Hinde Group

Our mission is to help people prosper. Hinde Group partners with individual and institutional investors to achieve superior long-term investment returns.

[Hinde Group @HindeGroup]

Subscribe to 𝘗𝘦𝘳𝘴𝘱𝘦𝘤𝘵𝘪𝘷𝘦𝘴 𝘰𝘯 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 to learn more about Hinde Group’s approach to investing as well as the individual investments in our portfolio:

https://t.co/Q4wnqSMoup

[Hinde Group @HindeGroup]

1Q26 Partner Letter: https://t.co/gRuQZvuy46

$BDX

[Hinde Group @HindeGroup]

4Q25 Partner Letter: https://t.co/5C5mwzMAL3

$IBKR

[Hinde Group @HindeGroup]

Read the latest interview here: https://t.co/85MYI1HCyP

Thank you to @StockJabber for the discussion!

[Hinde Group @HindeGroup]

Hinde Group founder @marcjwerres sat down with @StockJabber for a second interview on @IdeaBrunchEmail .

The interview revisits Marc's highest conviction idea from last year, $IBKR, discusses the firm's research process, and outlines a new large-cap special situation. 🧵👇

[Hinde Group @HindeGroup]

The interview dives into Hinde Group's most recent investment in Becton Dickinson $BDX, a large cap special situation. Becton Dickinson recently announced a Reverse Morris Trust transaction with Waters Corporation $WAT that should unlock meaningful value.

[Hinde Group @HindeGroup]

3Q25 Partner Letter: https://t.co/8jgn89RoVk

$BDX

[Hinde Group @HindeGroup]

2Q25 Partner Letter: https://t.co/l90exEXuEp

$NFLX

[Hinde Group @HindeGroup]

1Q25 Partner Letter: https://t.co/jLrY3BCFaO

$IBKR $UBER $NBN $GOOG

[Hinde Group @HindeGroup]

4Q24 Partner Letter: https://t.co/IyUtS35PX4

$IBKR

[Hinde Group @HindeGroup]

Good chance $UBER reverses a big chunk of its valuation allowance against its tax attributes in connection with its 4Q24 results tomorrow morning. Headline EPS could be 🤯and will increase investor awareness and focus on this not-insignificant source of value.

https://t.co/TYm24EMzxU

[Hinde Group @HindeGroup]

3Q24 Partner Letter: https://t.co/yNDDnOjhOY

$NBN

[Hinde Group @HindeGroup]

Over time, investors will come to appreciate the resilience of $UBER as one of its (many) strengths.

[Hinde Group @HindeGroup]

On its 2Q24 earnings call, $UBER addressed questions about how its business would perform in a (more typical) recession.

[Hinde Group @HindeGroup]

Hinde Group addressed the same topic in a substack post a while ago.

https://t.co/pleokyegbb

[Hinde Group @HindeGroup]

2Q24 partner letter: https://t.co/4VyWas6Il6

$NFLX

[Hinde Group @HindeGroup]

1Q24 partner letter: https://t.co/fSBxjz8hbd

$GOOG

[Hinde Group @HindeGroup]

4Q23 partner letter: https://t.co/XgMB0OuAjH

$IBKR

[Hinde Group @HindeGroup]

Join Hinde Group's distribution list:

https://t.co/6I81jLGFbX

[Hinde Group @HindeGroup]

3Q23 partner letter: https://t.co/yrTRemOhQm

$AMZN