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Quiver Quantitative
🚨 This keeps getting wilder.
We posted this report earlier this month.
$HL has now risen 40% since Debbie Wassmeran Schultz' purchase.
It's up another 7% today. https://t.co/SR09gGT0nW
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🚨 This keeps getting wilder.
We posted this report earlier this month.
$HL has now risen 40% since Debbie Wassmeran Schultz' purchase.
It's up another 7% today. https://t.co/SR09gGT0nW
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Offshore
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Librarian Capital
Visa $V: It's reported by some that Nancy Pelosi sold $1m of shares in July
This is not correct. The amount was ~$0.6m
Congressional trade disclosures come in ranges
The relevant range here is $0.5-1.0m
But in this case we know it's 2,000 shares https://t.co/YsJjVC0vxK
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Visa $V: It's reported by some that Nancy Pelosi sold $1m of shares in July
This is not correct. The amount was ~$0.6m
Congressional trade disclosures come in ranges
The relevant range here is $0.5-1.0m
But in this case we know it's 2,000 shares https://t.co/YsJjVC0vxK
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Offshore
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Quiver Quantitative
New campaign ad from Rep. Andy Kim, referencing The Sopranos.
Congressional stock trading is also referenced.
We have not seen Kim trade any stock while in office.
https://t.co/VaXERWqx4O
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New campaign ad from Rep. Andy Kim, referencing The Sopranos.
Congressional stock trading is also referenced.
We have not seen Kim trade any stock while in office.
https://t.co/VaXERWqx4O
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Hidden Value Gems
#Exor NAV is up 8.8% in H1 ‘24 (EUR terms). $RACE accounts for 39% of GAV, followed by $STLA (19%). Made five investments and one disposal.
The most interesting in the accounts is a switch to new format applicable to investment companies. Much leaner balance sheet and income statement.
The call is at 1pm CET today.
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#Exor NAV is up 8.8% in H1 ‘24 (EUR terms). $RACE accounts for 39% of GAV, followed by $STLA (19%). Made five investments and one disposal.
The most interesting in the accounts is a switch to new format applicable to investment companies. Much leaner balance sheet and income statement.
The call is at 1pm CET today.
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Stock Analysis Compilation
Bilbel Capital on Dream International $1126 HK
Thesis: Dream International, with long-standing ties to Disney, offers steady growth, high margins, and a 12% dividend, making it a value play at only 3.5x earnings
(Extract from their Q2 letter) https://t.co/vc2ucOnuZk
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Bilbel Capital on Dream International $1126 HK
Thesis: Dream International, with long-standing ties to Disney, offers steady growth, high margins, and a 12% dividend, making it a value play at only 3.5x earnings
(Extract from their Q2 letter) https://t.co/vc2ucOnuZk
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Librarian Capital
Rightmove $RMV: Rejects 3rd REA $REA Offer
Board believes offer "unattractive and materially undervalues the Company"
Press release also notes REA shares down ~12% since 30-Aug; offer is 341p cash + 0.0422 new REA shares
REA has 30-Sep to make firm offer https://t.co/lR0p3eRvcA
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Rightmove $RMV: Rejects 3rd REA $REA Offer
Board believes offer "unattractive and materially undervalues the Company"
Press release also notes REA shares down ~12% since 30-Aug; offer is 341p cash + 0.0422 new REA shares
REA has 30-Sep to make firm offer https://t.co/lR0p3eRvcA
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Stock Analysis Compilation
Marlton Partners on Bolloré $BOL FP
Thesis: Bolloré SE’s strategic stake in Vivendi and a substantial cash position present a compelling opportunity, with potential value accretion as market developments unfold
(Extract from their Q2 letter) https://t.co/0YMicKbx6x
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Marlton Partners on Bolloré $BOL FP
Thesis: Bolloré SE’s strategic stake in Vivendi and a substantial cash position present a compelling opportunity, with potential value accretion as market developments unfold
(Extract from their Q2 letter) https://t.co/0YMicKbx6x
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