Hidden Value Gems

8.2K posts

Hidden Value Gems

@HiddenValueGems

Value investor || Investment Newsletter || Premium Research || Subscribe 👇

London, UK Katılım Ekim 2021

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Hidden Value Gems@HiddenValueGems·14 Oca

Hidden Value Gems is back! After six months focused on private projects, I realised how much I missed engaging with readers, learning from others, and sharing ideas! The first post in the restart series covers a key takeaway from 2025: stop focusing on market outlooks — focus on individual opportunities instead. New post is live 👇🏼

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Hidden Value Gems@HiddenValueGems·22 Şub

Interesting chart: S&P equal-weight outperformance is similar to 2000, when it outperformed the cap-weighted index by an impressive 18pp.

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Hidden Value Gems@HiddenValueGems·12 Şub

Finally, the market is getting more interesting….more value ponds around 😉

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Hidden Value Gems@HiddenValueGems·10 Şub

That’s quite a statement 😉 From ‘Our Dollar, Your Problem’ by Kenneth Rogoff

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Hidden Value Gems@HiddenValueGems·10 Şub

Right, yes at the agm last year I asked the company about their declining reviews and they implied that they prefer payment discipline, so some customers being cut off for not paying will arguably always complain. I would think octopus rating is mostly boosted by the retail customers.

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Lennart@Lennart54613183·10 Şub

@HiddenValueGems @rhomboid1MF Actually Long because it is cheap, but not a large position. The Reviews got a lot worse about a year ago ca. thats when I became more sceptical about Yü. It seems octopus is really doing a great job. That said, cheap is cheap and book looks still fine, so Long for now ;)

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Hidden Value Gems@HiddenValueGems·20 Oca

A founder-led business, with a net cash at a third of the Mkt Cap, growing organically with a long-term focus at 3x EV/EBITDA. $YU.L #YuGroup

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Hidden Value Gems@HiddenValueGems·10 Şub

@Lennart54613183 @rhomboid1MF Don’t tell me you are short this micro cap? 😀

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Lennart@Lennart54613183·10 Şub

@HiddenValueGems @rhomboid1MF Octopus meanwhile has Great Reviews..

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Hidden Value Gems@HiddenValueGems·30 Oca

Unprofitable tech stocks are rising again, following 2021 pattern...interesting charts 👇🏼

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Hidden Value Gems@HiddenValueGems·28 Oca

Have I seen this chart already? $WRB is a specialist insurance still run by its founder (the largest shareholder), trading at 14x P/E. Mitsui Sumitomo (10% holder) increased its stake recently.

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Hidden Value Gems@HiddenValueGems·28 Oca

@bullsbayretail @DOMOCAPITAL Great, appreciate it!

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The Bulls Bay@bullsbayretail·28 Oca

@HiddenValueGems For $PBI, I suggest reading @DOMOCAPITAL articles published on Seeking Alpha. Also, visit Sidoti website and look-up CSR (company sponsored research) about the stock. I don't have a public write-up on $TDAY, however the transformation is clear. Results speak for themselves.

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The Bulls Bay@bullsbayretail·28 Oca

This is an amazing quote. For now, $PBI and $TDAY certainly fit that criteria for me.

Hidden Value Gems@HiddenValueGems

Good advice 👇🏼 "Bill Ruane consistently said that you will make more money from your six best ideas in life than from everything else you do. You really need to know what your six best ideas are. It’s okay to not be excited about everything. It’s okay to not find a great idea for a year or two. When you find that great idea, you want to buy it in size. Sometimes you have to trust your gut." - David Poppe, Giverny Capital AM

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Hidden Value Gems retweetledi

Kip Johann-Berkel@BerkelKip·28 Oca

For those interested, this article shows the inventories around Buffett's first silver purchases - looks like they were 50-80 mln oz when Buffett got involved. FWIW, current inventories are ~425 mln oz (see next post) - metalmarket.eu/en/blog/when-w…

Hidden Value Gems@HiddenValueGems

Did you know that Buffett bought 111 million oz of Silver back in 1997? That's more than 10% of current global demand. Fascinating story - link in the next post. #Buffett #Silver #Berkshire

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Hidden Value Gems@HiddenValueGems·28 Oca

Hargreaves Services, a little known UK small-cap, reported a 46% and 23% growth in revenue and EBITDA, raising interim dividends (+5%) and announcing plans for a £15mn capital returns (via a tender offer at a premium to market price) - 6.5% of the Mkt Cap. I presented Hargreaves to my Premium subscribers in 2024.

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Hidden Value Gems@HiddenValueGems·28 Oca

@BerkelKip Oh, right. Got it wrong. That’s much harder to track I think. Will share if I find something relevant on inventories.

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Kip Johann-Berkel@BerkelKip·27 Oca

@HiddenValueGems Thanks, however, that looks like price, not inventory, which is what Buffett talks about in the press releases.

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Hidden Value Gems@HiddenValueGems·26 Oca

Did you know that Buffett bought 111 million oz of Silver back in 1997? That's more than 10% of current global demand. Fascinating story - link in the next post. #Buffett #Silver #Berkshire

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Hidden Value Gems@HiddenValueGems·27 Oca

@dissectmarkets He sold it in early 2000s, at least Berkshire sold it 😀

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Dissecting the Markets@dissectmarkets·26 Oca

@HiddenValueGems Man that’s crazy! So when does Berkshire sell the silver?

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Hidden Value Gems@HiddenValueGems·27 Oca

@GravityAnalyti1 Yes he did sell silver before the big move, I think it was a little later than 2000.

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Gravity Analytica Capital@GravityAnalyti1·27 Oca

@HiddenValueGems He bought 4B in Treasuries that same year. And he sold the position at a loss in 2000 I believe.

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Hidden Value Gems@HiddenValueGems·27 Oca

@BerkelKip This might do, in nominal terms.

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Kip Johann-Berkel@BerkelKip·27 Oca

@HiddenValueGems Anyone have a longer-term chart (esp. around when Buffett bought)? Longest I could find was 10 years:

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Hidden Value Gems@HiddenValueGems·27 Oca

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Hidden Value Gems@HiddenValueGems·26 Oca

@DuckPond_VR Agree.

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The Value Pond@TheValuePond·26 Oca

I understand the silver euphoria 📈. I'm enjoying this massive rally myself. ⚠️ But we cannot deny that industrial demand will not remain inelastic at any price, and speculative demand could disappear fast. 💡Don't forget to be "fearful when others are greedy."

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Keşfet

@rhomboid1MF @Lennart54613183 @bullsbayretail @DOMOCAPITAL @BerkelKip @dissectmarkets @elonmusk @BarackObama