An interesting disconnect between rising earnings and falling share price 👇 $GPN is now at 6.2x P/E, probably reflecting downside risks from rising competition (more tech focused Stripe, Adyen).

As cheaper diamonds grow more popular, this may be a sign that people put less value on traditional luxury. Some of the weakness in global luxury could be more structural than just cyclical. "Synthetic diamonds currently account for more than a fifth of global diamond jewelry

Who could have thought. Companies that have long been considered to be defensive, with high margins and ROIC.

Great write-up on $WISE.L by Grana Research . Founder-led business with a unique business model and strong competitive advantages. Lots of Nick Sleep’s favourite business characteristics there. Worth a read 👇🏼

This was written 26 years ago and is one of the favourite books by the tech entrepreneurs like Patrick Collison, Marc Andreessen and others. “In the new Information Age assets and labour will move online, beyond the reach of nation states. This digital economy will make it

I didn’t even know that such an ETF existed… “An ETF that tracks the 75 stocks with the most social-media mentions, ticker BUZZ, is up by two-thirds since the April low.” h/t Spencer Jakab

Berkshire’s 2Q ‘25: ✅ Continued to be a net seller of equities ✅ No share buybacks ✅ Growth in operating profits across the key segments except for the insurance business ✅ Cash and Equity Securities at $340B and $268B, respectively ✅ Insurance float at $174B (up $3B

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

£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

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

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

“Casey's earns more profit dollars per visit, enabling them to price fuel at a discount to independent gas stations and pizza at a discount to competing QSRs. Consumers save on both purchases, and the result is a brand beloved by a loyal customer base, whose Net Promoter Scores

Very well observed, agree 💯 by Ian Cassel

My latest post 👉🏼Achieving 50% Returns with One Million Dollars ✅Narrow down your focus, become an expert in a very niche sector ✅Search across companies with small market capitalisation with more inefficiencies and arbitrage opportunities ✅Screen hundreds of stocks, before

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

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