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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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Hidden Value Gems
Some further good news on $BABA
The 3-year regulatory “rectification” process is complete (following an antitrust fine it received on charges of monopolistic practices in 2021).
I really try not to look at “technical” factors, but the share price chart looks like a major base has been built and the stock is ready to climb higher …
One thing for sure - it is super cheap with a net cash of $85B / 50% of the mkt cap.
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Some further good news on $BABA
The 3-year regulatory “rectification” process is complete (following an antitrust fine it received on charges of monopolistic practices in 2021).
I really try not to look at “technical” factors, but the share price chart looks like a major base has been built and the stock is ready to climb higher …
One thing for sure - it is super cheap with a net cash of $85B / 50% of the mkt cap.
$BABA
"Alibaba will have a primary listing in Hong Kong from August 28, making it dual primary listed in the Chinese territory and on the New York Stock Exchange."
"The move will allow mainland Chinese investors to pour money into the ecommerce group via the southbound stock connect with Hong Kong. A primary listing is also a safety valve for the Alipay and Tmall-owner in case future tensions with the US force it to delist from New York."
via @FT tweet