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Librarian Capital
"Multinationals sound alarm over weak demand in China" (FT)
L'Oréal $OR CEO: "The only part of the world where consumer confidence remains very low is China ... The job market is not healthy and many ... have put their savings into real estate, which has lost a lot of its value” https://t.co/H4BtMAEwE0
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"Multinationals sound alarm over weak demand in China" (FT)
L'Oréal $OR CEO: "The only part of the world where consumer confidence remains very low is China ... The job market is not healthy and many ... have put their savings into real estate, which has lost a lot of its value” https://t.co/H4BtMAEwE0
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Stock Analysis Compilation
Protean Funds on Neste $NESTE FH
Thesis: Despite recent struggles, Neste's unique position as a global renewable fuel leader and emerging market dynamics suggest a compelling turnaround opportunity
(Extract from their Q2 letter) https://t.co/KCXYJ3jNkC
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Protean Funds on Neste $NESTE FH
Thesis: Despite recent struggles, Neste's unique position as a global renewable fuel leader and emerging market dynamics suggest a compelling turnaround opportunity
(Extract from their Q2 letter) https://t.co/KCXYJ3jNkC
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Librarian Capital
Hargreaves Lansdown $HL co-founder Stephen Lansdown is cashing out his entire 5.7% stake at £11.40/share to private equity offer
He last sold shares (~1.4% holding) in Nov-20 when price was ~£14
Often even billionaire co-founders can't time the market
https://t.co/pW1uecvvOu https://t.co/vLvXhNKeqb
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Hargreaves Lansdown $HL co-founder Stephen Lansdown is cashing out his entire 5.7% stake at £11.40/share to private equity offer
He last sold shares (~1.4% holding) in Nov-20 when price was ~£14
Often even billionaire co-founders can't time the market
https://t.co/pW1uecvvOu https://t.co/vLvXhNKeqb
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Capital Employed
RT @capitalemployed: A fresh batch of Q2 fund letters added including excellent letters from...
@JonCukierwar
@gatorcapital
@Fairlight_Cap
@HorizonKinetics
Plus many more 👇
https://t.co/0KI2PTSjEh https://t.co/vaGjeAhusu
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RT @capitalemployed: A fresh batch of Q2 fund letters added including excellent letters from...
@JonCukierwar
@gatorcapital
@Fairlight_Cap
@HorizonKinetics
Plus many more 👇
https://t.co/0KI2PTSjEh https://t.co/vaGjeAhusu
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Invest In Assets 📈
The average investor tries to time the market 📉
All studies point to the fact that this is a fool's game
Dalbar concluded in its 2011 study that retail investors lost -5.73% on avg vs. the market which gained 2.12%. https://t.co/IjvJtlyOK0
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The average investor tries to time the market 📉
All studies point to the fact that this is a fool's game
Dalbar concluded in its 2011 study that retail investors lost -5.73% on avg vs. the market which gained 2.12%. https://t.co/IjvJtlyOK0
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Stock Analysis Compilation
Alluvial Capital on McBride Plc $MCB LN
Thesis: McBride Plc, a turnaround story with strong cash flow and cost-cutting measures, offers a significant buying opportunity as it continues to recover and reduce debt
(Extract from their Q2 letter) https://t.co/tfxah3evf6
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Alluvial Capital on McBride Plc $MCB LN
Thesis: McBride Plc, a turnaround story with strong cash flow and cost-cutting measures, offers a significant buying opportunity as it continues to recover and reduce debt
(Extract from their Q2 letter) https://t.co/tfxah3evf6
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Hidden Value Gems
Since the 80s supply of single-family homes is down almost a third, while population is up almost 50%!
Not surprisingly, prices have been going mostly one way and the median age of a home buyer is now almost 50 vs 33 in 1980s.
Struggling to understand why supply is not keeping up with demand.
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Since the 80s supply of single-family homes is down almost a third, while population is up almost 50%!
Not surprisingly, prices have been going mostly one way and the median age of a home buyer is now almost 50 vs 33 in 1980s.
Struggling to understand why supply is not keeping up with demand.
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