⁠Librarian Capital
"Foreign investors pull out of frothy Indian equity market" (FT)

"August ... net outflows of more than $1bn ... Year-to-date inflows stood at $2.6bn, well below the $22bn recorded last year"

Caution may be warranted on value of listed Indian subs. at $BATS, $ULVR, etc.

Foreign investors pull out of frothy Indian equity market https://t.co/pvuKTbp1or - Financial Times
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⁠Stock Analysis Compilation
Polen Capital on Medley $4480 JP

Thesis: Medley’s robust growth, fueled by demographic trends and international expansion, makes it a promising player in Japan’s medical services sector

(Extract from their Q2 letter) https://t.co/jD6wwZib40
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⁠Invest In Assets 📈
RT @InvestInAssets: Top European Quality Stocks 💎

Sweden 🇸🇪
- Evolution Gaming
- Atlas Copco
- Lifco

Italy 🇮🇹
- Luxottica
- Moncler
- Ferrari

Spain 🇪🇸
- Clinica Baviera
- Amadeus
- Inditex

Netherlands 🇳🇱
- Topicus
- Adyen
- ASML

Denmark 🇩🇰
- Novo Nordisk
- Coloplast
- DSV

What else?
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⁠Librarian Capital
Chinese government: No anti-dumping measures to be taken against brandy imports for the time being

Good news for Rémy Cointreau $RCO, Pernod Ricard $RI and Diageo $DGE (via LVMH $MC JV)

中国商务部：欧盟白兰地存在倾销，暂不采取临时反倾销措施
调查机关初步认定，原产于欧盟的进口相关白兰地存在倾销，国内相关白兰地产业受到实质损害威胁，而且倾销与实质损害威胁之间存在因果关系。本案暂不采取临时反倾销措施。 - 外汇交易员
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⁠Stock Analysis Compilation
Artemis Funds on Vinci $DG FP

Thesis: VINCI’s diversified infrastructure portfolio, including toll roads and airports, provides steady cashflows and growth opportunities, with potential for strong shareholder returns despite political risks

(Extract from their Q2 letter) https://t.co/vYbBdFJA4E
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⁠Invest In Assets 📈
RT @InvestInAssets: Never interupt compounding: https://t.co/nxAUO3ugJa
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⁠Invest In Assets 📈
Paycom Software $PAYC trades at 19.5 times forward PE
ROIC 5Y is 8.5%
Operating margin is 32.8%
Long-term EPS growth expectations is +10.6%

Is Paycom attractive at the current price? https://t.co/YapQjZa1Bf
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⁠Lumida Wealth Management
Government AI: Race for Securing National Intelligence
@Bloomberg @nvidia 

Governments worldwide are investing billions in AI infrastructure to secure their national intelligence. Discover how digital knowledge is becoming a nation's greatest resource! #AI #nvidia  
@ramahluwalia
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⁠Librarian Capital
Parallels in reaction to Nvidia $NVDA results overnight and the same to Cisco $CSCO results in a prior cycle

"That was the top"

Nvidia again had fabulous results and is trading down pre market.

The results in February were also fabulous, and the stock traded down in the morning.

It finished up.

Cisco, back in the day, had fabulous results, traded down and stayed down.

That was the top. Not just for Cisco, but the entire market. - John_Hempton
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⁠Lumida Wealth Management
1/ Daily News Round-Up:

- Nvidia’s data center revenue surged 150% YoY, hitting $26.3B.
- Google plans its first data center in Vietnam, targeting the booming digital economy.
- Nvidia’s revenue guidance misses expectations, causing investor concern.
- Lululemon set to announce earnings, with a 25% revenue boost anticipated.
- Crypto market cap jumped 50% in 2023, reaching $1.5T.
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⁠Lumida Wealth Management
Future of AI: Train Big, Run Small, Deploy Locally
@ramahluwalia 

Jensen Huang, CEO of @nvidia tells the evolving landscape of AI training and deployment. https://t.co/nBmVa2s6wN
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⁠Lumida Wealth Management
"The Question is not whether the earnings will be good. Its about HOW good." - Bloomberg

Despite an EPS beat of 6.2%, Revenue beat of 4.5%, 122.4% (YoY) increase in Total revenue and a raised guidance $NVDA stock is down 2%

Read more: https://t.co/eOw2nuQt8i

@nvidia #nvidia
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