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Librarian Capital
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You don't have to take Elon Musk's abuse
Set yourself free https://t.co/qek8P2BEYL
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Reminder: You can find us posting on other platforms
Same content as here, but with replies open to all
Our main other platform is Threads (profile below), where we have recently surpassed 1,500 followers
You don't have to take Elon Musk's abuse
Set yourself free https://t.co/qek8P2BEYL
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Stock Analysis Compilation
The London Company on Qualys $QLYS US
Qualys' leading position in cybersecurity, combined with strong margins and cash flow, offers compelling growth in a recession-resistant industry
(Extract from their Q2 letter) https://t.co/BJ1FyJzavn
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The London Company on Qualys $QLYS US
Qualys' leading position in cybersecurity, combined with strong margins and cash flow, offers compelling growth in a recession-resistant industry
(Extract from their Q2 letter) https://t.co/BJ1FyJzavn
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Librarian Capital
Rightmove $RMV outlook & targets (reminder)
Double-digit revenue and EBIT growth from 2025
Revenue growth
2024 growth: 7-9%
2023-28 CAGR: 11%+
Adjusted EBIT
2024 margin: 70%
From 2025: "margin remains constant" https://t.co/pw3XArWuXB
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Rightmove $RMV outlook & targets (reminder)
Double-digit revenue and EBIT growth from 2025
Revenue growth
2024 growth: 7-9%
2023-28 CAGR: 11%+
Adjusted EBIT
2024 margin: 70%
From 2025: "margin remains constant" https://t.co/pw3XArWuXB
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Librarian Capital
Donald Trump to John Deere $DE: "If you do that (shift more production to Mexico), we are putting a 200% tariff on everything that you want to sell into the US"
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Donald Trump to John Deere $DE: "If you do that (shift more production to Mexico), we are putting a 200% tariff on everything that you want to sell into the US"
Trump in Pennsylvania threatens John Deere with 200 percent tariffs https://t.co/aLlqmhJ7zH tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “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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RT @DimitryNakhla: “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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Librarian Capital
"Liberty Broadband $LBRDA Submits Counterproposal to Charter $CHTR for Proposed Business Combination"
"In response to an initial merger proposal sent by the Charter Special Committee"
Counterproposal is for each Liberty to receive 0.2900 CHTR share https://t.co/R4MnoAjJkf
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"Liberty Broadband $LBRDA Submits Counterproposal to Charter $CHTR for Proposed Business Combination"
"In response to an initial merger proposal sent by the Charter Special Committee"
Counterproposal is for each Liberty to receive 0.2900 CHTR share https://t.co/R4MnoAjJkf
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Librarian Capital
"Visa Faces Justice Department Antitrust Case on Debit Cards" (Bloomberg)
"Allegations include that Visa made exclusive agreements to hinder the expansion of competing networks and thwarted efforts by technology companies to enter the market"
$V $MA $AXP
h/t @CharterhouseSq
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"Visa Faces Justice Department Antitrust Case on Debit Cards" (Bloomberg)
"Allegations include that Visa made exclusive agreements to hinder the expansion of competing networks and thwarted efforts by technology companies to enter the market"
$V $MA $AXP
h/t @CharterhouseSq
The US Justice Department plans to allege that Visa illegally monopolized the US debit card market https://t.co/qMv6MKpTnN tweet
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Hidden Value Gems
One of the fastest-growing small cap in the UK - $YU.L delivering +60% revenue growth / +52% EPS in H1 24. Expects further growth in 2024.
Net cash at £86.8mn, a third of the market cap!
Trading at 8x P/E! 🚀 https://t.co/cUTUfC5kES
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One of the fastest-growing small cap in the UK - $YU.L delivering +60% revenue growth / +52% EPS in H1 24. Expects further growth in 2024.
Net cash at £86.8mn, a third of the market cap!
Trading at 8x P/E! 🚀 https://t.co/cUTUfC5kES
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Librarian Capital
Visa $V US debit card anti-trust lawsuit
Visa's US debit volume is 2.7x that of Mastercard $MA ($984bn vs. $370bn as of Apr-Jun 2024) https://t.co/LQGJ4DPO3B
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Visa $V US debit card anti-trust lawsuit
Visa's US debit volume is 2.7x that of Mastercard $MA ($984bn vs. $370bn as of Apr-Jun 2024) https://t.co/LQGJ4DPO3B
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Stock Analysis Compilation
Arauca Capital on Moberg Pharma $MOB SS
Moberg Pharma’s MOB-015 shows strong market leadership and growth potential in Europe, with promising prospects for wider commercialization in the coming years
(Extract from their Q2 letter) https://t.co/9YhHJr70aT
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Arauca Capital on Moberg Pharma $MOB SS
Moberg Pharma’s MOB-015 shows strong market leadership and growth potential in Europe, with promising prospects for wider commercialization in the coming years
(Extract from their Q2 letter) https://t.co/9YhHJr70aT
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