#valueinvesting — Public Fediverse posts

https://www.europesays.com/ch/59801/ Should Value Investors Buy Glencore (GLNCY) Stock? #Glencore #MarketValue #ValueInvesting #ZacksRank

https://www.europesays.com/people/56131/ Greg Abel Leads Berkshire Hathaway After Warren Buffett Steps Down in 2026 – News and Statistics #BerkshireHathaway #CEOTransition #GregAbel #NetEquitySales #Q12026Results #S&P500 #StockMarket #ValueInvesting #WarrenBuffett

A fund manager explains how reading 10-Ks and primary sources for hours daily drives better investment decisions and long-term returns.

4. TL;DR

A concentrate https://hackernoon.com/how-reading-10-ks-for-10-hours-a-day-helped-me-beat-the-market #valueinvesting

Connaissez-vous Trigano ? Derrière ce nom se cache le leader européen du véhicule de loisir (camping-cars, caravanes). Un titre souvent plébiscité par les investisseurs "Value", mais qui fait face à des défis cycliques intéressants.

Dans ce thread, nous décortiquons les fondamentaux de l'entreprise et sa place dans une stratégie d'investissement long terme. 🧵 1/4

#Bourse #Investissement #Trigano #AnalyseFinancière #ValueInvesting #CampingCar #Économie

L’action Eutelsat est-elle une opportunité en or ou un "couteau qui tombe" ? Avec la fusion OneWeb, le géant des satellites change de dimension mais aussi de profil de risque.

On décortique ensemble les enjeux de ce pivot stratégique vers la connectivité globale. 👇

1/4

#Eutelsat #Bourse #Investissement #OneWeb #AnalyseFinancière #ValueInvesting #SecteurSpatial

For value investors navigating the AI boom: Microsoft's $MSFT margin of safety lies in diversification, cloud security, and architectural innovation—not just GPU growth. Full analysis: https://post.kapualabs.com/27czznzm #Microsoft #AI #ValueInvesting #CloudSecurity

https://www.europesays.com/uk/814232/ Peel Hunt: Three trusts for the UK market recovery #Aberforth #Britain #England #Equities #Fidelity #GreatBritain #InvestmentTrusts #M&A #MercantileInvestmentTrust #MidCaps #NorthernIreland #PeelHunt #Scotland #SmallCaps #UK #UKEquities #UKSmallerCompanies #UnitedKingdom #ValueInvesting #Wales

Hey people of #Mastodon! 🙋

I'm struggling to find people to follow in the (tools for) #valueinvesting and #financialanalysis space.

Please recommend relevant profiles in the #Fediverse, or hashtags for that matter.

Tack! 🙏

Price is what you pay. Value is what you get. Don't confuse the two. #ValueInvesting

Tech Screener Summary 💻

#Tech illustrates today’s challenge: outside the Magnificent Seven, consistent outperformance is rare.

Most companies struggle with growth, margins, or valuation.

Let’s select the finalists!

🧵 (1/5)

#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets

Fashion Screener Wrap-Up 👗

#Fashion outperformed expectations across the board.

Each company manages unique pressures: scarcity, seasonality, inventory and timelessness.

Time to pick who advances!

🧵 (1/5)

#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets

#Construction Screener Results 🏗️

This group delivered everything from strong growth to razor-thin margins.

No company hit the top-right quadrant, but that doesn’t mean no value exists.

Let’s choose who moves forward!

🧵 (1/5)

#TheBarnBlog #FindItFinancials #ValueInvesting #Finance #Markets

What were some of the most promising companies in our screener?

#NovoNordisk
#Hermes
#LVMH
#Moncler
#Strabag
#Vinci

Surprised?

#investing #valueinvesting #stocks

What were some of the most promising companies in our screener?

#NovoNordisk
#Hermes
#LVMH
#Moncler
#Strabag
#Vinci

Surprised?

#investing #valueinvesting #stocks

What were some of the most promising companies in our screener?

#NovoNordisk
#Hermes
#LVMH
#Moncler
#Strabag
#Vinci

Surprised?

#investing #valueinvesting #stocks

What were some of the most promising companies in our screener?

#NovoNordisk
#Hermes
#LVMH
#Moncler
#Strabag
#Vinci

Surprised?

#investing #valueinvesting #stocks

#ROIC in #tech 💻

ROIC tests whether asset-light models truly deliver superior returns.

If ROIC doesn’t beat #WACC, even strong tech companies may disappoint.

Here’s how the sector performs!

🧵 (1/5)

#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets

#ROIC in #fashion 👗

ROIC shows how well brands turn assets into shareholder value.

Margins matter, but IC turnover and efficiency are just as key.

Time to see whether style delivers substance!

🧵 (1/5)

#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets

#ROIC in #construction 🏗️

ROIC shows which builders turn capital into real shareholder value.

If ROIC beats #WACC, value is created – not just #revenue.

Let’s see who’s building efficiently and who’s just adding volume!

🧵 (1/5)

#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets

PEG-ratio, Tech Reality Check 🧐

#Tech stocks often trade on expectations, not fundamentals.

#PEGratio helps us test whether that optimism is supported by actual earnings growth.

Here’s how the sector performs!

🧵 (1/5)

#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets

PEG-ratio, Fashion’s Fit 👠

#Fashion stocks have delivered strong results lately.

But #PEGratio tells us whether that performance is backed by value or carried by sentiment.

Here’s how the sector stacks up!

