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Librarian Capital
Admiral $ADM opened up ~9% after H1 results
Share price now up ~39% in the past year
Admiral has been #4 in our "Select 15" model portfolio, alongside Philip Morris $PM (#2), whose share price is up ~24% in the past year
Both are strong dividend payers
https://t.co/1U6LBGQzYq https://t.co/IVfn1TOSAp
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Admiral $ADM opened up ~9% after H1 results
Share price now up ~39% in the past year
Admiral has been #4 in our "Select 15" model portfolio, alongside Philip Morris $PM (#2), whose share price is up ~24% in the past year
Both are strong dividend payers
https://t.co/1U6LBGQzYq https://t.co/IVfn1TOSAp
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Stock Analysis Compilation
Third Avenue on Paltac $8283 JP
Thesis: Paltac’s dominant market position, strong balance sheet, and potential shareholder-friendly actions make it an undervalued gem in Japan’s distribution sector
(Extract from their Q2 letter) https://t.co/9uLQbhco9K
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Third Avenue on Paltac $8283 JP
Thesis: Paltac’s dominant market position, strong balance sheet, and potential shareholder-friendly actions make it an undervalued gem in Japan’s distribution sector
(Extract from their Q2 letter) https://t.co/9uLQbhco9K
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Invest In Assets 📈
Adyen is up +6% after its H1 2024 report.
• Revenue +24% Y/Y
• EBITDA +32%
• Net Income +45%
• EPS Diluted +45% https://t.co/MXsQxAaKvC
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Adyen is up +6% after its H1 2024 report.
• Revenue +24% Y/Y
• EBITDA +32%
• Net Income +45%
• EPS Diluted +45% https://t.co/MXsQxAaKvC
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Invest In Assets 📈
RT @InvestInAssets: Quality Screener:
+15% ROCE 5-Year
+7% EPS 10-Year
+5% FCF 10-year
+40% Gross Margin
+15% Operating Margin
+10 Interest Coverage
25 examples:
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RT @InvestInAssets: Quality Screener:
+15% ROCE 5-Year
+7% EPS 10-Year
+5% FCF 10-year
+40% Gross Margin
+15% Operating Margin
+10 Interest Coverage
25 examples:
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Hidden Value Gems
Ackman’s Pershing Square takes $229m position in Nike, buys shares in Brookfield…
$NKE $BN $PSH.L https://t.co/hKYUlN22KM
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Ackman’s Pershing Square takes $229m position in Nike, buys shares in Brookfield…
$NKE $BN $PSH.L https://t.co/hKYUlN22KM
I think $NKE is one of those investment opportunities today. Not cheap in absolute terms (22x PE), but this is on a cyclically low earnings and it is below historical avg PE of 25. https://t.co/YS3FZ1flPt tweet
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Invest In Assets 📈
Visa $V trades at 24 times forward PE
ROIC 5Y is 21%
Operating margin is 67%
Long-term EPS growth is +12.8%
Is Visa attractive at the current price? https://t.co/CFhvs8LFIK
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Visa $V trades at 24 times forward PE
ROIC 5Y is 21%
Operating margin is 67%
Long-term EPS growth is +12.8%
Is Visa attractive at the current price? https://t.co/CFhvs8LFIK
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Stock Analysis Compilation
CL Capital on VEF $VEF SS
Thesis: VEF is a promising investment with a strong portfolio of fintech companies in emerging markets, trading at a significant discount to NAV
(Extract from their Q2 letter) https://t.co/1WHALm6Nzt
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CL Capital on VEF $VEF SS
Thesis: VEF is a promising investment with a strong portfolio of fintech companies in emerging markets, trading at a significant discount to NAV
(Extract from their Q2 letter) https://t.co/1WHALm6Nzt
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Hidden Value Gems
The only positive thing about $BABA results is probably slightly higher buyback activity. The other point is “high single-digit” GMV growth in Chinese online sales.
Otherwise pretty weak set of numbers 🤨 https://t.co/8CQa1BDIbh
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The only positive thing about $BABA results is probably slightly higher buyback activity. The other point is “high single-digit” GMV growth in Chinese online sales.
Otherwise pretty weak set of numbers 🤨 https://t.co/8CQa1BDIbh
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