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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
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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
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Offshore
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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
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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
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Offshore
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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
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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
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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
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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
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Offshore
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Invest In Assets 📈
RT @InvestInAssets: Warren Buffett's inspiration and framework for successful investing: https://t.co/DmNQwci241
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RT @InvestInAssets: Warren Buffett's inspiration and framework for successful investing: https://t.co/DmNQwci241
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Offshore
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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
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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
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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
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💡 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
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Offshore
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Librarian Capital
Fundsmith exited Kone $KNEBV in Aug-22. Down -0.8% in Aug, vs. MSCI World +0.2% (in £); down -12.4% YTD, vs. MSCI World -4.3%. Top 10largely unchanged, w/ $WAT & $SKY (were #9 & 10) leaving, replaced by $ADP (#6) & $PEP (#10) (both top 5 contributors in Aug). 1.1% cash (was 0.7%) https://t.co/PsV2dFJv51
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Fundsmith exited Kone $KNEBV in Aug-22. Down -0.8% in Aug, vs. MSCI World +0.2% (in £); down -12.4% YTD, vs. MSCI World -4.3%. Top 10largely unchanged, w/ $WAT & $SKY (were #9 & 10) leaving, replaced by $ADP (#6) & $PEP (#10) (both top 5 contributors in Aug). 1.1% cash (was 0.7%) https://t.co/PsV2dFJv51
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