Hidden Value Gems
Half of the people are not involved in $VTY.L. A quarter view the current issue as the buying opportunity, 15% see bigger risks, 10% still doing work.
Thank you for voting 👍
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Half of the people are not involved in $VTY.L. A quarter view the current issue as the buying opportunity, 15% see bigger risks, 10% still doing work.
Thank you for voting 👍
What do you think about Vistry?
$VTY.L
- A one-off, buy
- A serious issue, sell
- Not involved
- Still doing work tweet
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Librarian Capital
Investrors' Chronicle asked "Can Ruffer turn it around?" a year ago (10-Oct-23)
This was after Ruffer Investment Company $RICA shares fell 13% in the first ~9 months of 2023
A year on, RICA share price is up ... 2.7%
So the answer is they cannot https://t.co/tBbOqaCsV0
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Investrors' Chronicle asked "Can Ruffer turn it around?" a year ago (10-Oct-23)
This was after Ruffer Investment Company $RICA shares fell 13% in the first ~9 months of 2023
A year on, RICA share price is up ... 2.7%
So the answer is they cannot https://t.co/tBbOqaCsV0
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Hidden Value Gems
“During the current bull market, the S&P 500 forward P/E has increased from 15.3 during the October 12, 2022 week to 21.6 currently. That's not quite a record high, but it is getting closer to the 25.5 reached in 1999.”
@yardeni https://t.co/ewu6dQmgin
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“During the current bull market, the S&P 500 forward P/E has increased from 15.3 during the October 12, 2022 week to 21.6 currently. That's not quite a record high, but it is getting closer to the 25.5 reached in 1999.”
@yardeni https://t.co/ewu6dQmgin
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Librarian Capital
John Hempton: "Thinking aloud about Google remedies"
"Please Justice Department, I have a product that works. Don’t break it"
"This is so destructive as to be comical"
$GOOG
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John Hempton: "Thinking aloud about Google remedies"
"Please Justice Department, I have a product that works. Don’t break it"
"This is so destructive as to be comical"
$GOOG
Thinking aloud about Google remedies -
$GOOG, $GOOGL
https://t.co/z0TxIvERPi tweet
Offshore
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Stock Analysis Compilation
Clearbridge on BBVA $BBVA SM
Thesis: BBVA’s strategic expansion into Spain through its Sabadell acquisition, combined with its strong position in Mexico, makes it a solid banking investment.
(Extract from their Q2 letter) https://t.co/sIbYQKC9oe
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Clearbridge on BBVA $BBVA SM
Thesis: BBVA’s strategic expansion into Spain through its Sabadell acquisition, combined with its strong position in Mexico, makes it a solid banking investment.
(Extract from their Q2 letter) https://t.co/sIbYQKC9oe
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Librarian Capital
"Unilever sells Russian business for €520m" (FT)
"Agreement had been reached to sell to Arnest assets worth approximately €600mn, including its business in Belarus, following approval by authorities in Moscow. Sources close to the deal confirmed the amount."
$ULVR $UL https://t.co/VSEj0Hh2DF
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"Unilever sells Russian business for €520m" (FT)
"Agreement had been reached to sell to Arnest assets worth approximately €600mn, including its business in Belarus, following approval by authorities in Moscow. Sources close to the deal confirmed the amount."
$ULVR $UL https://t.co/VSEj0Hh2DF
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Librarian Capital
"Citi $C, Mastercard $MA Team Up on Cross-Border Debit-Card Payments" (Bloomberg)
"Citigroup is the first global bank to use the service, known as Mastercard Move"
"What makes this method of money movement ideal for some transactions is the nearly real-time nature of it" (MA)
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"Citi $C, Mastercard $MA Team Up on Cross-Border Debit-Card Payments" (Bloomberg)
"Citigroup is the first global bank to use the service, known as Mastercard Move"
"What makes this method of money movement ideal for some transactions is the nearly real-time nature of it" (MA)
Mastercard and Citigroup are collaborating to facilitate around-the-clock, cross-border payments with debit cards https://t.co/lU55ubVMH1 tweet
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Video
Startup Archive
Marc Andreessen explains why it’s worthwhile to talk to junior VCs when fundraising
You’ll sometimes here people advise founders to not “waste time” talking with junior people at venture firms because only the senior partners have the authority to make investment decisions.
Marc believes this is wrong and says that if he was a first-time founder again, he would spend a lot of time with junior VCs for two reasons:
1. Refine your pitch before talking to senior partners. “They can read the minds of the senior partners. They can tell you how its going to be received. And they can help you.”
2. Senior partners listen to the younger people at the firm. “The senior partners at a firm like ours look to the younger people a lot and ask, What’s interesting? We count on the younger people to stay connected, especially to the first time founders… I really encourage people to take the younger people in these firms seriously.”
Video source: @ycombinator (2016)
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Marc Andreessen explains why it’s worthwhile to talk to junior VCs when fundraising
You’ll sometimes here people advise founders to not “waste time” talking with junior people at venture firms because only the senior partners have the authority to make investment decisions.
Marc believes this is wrong and says that if he was a first-time founder again, he would spend a lot of time with junior VCs for two reasons:
1. Refine your pitch before talking to senior partners. “They can read the minds of the senior partners. They can tell you how its going to be received. And they can help you.”
2. Senior partners listen to the younger people at the firm. “The senior partners at a firm like ours look to the younger people a lot and ask, What’s interesting? We count on the younger people to stay connected, especially to the first time founders… I really encourage people to take the younger people in these firms seriously.”
Video source: @ycombinator (2016)
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Stock Analysis Compilation
Praetorian Capital on Sprott $SII US
Thesis: Sprott’s leverage to precious metals and uranium, combined with strong fee growth potential, makes it an appealing asset manager in the commodity space.
(Extract from their Q2 letter) https://t.co/fmZcRPKTeJ
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Praetorian Capital on Sprott $SII US
Thesis: Sprott’s leverage to precious metals and uranium, combined with strong fee growth potential, makes it an appealing asset manager in the commodity space.
(Extract from their Q2 letter) https://t.co/fmZcRPKTeJ
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Stock Analysis Compilation
Diamond Hill on Abbott $ABT US
Thesis: Abbott’s diverse business mix and strong international presence position it for continued growth in healthcare markets.
(Extract from their Q2 letter) https://t.co/ziUmbhOHnG
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Diamond Hill on Abbott $ABT US
Thesis: Abbott’s diverse business mix and strong international presence position it for continued growth in healthcare markets.
(Extract from their Q2 letter) https://t.co/ziUmbhOHnG
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