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Librarian Capital
$HAYPP: San Francisco City lawsuit against online retailers (filed 4-Sep)
Northerner among defendants and allegedly failed to follow the law in flavor ban, age & ID verification, labelling and delivery when tested by undercover investigators in Apr-24 https://t.co/r3BnBpboFd
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$HAYPP: San Francisco City lawsuit against online retailers (filed 4-Sep)
Northerner among defendants and allegedly failed to follow the law in flavor ban, age & ID verification, labelling and delivery when tested by undercover investigators in Apr-24 https://t.co/r3BnBpboFd
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Hidden Value Gems
A Reuters article on the threats of tariffs on European luxury goods in China. The country accounts for about a quarter of #LVMH and #KER sales.
The true luxury is when higher prices signal better quality and stimulate more demand. Not sure how bad this would ultimately be for those stocks.
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A Reuters article on the threats of tariffs on European luxury goods in China. The country accounts for about a quarter of #LVMH and #KER sales.
The true luxury is when higher prices signal better quality and stimulate more demand. Not sure how bad this would ultimately be for those stocks.
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Hidden Value Gems
"Dollar-cost averaging would have avoided the repeated missteps that it appears investors made in timing their purchases and sales of sector equity funds. For instance, they added monies in 2014 and 2021, only to see performance slide the following year; and they redeemed assets in 2016, 2018, 2019, and 2022, just before returns snapped back."
Investors have earned 1.1% lower returns than the funds they invested in (in the past 10 years), according to Morningstar.
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"Dollar-cost averaging would have avoided the repeated missteps that it appears investors made in timing their purchases and sales of sector equity funds. For instance, they added monies in 2014 and 2021, only to see performance slide the following year; and they redeemed assets in 2016, 2018, 2019, and 2022, just before returns snapped back."
Investors have earned 1.1% lower returns than the funds they invested in (in the past 10 years), according to Morningstar.
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Librarian Capital
Rightmove confirms new non-binding offer from $REA
341p cash + 0.0422 new REA shras = ~761p total
"Board will carefully consider the Increased Proposal"
$RMV +2.8% to 693p https://t.co/OUyVqzzLfE
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Rightmove confirms new non-binding offer from $REA
341p cash + 0.0422 new REA shras = ~761p total
"Board will carefully consider the Increased Proposal"
$RMV +2.8% to 693p https://t.co/OUyVqzzLfE
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Librarian Capital
Rightmove confirms new non-binding offer from $REA
341p cash + 0.0422 new REA shares = ~761p total
"Board will carefully consider the Increased Proposal"
$RMV +2.8% to 693p https://t.co/KvWnRnSjpe
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Rightmove confirms new non-binding offer from $REA
341p cash + 0.0422 new REA shares = ~761p total
"Board will carefully consider the Increased Proposal"
$RMV +2.8% to 693p https://t.co/KvWnRnSjpe
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Librarian Capital
Two-year anniversary of this masterpiece by Merryn Somerset Webb after the Kwasi Kwarteng mini budget
"The Bank of England might be about to get lucky with Liz Truss"
https://t.co/Wm0hwSY0PX https://t.co/dylzYNJWBo
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Two-year anniversary of this masterpiece by Merryn Somerset Webb after the Kwasi Kwarteng mini budget
"The Bank of England might be about to get lucky with Liz Truss"
https://t.co/Wm0hwSY0PX https://t.co/dylzYNJWBo
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Librarian Capital
"Echo chamber" is only a concern if you let algos decide what you read; I use mostly the "following" tab
When AI can generate plausible-sounding content, it's critical to focus on curated sources
I often find new content by ticker search; but I also block any bad accounts I see https://t.co/tESWZhjOA6
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"Echo chamber" is only a concern if you let algos decide what you read; I use mostly the "following" tab
When AI can generate plausible-sounding content, it's critical to focus on curated sources
I often find new content by ticker search; but I also block any bad accounts I see https://t.co/tESWZhjOA6
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Stock Analysis Compilation
Smithson on Reply $REY IM
With deep expertise in AI integration and long-standing corporate relationships, Reply’s recurring revenue model offers a unique blend of stability and growth
(Extract from their Q2 letter) https://t.co/qRWa7weFI6
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Smithson on Reply $REY IM
With deep expertise in AI integration and long-standing corporate relationships, Reply’s recurring revenue model offers a unique blend of stability and growth
(Extract from their Q2 letter) https://t.co/qRWa7weFI6
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