, The Big Short, those kinda vibes. Can be something tangentially related too, open to all. Thank you.
I think we are entering a period where the AI growth and adoption will consolidate, before we see the next growth leg: 1. We are nearing the limits of the amount of CapEx that Big Tech can spend on an annual basis, and for shareholders to still be fine with it, while multiples…
Interesting pitch on $FILA.MI by @HalvioCapital Global stationery leader with historic brands + 26% stake in India’s fast-growing DOMS. Core trades at ~3–5x EV/EBITDA vs peers ~10x. Strong downside protection at current prices. Full letter below.
We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service
1/11 🧵 THREAD: Google’s reported search query growth may be AI-driven, not human.
I’ve got bad news. The AI cycle is over—for now. I’ve been an unapologetic AI maximalist since the first time I tricked GPT-4 into writing a working Python back-test for a volatility strategy back in early 2023. I’m still convinced it will take the wider economy years—maybe…
Read my part II article on the history of Cognac. It is free. Cheers!
What’s the one book that flipped your beliefs upside down?
We did reach Parliament. Great work by the members of the group sending letter to their MP's. Full artice can be found on Investors Chronical. $ANX.l
Fuckin banger - screenshotting it so it shows in full
This is insane. AI capex might account for a larger share of GDP than basically any technology since the railroad. Basically it’s a mini-wartime economy, but the guns are chips and the tanks are databases
"Nobody knows anything" is the only thing that I am more and more convinced of, very relevant in tops and bottoms. Socrates knew this 2400 years ago...
This is a magnificent piece of academic/econometric work by @GWInvestors which is the very basis of why @East72Dynasty exists. It delves into all the subtleties - less acquisition, passion for customer etc. Worth a read. sciencedirect.com/science/articl…
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