Offshore
Photo
Librarian Capital
Today: "Bangladesh PM has resigned, left country"
11-Jul: "China and Bangladesh ... elevated their relations to a comprehensive strategic cooperative partnership ... Xi Jinping and Bangladeshi Prime Minister Sheikh Hasina announced this while meeting in Beijing" (People's Daily) https://t.co/5xoPyLTOkP
tweet
Today: "Bangladesh PM has resigned, left country"
11-Jul: "China and Bangladesh ... elevated their relations to a comprehensive strategic cooperative partnership ... Xi Jinping and Bangladeshi Prime Minister Sheikh Hasina announced this while meeting in Beijing" (People's Daily) https://t.co/5xoPyLTOkP
tweet
Offshore
Photo
Hidden Value Gems
RT @HiddenValueGems: A thought-provoking piece by @HorizonKinetics on the risks faced by US markets, passive investing and some top ideas:
🧵👇🏼
The US has benefited from BIG, momentous events.
1️⃣ “The first economic miracle for the U.S. was the collapse of the Soviet Union and a hard commodity supply surge.”
1/12
tweet
RT @HiddenValueGems: A thought-provoking piece by @HorizonKinetics on the risks faced by US markets, passive investing and some top ideas:
🧵👇🏼
The US has benefited from BIG, momentous events.
1️⃣ “The first economic miracle for the U.S. was the collapse of the Soviet Union and a hard commodity supply surge.”
1/12
tweet
Offshore
Photo
Librarian Capital
"Widespread boycotts in Muslim countries hammer western brands" (FT)
"Mondelez $MDLZ said the boycotts weighing down Middle East sales growth by 2% in the second quarter"
"L’Oréal $OR equally said the boycotts had a 2% drag on growth (in SAMENA) in the first half of the year" https://t.co/aXD97nnxCN
tweet
"Widespread boycotts in Muslim countries hammer western brands" (FT)
"Mondelez $MDLZ said the boycotts weighing down Middle East sales growth by 2% in the second quarter"
"L’Oréal $OR equally said the boycotts had a 2% drag on growth (in SAMENA) in the first half of the year" https://t.co/aXD97nnxCN
Widespread boycotts in Muslim countries hammer western brands https://t.co/9bYofwLmNQ tweet
Offshore
Photo
Hidden Value Gems
$MSFT has seen the largest increase in Capex/Sales ratio in the past 10 years (now at 18% compared to 3% in 2014).
$AAPL Capex/Sales has actually declined over the same period (from 3% to 2%). https://t.co/83npeBxqn6
tweet
$MSFT has seen the largest increase in Capex/Sales ratio in the past 10 years (now at 18% compared to 3% in 2014).
$AAPL Capex/Sales has actually declined over the same period (from 3% to 2%). https://t.co/83npeBxqn6
tweet
Offshore
Photo
Quiver Quantitative
In June, we reported on massive stock sales by Senator Tommy Tuberville.
He closed out positions in over 40 companies.
The stock market has plummeted today. https://t.co/RVkSC1Q3WA
tweet
In June, we reported on massive stock sales by Senator Tommy Tuberville.
He closed out positions in over 40 companies.
The stock market has plummeted today. https://t.co/RVkSC1Q3WA
tweet
Offshore
Photo
Quiver Quantitative
🚨 Nancy Pelosi has lost $8.9M in the stock market today, per our estimates.
She has 45 days to disclose any trades, so we still don't know if she managed to sell before this crash.
Follow along for updates. https://t.co/sDFdq34gqF
tweet
🚨 Nancy Pelosi has lost $8.9M in the stock market today, per our estimates.
She has 45 days to disclose any trades, so we still don't know if she managed to sell before this crash.
Follow along for updates. https://t.co/sDFdq34gqF
tweet
Offshore
Photo
Librarian Capital
The biggest faller in any of our long positions is ...
British American Tobacco ADR $BTI (down 5.8%)
(UK-listed BAT shares $BATS down 3.6%)
$PM down 2.4%, $MO down 3.2% https://t.co/KEHT1SkdXR
tweet
The biggest faller in any of our long positions is ...
British American Tobacco ADR $BTI (down 5.8%)
(UK-listed BAT shares $BATS down 3.6%)
$PM down 2.4%, $MO down 3.2% https://t.co/KEHT1SkdXR
tweet
Offshore
Photo
Librarian Capital
"The Americans have arrived", FeverTree edition?
$FEVR was down 3% most of the day, but started to turn positive 2 pm UK (7 am US), now up 1.5%
With a ~£1bn market cap, it doesn't take much to move https://t.co/VPiSY54Lhd
tweet
"The Americans have arrived", FeverTree edition?
$FEVR was down 3% most of the day, but started to turn positive 2 pm UK (7 am US), now up 1.5%
With a ~£1bn market cap, it doesn't take much to move https://t.co/VPiSY54Lhd
tweet