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Hinde Group
59 posts
Hinde Group
@HindeGroup
Our mission is to help people prosper. Hinde Group partners with individual and institutional investors to achieve superior long-term investment returns.
San Francisco, CA Katılım Ekim 2015
1 Takip Edilen6.5K Takipçiler
Read the latest interview here: readideabrunch.com/p/idea-brunch-…
Thank you to @StockJabber for the discussion!
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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.
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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. 🧵👇
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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.
hindegroup.substack.com/p/ubers-tax-at…
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Over time, investors will come to appreciate the resilience of $UBER as one of its (many) strengths.
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Hinde Group addressed the same topic in a substack post a while ago.
hindegroup.substack.com/p/ubers-unappr…
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On its 2Q24 earnings call, $UBER addressed questions about how its business would perform in a (more typical) recession.
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