⁠Investing visuals
Elite Software Showdown: $PLTR vs. $NOW 👇🥊
Two top-tier software companies, both scoring over 50 on the Rule of 40*
tweet

⁠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
tweet

⁠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
tweet

⁠Hidden Value Gems
RT @HiddenValueGems: Quote of the day #90 https://t.co/Uupzc4Ecgx
tweet

⁠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
tweet

⁠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

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 - Librarian Capital
tweet

⁠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
tweet

⁠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"

Murdoch’s REA ups offer for Rightmove to nearly £5.9bn https://t.co/QNVf2BfbLd - Financial Times
tweet

⁠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
tweet

⁠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
tweet

⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: PayPal $PYPL is up +5.44% in the last five days & up +19.07% YTD … is $PYPL still undervalued? 👇🏽

Let’s have a look at the earnings estimates:

2024E: $4.41 (-13.5% YoY) *FY Dec
2025E: $4.83 (+9.5% YoY)
2026E: $5.40 (+11.7% YoY)

$PYPL has a decent track record of meeting analyst estimates ~2 years out, so let’s assume $BKNG ends 2026 with $5.40 in EPS & see its CAGR potential assuming different multiples

20x P/E: $108.00💵 … ~18.6% CAGR

19x P/E: $102.60💵 … ~16.0% CAGR

18x P/E: $97.20💵 … ~13.3% CAGR

17x P/E: $91.80💵 … ~10.5% CAGR

As you can see, $PYPL appears to have attractive return potential if we assume >17x earnings, a valuation below what maybe justified by its renewed growth rate & a multiple below its historical averages

Despite its recent rally, $PYPL at $74💵 appears to still be a decent consideration for investment

#stocks #investing
___

𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
tweet