⁠Librarian Capital
Smithson managers spent 30+ years at Goldman
Fundsmith head of European sales is a Habsburg

These are v. successful people and pedigree is part of that success; but key to that success is the ability to raise AUM (anyone can pick stocks)

You don't have to follow what they do

Smithson $SSON decisions to sell Rightmove $RMV in Sep-23 and buy Croda $CRDA in Nov look very wrong with hindsight

Using mid-month prices in each case:
- CRDA down 19% since buy
- RMV up 7% since exit

Copying big-name investors often do not work https://t.co/LfNBBkW14m - Librarian Capital
tweet

⁠Quality Investing with Aria
RT @QualityInvest5: ITS HAPPENED

WOOOOOOOOOOOOOOOOOOOOOOO https://t.co/91mdyr45fA
tweet

⁠Librarian Capital
Ruffer: Remember this in the FT from 6-Aug?

"Ruffer ... was another investor to have profited from the turmoil, having long warned of an impending market slump ... $RICA ... is up more than 4% since the start of July"

They have lost most of that gain since
Now up just ~1% YTD https://t.co/eP71mfzUPL
tweet

⁠Librarian Capital
Vasili Mitrokhin was a KGB archivist who spent 12 years copying secret documents in the office and smugging out the notes until he retired in 1984

He waited until 1991 before approaching Western intelligence as a "walk in"

Incentives matter, but not always in the way you expect https://t.co/EUR3N80yJW
tweet

⁠Stock Analysis Compilation
Artemis Funds on AOTI $AOTI LN

Thesis: AOTI’s groundbreaking oxygen therapy for diabetic ulcers promises explosive growth and strong cashflows as it secures nationwide Medicaid approval

(Extract from their Q2 letter) https://t.co/NGhbm9oYKf
tweet

⁠Invest In Assets 📈
Nick Sleep Investing Principles 🏰

• Practice inactivity
• Identify compounders
• Identify great managers
• Go on an information diet
• Think long-term (Decades)
• Focus on a business' destination
tweet

⁠Lumida Wealth Management
1/ Daily News Round-Up:

- Stock futures dip; Dow -0.2%, S&P -0.3%, Nasdaq -0.4%
- China warns Japan on chip export curbs
- Bitcoin tumbles to $57.5K, down 10% in a week
- Nvidia to revolutionize data-center design
- China's property market slumps; sales drop 20% YoY

#StockMarket #China #Bitcoin #Nvidia #RealEstate #News
tweet

⁠Invest In Assets 📈
50 Quality businesses: https://t.co/0CVi6xu6jJ
tweet

⁠Invest In Assets 📈
RT @InvestInAssets: Warren Buffett's inspiration and framework for successful investing: https://t.co/DmNQwci241
tweet

⁠Matt McGarry
My newsletter reached 25,000 subscribers.

320 have bought something from me.

I ran a report to see:

- Their open rates and acquisition sources
- How many of them bought something
- How long it took them to buy

And so much more.

Here's what I found: https://t.co/q3AG3opWXA
tweet

⁠Hidden Value Gems
Never say never.

Quote of the day #77

#investing https://t.co/3v2XdQBdQ7
tweet

⁠Quality Stocks
💡 For each theme, you always have several ways to invest in it

💄 Example with Cosmetics

COSMETIC BRANDS
🇫🇷 L'Oreal $OR
🇺🇸 Estée Lauder $EL
🇺🇸 ELF $ELF
🇯🇵 Shiseido $4911
🇺🇸 Procter&Gamble $PG
🇩🇪 Beiersdorf $BEI

RETAILERS
🇺🇸 Ulta $ULTA

MANUFACTURERS
🇫🇷 Interparfums $ITP
🇺🇸 Coty $COTY

SUPPLIERS
🇫🇷 Robertet $RBT
🇨🇭 Givaudan $GIVN
🇳🇱 IMCD $IMCD
tweet