⁠Librarian Capital
Elon Musk's Twitter in one screenshot

"50% off Premium" now that advertisers have fleed
"Art of the Surge" infomercial for Donald Trump

I miss the old Twitter https://t.co/rSdRHOAA3J
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⁠Librarian Capital
RT @SethAbramson: (📢) MAJOR BREAKING NEWS: America Has Found the Beating Heart of the Secret Kremlin Campaign to Steal the 2024 U.S. Presidential Campaign for Donald Trump, and It Is Elon Musk; Conservative WSJ Issues Report That All But Calls Musk a Witting Kremlin Agent https://t.co/eGOtD62pbB
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⁠Librarian Capital
RT @business: Elon Musk gave another $56 million to elect Donald Trump and other Republicans in the final weeks of the 2024 election, bringing to at least $132 million the amount he spent to elevate his allies to the White House and Congress, federal filings show https://t.co/KN2rTWY5qG
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⁠Librarian Capital
RT @RealJimChanos: Elon Musk’s Secret Conversations With Vladimir Putin - The Wall Street Journal $TSLA ⁦@SpaceX⁩ https://t.co/vBWDUmUdPj
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⁠Librarian Capital
Bill Ackman reposted:

"The Trump-Hitler story is a psyop" https://t.co/YWLF8ooFx5
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⁠Librarian Capital
Rémy Cointreau FY25Q2 (Jul-Sep)

Q2 sales -16.0% organic, -16.3% in €
China down MSD
US "very strong" decline, cognac volume -12%
Europe "slight growth"

H1 sales -15.7% organic

Cuts FY25 outlook
Sales "double-digit decline" organically
EBIT margin "deterioration"

$RCO -1.6% https://t.co/tr1jog2Dgu
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⁠Librarian Capital
NatWest 24Q3

Q3 NII +8.0% y/y, +5.2% q/q
Total Income +7.3% y/y
OpEx -5.3% (-0.5% ex-conduct)
OP Pre Impair. +22.9%
ROTE 18.3% (PY: 14.7%)

YTD ROTE 17.0%

Ups FY24 guide
NII £14.4bn (was £14.0bn)
Impairment <1515% (was >14%)

$NWG +5%, 1.2x P/TNAV (316p) https://t.co/Wk3t4VR83E
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⁠Librarian Capital
Remember when Elon Musk switched off Starlink for Ukraine & started pushing Russian "peace" proposals?

WSJ: "Musk was having regular conversations with “high-level Russians” ... There was pressure from the Kremlin on Musk’s businesses and “implicit threats against him”"

Sellout https://t.co/jvpMcHyi4O
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⁠Stock Analysis Compilation
Platinium on Meitu $1357 HK

Thesis: Meitu offers value through its core photo app, with additional upside potential from promising new ventures like its Canva-like software suite.

(Extract from their Q3 letter) https://t.co/yGWhp2Axoz
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