investment data @value_charts
Joined December 2019-
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Real median home prices in the US when compared to real per capita personal incomes, are in fact on the historically cheap end of their range. (@EconomPic)
Nvidia's current weight of around 8% in the S&P 500 index is the highest of any company in years, though GM had a still higher weighting in the 1960s and 1970s. (@lhamtil & @pauldejong_)
US stocks are currently in expensive territory, while on average Europe and the rest of the world offer more bearable investment valuations. (@dailychartbook)
In the past few decades, the UK has been running budget deficits that have essentially not been seen in over 300 years - except during serious wartime involvements. (@KobeissiLetter)
Military expenditures as a percent of central government budgets for the G7 countries are around their lowest levels in over 150 years. (@BurggrabenH)
Of China's "Big 3" oil majors, CNOOC has by far done the best job at adding to its reserves over the past decade. (@OxfordEnergy)
Net-nets as a percentage of all listed German stocks are on the low end of their historical range right now, indicating a dearth of bargains in the country. (@DismissedEurope)
Exor - the Agnelli family holding company - currently trades at a discount to NAV of over 50%, even while the firm has compounded at a decent long-term rate. (@ohcapideas)
US corporate profit margins have been rising in the past year or two, while those of European companies have remained flat on average. (@Barchart)
On a relative basis, emerging market stocks have not been this cheap when compared to US stocks in almost 50 years. (@topdowncharts)
China's share of global manufacturing value-added has risen strongly in recent years, while the US and other nations have lost ground. (@EugeneNg_VCap)
Net-nets as a percentage of all listed Canadian stocks are currently moderately abundant versus their historical range of the past few decades. (@BuggyWhipB)
Net-nets as a percentage of all listed Polish stocks remain on the high side of their historical range, indicating a current abundance of value in the country. (@DismissedEurope)
The US unemployment rate for young people has been rising sharply over the past few years. (@MikeZaccardi)
South Korean utilities seem to be unbelievably cheap currently, while Brazilian and Spanish energy stocks don't look particularly overpriced either. (@dlacalle_IA)
Commercial office space in the US is currently selling for just over $200 per square foot on average, right near the valuation lows of the 2008/09 GFC. (@Birdyword)
Gold has run well ahead of silver and industrial metals so far this bull cycle, though historically that differential has not lasted indefinitely. (@goldchartbook)
Bullish oil bets by hedge funds have fallen to a 17-year low, as consensus expectations of a coming global oversupply crystallize. (@C_Barraud)
Warren Buffett went from a roughly $1m net worth at 30, to a $1b+ net worth in his 50s, to a $100b+ net worth in his 90s. Compounding is clearly powerful stuff - as is having the greatest investment mind of your generation. (@MikeZaccardi)
On a relative total return basis, S&P 500 value stocks are as out of favour as they been on only two other occasions in the past 50 years. (@Callum_Thomas)
ISABELNET @ISABELNET_SA
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102 Followers 2K Following
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86 Followers 86 Following Roaming around in the deepest parts of the European stock exchanges. No advice. Own thoughts. Do your own research.
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269 Followers 115 Following
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0 Followers 556 Following
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Jon Sundqvist @JonSundqvist
86 Followers 452 Following Swedish astrophysicist from Krokom, Jämtland. Prof. at KU Leuven, Belgium. Father to Axel and Liam, husband to Giannina
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23 Followers 3K Following To thrive you must first survive - Quality over Quantity - Second level thinking - If you can’t decide, the answer is no - Antifragility
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Interested Lurker @QuiiietLurking
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184 Followers 492 Following Investing with a long-term vision | Optimizing capital and managing risk | eToro Popular Investor @Revexz
Deep Value Situations @DV_Situations
13K Followers 199 Following The name says it all. Not investment advice.
Idea Hive @ideahive
55K Followers 447 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks. Check out my blog here: https://t.co/ZptZfOvElj
Callum Thomas @Callum_Thomas
132K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
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79K Followers 290 Following Bill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. https://t.co/uyMZ9DarCd
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479 Followers 764 Following 👨💻SDM - Value, Special Situation & Opportunistic Investing 📊
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86 Followers 86 Following Roaming around in the deepest parts of the European stock exchanges. No advice. Own thoughts. Do your own research.
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13K Followers 180 Following
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896 Followers 232 Following Random musings about my equity research. For it to make sense, follow @uv_shares or sign up for the free Weekly Dispatches on https://t.co/SZLkM699PL
Buggy Whip Bargains @BuggyWhipB
196 Followers 288 Following With our heads stuck in 10Ks and 10Qs of "old economy" businesses trading below tangible book. Opinions expressed not recommendations or advice.
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498 Followers 2K Following
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56K Followers 5 Following Sign up for the weekly ITC Newsletter—and every month—a person will be selected to receive a free month of ITC Premium Pro!
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fejau @fejau_inc
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34K Followers 1 Following Creator of $MOVE Index; $RFIX; $PFIX; $MTBA Managing Partner @ https://t.co/tmnhsnR6cB Publisher of Maven Commentary https://t.co/OwX9kW3iOu
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Anthony @HalvioCapital
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Elias P @e_pap4
449 Followers 752 Following Going through microcaps A-Z and posting about what I find
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24K Followers 1K Following Private fund manager focused on small/micro-caps, trying to learn from the best and turn over the most rocks. Tweets are not investment advice.
Aitor Garcia @AitorGarcia
2K Followers 269 Following Spanish misfit living in Thailand. Global investor. World traveller. Antifragility seeker. Telecommunication Engineer. Master in Finance.
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452 Followers 64 Following Full time deep-value investor searching for absurdly cheap stocks and hidden value on balance sheets. Follow for cheap stock ideas.
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