Your Value-Biased Analyst. Long-term investor? Join free value investing letter https://nitter.gq/t.co/DFueHcXiaH @PiggybackStocks Disclaimer: Not advice. Consult trusted advisor
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Like the idea of using common sense to try to score overlooked bargains?
In stock markets?
Then you may very well be a value investor.
To learn more and get global value stock ideas:
Your Analyst's publication PiggyBack @PiggybackStocks offers a free weekly.
Join us(!)🐖🐖🐖
Are you a long-term, common sense stock market investor?
Our publication will PiggyBack on proven and promising value investing. We offer learning and global value stock ideas.
1️⃣We offer a free weekly letter. Join us(!)🐖🐖🐖
2️⃣Follow 📻| RT/Share 📢| Like 💚 @PiggybackStocks
ALT Go to https://piggyback.one (just enter "piggyback" dot "ONE" in a safe browser or search engine) to join PiggyBack's free edition stock market newsletter and learn more about value investing. (Image shows PiggyBack's logo)
Johan Eklund, CFA retweeted
Whether we are suited to trade global macro, as active stock market investors we are affected by what major markets do short-term.
In many stocks this is true long-term as well.
For great #newsletter sources of free(!) insights on market read across and trading risk smarter
⬇️
Johan Eklund, CFA retweeted
Investing is an information game:
(1) Input x (2) Processes +/- (3) Messy Randomness
= Risk-Return Outcome
A source of (1) & (2) that challenges us with new perspectives is a mixed diet of select #newsletters.
A few Recommendations that offer #investing insight (for free!)
⬇️
Johan Eklund, CFA retweeted
Here's why @SamRo, @InvestmentTalkk, @PiggybackStocks, @RihardJarc, @Fritz844, @MarcRuby, & @MarcRuby enjoy our weekly newsletter.
You too can become a premium subscriber to keep supporting our work here: thetranscript.substack.com/s…
Johan Eklund, CFA retweeted
Are you a long-term, common sense stock market investor?
Our publication PiggyBack:s on proven and promising value #investing. We offer learning and global value #stock ideas.
1️⃣We offer a free weekly letter. Join us(!) 🐖🐖🐖
2️⃣Follow 📻| RT/Share 📢| Like 💚 @PiggybackStocks
PiggyBack value #investing strategies and value #stocks 🌐. For long-term investors old and new.
Welcome to join us for free at piggyback.one!🐖🐖🐖
Johan Eklund, CFA retweeted
Want independent, distinct sources of value investing ideas and strategy?
With generous amounts of free content?
These @substack #newsletter publications are reading Recommendations for anyone interested in #valueinvesting (and great inspiration for PiggyBack)
⬇️
#finanstwitter & #snus-lovers
🇸🇪 Intressant poddanalys kring Philip Morris bud på Swedish Match för 106 SEK/aktie (aktien ~110 SEK)
🇺🇸/🇬🇧 Interesting podcast analysis on $PM:s 106 SEK/share $SWMA-offer (share ~110 SEK)
⬇️
yetanothervalueblog.substack… @ChrisDeMuthJr @AndrewRangeley
🇬🇧 Well that escalated quickly for British financial system(?)
A historical reminder from Edmund Simms on a day when #BOE (central bank) bailed out parts of the country's bond market⬇️
Look forward to #UK-based @ValuablOfficial's analysis of this crisis and others at risk (🇸🇪)
This Post is from an account that no longer exists. Learn more
Because it's a great #investing book #podcast:
Dear Norwegian 🇳🇴 neighbors.
Coming up with these "better" profit redistribution surprises is just bad long-term policy if you want low cost foreign capital:
regjeringen.no/en/aktuelt/pr…
But as one of the world's most resource-rich countries (per capita), I guess you can afford it?
"We know when the Fed is actively hiking, when this is causing problems among dollar borrowers around the world, when there is a potential FX war, EM countries are failing, war is still raging in Europe, inflation is causing real pain"
So Stay Vigilant⬇️
stayvigilant.substack.com/p/…
~4-5% nominal USD base rates in <15 months.
