Capricorn energy. Cne.l The market cap is $290m. Cash is $142.7m. Receivables from Egypt are $84m. The company has production rights until 2040 Reserve replacement is running at 277%. Activists are negotiating a potential all-cash takeover. The stock trades around …
Hi guys: prior to doing this write up -- I did want to first of all address the elephant in the room: China. The regulatory framework there makes it extremely easy to perform financial fraud and to disclose numbers which …
I've been tracking this company for the last few months and for transparency sake I've made it my largest ever position (I'm technically in profit due to the dividend payments, but am a few cents down on my average cost …
Greg Peters has finally been left as the official Co-CEO of Netflix after Reed Hastings stepped down on June 4th leaving someone to take his place. Why this matters…… Hastings was a co-founder of Netflix. So, in 2023, bringing on …
This is not AI slop. My actual brain is slop from this bubble mania. This is a 100% human mind dump purge. I'm not talking about the merits of long term investing, but just the vibe of the last 5-6 …
>Note: I transposed this article from my own newsletter and formatting on Reddit made it a bit messy. Some tables and graphs that where presented as images are missing here. This is the first time I write about a position …
Bright Horizons Family Solutions Inc provide child care for corporate worker. The service is bought by corporate and use as employer benefit. Good B2B recurring revenue, sticky corporate contracts, valid MOAT They took a pretty big hit by covid, then …
Visa is the stock where everyone agrees on the quality and argues about the price. Here's what the numbers actually say. The moat case Network effects are the core: more cardholders → more merchants accept Visa → more people want …
Software has been increasing their capex significantly and it has led to semis pumping. However, soon enough, software will have to reduce their spending to protect their margins and they will focus on optimisation. As a result, I think that …
I am bored AF of reading AI slop opinions about SaaS and Mag7 companies, so here is something totally different: where I see good value in the commodities industries. Commodity businesses are an overall mid investment category because they are …