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Librarian Capital
"L’Oréal: New 52-Week Low, but Fears on China Likely Misplaced"
Shares are a good defensive asset, with a reasonable valuation, solid long-term EPS growth and minimal capital risk $OR $EL $ELF
https://t.co/zDuAFSdyf4 https://t.co/kD10ZjG1mb
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"L’Oréal: New 52-Week Low, but Fears on China Likely Misplaced"
Shares are a good defensive asset, with a reasonable valuation, solid long-term EPS growth and minimal capital risk $OR $EL $ELF
https://t.co/zDuAFSdyf4 https://t.co/kD10ZjG1mb
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: My TipRanks Weekly 💯
Top 1.86% among ~756K investors 👌🏽
#stocks #investing https://t.co/NnrkNInc3x
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RT @DimitryNakhla: My TipRanks Weekly 💯
Top 1.86% among ~756K investors 👌🏽
#stocks #investing https://t.co/NnrkNInc3x
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Librarian Capital
Philip Morris $PM sells Vectura for £150m ($198m)
Also £148m ($195m) potential earn-outs (up to 2039)
Acquired for £852m ($1.2bn) in 2021
Buyer is Molex
"Unwarranted opposition to PMI’s transformation has impacted Vectura’s scientific engagement & commercial CDMO relationships" https://t.co/HCNe6Tc8hp
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Philip Morris $PM sells Vectura for £150m ($198m)
Also £148m ($195m) potential earn-outs (up to 2039)
Acquired for £852m ($1.2bn) in 2021
Buyer is Molex
"Unwarranted opposition to PMI’s transformation has impacted Vectura’s scientific engagement & commercial CDMO relationships" https://t.co/HCNe6Tc8hp
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Stock Analysis Compilation
Davis fund on Tyson Foods $TSN US
Thesis: Tyson Foods offers a compelling value opportunity with its strong market position and cost advantages, poised to rebound as meat industry margins normalize
(Extract from their Q2 letter) https://t.co/9wuhwHeiXM
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Davis fund on Tyson Foods $TSN US
Thesis: Tyson Foods offers a compelling value opportunity with its strong market position and cost advantages, poised to rebound as meat industry margins normalize
(Extract from their Q2 letter) https://t.co/9wuhwHeiXM
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Hidden Value Gems
The $CNX fans will find this exciting. I used to own them but out now as FCF has been weakening, production flat, 7% FCF yield not so high.
But the buyback seems to be doing its magic … https://t.co/k9eYPVMyrN
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The $CNX fans will find this exciting. I used to own them but out now as FCF has been weakening, production flat, 7% FCF yield not so high.
But the buyback seems to be doing its magic … https://t.co/k9eYPVMyrN
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Quiver Quantitative
RT @InsiderRadar: Envista stock has now risen 18% since these insider purchases were made in August
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RT @InsiderRadar: Envista stock has now risen 18% since these insider purchases were made in August
🚨Insider Trading Alert
Envista Holdings, $NVST, sees major insider buys:
🔹CEO: ~$506,100 purchase on Aug 13
🔹CFO: ~$400,607 purchase on Aug 12
Largest insider purchases in 5 years.
The stock is up 4% today. https://t.co/JGXRgrE45I tweet
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Stock Analysis Compilation
Baron Capital on Tenet Healthcare $THC US
Thesis: Tenet Healthcare is strategically shifting to outpatient services, unlocking value through growth in its high-margin ASC business while streamlining operations
(Extract from their Q2 letter) https://t.co/8xISgQbRxs
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Baron Capital on Tenet Healthcare $THC US
Thesis: Tenet Healthcare is strategically shifting to outpatient services, unlocking value through growth in its high-margin ASC business while streamlining operations
(Extract from their Q2 letter) https://t.co/8xISgQbRxs
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Stock Analysis Compilation
Harris Associates on Equifax $EFX US
Thesis: Equifax, with its strong market position and ongoing cloud transformation, is well-positioned for growth, making it an undervalued opportunity in the high-quality information services sector
(Extract from their Q2 letter) https://t.co/p7r0AGBBvq
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Harris Associates on Equifax $EFX US
Thesis: Equifax, with its strong market position and ongoing cloud transformation, is well-positioned for growth, making it an undervalued opportunity in the high-quality information services sector
(Extract from their Q2 letter) https://t.co/p7r0AGBBvq
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Librarian Capital
Philip Morris $PM share price ($) vs. LVMH $MC (€)
PM outperformed LVMH by ~60 ppt last 6 months (ignoring FX and dividends)
6 months ago, PM was ~60 ppt behind on a L5Y basis (visible in how they are currently close on L5Y basis)
Stocks are simple but not easy https://t.co/0PooRjEQQY
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Philip Morris $PM share price ($) vs. LVMH $MC (€)
PM outperformed LVMH by ~60 ppt last 6 months (ignoring FX and dividends)
6 months ago, PM was ~60 ppt behind on a L5Y basis (visible in how they are currently close on L5Y basis)
Stocks are simple but not easy https://t.co/0PooRjEQQY
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Librarian Capital
All tobacco stocks are down today 2-4% today
$MO $PM $BTI $IMBBY
(ADR / US OTC versions used for $ prices)
Occam's razor suggests rate expectations (linked to US retail sales data today) as most likely reason
h/t @ChrisPavese https://t.co/4k6TowgTWV
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All tobacco stocks are down today 2-4% today
$MO $PM $BTI $IMBBY
(ADR / US OTC versions used for $ prices)
Occam's razor suggests rate expectations (linked to US retail sales data today) as most likely reason
h/t @ChrisPavese https://t.co/4k6TowgTWV
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