⁠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
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⁠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
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⁠Finding Compounders
Warren’s World https://t.co/r1neRt8ieD
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AkhenOsiris
Can something break already? ineedaratecut.com
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AkhenOsiris
株式市場マジファック
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AkhenOsiris
Did Mike Wilson finally get this one right? 😂
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AkhenOsiris
My smug 13yr old nephew says Nasdaq low will be the open
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AkhenOsiris
Elliott probably goes long NVDA today
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AkhenOsiris
Is Buffett going to bail on the Japanese trading houses (Mitsui, Marubeni, Sumitomo, etc) or double down 🤔
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AkhenOsiris
One of those fun days where Nas moves 100 pts during a sip of coffee
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AkhenOsiris
Congrats to Frank Slootman, avoided the 50% $SNOW haircut once he retired at the 2024 top 😂

*Note the ear-to-ear smile*
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⁠Hidden Value Gems
"87% of the time, investors who bought the S&P 500 on days when the Vix closed at 30 or higher ended up making money a year later."

The last two words are crucial...many are thinking hours and days now, not even months ahead. https://t.co/8kGqcWTiq5
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