Offshore
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Librarian Capital
Altria $MO: US Vapor category still growing fast
"Through the first half of 2024, we estimate the category grew by approx. 40%, driven by illicit flavored disposable products ... now more than 60% of the category"
"Pod-based volumes declined by approx. 15%"
cc: $BATS $PM $IMB https://t.co/DdLKef93IH
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Altria $MO: US Vapor category still growing fast
"Through the first half of 2024, we estimate the category grew by approx. 40%, driven by illicit flavored disposable products ... now more than 60% of the category"
"Pod-based volumes declined by approx. 15%"
cc: $BATS $PM $IMB https://t.co/DdLKef93IH
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Brandon Beylo
I’m not going to lie.
I didn’t think I’d need to remind @AlderLaneEggs about our $CVNA deal.
But it might freaking happen.
Mark promised he’d cook me and @CliffordSosin a full-course dinner while wearing a dress.
AND
He said he’d buy me a Ford Shelby Mustang.
👀👀👀
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I’m not going to lie.
I didn’t think I’d need to remind @AlderLaneEggs about our $CVNA deal.
But it might freaking happen.
Mark promised he’d cook me and @CliffordSosin a full-course dinner while wearing a dress.
AND
He said he’d buy me a Ford Shelby Mustang.
👀👀👀
tweet
Offshore
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Brandon Beylo
Funny how the Big Banks work their price targets.
Block $SQ has doubled Gross Profit AND turned profitable since 2021.
Yet Morgan Stanley’s 2024 price target is ~80% lower than 2021.
I know they don’t ring bells at bottoms and all … but.
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Funny how the Big Banks work their price targets.
Block $SQ has doubled Gross Profit AND turned profitable since 2021.
Yet Morgan Stanley’s 2024 price target is ~80% lower than 2021.
I know they don’t ring bells at bottoms and all … but.
$SQ - Morgan Stanley
2021 Price target : $245
2024 Price target : $55
2021 Gross Profit : $4.4B
2024 Gross Proft est : $8.8B
🤷♂️ https://t.co/XIUtUI1mFD tweet
Offshore
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Hidden Value Gems
RT @HiddenValueGems: Someone is building a very wide moat here 👇🏼
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RT @HiddenValueGems: Someone is building a very wide moat here 👇🏼
How much luxury brands have spent on advertising from 2010 to 2023.
Not surprised that LVMH topped the list , but pretty surprised that Richemont came second . https://t.co/kfmbHYdy6i tweet
Offshore
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iinvested
2Q'24 Upslope Capital Management on $TDY, $DSFIY, $WIPKF
https://t.co/1hEfM5NzOW
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/dswO9ffbyJ
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2Q'24 Upslope Capital Management on $TDY, $DSFIY, $WIPKF
https://t.co/1hEfM5NzOW
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/dswO9ffbyJ
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Offshore
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Finding Compounders
Balancing ROIC and Growth to build
value by McKinsey https://t.co/HSMs4bNT8o
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Balancing ROIC and Growth to build
value by McKinsey https://t.co/HSMs4bNT8o
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Offshore
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Librarian Capital
AB InBev $ABI 24Q2 LATAM organic growth
Middle Americas
Volume +1.3%
Revenue +5.9%
Norm. EBITDA +10.8%
South America
Volume +0.6%
Revenue +6.1%
Norm. EBITDA +21.7%
Volume
Up: Mexico (MSD), Columbria (LSD), Brazil (4.1%)
Down: Peru (HSD), Ecuador (LSD), Argentina (low-20s) https://t.co/8SsneCOPPY
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AB InBev $ABI 24Q2 LATAM organic growth
Middle Americas
Volume +1.3%
Revenue +5.9%
Norm. EBITDA +10.8%
South America
Volume +0.6%
Revenue +6.1%
Norm. EBITDA +21.7%
Volume
Up: Mexico (MSD), Columbria (LSD), Brazil (4.1%)
Down: Peru (HSD), Ecuador (LSD), Argentina (low-20s) https://t.co/8SsneCOPPY
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