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Stock Analysis Compilation
McElvaine Value Fund on Mandarin Oriental $MAND SP
Thesis: With zero net debt and potential asset sales, Mandarin Oriental offers a low-cost entry into a high-end hotel brand with strong development potential.
(Extract from their Q2 letter) https://t.co/SmvPPPAYUp
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McElvaine Value Fund on Mandarin Oriental $MAND SP
Thesis: With zero net debt and potential asset sales, Mandarin Oriental offers a low-cost entry into a high-end hotel brand with strong development potential.
(Extract from their Q2 letter) https://t.co/SmvPPPAYUp
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Alex Bilzerian
RT @JavierBlas: Good news for olive oil enthusiast:
The Andalusia region of Spain (~1/3 of global output) has released its first official forecast for the upcoming 2024-25 harvest. It estimates output of 1.02 million metric tons, up ~77% y-on-y, thanks to good weather.
https://t.co/SnJdpOE3k8
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RT @JavierBlas: Good news for olive oil enthusiast:
The Andalusia region of Spain (~1/3 of global output) has released its first official forecast for the upcoming 2024-25 harvest. It estimates output of 1.02 million metric tons, up ~77% y-on-y, thanks to good weather.
https://t.co/SnJdpOE3k8
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Alex Bilzerian
RT @TheGravyMachine: @JavierBlas We had a several days of rain on and off in Malaga early/mid september, don't recall having that amount of rain in September for years. Was hoping to hear that was going to help the harvest
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RT @TheGravyMachine: @JavierBlas We had a several days of rain on and off in Malaga early/mid september, don't recall having that amount of rain in September for years. Was hoping to hear that was going to help the harvest
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Alex Bilzerian
Coriolis Effect:
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Coriolis Effect:
No hurricane ever crossed the equator https://t.co/uhu1UdZ9GA tweet
Alex Bilzerian
RT @stephensenn: @alexbilz I have long suspected that the usual interpretation of the NP lemma is back to front. Likelihood is fundamental. Power is an incidental bonus.
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RT @stephensenn: @alexbilz I have long suspected that the usual interpretation of the NP lemma is back to front. Likelihood is fundamental. Power is an incidental bonus.
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Librarian Capital
"Why are the British so reluctant to invest?" (FT)
"It’s an inherent cultural issue. People are attracted to the perceived safety of cash ... rather than the risk of sitting in cash"
Ruffer $RICA people should read this
Their flagship fund is 12.7% in cash, 53.1% in ST bonds https://t.co/mH0RjGcjgW
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"Why are the British so reluctant to invest?" (FT)
"It’s an inherent cultural issue. People are attracted to the perceived safety of cash ... rather than the risk of sitting in cash"
Ruffer $RICA people should read this
Their flagship fund is 12.7% in cash, 53.1% in ST bonds https://t.co/mH0RjGcjgW
Why are the British so reluctant to invest? https://t.co/cxA93WixCp tweet
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Librarian Capital
Constellation Brands $STZ FY25Q2 (Jun-Aug)
Wine & Spirits Q2 depletions -17.6%
Shipments -9.8%, Net Sales -12%
Spirits Net Sales -13% Q2, -3% H1
STZ Craft Spirits sales up HSD in Q2
Vs. higher-end spirits market up LSD
FY25E: Wine & Spirit sales decline 4-6%
cc: $BF.B $DGE https://t.co/d1qhmCXN1Y
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Constellation Brands $STZ FY25Q2 (Jun-Aug)
Wine & Spirits Q2 depletions -17.6%
Shipments -9.8%, Net Sales -12%
Spirits Net Sales -13% Q2, -3% H1
STZ Craft Spirits sales up HSD in Q2
Vs. higher-end spirits market up LSD
FY25E: Wine & Spirit sales decline 4-6%
cc: $BF.B $DGE https://t.co/d1qhmCXN1Y
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Alex Bilzerian
"Chinese firms lead US firms in remote sensing ‘Olympics’" https://t.co/mCycMTjQ3x
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"Chinese firms lead US firms in remote sensing ‘Olympics’" https://t.co/mCycMTjQ3x
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