⁠Dimitry Nakhla | Babylon Capital®
Despite rallying +54% YTD, $BABA still trades for less than 15x earnings

#stocks #investing https://t.co/EDeVTiUWoL
tweet

⁠Stock Analysis Compilation
Artisan Partners on ARM Holdings $ARM US

Thesis: ARM's leadership in power-efficient computing and expanding AI market presence offers a compelling growth opportunity for long-term investors.

(Extract from their Q2 letter) https://t.co/AzfJjNzrmA
tweet

⁠Librarian Capital
Spirax $SPX reaffirms LT targets at investor day

Steam Thermal: sales growth >2x IP , margin 23.5%+
Electric Thermal: sales growth >2x IP, margin 20%+
Watson-Marlow: HSD sales growth, margin 30%+

(2023 margins: 24.6%, 15.6%, 23.8%) https://t.co/2BJTPVtMOB
tweet

⁠App Economy Insights
💊 Why is $HIMS down 13% today?

$LLY Eli Lilly’s GLP-1 shortage is over in the US, , impacting Hims & Hers' compounded semaglutide sales.

We cover this and more in our latest deep dive. 👇
https://t.co/ZsuxShhIdB
tweet

⁠Librarian Capital
FT digital subscriptions

Standard = £468/yr*, Premium= £708/yr

Content difference is Lex and "15+ premium newsletters", some of the latter available separately**

Is Premium for the price-insensitive?

* annual; £229 w/ 1st year discount
** Prices seem to vary & start at £72/yr https://t.co/CeFQcBK14Y
tweet

⁠Investing visuals
✨25,000 followers milestone! ✨

Time for a personal story about the journey that led me here. Grab a coffee, it’s a bit of a read. And if you’re in a hurry, there’s a short TLDR summary at the end😉👇
tweet

⁠Stock Analysis Compilation
Clearbridge on Clean Harbors $CLH US

Thesis: Clean Harbors’ specialization in hazardous waste, combined with new environmental regulations, positions it for strong growth and returns, supported by its pricing power and barriers to entry

(Extract from their Q2 letter) https://t.co/nbZ1GzD2K3
tweet

⁠App Economy Insights
$GOOG AI search summaries get ads.

Starting today, Google is rolling out sponsored product suggestions in AI Overviews when relevant.

The company has been testing it since May. 👇 https://t.co/Hf3iKTSaCx
tweet

⁠Capital Employed
Interesting write-up by @value_invest12 on OUE REIT $LJ3 🇸🇬

Singapore trophy assets at a 45% NAV Discount 🔻

https://t.co/hthJwNg4Dd
tweet

AkhenOsiris
Bloody recession

US ISM Services Index Sep: 54.9 (est 51.7; prev 51.5)
- Prices Paid: 59.4 (est 56.0; prev 57.3)
- Employment: 48.1 (est 50.0; prev 50.2)
- New Orders: 59.4 (est 52.5; prev 53.0) - LiveSquawk
tweet

⁠Quiver Quantitative
Election betting is now legal in the United States.

Who do you think will be the first politician to bet on their own race? https://t.co/tgfqyKdDEz
tweet