🧵 (1/5)

#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets

PEG-ratio and Building Value 🧱

Next up in the screener is #construction.

#PEGratio helps us see which companies are genuinely creating value and which ones look expensive once growth is factored in.

Let’s break down the results!

🧵 (1/5)

#FindItFinancials #TheBarnBlog #valueinvesting #finance #markets

What metric to use to find undervalued companies? 🧐

#PEGratio, of course!

Read my post about the performance of #pharma, #construction, #fashion and #tech companies on this metric: https://open.substack.com/pub/thebarnblog/p/finding-undervalued-companies-using?r=6oymn6&utm_campaign=post&utm_medium=web

As always, follow to get short summaries of the results next week!

#valueinvesting #markets #TheBarnBlog #FindItFinancials

💻 In #tech, a wide moat means nothing if profits leak through the cracks.

During 2020–2024, some firms doubled margins, while others watched theirs vanish.

Let’s unpack the trend, and what it says about defensibility. ⚔️

🧵 (1/5)

#FindItFinancials #financialanalysis #valueinvesting #investing #markets

👗 #Fashion lives on perception, but profitability tells the truth.

From #fastfashion to #hautecouture, who actually kept their #EBITmargin alive through the post-COVID storm?

Let’s dig in!

🧵 (1/5)

#FindItFinancials #financialanalysis #valueinvesting #investing #markets

🧱 #Construction 🧱 is a brutal margin game.

Capital-heavy, low-margin and execution-driven: one misstep and profits vanish.

So who actually defended their #EBITmargin during 2020–2024?

Let’s find out!

🧵 (1/5)

#FindItFinancials #financialanalysis #valueinvesting #investing #markets

Wrapping up with #tech, our most diverse group. 💻

These companies span multiple value chains, so #revenuegrowth drivers can vary greatly.

🧵 (1/5)

#FindItFinancials #financialanalysis #valueinvesting #investing #markets

The only #B2C industry in our screener ➡️ let’s talk #fashion! 👗

Here, pricing power and brand status drive #revenuegrowth, with luxury and fast fashion playing very different games.

🧵 (1/5)

#FindItFinancials #financialanalysis #valueinvesting #markets

Today, we turn to #revenuegrowth in #construction.

This industry is transforming, as companies diversify beyond traditional building and into sectors like infrastructure and #renewables.

🧵 (1/5)

#FindItFinancials #financialanalysis #valueinvesting

Surviving the AI Capex Boom: Big Tech’s Spending Spree is an Echo of the Dot-Com Bubble

#AI #TechBubble #Investing #BigTech #Capex #Economics #WallStreet #AIEconomy #TechStocks #ValueInvesting #Magnificent7 #Finance #Technology

https://winbuzzer.com/2025/10/27/surviving-the-ai-capex-boom-how-big-techs-spending-spree-is-an-echo-of-the-dot-com-bubble-xcxwbn

#Pharma builds moats. #Construction rides cycles. #Fashion refines quality. #Tech fuels growth.

📢 The screener series is here: 4 industries, numerous companies, 4 metrics, beautiful graphs!

Meet the industries: https://open.substack.com/pub/thebarnblog/p/screener-series-picking-our-industries?r=6oymn6&utm_campaign=post&utm_medium=web

#investing #valueinvesting #financialanalysis #markets #FindItFinancials #thebarnblog

Hi there,

I recently started a blog called The Barn, focused on building tools for better #investing. The goal is to create a clear, structured process, going from screening to investment decisions. I'll share the tools and models I build along the way. Some will be complex, others will be basic spreadsheets, but all designed to help us focus on data that is important.

Follow for updates on new posts and product releases!

//The Barn

#introduction #introductions #thebarnblog #valueinvesting

Warren Buffett's retirement from Berkshire Hathaway after 60 years as CEO marks potential end of an era, sparking reflections on his legacy and the company's future direction.
#YonhapInfomax #WarrenBuffett #BerkshireHathaway #Retirement #SuccessionPlan #ValueInvesting #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=61691

Keith McCullough: "Today in 1803, the United States bought the Louisiana Territory from France for $15 million." #ValueInvesting

Berkshire Hathaway stock hits record high as Warren Buffett increases investment in Japanese trading companies, despite cautious stance on U.S. market
#YonhapInfomax #BerkshireHathaway #WarrenBuffett #JapaneseTrading #StockPrice #ValueInvesting #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=54535

Value investor Bill Nygren sees opportunity in US bank stocks amid market correction, highlighting First Citizens BancShares and General Motors as attractive investments
#YonhapInfomax #ValueInvesting #BankStocks #BillNygren #FirstCitizensBancShares #GeneralMotors #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=54032

LL Flooring Holdings, Inc.’s (LL) Wide Deal Spread: A Tale of Legacy Issues, Questionable Management, and Uncertain Future
https://tgsmnewsletter.substack.com/p/ll-flooring-holdings-incs-ll-wide

LL Flooring Holdings, Inc. (LL 0.00%↑) has received several bid offerings to be acquired by potential strategic buyers. Initial deal announcement came out in support of F9 Investment's $5.76 bid. #SpecialSituation #ValueInvesting #business

Reach for the stars with our definitive guide on Space ETFs! 🌠💰

A comprehensive list of ETFs to tap into the thriving space industry. 🚀

Check out our latest article here:

https://globalcitizen.world/the-ultimate-guide-to-space-etf-investing/

#spacex #valueinvesting #investing #stockmarketinvesting #investment #etf #valuestocks #investingtips #investments #money #forex #invest