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Capital Employed
36 Best Stock Pitches (1st-15th August) 🔥
Find your next idea...
https://t.co/4m077srNtZ https://t.co/OadRe5BFEq
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36 Best Stock Pitches (1st-15th August) 🔥
Find your next idea...
https://t.co/4m077srNtZ https://t.co/OadRe5BFEq
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Librarian Capital
Nick Train on Diageo $DGE $DEO:
"Two of its big long-term growth drivers – Guinness and Tequila outside the United States – grew their revenues at a double-digit pace" (Jul-24 factsheet, $LTIT)
The Tequila claim is problematic for a number of reasons ... https://t.co/kRMVpGBrlD
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Nick Train on Diageo $DGE $DEO:
"Two of its big long-term growth drivers – Guinness and Tequila outside the United States – grew their revenues at a double-digit pace" (Jul-24 factsheet, $LTIT)
The Tequila claim is problematic for a number of reasons ... https://t.co/kRMVpGBrlD
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Librarian Capital
"Admiral $ADM is accelerating growth, says Hargreaves" (via Citywire)
Admiral CEO: "UK Motor insurance was the biggest driver of our improved performance ... As price and inflation decrease, the market is becoming more competitive, and we expect slower growth in the second half" https://t.co/QWW3ReRVk1
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"Admiral $ADM is accelerating growth, says Hargreaves" (via Citywire)
Admiral CEO: "UK Motor insurance was the biggest driver of our improved performance ... As price and inflation decrease, the market is becoming more competitive, and we expect slower growth in the second half" https://t.co/QWW3ReRVk1
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Invest In Assets 📈
RT @InvestInAssets: Peter Thiel once said:
"All failed companies are the same. They failed to escape the competition."
Analyzing the competitive landscape of a market is essential for investors
Let's look at why Costco has managed to escape its competition: https://t.co/7eaMPqCxxl
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RT @InvestInAssets: Peter Thiel once said:
"All failed companies are the same. They failed to escape the competition."
Analyzing the competitive landscape of a market is essential for investors
Let's look at why Costco has managed to escape its competition: https://t.co/7eaMPqCxxl
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Stock Analysis Compilation
Third Avenue on Close Brothers $CBG LN
Thesis: Close Brothers presents a compelling value opportunity, with a strong capital position and conservative underwriting, despite recent market overreactions to regulatory reviews
(Extract from their Q2 letter) https://t.co/5pYKfYbDgj
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Third Avenue on Close Brothers $CBG LN
Thesis: Close Brothers presents a compelling value opportunity, with a strong capital position and conservative underwriting, despite recent market overreactions to regulatory reviews
(Extract from their Q2 letter) https://t.co/5pYKfYbDgj
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Librarian Capital
Stuart Roden (ex-Lansdowne) interview
"Fundamental investing has got more challenging because the timing for valuation to win out has gotten longer"
"There are dozens of UK stocks that are very undervalued, but it has been like that for many years"
https://t.co/etxiXjxh7m https://t.co/1aYeb3U8no
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Stuart Roden (ex-Lansdowne) interview
"Fundamental investing has got more challenging because the timing for valuation to win out has gotten longer"
"There are dozens of UK stocks that are very undervalued, but it has been like that for many years"
https://t.co/etxiXjxh7m https://t.co/1aYeb3U8no
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Librarian Capital
"There hasn't been a VIX plunge like this since the GFC ... 23 points over the past 8 trading sessions"
This may explain why Ruffer Investment Co $RICA NAV has now lost nearly all of its early Aug gains https://t.co/byW0dbb5zp
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"There hasn't been a VIX plunge like this since the GFC ... 23 points over the past 8 trading sessions"
This may explain why Ruffer Investment Co $RICA NAV has now lost nearly all of its early Aug gains https://t.co/byW0dbb5zp
There hasn't been a VIX plunge like this since the global financial crisis
The VIX, has tumbled 23 points over the past eight trading sessions, the largest such decline since **November 2008** https://t.co/8uC5cY1i08 tweet
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Stock Analysis Compilation
Heartland Advisors on Seacoast Banking Corp. of Florida $SBCF US
Thesis: Seacoast Banking offers an attractive entry point with potential upside from cost management and regional growth, plus possible M&A activity
(Extract from their Q2 letter) https://t.co/fzqvy6u8DU
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Heartland Advisors on Seacoast Banking Corp. of Florida $SBCF US
Thesis: Seacoast Banking offers an attractive entry point with potential upside from cost management and regional growth, plus possible M&A activity
(Extract from their Q2 letter) https://t.co/fzqvy6u8DU
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