MarketScouts

I'm not a fan of smoking but I am a fan of juicy growth rates. And Zyn's been interesting to say the least. Check out Renee Krupnik's latest piece for MarketScouts. Looks like Zyn's growth is not truly priced in. Time to pop a Zyn and read.

I am excited to announce the release of part one of my PE series for MarketScouts on Substack! What you'll learn: 1. The role of private equity in shaping IPO strategies 2. Advantages and potential pitfalls for investors 3. Case studies of PE-backed IPOs and their performance If you're interested in the intersections of private equity and public markets, don't miss out on this insightful read. Check it out now, and let me know your thoughts! Thank you, Vas Musca, for your guidance.

Right now, it seems that after almost two decades of “giving China a chance”, foreign investors are ready to leave. And we get it: they're afraid. Afraid of Taiwan becoming the next Ukraine (and China becoming the next Russia). Afraid of the $5T property bubble popping (already happening). Afraid even of taking the wrong career risk. But we found 7 pretty good reasons why China could be a great bet this year. From fast growing corporate earnings and potential space to grow dividends, to the live-happening pension reform, the cheapness of the Chinese market, and more. Even the deflationary shock from the pop of the property bubble is a much needed "reform". We're not saying you should invest – but don't sleep on China in the Year of the Dragon. #china #stockmarket #investing #stocks https://lnkd.in/dda87fP7

Investors waiting for rate cuts are hoping for a return of the good old “cheap money” days. Data says we're in for a bumpy ride. In our latest post, we look at: 1. Why investors care about interest rates: it's all about valuation, what alternatives investors have ("TINA"), and what interest rates say about the economy and earnings expectations. 2. What data says about what happens when interest rates are cut: 4 super interesting studies from Schroders, Nick Magiulli, Saxo Bank, and City Index. 3. What should we do next? #investing #stocks #sp500 #interestrates #fed #federalreserve #stockmarket

Have you lost money betting on Chinese stocks? You’re not the only one. Over the past decade, Chinese stocks have lost more than 40% of their value. But how is that possible? China’s economy almost doubled over the past 10 years, growing far faster than the US or Europe. Japan’s economy even shrank! And yet the actual stock returns from all of these markets blew China’s out of the water – especially the US. Confused? A recent study from the University of Florida figured out why – and which indicator to look at. And based on this indicator, 2024 might just be the year Chinese stocks come back? #stocks #stockmarket #stockinvesting #indicators #chinaeconomy https://lnkd.in/dEJi8bsq

Back in 2021 I, along with everyone else, was swept up in the SPAC mania. And the EV mania. And a few other manias. It was also the first time I successfully implemented the "buy the rumor, sell the news" strategy. Now, I'm 100% sure I was just lucky, but it always gnawed at me: can this be a real thing? Or is it just a meme, like these TikTok screenshots clearly show? Well, Ronit Sheth and I had a look and found some rather interesting research. Back in 2016, two professors from the Rutgers University analyzed over 700,000 (!) instances of "stocks behaving abnormally" around earnings announcements, and found some rather juicy insights. Have a look 👇 #investing #stocks #tradingstrategies #finance #finfluencers

It’s funny that after publishing this, Bitcoin’s price went down 10%. Which really proves Renee Krupnik's point – this is an asset class you really need to learn how to be Zen about. TLDR: A few weeks back we looked at how Islamic stock filters tend to do better than regular market buying. That’s because they avoid companies with a ton of debt, but also slow-growing banks. Buddhism seems like a logical philosophy to use for crypto. Based on Buddhist principles, we came up with a few tips for investing in crypto while not losing your mind in the process: 1. Non-attachment: Crypto, love it or hate it, has been the best performing asset class over the past decade. But do yourself a favor and use a log scale when looking at a crypto chart. The price swings are going to be wild! 2. Inner peace: diversify with a basket of cryptos invest only what you’re truly ok with losing. Just look at how drastically the top 10 cryptos have changed positions. Ethereum went from not existing in 2014 to being the second most valuable crypto just two years later. Litecoin went from being the third most valuable one in 2014 to number 17 almost a decade later. Even Bitcoin might eventually be supplanted as the “main crypto” as well. It has a big following but you can't fight with technological progress. 3. Also on the inner peace topic. Don't be your own bank. But don't bend yourself backwards with multiple VPNs so you can use some shady exchange. Use only super regulated places to trade and store crypto. Coinbase, eToro, some upcoming ETF… Remember that the main risk in crypto is not your coins going to zero. The main risk is counterparty risk. It’s seeing your coins go to the moon but you’re not able to get your wealth out because the exchange “temporarily paused withdrawals”.  It's losing your coins because you forgot the password to your encrypted hard drive. It's getting physically "incentivized" to share your private key by a guy in an alleyway. Crypto bros might talk a big game about banks being "not your friend", but when it comes to keeping your money safe, they are. 4. Ethics matters. If you care about it, avoid stablecoins – they're highly linked to crime, including actual slavery. A ton of slavery, actually. Just ask Zeke Faux or read his book. And maybe also bitcoin itself (proof-of-work wastes a ton of electricity and chips). Ethereum, Solana, Avalanche – all are less unethical, if you will... Oh, and NFTs – most of the blue chip collections you see in the media are a ripe medium for money laundering. Just like traditional art, to be fair. 5. Finally: learn some meditation. Be a little Zen about it. The price might crash again. Or it could go to the moon, but then you’ll have bought the wrong token. Who knows? One thing's for certain though: everyone is getting hilariously rich and you're not – again. #bitcoin #crypto #investing #defi #nft

Excited to show a new set of company deep-dives from Vincent V.! For a few weeks we've been working on a series of posts about how to properly used the P/E ratio, which everyone loves but only a few understand and use correctly. The biggest meme about it, especially on Twitter and TikTok, is "invest when the stock price is going down while the earnings are going up". Well, we put the theory to the test. That's what MarketScouts is all about. Vincent shortlisted three stocks (Johnson & Johnson, Halliburton, and Volkswagen) that meet the criteria: - Down or flat price year to date - Fast-growing earnings - Large market cap and plenty of analyst coverage Check out what we found. Spoiler: the market isn't stupid. But sometimes it does throw the baby with the bath water. #investing #stocks #stockmarket #indicators #valuation

Excited to see that MarketScouts is now consistently showing up on the first position on Google for "MarketScouts" 🎉 Glad it won't be confused with any of the three other pages called MarketScout (one is an insurance company, two are market research firms) 😌 All credit goes to Vincent V. Renee Krupnik Ronit Sheth Van Tang Gurmehar Kaur whose research and articles so far have crushed it! 👏

“Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down.” – Warren Buffett Terrible advice if you’re not a professional investor. What I was surprised though, was just how terrible. Credit goes to Nick Maggiulli for crunching up the numbers 👇 #investing #investingstrategy #finance #stocks