⁠Finding Compounders
David Einhorn’s Speech at the Value Investing Congress in 2006.

He goes into and explains how to look at ROE( Return on Equity) https://t.co/iO7ya1rKck
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⁠Invest In Assets 📈
The power of becoming 1% smarter every day: https://t.co/IMGQTcTAZS
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⁠Librarian Capital
Japan Tobacco 24Q2 Tobacco results

Q2 revenue +7.6%, Adj. EBIT +5.6% ex-FX
H1 revenue +7.1%, Adj. EBIT +5.3% ex-FX
Volume +2.0% in Q2 & H1

H1 Adj. EBIT fell in Asia & W Europe, rose in EMA
EMA volume growth driven by Travel Retail, Russia

Ploom share rose, still low

$IMB $PM https://t.co/ksnO6NmeGp
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⁠Dimitry Nakhla | Babylon Capital®
Notable First Half 2024 Dividend Increases 💸

📀 $MPWR +25.0%
🎨 $SHW +18.2%
🏦 $AXP +16.7%
🛒 $COST +13.7%
🧬 $DHR +12.5%
🏥 $UNH +11.7%
🔬 $TMO +11.4%
📉 $MCO +10.4%
💨 $WSO +10.2%
🧾 $PAYX +10.1%
🩻 $ELV +10.1%
🏧 $JPM +8.7%
👜 $LVMH +8.3%
🔨 $HD +7.7%
📈 $ICE +7.1%
🥤 $PEP +7.1%
🚜 $TSCO +6.8%
📱 $AAPL +4.2%

#stocks #investing
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𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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⁠Brandon Beylo
Got Precious Metals?

#gold #silver

BREAKING: US economy adds 114,000 jobs in July, BELOW expectations of 176,000.

The unemployment rate rose to 4.3%, ABOVE expectations of 4.1%.

This marks the highest US unemployment rate since November 2021.

The labor market is beginning to crack. - The Kobeissi Letter
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⁠Librarian Capital
Sebastian Lyon (Troy) seems not a fan of Trump

"Factors to characterise a Trump presidency are a faster rush into a cold war with China & protectionist tariffs, likely to boost inflation & damage growth ... trade wars ... pressures on NATO" https://t.co/ZAjvQHTUN7
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⁠Librarian Capital
Zoetis $ZTS: New multi-year $6bn buyback program

"Over a period of up to four years"
Old $3.5bn program from 2021 to complete in 2024 https://t.co/nqzgs2iFgC
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⁠Brandon Beylo
https://t.co/Ufv3JG0xee

Nasdaq futures dropping as if it's the end of the world; memo to all: it isn't - Jim Cramer
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⁠Brandon Beylo
I'm starting to sharpen my pencil on some bombed-out video game developer stocks.

So I thought it timely to replay one of my favorite Value Hive Podcast episodes.

The Business of Video Game Development w/ @davidkaye

I think you'll love it.
https://t.co/ZuQ1alKUh9
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