⁠Hidden Value Gems
Quote of the week #107 https://t.co/7oY2qkQJXH
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⁠Quiver Quantitative
RT @InsiderRadar: $CAPR stock has risen another 9% today, and is now up almost 330% since this insider purchase

Nippon Shinyaku, a >10% stakeholder in $CAPR, purchased $15m of the company's stock on 9/20.

Since then, the stock has skyrocketed ~300%, and is up almost 10% so far today. https://t.co/gR0ScfKXjj - Insider Radar
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⁠Librarian Capital
LVMH $MC 24Q3 Wine & Spirits

Sales -8% organic both Q3 and YTD (Q2: -7%)
Q3 two-year stack decline -13%, vs. Q2 -9%
In €, Cognac & Spirits decline -12% YTD

Cognac & Spirits
"Gradual recovery of cognac in the US"
"Weak demand & prudence among retailers in China"

cc: $DGE $RCO https://t.co/Rkr3cUz7pu
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⁠Quiver Quantitative
This is wild.

$ASML is down 16% after accidentally publishing earnings early.

We just saw Marjorie Taylor Greene buy $ASML last week.

In June, she bought Crowdstrike stock just before the outages which caused it to plummet 42%.

Time for us to roll out an inverse MTG strategy? https://t.co/hz74PVprYM
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⁠Stock Analysis Compilation
Diamond Hill on CNH Industrial $CNHI US

Thesis: CNH Industrial's turnaround strategy and discounted valuation relative to peers make it an attractive investment in capital goods.

(Extract from their Q2 letter) https://t.co/bBISY1srXS
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⁠Stock Analysis Compilation
ChatGPT x Hedge Funds' Best Ideas = new free tool

I have uploaded all the analyses from the Q2 reports in ChatGPT and created a free tool that allows you to easily interact with the database. It also gave me its ideal portfolio...

Link & portfolio below
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⁠Librarian Capital
Reminder: Boeing $BA lost $1.1bn on the Air Force One contract after making concessions to Trump

Boeing CEO Dave Calhoun later regretted the deal

Shake-downs like this can only happen once (if at all) and hurt American industry https://t.co/ssBiRMsonK
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⁠Quiver Quantitative
Donald Trump just said he'd do something about breaking up Google, $GOOGL.

Marjorie Taylor Greene bought Google stock last month.
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⁠Librarian Capital
Old joke: "Who are the 2 powerful people in Russia"?

"Tsar Nicholas II and the last person who spoke to him"

It will be like that if the "very stable genius" wins; policy will be driven by who bribed/flattered him last

With proper fascists you at least can bet on defence names
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⁠App Economy Insights
$ASML ASML Q3 FY24:

• Net bookings €2.6B (€5.4B expected).
• Net sales +12% Y/Y to €7.5B (€0.3B beat).
• Gross margin 51% (-1pp Y/Y).
• Operating margin 33% (flat Y/Y).

Net sales guidance:
• FY24: €28B ($0.3B beat).
• FY25: €30-35B (€30-40B previously). https://t.co/0sp7xHOP8R
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