Discover and read the best of Twitter Threads about #valuestocks
Most recents (2)
1/ In 2021, most investors are unwilling to touch energy companies.
I think this is a big mistake.
Why?
Like it or not, we will be using fossil fuels for decades to come.
How can value investors use this to their advantage?
I think I found a company that can deliver. 🧵 🛢️
I think this is a big mistake.
Why?
Like it or not, we will be using fossil fuels for decades to come.
How can value investors use this to their advantage?
I think I found a company that can deliver. 🧵 🛢️
2/ Quick Disclaimerâť—
I am an ardent supporter of green energy, and would love to see fossil fuels phased out.
It is no doubt the future.
I truly think it is the future and that in the long run, electrification and renewables will dominate the energy landscape...eventually.
I am an ardent supporter of green energy, and would love to see fossil fuels phased out.
It is no doubt the future.
I truly think it is the future and that in the long run, electrification and renewables will dominate the energy landscape...eventually.
3/ However, thanks to fossil fuels, we have an abundance of food thanks to gas-produced fertilizers, high/low tech plastic gadgets, and quick and efficient delivery of the goods to your local supermarket.
They are ingrained into our modern lives whether we like it or not.
They are ingrained into our modern lives whether we like it or not.
1/ $NTDOY's price has been getting pummeled recently...and I couldn't be happier!
I already thought $NTDOY was cheap prior to the recent decline, but now it's an absolute bargain.
This thread will cover my thesis $NTDOY's immense value potential.
#valuestocks #videogames
I already thought $NTDOY was cheap prior to the recent decline, but now it's an absolute bargain.
This thread will cover my thesis $NTDOY's immense value potential.
#valuestocks #videogames
2/ $NTDOY is one of the most beloved companies by gamers, and also one of the most misunderstood by investors.
Recurring comments about the company for almost a decade are things like “highly cyclical”, “archaic management”, “missed the opportunity”, “unable to adapt”.
Recurring comments about the company for almost a decade are things like “highly cyclical”, “archaic management”, “missed the opportunity”, “unable to adapt”.
3/ The console market is notoriously cyclical, especially at the level of individual companies.
Nintendo is the poster child of this pattern, with an almost perfect track record of a super successful console launch followed by a relative commercial failure for the next model.
Nintendo is the poster child of this pattern, with an almost perfect track record of a super successful console launch followed by a relative commercial failure for the next model.
