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Quiver Quantitative
RT @InsiderRadar: Congressional insiders have been trading Taiwanese semiconductor stocks 👀 https://t.co/DQeaWbql4I
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RT @InsiderRadar: Congressional insiders have been trading Taiwanese semiconductor stocks 👀 https://t.co/DQeaWbql4I
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Offshore
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Capital Employed
Essential reading for the weekend...
Q3 2024 Fund Letters Round-Up ✍️
A curation of the best quarterly letters.
https://t.co/z8VTurKKQI https://t.co/LsZW2z6rHA
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Essential reading for the weekend...
Q3 2024 Fund Letters Round-Up ✍️
A curation of the best quarterly letters.
https://t.co/z8VTurKKQI https://t.co/LsZW2z6rHA
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Offshore
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Librarian Capital
Jonathan Ruffer knows why people lost faith in Ruffer
"Regarded as ‘perma-bears'"
"‘Why bother?’. What’s the argument for holding Ruffer, just to have received a cash-like return?"
"Over the last 8 months, clients have had a similar experience to the risk-free rate"
(1-Oct) https://t.co/LypXJKFLND
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Jonathan Ruffer knows why people lost faith in Ruffer
"Regarded as ‘perma-bears'"
"‘Why bother?’. What’s the argument for holding Ruffer, just to have received a cash-like return?"
"Over the last 8 months, clients have had a similar experience to the risk-free rate"
(1-Oct) https://t.co/LypXJKFLND
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Offshore
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Stock Analysis Compilation
Diamond Hill on Gerresheimer $GXI GY
Thesis: Gerresheimer’s role in high-growth pharmaceutical sectors and its investment in premium packaging solutions make it an undervalued growth opportunity.
(Extract from their Q2 letter) https://t.co/5h5iOIjB7A
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Diamond Hill on Gerresheimer $GXI GY
Thesis: Gerresheimer’s role in high-growth pharmaceutical sectors and its investment in premium packaging solutions make it an undervalued growth opportunity.
(Extract from their Q2 letter) https://t.co/5h5iOIjB7A
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Offshore
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Librarian Capital
Trojan Fund (Lyon/Yonge) on Visa $V DoJ lawsuit
"We don’t believe that Visa will come through the process unscathed"
"There are, however, some mitigating circumstances"
Fund has held V for 8 years (and $GOOG for 10) https://t.co/kn5XrkKfTs
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Trojan Fund (Lyon/Yonge) on Visa $V DoJ lawsuit
"We don’t believe that Visa will come through the process unscathed"
"There are, however, some mitigating circumstances"
Fund has held V for 8 years (and $GOOG for 10) https://t.co/kn5XrkKfTs
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Librarian Capital
Troy Income Fund exited P&G $PG in Sep-24
"We have observed slowing growth and market share trends in recent quarters"
"Share price at an all-time high and valuation at 26x NTM PE" https://t.co/vf9BImryWS
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Troy Income Fund exited P&G $PG in Sep-24
"We have observed slowing growth and market share trends in recent quarters"
"Share price at an all-time high and valuation at 26x NTM PE" https://t.co/vf9BImryWS
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Offshore
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Librarian Capital
Top UK value investor redefines concept of "time"
"We believe the long run is not best defined by a period of time, but a period in which changes in valuations have little or no impact on returns"
"Since inception ... multiple change ... has had a material impact on the return" https://t.co/O25YiUn0Oh
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Top UK value investor redefines concept of "time"
"We believe the long run is not best defined by a period of time, but a period in which changes in valuations have little or no impact on returns"
"Since inception ... multiple change ... has had a material impact on the return" https://t.co/O25YiUn0Oh
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Offshore
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Capital Employed
Nice write-up by @sweetstocksblog on Borregaard $BRG 🇳🇴
Norway-based biorafinery. An economic castle protected by an unbreachable moat. 👇
https://t.co/8GNznXA5Ko
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Nice write-up by @sweetstocksblog on Borregaard $BRG 🇳🇴
Norway-based biorafinery. An economic castle protected by an unbreachable moat. 👇
https://t.co/8GNznXA5Ko
tweet
Offshore
Video
Startup Archive
Jeff Bezos: “You can build a business strategy around the things that are stable in time.”
“In our retail business, we know that customers want low prices, and I know that’s going to be true 10 years from now… When you have something that you know is true, even over the long term, you can afford to put a lot of energy into it.”
Video source: @awscloud (2012)
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Jeff Bezos: “You can build a business strategy around the things that are stable in time.”
“In our retail business, we know that customers want low prices, and I know that’s going to be true 10 years from now… When you have something that you know is true, even over the long term, you can afford to put a lot of energy into it.”
Video source: @awscloud (2012)
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