Would break things badly in recent year ZIRP long-duration investments.
To riskier investments add #recession damage of lost cash flow + risk spread spikes.
Cyclical #realestate comes to mind. CPI-indexed rent hikes in stagflation...
Johan Eklund, CFA retweeted
#FridayFeeling:s to all long-term, common sense stock market investors out there!
PiggyBack proven and promising value #investing, learning, and global value #stock ideas.
1️⃣We offer a free weekly letter. Join us(!) 🐖🐖🐖
2️⃣Follow 📻| RT/Share 📢| Like 💚 @PiggybackStocks
PiggyBack value #investing strategies and value #stocks 🌐. For long-term investors old and new.
Welcome to join us for free at piggyback.one!🐖🐖🐖
Rates for moving floating boxes around the world are coming down
Danish container bellwether $MAERSK/$MAERSKB trades below 2x current operating earnings (EV/EBIT). Sell-side consensus sees ~85% drop (EBIT) from 2022 to 2024. Source: @theTIKR
That cyclicality is not to play with
ALT Operating Earnings (EBIT) of A.P. Møller - Mærsk A/S, including analyst consensus for 2022E-2022E per September 23, 2022. Source: TIKR Terminal (Paid affiliate link: www.tikr.com/piggyback)
The collapse in global #container #freight rates gathering pace with the Drewry Composite down 10% on the week to $4.5k pr 40 ft. box, and lowest since Dec 2020. Down 57% from the Sept 21 peak but 3X the pre-pandemic avg. All major China to US and EU routes slump #SupplyChains
King Coal's last puff?
#deepvalue #coal
4) Loosely related (not covered in article):
PiggyBack's @substack colleague @ValuablOfficial pitches near #ESG "uninvestable" Bogdanka/$LWB's Polish coal in Commonstock's Sept Idea Comp
No investment reco but:
1 Follow Edmund
2 @JoinCommonstock (literally)
3 Read/Upvote
Johan Eklund, CFA retweeted
Value investing in #bearmarket:s requires keeping a cool head.
Johan Eklund, CFA retweeted
🇸🇪 #finanstwitter:s Evolution Gaming-konnässörer!
Om några av er missat:
Här en ny rakt-på-sak stock pitch @mavix_leon
commonstock.com/post/3a0106f…
Kan f.ö. rekommendera @JoinCommonstock som trevligt (engelskspråkigt) #fintwit-komplement. Bra nivå
$EVO $EVVTY
Slut på meddelande
Because who wouldn't want to go to Japan 🇯🇵 (if they could)?
Interesting thematic take by @Fritz844 @AsianCenturyStx on investing in #Japan's tourism recovery after Covid
⬇️⬇️⬇️
(Currently free article @substack)
Variant view: Japan's coming tourism boom
asiancenturystocks.com/p/jap…
Johan Eklund, CFA retweeted
Det gick snett när jag intervjuade Ilija Batljan. Jag var livrädd för att Anders Wall skulle hamna i diket och taxifärden med Erik Selin hade allvarliga brister. Bjussar på lite scener (och ett förlåt) när podden byter namn till @Marknaden_podd. Lyssna!😘 open.spotify.com/episode/0Mt…
🇸🇪 #finanstwitter:
Spetsa öron/tipsa när @Marknaden_podd växlar upp(!)
Här intervjuas @MRKN_Helene om instinktsfull ekonomijournalistik @JacobBursell
Behind the scenes:
1) Dikesvarnande Anders Wall
2) Argentisk hyperinflation
3) Runstreaks
PS: Allt förlåtet /"Väluppfostrad"
Det gick snett när jag intervjuade Ilija Batljan. Jag var livrädd för att Anders Wall skulle hamna i diket och taxifärden med Erik Selin hade allvarliga brister. Bjussar på lite scener (och ett förlåt) när podden byter namn till @Marknaden_podd. Lyssna!😘 open.spotify.com/episode/0Mt…