⁠App Economy Insights
What are you watching this week?

• Monday: $PLTR.
• Tuesday: $UBER, $ABNB, $RDDT, $AMGN, $YUM, $CPNG.
• Wednesday: $NVO, $DIS, $SHOP, $HOOD, $HUBS, $SONY, $WBD.
• Thursday: $LLY, $TTD, $DDOG, $PARA, $TTWO, $EXPE.

All visualized in our PRO coverage next Saturday. https://t.co/TudNEiRUk6
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⁠Hidden Value Gems
RT @trengriffin: Clayton Christensen on Boeing:

"Reducing assets is much easier than increasing revenue. So if a CEO is rewarded for a good RONA ratio, the incentive is to outsource aggressively."
https://t.co/KP0yMovPjV

Who manufactures the Remote Control System (RCS) on the Starliner? Boeing or a subcontractor?

"The leak is located in one Aerojet Rocketdyne reaction control system (RCS) thruster that is located in a single 'doghouse.'" https://t.co/PGZsVStyxO https://t.co/rV2hobYoch - Tren Griffin
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⁠Invest In Assets 📈
Warren Buffett sells almost 50% of his Apple stake $AAPL: https://t.co/G79NJHb2cz
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⁠Capital Employed
RT @capitalemployed: What was the best stock pitch/write-up you read in July? ✍️
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⁠Invest In Assets 📈
Taxes and compounding: https://t.co/oEpu9P7pEn
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⁠Finding Compounders
Ed Thorp on gaining an edge in the market and in life https://t.co/YcsR0p4vjP
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⁠Quiver Quantitative
RT @unusual_whales: Sorry to post this, but I am looking for some help!

Someone has somehow accessed our Tiktok and deleted our unusual_whales account this morning.

It would be of great help if anyone reading can get me in contact or know someone who can help @tiktok_us or @TikTokSupport.

Please!
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⁠Finding Compounders
When Todd Combs was asked who he considers a good investor he mentioned Tom Bancroft .

Tom , who now runs Makaira Partners , worked at GEICO for 13 years under Lou Simpson and Warren Buffett; where he was the portfolio manager of a $3.5 billion equity portfolio

Thoughts ? https://t.co/YLYancjoWW
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⁠iinvested
2Q'24 Patient Capital Management on $EVRI

https://t.co/TLcjBZLJgl

More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/KYJe84Tmci
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⁠Hidden Value Gems
RT @HiddenValueGems: GMO highlighted the key differences between the Top 10 stocks today and in 2000:

🧵👇🏼

1️⃣ “In 2000, the price-to-earnings ratio of the top 10 was 60x. Earnings had increased by 22% pa in the previous 5 years. Even if the fundamental return expectation of 19% p.a. had been delivered and stock prices held, the top 10’s multiple would have still exceeded 25x by 2005.”

1/4
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⁠Librarian Capital
Smithson (Fundsmith SMID fund) NAV gained 3.7% in Jul-24, vs. benchmark +3.9% (£)

NAV now +1.8% YTD vs. benchmark +7.5%

Fevertree $FEVR listed first among top detractors
Spirax* $SPX still listed #5 in top 10

* Rebranded from Spirax-Sarco in Feb-24 https://t.co/NxNDrWJDyJ
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