⁠Librarian Capital
Twitter has de-prioritized stock tickers in search algos

A search for $PM will now give you posts that mention time ("6 pm", etc.), politics (PM = prime minister); nothing about Philip Morris

Seacrch for $MO gives posts about Missouri

Reminder: we are also on other platofrms https://t.co/6tXTO4rVOY
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⁠Stock Analysis Compilation
Bonhoeffer Fund on Millicom $TIGO US

Thesis: Millicom's dominant market position, strategic cost cuts, and potential for value from its tower spin-off make it a strong long-term play in telecom

(Extract from their Q2 letter) https://t.co/WQuHW8BOfp
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⁠Librarian Capital
Right Tail Capital (Kokemor) on $CDW

"Much more than a B2B distributor"
Fragmented customers and vendors
"Team mate for small businesses"
"Extension of a vendor's salesorce"
Grows 200-400 bps faster than market past decade
"Modest" op. leverage; "little fixed capital"

"This is the biggest market decline since the last decline you don't remember or care about anymore." - Morgan Housel

Right Tail Capital's Q3 2024 Letter https://t.co/UJC4P9Rq6H - Jeremy Kokemor
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⁠Librarian Capital
PSA: Retweets are appreciated, but as said before we are not looking for conflict

If you @ someone they may also feel obliged to reply

So, in general, please do NOT retweet our criticisms of people back @ their accounts

We have said this before

PS. While I am not hiding my opinions of these firms/people - some of whom I can see follow me here under their own names - I am not looking for conflict

Insofar as you find my opinions interesting, please do not make it harder for me to express them

One person who cc'd the individual here has been blocked (after a previous warning) - Librarian Capital
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⁠Hidden Value Gems
Hendrik Bessembinder's studies have enormous implications for investors. I think they are highly underrated, especially in various CFA/university curriculums. Here is a great interview with him by @Clay_Finck

The most important points I picked up 🧵👇🏽

1/4 https://t.co/74GlSDV3w5
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⁠Dimitry Nakhla | Babylon Capital®
Intuit’s $INTU Linear Growth Last 10-Years👇🏽

📈Revenue CAGR: 13.70%
📈FCF CAGR: 13.89%
📈EPS CAGR: 17.11%
📈Dividend CAGR: 16.82%

#stocks #investing

*Financials in Billions USD https://t.co/vHc6mjEG5e
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⁠Stock Analysis Compilation
Diamond Hill on Magnolia Oil & Gas $MGY US

Thesis: Magnolia Oil & Gas’s low-cost structure and strong management team make it a solid, lower-risk play on rising commodity prices

(Extract from their Q2 letter) https://t.co/pX9kYum5uD
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⁠Stock Analysis Compilation
Diamond Hill on VeriSign $VRSN US

Thesis: VeriSign’s dominant market position and high switching costs make it a compelling long-term play in internet infrastructure

(Extract from their Q2 letter) https://t.co/G4OOgVu0af
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⁠Librarian Capital
RT @guardian: Trump campaign worked with Musk’s X to keep leaked JD Vance file off platform https://t.co/zGIl0YzthK
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⁠Investing visuals
Show this visual to everyone who is not (yet) investing👇 https://t.co/C1kB41pG88
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