⁠Bourbon Capital
Great news $PYPL is up +1.53%🟢

We are green in the worse month of the year

Today, we're ushering in a new era for customers, making it easier and more rewarding than ever to shop and pay with @PayPal anywhere, anytime – both in stores and online. PayPal is a go-to payment option for hundreds of millions of customers' online purchases, and now we’re expanding in-store so our customers can have richer and more rewarding experiences everywhere they shop. This is a pivotal moment for PayPal and our customers and a significant first step as we bring the power of PayPal to everywhere they shop. Let's go! 🚀🚀🚀

Read more: https://t.co/qdgUbdMQ8z - Alex Chriss
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⁠Librarian Capital
Bill Ackman history with Kamala Harris (Herbalife $HLF)

@CliffordAsness Going to disagree with you here.

I watched @BillAckman lobby her incessantly to enforce an injunction that California had on Herbalife.

She decided (correctly) that Ackman had no case and made the (correct) pro-business decision. - John_Hempton
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⁠Lumida Wealth Management
1/ Daily News Round-Up:

- Wall St. bets big on Fed rate cuts, with focus on the upcoming US jobs report.
- Nvidia shares surge 3.5% after earnings beat expectations.
- Oil prices jump following a 3.5M barrel drop in US crude stocks.
- Bitcoin's rally fades post-Fed policy news.
- Verizon inks $9.6B deal to buy Frontier Communications.

#News #Economy #Tech #Oil #Crypto #Mergers
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⁠Quality Investing with Aria
$ROKU is a straight up shitco. Every other day it trades up 6% or falls 8

Cathie Wood is probably going insane 💀 https://t.co/0k39vqlrRq
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⁠Stock Analysis Compilation
Heartland Advisors on Science Applications International $SAIC US

Thesis: SAIC’s new management, focused on boosting government contracts and leveraging capital strategies, positions the company for potential turnaround and value growth

(Extract from their Q2 letter) https://t.co/v3YpDsekzy
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⁠Bourbon Capital
Old Dominion Freight Line, Inc. $ODFL down -5.29%🔴

I hope we can get a cheaper price, solid company
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⁠Invest In Assets 📈
RT @InvestInAssets: https://t.co/GVCPGJril1
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⁠Quiver Quantitative
BREAKING: Marjorie Taylor Greene just disclosed new stock trades.

It appears that she decided to start following Pelosi's portfolio.

She just bought stock in Nvidia, Palo Alto Networks, and several of Pelosi's other largest holdings.

You can track both portfolios on Quiver. https://t.co/rd1GPdb56x
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⁠Bourbon Capital
Today dividend payments

$RTX $UPS $ZIM $TJX

Dividend Pay-dates for this week.

Which of these companies do you own?
$V $WMT $ZTS $UL https://t.co/e88nWzVsJv - Bourbon Capital
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⁠Matt McGarry
I’m hosting a FREE training that breaks down:

How to start a newsletter, get your first 10,000 subscribers, and $10,000+ per month in sales...

...Even if you have no email list or online marketing experience.

1000 spots available. RSVP below.👇
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⁠Librarian Capital
Schroders $SDR between 19H1 and 24H1

AUM rose 48% from £444bn to £657bn*
Net operating revenue rose 14%, £1,033m to £1,175m
Profit Before Tax fell 19%, £340m to £276m

Some have done well out of UK fund mgmt.
But usually not clients or shareholders

* £774bn w/ Assoc. & JVs https://t.co/QoCCvfuoP3
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⁠Quality Investing with Aria
"Its better to fish in a good pond and catch an average fish than a bad pond and catch the best fish"

GOOD PONDS:
Pharmaceuticals, Consumer Products and Software
- enjoy high returns on capital above 20%
- businesses generally enjoy oligpolostic industry dynamics
- high margins and asset light business models

BAD PONDS:
Telecomm, utilities and energy
- tend to be awful industries with ROCE below 10%
- these businesses are generally riddled with competitive industry dynamics,
- low margins and capex heavy business models

Courtesy of Terry Smith and his book. Here is the average Return on Capital Employed by industry
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⁠Librarian Capital
Rightmove $RMV: Watching RNS as Rule 8.3 of Takeover Code forces disclosures of >1% stakes (compared to >3% outside offers under FCA rules)

Thus far most disclosures from known shareholders (Marathon, Lindsell Train, etc.) or big firms

Only new name is Greenvale, with 1.75% https://t.co/92Nhj40MzM
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⁠Bourbon Capital
$NEM is up 2.34%🟢 looks like some investors are after those dividends.

Dividend ex-dates for this week, for those who love dividend-paying stocks.

Which of these companies do you like for their dividends?
$MCD $NKE $BAC $PEP $O https://t.co/YO4SABvbxM - Bourbon Capital
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