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Capital Employed
36 stock pitches we’ve enjoyed reading in the past two weeks… 👇
https://t.co/iQs41ohLLR https://t.co/aON4WOMdhU
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36 stock pitches we’ve enjoyed reading in the past two weeks… 👇
https://t.co/iQs41ohLLR https://t.co/aON4WOMdhU
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Quality Investing with Aria
$TSLA and Elon Musk are exceptionally great with deadlines
Also bullish $GOOGL Waymo https://t.co/kJmfqgYOJk
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$TSLA and Elon Musk are exceptionally great with deadlines
Also bullish $GOOGL Waymo https://t.co/kJmfqgYOJk
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Librarian Capital
"Slow burn: will regulators snuff out growth of heated tobacco?" (FT)
We respectfully disagree with this column in a number of areas (thread)
$PM $BATS $BTI $MO $IMB https://t.co/q6FSHtHnGI
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"Slow burn: will regulators snuff out growth of heated tobacco?" (FT)
We respectfully disagree with this column in a number of areas (thread)
$PM $BATS $BTI $MO $IMB https://t.co/q6FSHtHnGI
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Hidden Value Gems
Interesting snapshot of China’s economy and markets by @yardeni
The first 9 look to be cyclical and more like a buying opportunity 🤔
(on a 3-5 year view of course).
🧵 👇🏼
1️⃣ Chinese consumers are depressed
1/10 https://t.co/GjYGumXmbu
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Interesting snapshot of China’s economy and markets by @yardeni
The first 9 look to be cyclical and more like a buying opportunity 🤔
(on a 3-5 year view of course).
🧵 👇🏼
1️⃣ Chinese consumers are depressed
1/10 https://t.co/GjYGumXmbu
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Stock Analysis Compilation
Ariel Investments on BAWAG Group $BAW AT
Thesis: BAWAG Group's growth through strategic acquisitions and capital efficiency makes it a strong contender for long-term shareholder returns
(Extract from their Q2 letter) https://t.co/TM5YIgIiEJ
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Ariel Investments on BAWAG Group $BAW AT
Thesis: BAWAG Group's growth through strategic acquisitions and capital efficiency makes it a strong contender for long-term shareholder returns
(Extract from their Q2 letter) https://t.co/TM5YIgIiEJ
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Stock Analysis Compilation
Polen Capital on GlobalData $DATA LN
Thesis: GlobalData’s strong growth, driven by stable demand and strategic acquisitions, positions it for significant cash flow compounding over the next five years
(Extract from their Q2 letter) https://t.co/AwYsrQtWWZ
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Polen Capital on GlobalData $DATA LN
Thesis: GlobalData’s strong growth, driven by stable demand and strategic acquisitions, positions it for significant cash flow compounding over the next five years
(Extract from their Q2 letter) https://t.co/AwYsrQtWWZ
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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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Librarian Capital
Young people drink less alcohol?
% of US Gen Z (Legal Drinking Age to 27) "having bought spirits at least once in past 12 months" is 74% in 2023, vs. 71% in 2018*
(GWI, via Pernod Ricard $RI)
* Doesn't reflect volume, but nor do surveys purportedly showing opposite
cc $DGE https://t.co/qEjkKXB6wL
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Young people drink less alcohol?
% of US Gen Z (Legal Drinking Age to 27) "having bought spirits at least once in past 12 months" is 74% in 2023, vs. 71% in 2018*
(GWI, via Pernod Ricard $RI)
* Doesn't reflect volume, but nor do surveys purportedly showing opposite
cc $DGE https://t.co/qEjkKXB6wL
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