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Librarian Capital
Capital cycle, US beauty specialty retail edition
Ulta Beauty $ULTA: "More than 1,000 new points of distribution opened in the last 3 years .... More than 80% of our stores have been impacted by 1 or more competitive opening ... with more than ½ impacted by multiple" (FY24Q2) https://t.co/KWMBRhkeAx
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Capital cycle, US beauty specialty retail edition
Ulta Beauty $ULTA: "More than 1,000 new points of distribution opened in the last 3 years .... More than 80% of our stores have been impacted by 1 or more competitive opening ... with more than ½ impacted by multiple" (FY24Q2) https://t.co/KWMBRhkeAx
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Quiver Quantitative
Tucker Carlson has said he’s done using ZYN, since the makers are big Kamala Harris donors.
I took a look at our data, and this seems like a bit of an exaggeration:
Have not seen ZYN PACs donate any money to Harris.
Have seen employees donate ~$20K.
https://t.co/RA7Q0LxMw8
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Tucker Carlson has said he’s done using ZYN, since the makers are big Kamala Harris donors.
I took a look at our data, and this seems like a bit of an exaggeration:
Have not seen ZYN PACs donate any money to Harris.
Have seen employees donate ~$20K.
https://t.co/RA7Q0LxMw8
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Stock Analysis Compilation
The London Company on Bruker $BRKR US
Bruker’s innovative instruments and strong capital allocation create a compelling growth story driven by life sciences and proteomics research
(Extract from their Q2 letter) https://t.co/Xq2Embw6am
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The London Company on Bruker $BRKR US
Bruker’s innovative instruments and strong capital allocation create a compelling growth story driven by life sciences and proteomics research
(Extract from their Q2 letter) https://t.co/Xq2Embw6am
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Librarian Capital
"UK regulator pushes banks to give savers better value even as rates fall" (FT) $LLOY $NWG
"The announcement came a year after the FCA outlined a 14-point plan to push for banks to improve how they passed on recent interest rate increases to consumers"
https://t.co/wjKNp84AcL
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"UK regulator pushes banks to give savers better value even as rates fall" (FT) $LLOY $NWG
"The announcement came a year after the FCA outlined a 14-point plan to push for banks to improve how they passed on recent interest rate increases to consumers"
https://t.co/wjKNp84AcL
Pete Davies (Lansdowne) on UK banks (LVIC, 7-Jun)
"I think UK banks, unhedged, make about a 30% Return on Equity at the moment, and yet the market assumes when the hedges fall off they will make 13-14% ... they are trading at just above book value"
$LLOY $NWG https://t.co/4sxFZDdQpH tweet
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Librarian Capital
"Campari’s Top Investor to Buy Up to $111M in Shares, Citing Market Value" (WSJ)
"Lagfin owned 51.4% of Campari’s $CPR ordinary shares and held 82.5% of its voting rights"
https://t.co/8oBP4USxw6 https://t.co/vRTyCL8UaA
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"Campari’s Top Investor to Buy Up to $111M in Shares, Citing Market Value" (WSJ)
"Lagfin owned 51.4% of Campari’s $CPR ordinary shares and held 82.5% of its voting rights"
https://t.co/8oBP4USxw6 https://t.co/vRTyCL8UaA
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Hidden Value Gems
More extreme weather is just on of the factors behind the rising pressure on the grid (others include renewables, electrification and data centres).
Evidence of the need to invest more in the grid 👇
"SPP (US grid operator) rarely signaled the potential for power shortages before 2019. Between 2019 and 2023, it recorded more than 3,000 hours during which supplies were tight enough to issue advisory or emergency operating notices."
“We’re talking probably at least over the next five years that we’re going to continue to experience these challenges,” CEO said. “It takes years to build transmission, and it’s taking even longer now to build generation.”
$PRY.IM $ENR.DE
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More extreme weather is just on of the factors behind the rising pressure on the grid (others include renewables, electrification and data centres).
Evidence of the need to invest more in the grid 👇
"SPP (US grid operator) rarely signaled the potential for power shortages before 2019. Between 2019 and 2023, it recorded more than 3,000 hours during which supplies were tight enough to issue advisory or emergency operating notices."
“We’re talking probably at least over the next five years that we’re going to continue to experience these challenges,” CEO said. “It takes years to build transmission, and it’s taking even longer now to build generation.”
$PRY.IM $ENR.DE
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Stock Analysis Compilation
Regal Partners on Ferrotec Holdings $6890 JP
Ferrotec’s strong position in the semiconductor supply chain, paired with upcoming IPOs of Chinese subsidiaries, presents a compelling growth story
(Extract from their Q2 letter) https://t.co/0xflMK1ScS
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Regal Partners on Ferrotec Holdings $6890 JP
Ferrotec’s strong position in the semiconductor supply chain, paired with upcoming IPOs of Chinese subsidiaries, presents a compelling growth story
(Extract from their Q2 letter) https://t.co/0xflMK1ScS
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Librarian Capital
"London and New York cocoa prices in rare divergence as shortages bite" (FT) $HSY
London prices lower due to a stock of older, less favored cocoa
Also, "many" HFs were shorting cocoa in NY and now forced to close their bets
EU deforestation rules will reduce supply from Jan-25
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"London and New York cocoa prices in rare divergence as shortages bite" (FT) $HSY
London prices lower due to a stock of older, less favored cocoa
Also, "many" HFs were shorting cocoa in NY and now forced to close their bets
EU deforestation rules will reduce supply from Jan-25
London and New York cocoa prices in rare divergence as shortages bite https://t.co/HNeKpybGOu tweet
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Librarian Capital
Why you should write on Substack, the Mogg edition
Jacob Rees-Mogg has started a Substack this month, despite historically receiving £1,000 per article from the Telegraph and £30k per month from GB News *
(Source: Register of Members' Financial Interests, May-24) https://t.co/9kMmkSjTJI
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Why you should write on Substack, the Mogg edition
Jacob Rees-Mogg has started a Substack this month, despite historically receiving £1,000 per article from the Telegraph and £30k per month from GB News *
(Source: Register of Members' Financial Interests, May-24) https://t.co/9kMmkSjTJI
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