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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Alex Bilzerian
RT @pmddomingos: Your ego should be in service of your ideas, not the other way around.
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RT @pmddomingos: Your ego should be in service of your ideas, not the other way around.
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Alex Bilzerian
Typhoon Vamei in 2001 formed at 1.4°N in the South China Sea, making it the closest tropical cyclone to the equator.
For centuries, it was thought that tropical cyclones couldn't form within 300 nautical miles of the equator.
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Typhoon Vamei in 2001 formed at 1.4°N in the South China Sea, making it the closest tropical cyclone to the equator.
For centuries, it was thought that tropical cyclones couldn't form within 300 nautical miles of the equator.
Coriolis Effect: tweet
twitter.com
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Librarian Capital
British American Tobacco now down 10%+ from 16-Sep
(Based on $BTI ADR price in $; similar for $BATS in £) https://t.co/o1PFxvk6Yv
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British American Tobacco now down 10%+ from 16-Sep
(Based on $BTI ADR price in $; similar for $BATS in £) https://t.co/o1PFxvk6Yv
"British American Tobacco: Fun While It Lasted? Looking Beyond Rally" $BATS $BTI
Shares have fallen back after a multi-month rally, and structural concerns may be returning in H2
cc: $MO $PM $IMB
https://t.co/axUW3tph51 https://t.co/nvliEMCCwf tweet
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Stock Analysis Compilation
Harris Associates on Bravida Holding $BRAV SS
Thesis: Bravida’s leading position in the Nordic region and its exposure to defensive construction sectors make it well-positioned for growth as electrification trends accelerate.
(Extract from their Q2 letter) https://t.co/DUgr5ibs1W
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Harris Associates on Bravida Holding $BRAV SS
Thesis: Bravida’s leading position in the Nordic region and its exposure to defensive construction sectors make it well-positioned for growth as electrification trends accelerate.
(Extract from their Q2 letter) https://t.co/DUgr5ibs1W
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Alex Bilzerian
"Should any one country dominate the commercial remote sensing market, not only could it gain economic advantages, but it would also control the information narrative about the entire planet."
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"Should any one country dominate the commercial remote sensing market, not only could it gain economic advantages, but it would also control the information narrative about the entire planet."
"Chinese firms lead US firms in remote sensing ‘Olympics’" https://t.co/mCycMTjQ3x tweet