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Hidden Value Gems
When $BA and $AIR.PA are struggling to raise production and demand continues to rise, there is only one option left ➡️ Aercap, the world’s largest independent aircraft owner.
$AER https://t.co/NpVXGOcaW1
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When $BA and $AIR.PA are struggling to raise production and demand continues to rise, there is only one option left ➡️ Aercap, the world’s largest independent aircraft owner.
$AER https://t.co/NpVXGOcaW1
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Quiver Quantitative
🚨 BREAKING: We just caught 31 STOCK Act violations by Senator John Fetterman.
He disclosed trades that were made over a year ago by one of his children.
Some of the trades were in companies that Fetterman oversees.
Full trade list up on the Quiver site. https://t.co/FMyHP7rgk2
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🚨 BREAKING: We just caught 31 STOCK Act violations by Senator John Fetterman.
He disclosed trades that were made over a year ago by one of his children.
Some of the trades were in companies that Fetterman oversees.
Full trade list up on the Quiver site. https://t.co/FMyHP7rgk2
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Stock Analysis Compilation
Loomis Sayles on Atkore $ATKR US
Thesis: Atkore, despite short-term challenges in non-residential markets, remains confident in its long-term earnings potential, making it a strong value play
(Extract from their Q2 letter) https://t.co/O4TtIGruKk
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Loomis Sayles on Atkore $ATKR US
Thesis: Atkore, despite short-term challenges in non-residential markets, remains confident in its long-term earnings potential, making it a strong value play
(Extract from their Q2 letter) https://t.co/O4TtIGruKk
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Hidden Value Gems
RT @HiddenValueGems: An unexpected fact: in 2023, UAE saw higher FDI inflow than India! 👇🏼 https://t.co/Jk6td9lxZN
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RT @HiddenValueGems: An unexpected fact: in 2023, UAE saw higher FDI inflow than India! 👇🏼 https://t.co/Jk6td9lxZN
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Librarian Capital
Ruffer Total Return fund gained 1.9% in Jul
Now +1.5% 2024 YTD, +0.3% p.a. L3Y (£)
JPY gain was offset by "a headwind from its derivative protections as equity markets largely remained stable despite the movements under the surface"
Being a perma-bear is expensive, for clients https://t.co/7SxjehrASZ
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Ruffer Total Return fund gained 1.9% in Jul
Now +1.5% 2024 YTD, +0.3% p.a. L3Y (£)
JPY gain was offset by "a headwind from its derivative protections as equity markets largely remained stable despite the movements under the surface"
Being a perma-bear is expensive, for clients https://t.co/7SxjehrASZ
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Librarian Capital
RT @sarafischer: Independent journalist era takes off
— Substack on track to more than double its politics & news subscribers in 2024
— # of Substack journalists in news & politics making more than $1M has doubled over the past year - now in "double digits"
https://t.co/5cv9stWeRf
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RT @sarafischer: Independent journalist era takes off
— Substack on track to more than double its politics & news subscribers in 2024
— # of Substack journalists in news & politics making more than $1M has doubled over the past year - now in "double digits"
https://t.co/5cv9stWeRf
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Hidden Value Gems
RT @HiddenValueGems: Focus beats almost any budget even in the streaming business:
“Apple has spent more than $20 billion to produce original TV shows and movies. However, Apple TV+ generates less viewing in one month than Netflix does in one day.”
$NFLX https://t.co/UcUzpPZCc1
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RT @HiddenValueGems: Focus beats almost any budget even in the streaming business:
“Apple has spent more than $20 billion to produce original TV shows and movies. However, Apple TV+ generates less viewing in one month than Netflix does in one day.”
$NFLX https://t.co/UcUzpPZCc1
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Librarian Capital
"BofA Tells Bankers to Report Bosses Who Pressure Them to Underreport Hours" (WSJ)
Reminder: the 2021 revolt among GS IBD analysts (with the slide deck) was led by an analyst* whose father just happened to be a vice chairman at TPG
The analyst is now in PE (at Leonard Green) https://t.co/mFi4tceKkc
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"BofA Tells Bankers to Report Bosses Who Pressure Them to Underreport Hours" (WSJ)
Reminder: the 2021 revolt among GS IBD analysts (with the slide deck) was led by an analyst* whose father just happened to be a vice chairman at TPG
The analyst is now in PE (at Leonard Green) https://t.co/mFi4tceKkc
Bank of America Tells Bankers to Report Bosses Who Pressure Them to Underreport Hours https://t.co/Y71nVOnix9 tweet
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Hidden Value Gems
RT @HiddenValueGems: Look for companies with low share-based compensation (as percentage of sales), buyback helps too.
Interesting findings by @mjmauboussin https://t.co/MNwhj49LM9
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RT @HiddenValueGems: Look for companies with low share-based compensation (as percentage of sales), buyback helps too.
Interesting findings by @mjmauboussin https://t.co/MNwhj49LM9
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