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Capital Employed
Essential weekend reading if you're seeking new ideas...
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Essential weekend reading if you're seeking new ideas...
44 Top Stock Pitches (16th-31st October)💡
From medtech to uranium to Canadian construction companies.
Many interesting ‘fresh-off-the-press’ stock pitches for subscribers to work through!
https://t.co/1FRY6gwgYd https://t.co/jUeL4xdsys tweet
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iinvested
Nice write ups by SouthernSun SMID Cap on $APG, $GNRC
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/iuoW1ywI3C
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Nice write ups by SouthernSun SMID Cap on $APG, $GNRC
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/iuoW1ywI3C
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Librarian Capital
For Tobacco stocks, earnings season's now done
We have reviews of Q3 results at both Philip Morris $PM and Altria $MO, and of the investor day at British American Tobacco $BATS $BTI
PM still multi-year compounder
BAT worth small bet as value stock
Link: https://t.co/hQtdYDNNQC https://t.co/40GfPXQJvj
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For Tobacco stocks, earnings season's now done
We have reviews of Q3 results at both Philip Morris $PM and Altria $MO, and of the investor day at British American Tobacco $BATS $BTI
PM still multi-year compounder
BAT worth small bet as value stock
Link: https://t.co/hQtdYDNNQC https://t.co/40GfPXQJvj
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Stock Analysis Compilation
Ariel Investments on Publicis $PUB FP
Thesis: Publicis Groupe’s advanced digital platform and technology-driven approach make it a growth-ready leader in scalable, data-centric advertising.
(Extract from their Q3 letter) https://t.co/r8I30Ixw1y
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Ariel Investments on Publicis $PUB FP
Thesis: Publicis Groupe’s advanced digital platform and technology-driven approach make it a growth-ready leader in scalable, data-centric advertising.
(Extract from their Q3 letter) https://t.co/r8I30Ixw1y
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Librarian Capital
FT "Skin in the Game" column, a history:
Nov-22: starts with £438k
"To ensure my money is where my pen is, you will be able to view the performance of my portfolio each week"
Oct-24: £513k, i.e. +17% (£) after 23 months
Nov-24: Appears to have stopped disclosing portfolio https://t.co/bJww1zUzO8
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FT "Skin in the Game" column, a history:
Nov-22: starts with £438k
"To ensure my money is where my pen is, you will be able to view the performance of my portfolio each week"
Oct-24: £513k, i.e. +17% (£) after 23 months
Nov-24: Appears to have stopped disclosing portfolio https://t.co/bJww1zUzO8
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Librarian Capital
Estée Lauder $EL: Fabrizio Freda's sweet retirement
Will be "special advisor" for 1.5 years (Jun-26)
"20% of his time"
"Base salary rate of $2.1m will remain unchanged"
FY25 incentive opportunity of $3.125m
FY26 equity award grant of $12.5m
Relocation expenses + other benefits https://t.co/MWPNm2kgCB
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Estée Lauder $EL: Fabrizio Freda's sweet retirement
Will be "special advisor" for 1.5 years (Jun-26)
"20% of his time"
"Base salary rate of $2.1m will remain unchanged"
FY25 incentive opportunity of $3.125m
FY26 equity award grant of $12.5m
Relocation expenses + other benefits https://t.co/MWPNm2kgCB
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Librarian Capital
Directors may become too attached to mgmt. over time
UK Corporate Governance Code, for example, states that a director is no longer "independent" after 9 years
Estée Lauder new lead "independent" board director Richard Zannino has been on $EL board for ... 14 years (since 2010) https://t.co/dUXmQLWuYX
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Directors may become too attached to mgmt. over time
UK Corporate Governance Code, for example, states that a director is no longer "independent" after 9 years
Estée Lauder new lead "independent" board director Richard Zannino has been on $EL board for ... 14 years (since 2010) https://t.co/dUXmQLWuYX
Estée Lauder’s lead independent board director, who oversaw its succession process, will be replaced next week. It has been been an intense week for $EL following the announcement of a new CEO and the exit of the Lauder family from management positions
https://t.co/VeNV6jXs0s tweet
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Startup Archive
Netflix founder Reed Hastings: “Elon Musk is the bravest, most creative person on the planet.”
Reed is asked for his perspective on Elon’s acquisition of Twitter, to which he responds:
“I’m excited. Elon Musk is the bravest, most creative person on the planet. What he’s done in multiple areas is phenomenal.”
Reed says he might have take a different approach, but he emphasizes that Elon could’ve just used the $44 billion to buy a yacht:
“His style is different. Like, I’m trying to be a really steady, respectable leader, and he just doesn’t care… But he could have built a mile-long yacht for $44 billion, but it’s not good for the planet. He’s not interested… I’m 100% convinced that he is trying to help the world in all of his endeavors. And he’s trying to help the world [with X] because he believes in free speech and its power for democracy.”
He continues:
“Again, it’s not how I would do it, but I’m deeply respectful. And I’m amazed that people are so nitpicky on him. Yeah sure, the blue checkmark - he’s making a mess of some things or not. But give the guy a break. He just spent all this money to try to make it much better for democracy and society to have a more open platform, and I am sympathetic to that agenda.”
Video source: @nytimesevents (2022)
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Netflix founder Reed Hastings: “Elon Musk is the bravest, most creative person on the planet.”
Reed is asked for his perspective on Elon’s acquisition of Twitter, to which he responds:
“I’m excited. Elon Musk is the bravest, most creative person on the planet. What he’s done in multiple areas is phenomenal.”
Reed says he might have take a different approach, but he emphasizes that Elon could’ve just used the $44 billion to buy a yacht:
“His style is different. Like, I’m trying to be a really steady, respectable leader, and he just doesn’t care… But he could have built a mile-long yacht for $44 billion, but it’s not good for the planet. He’s not interested… I’m 100% convinced that he is trying to help the world in all of his endeavors. And he’s trying to help the world [with X] because he believes in free speech and its power for democracy.”
He continues:
“Again, it’s not how I would do it, but I’m deeply respectful. And I’m amazed that people are so nitpicky on him. Yeah sure, the blue checkmark - he’s making a mess of some things or not. But give the guy a break. He just spent all this money to try to make it much better for democracy and society to have a more open platform, and I am sympathetic to that agenda.”
Video source: @nytimesevents (2022)
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Librarian Capital
RT @carlquintanilla: “.. some of his most influential advisers are suggesting he will yet again seek to claim victory before all the votes are counted, a move that ushered in his efforts to deny his defeat four years ago ..”
@nytimes
https://t.co/vpg5eih04h https://t.co/LUbwmuyHoY
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RT @carlquintanilla: “.. some of his most influential advisers are suggesting he will yet again seek to claim victory before all the votes are counted, a move that ushered in his efforts to deny his defeat four years ago ..”
@nytimes
https://t.co/vpg5eih04h https://t.co/LUbwmuyHoY
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