Offshore
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Librarian Capital
"X to remove likes/comments/reposts from replies"
Much like making "likes" invisible even to your friends, this reduces info available to each user and their ability to choose what content they consume
The platform wants you to read what it tells you to
Try the other place
tweet
"X to remove likes/comments/reposts from replies"
Much like making "likes" invisible even to your friends, this reduces info available to each user and their ability to choose what content they consume
The platform wants you to read what it tells you to
Try the other place
NEWS: X to remove likes/comments/reposts from replies. https://t.co/WwdGq4GA2G tweet
Offshore
GIF
Librarian Capital
"This is the bad place!" https://t.co/zhnktXIPO7
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"This is the bad place!" https://t.co/zhnktXIPO7
Can't say this enough; Elon Musk's menace to democracy is intolerable. He's using the largest & most influential platform in the democratic world to stoke racial conflict and civil breakdown - in his own posts & what X promotes. Democracies can no longer ignore this. tweet
Offshore
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Librarian Capital
Blue Whale * bought Philip Morris as top-10 holding
(* fund backed by $HL Peter Hargreaves)
$PM recently hit multi-year high, still +17% LTM
Blue Whale also bought back into $META in Dec-23
Buying at 52-wk high can be a valid move for "quality compounders", if sub-optimal https://t.co/warK62xxUc
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Blue Whale * bought Philip Morris as top-10 holding
(* fund backed by $HL Peter Hargreaves)
$PM recently hit multi-year high, still +17% LTM
Blue Whale also bought back into $META in Dec-23
Buying at 52-wk high can be a valid move for "quality compounders", if sub-optimal https://t.co/warK62xxUc
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Offshore
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Librarian Capital
Zoetis $ZTS 24Q2
Q2 Revenue +11% op. (+8% in $), incl:
- US Comp. Animal +13%, US Livestock +11%
- Int'l CA +12%, Int'l Livestock +8%
Adj. Net Income +18% op., +9% in $
(COS +3 ppt more than revenue in $; SG&A 3 ppt less)
H1 revenue +12% op. (+9% in $)
Adj. Net Income +7% in $ https://t.co/JiYTz45lJ3
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Zoetis $ZTS 24Q2
Q2 Revenue +11% op. (+8% in $), incl:
- US Comp. Animal +13%, US Livestock +11%
- Int'l CA +12%, Int'l Livestock +8%
Adj. Net Income +18% op., +9% in $
(COS +3 ppt more than revenue in $; SG&A 3 ppt less)
H1 revenue +12% op. (+9% in $)
Adj. Net Income +7% in $ https://t.co/JiYTz45lJ3
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Offshore
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Invest In Assets 📈
Analyze a competitive market using Porter's Five Forces: https://t.co/YKBscS7hNq
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Analyze a competitive market using Porter's Five Forces: https://t.co/YKBscS7hNq
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Offshore
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Librarian Capital
"Brazil's Pix payments are killing cash. Are credit cards next?" (Reuters)
The no. of credit card & debit card transactions have continued to grow sequentially despite PIX, though debit card usage may be decelerating (since debit offers fewer features than credit)
cc: $V $MA https://t.co/Q2qcvfFAZz
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"Brazil's Pix payments are killing cash. Are credit cards next?" (Reuters)
The no. of credit card & debit card transactions have continued to grow sequentially despite PIX, though debit card usage may be decelerating (since debit offers fewer features than credit)
cc: $V $MA https://t.co/Q2qcvfFAZz
Must read article on PIX and Brazil https://t.co/glJQvrW0hF tweet
Offshore
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Librarian Capital
nVent $NVT 24Q2 - Thermal Management
(for read-across for Spirax $SPX ETS)
Sales +4% organic, +3% in $
"Driven by Industrial, particularly MRO"
"Europe & APAC organic sales grew"
But EBIT -2% due to negative mix shift https://t.co/7ZClmv8VWO
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nVent $NVT 24Q2 - Thermal Management
(for read-across for Spirax $SPX ETS)
Sales +4% organic, +3% in $
"Driven by Industrial, particularly MRO"
"Europe & APAC organic sales grew"
But EBIT -2% due to negative mix shift https://t.co/7ZClmv8VWO
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Offshore
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Hidden Value Gems
“Following a fall of almost 70% in its stock price since $WBD was formed in 2022, chief executive David Zaslav and chief financial officer Gunnar Wiedenfels have recently evaluated “all options” to arrest the decline, said two people familiar with the matter.”
“They are considering offers to sell Polish broadcaster TVN or a stake in Warner’s video games business, which holds valuable intellectual property to Harry Potter games.”
“WBD’s management hopes investors will remain patient as they work to turn around the company, they said, believing its true market capitalisation should be about $60bn, or $25 a share.”
via @FT
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“Following a fall of almost 70% in its stock price since $WBD was formed in 2022, chief executive David Zaslav and chief financial officer Gunnar Wiedenfels have recently evaluated “all options” to arrest the decline, said two people familiar with the matter.”
“They are considering offers to sell Polish broadcaster TVN or a stake in Warner’s video games business, which holds valuable intellectual property to Harry Potter games.”
“WBD’s management hopes investors will remain patient as they work to turn around the company, they said, believing its true market capitalisation should be about $60bn, or $25 a share.”
via @FT
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