⁠Librarian Capital
Eugene Fama appearance in "Lunch with the FT" series

"Not actually drawing a salary from Chicago (University) any more ... the (85-year-old) professor is still producing papers"; "Fama’s students were recently in class"

"I do it because I like it"

"Efficient markets is a hypothesis. It’s not reality," Gene Fama concedes in his Lunch with the FT. But he has a pretty good rejoinder to those that think EMH is a lot of bunkum. https://t.co/0a3r1HMyMY https://t.co/OyJKlhrPgG - Robin Wigglesworth
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⁠Invest In Assets 📈
Wide moat businesses according to Counterpoint Global: https://t.co/p8M7uPgJKv
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⁠Investing visuals
Alphabet $GOOGL has dropped -14% in the last month, making its valuation more appealing.

Here's the company at a glance👇🔍 https://t.co/oE1w4tbWTx
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⁠Dimitry Nakhla | Babylon Capital®
Winners & Losers: The BEST & WORST 20 Performing Stocks in the S&P 500 in 2024 📈📉

Note the change in their respective multiples from the beginning of the year to current levels & please keep in mind that this comparison is not intended to imply attractive or unattractive valuations, as these depend on various factors such as growth rate, competitive moat, expected returns on capital, balance sheet strength, among other things 🧐
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5 Best: $NVDA $VST $HWM $TRGP $CEG

5 Worst: $WBA $INTC $LULU $DXCM $LW

#stocks #investing
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⁠Bourbon Capital
Never trust a bank; their books are fake, their balances are fake, and when they collapse, we pay for this

Signature Bank $SBNY repurchased $55 million of common stock just days before its collapse in March 2023. The bank had also recently announced a 25% increase in its common stock dividend. These actions led many to believe that the bank was financially sound.
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⁠Librarian Capital
"Smokeless tobacco & cancer" (CDC)

Most of the risk factors listed (nitrosamines, polonium, hydrocarbons, heavy metals) are associated with tobacco (its growing, curing, etc.)

We know snus / moist snuff present little cancer
And nicotine pouches have little/no tobacco

cc $PM https://t.co/BECT24sI4h
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⁠Bourbon Capital
"I was long Cocoa, said no one" https://t.co/oulE2eFS47
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⁠Invest In Assets 📈
RT @InvestInAssets: 8 Elite Dividend Growth stocks💎

1. ICE
2. Visa
3. MSCI
4. ASML
5. Zoetis
6. Mastercard
7. Lam Research
8. Texas Instrument

What else?
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⁠Librarian Capital
Ubisoft $UBI shares "at 10x forward earnings"

This implies UBI FY25 earnings of €220m
FY24 Non-IFRS Net Income is €252m (FY23: loss)

But FCF negative in both FY24 and FY23
Large spend on internal dev., license dev., acquisition of intangibles; working capital also negative https://t.co/wFEnH0RezT

Ubisoft needs a stellar launch of ‘Star Wars Outlaws’ https://t.co/FGU8NrUkpI | opinion - Financial Times
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⁠Bourbon Capital
RT @BourbonCap: Oversold stocks:

Hims & Hers Health, Inc. $HIMS
Occidental Petroleum Corporation $OXY
Lululemon Athletica Inc. $LULU
Ulta Beauty, Inc. $ULTA
e.l.f. Beauty, Inc. $ELF
PepsiCo, Inc. $PEP
Celsius Holdings, Inc. $CELH
Monster Beverage Corporation $MNST
Comcast Corporation $CMCSA
PDD Holdings Inc. $PDD
BP plc $BP
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