⁠Matt McGarry
What's the deal with newsletter polls?

Here's why you need one, how to make one, and benchmarks to shoot for: https://t.co/3DVUFCGubG
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⁠Matt McGarry
RT @OSheaSEO: I was listening to one of my favorite podcasts today when this happened

I almost fell out of my chair.

Thanks @ryan_boat & @JMatthewMcGarry for the shoutout! https://t.co/P5QXglpYkn
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⁠Matt McGarry
Can someone explain the Porter Stansberry and Marketwise situation like I'm 5?
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AkhenOsiris
Chinese macro data has been utterly shit since post-covid. Rarely see the "can't trust Chinese data, it's all lies" view anymore (which was common when the data showed a gangbusters economy).

Thus:
- Is the data true?
- Lies,actual is much worse
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AkhenOsiris
At this point the retest the lows view would seem to be dependent on either a rapid deterioration in economy (25-50bps cut just weeks away) or a major escalation in the Mideast.

The slowdown is now well understood, and most that I talk to think that's all it is, a slowdown.
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⁠Hidden Value Gems
$BRK.B bought two new stocks in Q2: $ULTA and $HEI.A

Most likely, they were bought by Ted or Todd, given the size of the current positions.

Added: $SIRI $OXY $CB $LSXMA $LSXMK
Exited: $PARA $SNOW
Reduced: $AAPL $CVX $COF $FND $LPX $TMUS

Overall net positions reduced by c. 30% (mostly $AAPL)
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⁠Hidden Value Gems
Quote of the day #66

#Investing #StockMarket https://t.co/fMkm5rgM9f
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⁠Librarian Capital
Admiral $ADM 24H1 results
Turnover +43%, PBT +32%, EPS +35%

UK PBT +20% (+£59m)
Europe PBT -77%
US back to profit

UK Motor PBT +20% (+£61m)
Core COR 78.9% (PY: 89.2%)
Core Loss Ratio 59.2% (PY: 65.8%)
Core Loss Ratio Before Releases 75.3% (PY: 92.7%)
Vehicles +15% y/y, +11% h/h https://t.co/mffN8UPNWW
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AkhenOsiris
How names get uncrowded and incremental buyers are born
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