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Stock Analysis Compilation
River Oaks Capital on Truxton Bank $TRUX US
Truxton’s undervalued wealth management business, with rapid AUM growth and high returns on equity, offers significant upside potential hidden within a community bank
(Extract from their Q2 letter, link in SAC#56) https://t.co/DMr14yly4i
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River Oaks Capital on Truxton Bank $TRUX US
Truxton’s undervalued wealth management business, with rapid AUM growth and high returns on equity, offers significant upside potential hidden within a community bank
(Extract from their Q2 letter, link in SAC#56) https://t.co/DMr14yly4i
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Librarian Capital
Re: Philip Morris $PM selling Vectura $VEC at a loss
While the overall outcome was undeniably a poor one, comparing PM's Wellness & Healthcare revenues in 2020 (~$400m) and 2022 ($271m) overstated the amount of decline, due to Vectura one-offs in 2020
@helentbiz https://t.co/e3GAFHcR1Z
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Re: Philip Morris $PM selling Vectura $VEC at a loss
While the overall outcome was undeniably a poor one, comparing PM's Wellness & Healthcare revenues in 2020 (~$400m) and 2022 ($271m) overstated the amount of decline, due to Vectura one-offs in 2020
@helentbiz https://t.co/e3GAFHcR1Z
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Capital Employed
FRESH OFF THE PRESS 🔥
Interview #100 with @lukewinchester9 from @MerewetherCap
Luke discusses...
2 Aussie microcaps he's bullish on
+ much more https://t.co/oautwWvR5B
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FRESH OFF THE PRESS 🔥
Interview #100 with @lukewinchester9 from @MerewetherCap
Luke discusses...
2 Aussie microcaps he's bullish on
+ much more https://t.co/oautwWvR5B
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Investing visuals
Unfortunately, there are some imposters active....😢 Could you please help me and report them? I’d really appreciate it!🙏
Imposter accounts👇
1) https://t.co/5VV3SxdmYN
2) https://t.co/Ar25ItADyr
3) https://t.co/gdsN2SXVt0 https://t.co/lSNX7IOEao
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Unfortunately, there are some imposters active....😢 Could you please help me and report them? I’d really appreciate it!🙏
Imposter accounts👇
1) https://t.co/5VV3SxdmYN
2) https://t.co/Ar25ItADyr
3) https://t.co/gdsN2SXVt0 https://t.co/lSNX7IOEao
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Librarian Capital
Why you should write on Substack:
"David Lammy accused of diplomatic blunder in Substack blog post" (FT)
"He plans to write more long-form pieces about world affairs and UK foreign policy"
cc: @SubstackLinda https://t.co/vPWAoq6tJz
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Why you should write on Substack:
"David Lammy accused of diplomatic blunder in Substack blog post" (FT)
"He plans to write more long-form pieces about world affairs and UK foreign policy"
cc: @SubstackLinda https://t.co/vPWAoq6tJz
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/2T4BcCPQX1 tweet
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Librarian Capital
"We won’t let ‘unique’ Rightmove go cheaply, says Baillie Gifford’s McCombie" (Citywire)
"We’re not going to sell that cheaply"
Baillie Gifford owns 4.03% of $RMV
At 674.4p, shares are ~4% below offer price (~700p, 305p cash + 0.0381 new REA share)
https://t.co/osrAW2cEdz https://t.co/5bhdF1gffA
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"We won’t let ‘unique’ Rightmove go cheaply, says Baillie Gifford’s McCombie" (Citywire)
"We’re not going to sell that cheaply"
Baillie Gifford owns 4.03% of $RMV
At 674.4p, shares are ~4% below offer price (~700p, 305p cash + 0.0381 new REA share)
https://t.co/osrAW2cEdz https://t.co/5bhdF1gffA
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Librarian Capital
"Murdoch’s REA ups offer for Rightmove $RMV to nearly £5.9bn" (FT)
2nd offer is "750p per share", "roughly 7% increase", "according to people familiar with the matter"
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"Murdoch’s REA ups offer for Rightmove $RMV to nearly £5.9bn" (FT)
2nd offer is "750p per share", "roughly 7% increase", "according to people familiar with the matter"
Murdoch’s REA ups offer for Rightmove to nearly £5.9bn https://t.co/QNVf2BfbLd tweet
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Offshore
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Stock Analysis Compilation
VGI Partners on GE Healthcare $GEHC US
GEHC’s independence and focus on optimizing costs, combined with margin expansion potential, offer a promising opportunity for high-teens earnings growth
(Extract from their Q2 letter, link in SAC#56) https://t.co/pg4d3qTGBR
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VGI Partners on GE Healthcare $GEHC US
GEHC’s independence and focus on optimizing costs, combined with margin expansion potential, offer a promising opportunity for high-teens earnings growth
(Extract from their Q2 letter, link in SAC#56) https://t.co/pg4d3qTGBR
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Dimitry Nakhla | Babylon Capital®
“We don't have to be smarter than the rest. We have to be more disciplined than the rest.”
— Warren Buffett 🗣️
This profound quote highlights the crucial role of discipline in investing. It's not about being the most intelligent or having the best market insights; it's about cultivating the mental toughness to stick to your strategy, even when emotions run high.
In investing, discipline is often the greatest advantage. It allows you to:
1️⃣ Stay focused on long-term goals
2️⃣ Ignore short-term market fluctuations
3️⃣ Avoid impulsive decisions
4️⃣ Benefit from compounding returns
Consider Amazon $AMZN as a prime example. Over the past decade:
❌UNDISCIPLINED Investors may have:
•Sold shares during moments of volatility
•Missed out on substantial gains
• Rebought shares at higher prices
✅ DISCIPLINED Investors may have:
•Bought shares 10 years ago and held
• Weathered market downturns
•Benefited from Amazon's explosive growth (10-year return: ~1,000%)
•Harnessed the power of compounding returns
___
THE DIFFERENCE in results is staggering:
•A $10,000 investment in Amazon 10 years ago would be worth around $110,000 today
•Conversely, an undisciplined investor may have realized significantly lower returns or even losses
___
Warren Buffett's quote serves as a reminder that investing success is often more about temperament than intellect 🧘🏽♂️
#stocks #investing
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“We don't have to be smarter than the rest. We have to be more disciplined than the rest.”
— Warren Buffett 🗣️
This profound quote highlights the crucial role of discipline in investing. It's not about being the most intelligent or having the best market insights; it's about cultivating the mental toughness to stick to your strategy, even when emotions run high.
In investing, discipline is often the greatest advantage. It allows you to:
1️⃣ Stay focused on long-term goals
2️⃣ Ignore short-term market fluctuations
3️⃣ Avoid impulsive decisions
4️⃣ Benefit from compounding returns
Consider Amazon $AMZN as a prime example. Over the past decade:
❌UNDISCIPLINED Investors may have:
•Sold shares during moments of volatility
•Missed out on substantial gains
• Rebought shares at higher prices
✅ DISCIPLINED Investors may have:
•Bought shares 10 years ago and held
• Weathered market downturns
•Benefited from Amazon's explosive growth (10-year return: ~1,000%)
•Harnessed the power of compounding returns
___
THE DIFFERENCE in results is staggering:
•A $10,000 investment in Amazon 10 years ago would be worth around $110,000 today
•Conversely, an undisciplined investor may have realized significantly lower returns or even losses
___
Warren Buffett's quote serves as a reminder that investing success is often more about temperament than intellect 🧘🏽♂️
#stocks #investing
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