Cosmo

Trying to be an investor

[StockMarket.News @_Investinq]

A gem of a video from Warren Buffet:

"The most important thing in hitting is waiting for the right pitch... In investing, there's no called strikes. I only get a strike called if I swing at a pitch and miss. So I can wait there and look at thousands of companies day after day, and only when I see something I understand and when I like the price at which it's selling, then if I swing, if I hit it fine, if I miss, it's a strike. But it's an enormously advantageous game."

This is why doing nothing is often the hardest trade (Save this).

[Dividendology @dividendology]

Visa vs Mastercard:

[StockMarket.News @_Investinq]

Some of the best investing wisdom you’ll ever hear from Peter Lynch.

Save this, I promise you’ll come back to it.

[Shay Boloor @StockSavvyShay]

Warren Buffett’s basically saying investing is rigged in your favor if you have patience.

You can sit there & watch pitch after pitch go by & refuse to care that everyone around you is swinging at everything out of FOMO since the market only punishes the swings you take, not the ones you skip.

That’s an insane advantage if you actually have the patience to use it.

[Bourbon Capital @BourbonCap]

$MSCI CEO told Barron’s why the stock is underperforming and whats gonna happen when the market recovers

He said the market has not yet fully recovered and institutional investors are still being cautious. This is one of the main reasons MSCI’s revenue is growing more slowly than usual

Most clients continue to pay their subscriptions but many funds are holding large amounts of cash and Treasuries because of recession fears. As a result, AUM-linked fees have remained essentially flat or have grown slowly

However, the CEO sees this as an opportunity, he has been accumulating more shares, and the company just reported the biggest buyback, over 2.2 million shares were repurchased at an average price of $559

[Jon Hook @jonrice80]

1)Thread on $IMXI, which we believe remains undervalued. IMXI is focused on international remittance, with strong market share in Mexico and other LatAm countries. Former SPAC that has cleaned up their cap structure (no warrants) and ownership (no concentrated owners).

[TIKR @theTIKR]

BIG NEWS:
1) We are launching our global equity screener today!
2) Anyone can sign up for TIKR's free beta with this link: https://t.co/pqkc8oobrI

In this thread, we talk about TIKR's mission, how the screener works, and more. Thank you everyone for your support!

[rubicon59 @rubicon59]

Forgotten $IDT is easily worth 3x the current MC, and some day will be, even if via spinoffs.

[the10thman @the10thmanbb]

(1/n) $TOI deep dive is up! A $CSU sequel. TOI is the same size as a 2010-vintage CSU, & inherits the same comp. advantages: decentralized org., decentralized M&A, sticky customers, stellar reputation. BUT, also benefits from other things:

https://t.co/3d8NFlG1t3

[Connor Haley @AltaFoxCapital]

1: We have just released a research report on Pollard Banknote Ltd. ($PBL CN), currently our highest conviction long. The detailed report can be accessed at: https://t.co/MeYP6Zzw8S

[Jon Hook @jonrice80]

1) Thread on $EXTR
$EXTR still only trades at 1.4x EV/sales & 2.2x gross profit with both acceleration & expanding margins (Voss Sauce). They are having a critical investor day in 5 days. Here are some pre-event thoughts on why we think it can double over the next 2 years.

[Compound248 💰 @compound248]

Dear Media,

What’s happening with RobinHood?

A quick primer.

This is a “plumbing” issue. It is esoteric, even for those on Wall Street.

A very long thread on how the toilet is clogged.🚽🧻🪠

Read on
👇👇👇💎💎💎🚀🚀🚀👇👇👇

[Jon Hook @jonrice80]

1/15 Despite its recent run up, $RMNI still only trades at 1.7x 2021 ARR & 3.4x EV/Gross profit w/ growing operating leverage.
Here is a thread of what I’m looking for at their first ever analysts’ day 2/1.

[Tamarack Capital @TamarackCapital]

Nick Sleep’s Nomad Investment Partnership achieved a ~20% CAGR over a long time period.

One of his favorite investment models of all time was that of: Scale Economies Shared.

For this reason, he purchased Costco, Amazon, and others at discounts and held for the long term.

[Cosmo @CapCosmo]

Enbridge: 7% Plus Yield And Renewables Makes This One Of The Best Energy Infrastructure Plays For The 2020s https://t.co/1MJCJxnGOX

[Zay Capital @cap_zay]

Some interesting comments from Scotia on $CSU.to. Valuation range for Tropicus between 43-49 (my $IBKR BV is ~$40).. I think once we see $TOPCS.to trade, will build more excitement around the story, especially with more spin-outs possible in the future.

[Tamarack Capital @TamarackCapital]

Well worth the read. $SHSP

https://t.co/JAgmRdJkrR