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Stock Analysis Compilation
Oakmark on Genuine Parts Company $GPC US
Thesis: Genuine Parts Company’s leading position in automotive and industrial parts, combined with steady demand and acquisition-driven growth, makes it a compelling value play.
(Extract from their Q3 letter) https://t.co/dbyVGDEkmn
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Oakmark on Genuine Parts Company $GPC US
Thesis: Genuine Parts Company’s leading position in automotive and industrial parts, combined with steady demand and acquisition-driven growth, makes it a compelling value play.
(Extract from their Q3 letter) https://t.co/dbyVGDEkmn
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Librarian Capital
RT @CalltoActivism: BREAKING NEWS:
Legendary actor Harrison Ford has OFFICIALLY endorsed Kamala Harris in an awesome video:
“I’ve been voting for 64 years.
Never really wanted to talk about it very much but when dozens of former members of the Trump administration are sounding alarms saying “for God sake don't do this again” — you have to pay attention.
The truth is this Kamala Harris will protect your right to disagree with her about policies or ideas and then as we have done for centuries.”
Drop a 💙 if you agree and appreciate Harrison Ford for speaking out!!
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RT @CalltoActivism: BREAKING NEWS:
Legendary actor Harrison Ford has OFFICIALLY endorsed Kamala Harris in an awesome video:
“I’ve been voting for 64 years.
Never really wanted to talk about it very much but when dozens of former members of the Trump administration are sounding alarms saying “for God sake don't do this again” — you have to pay attention.
The truth is this Kamala Harris will protect your right to disagree with her about policies or ideas and then as we have done for centuries.”
Drop a 💙 if you agree and appreciate Harrison Ford for speaking out!!
tweet
Librarian Capital
"People Are Hooked on Costco Hearing Aids" (WSJ)
$COST sells hearing aids at "586 of its 615 US stores"
"Products from 3 major hearing-aid brands, starting at $1,500" , vs. $3,500-7,000 from audiologist clinics
~16% of US market
$WMT Sam's Club also sells hearing aids
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"People Are Hooked on Costco Hearing Aids" (WSJ)
$COST sells hearing aids at "586 of its 615 US stores"
"Products from 3 major hearing-aid brands, starting at $1,500" , vs. $3,500-7,000 from audiologist clinics
~16% of US market
$WMT Sam's Club also sells hearing aids
Costco has cultivated a loyal following for its hearing aids. Free cleanings, low prices and no-pressure sales have created a buzz, @juliejargon reports. https://t.co/PNa5kTBZaN - The Wall Street Journaltweet
twitter.com
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Librarian Capital
"China targets 2mn lifts to keep its ageing population upwardly mobile" (FT)
Targets "Housing stock built between 1980 and 2000"
"But the lift installation campaign, first touted in 2018, has been plagued by conflict over who will pay"
$OTIS $KNEBV
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"China targets 2mn lifts to keep its ageing population upwardly mobile" (FT)
Targets "Housing stock built between 1980 and 2000"
"But the lift installation campaign, first touted in 2018, has been plagued by conflict over who will pay"
$OTIS $KNEBV
China targets 2mn lifts to keep its ageing population upwardly mobile https://t.co/dYCcPLcX3h - Financial Timestweet
twitter.com
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Librarian Capital
RT @RpsAgainstTrump: Actor Harrison Ford endorsed VP Harris:
“I’ve been voting for 64 years but I never wanted to talk about it..but –when dozens of former members of the Trump Admin are sounding alarms, saying for God's sake don't do it again, you have to pay attention”
https://t.co/bs85abgjZJ
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RT @RpsAgainstTrump: Actor Harrison Ford endorsed VP Harris:
“I’ve been voting for 64 years but I never wanted to talk about it..but –when dozens of former members of the Trump Admin are sounding alarms, saying for God's sake don't do it again, you have to pay attention”
https://t.co/bs85abgjZJ
tweet
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Librarian Capital
RT @ZTPetrizzo: White nationalist and early 2016 Trump supporter Nick Fuentes says he recently realized “Trumpism is a cult.” “Liberals are right….I think we have a problem,” he said, taking aim at Don Jr. and others for dressing up as trash. https://t.co/ySjQ0vna8U
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RT @ZTPetrizzo: White nationalist and early 2016 Trump supporter Nick Fuentes says he recently realized “Trumpism is a cult.” “Liberals are right….I think we have a problem,” he said, taking aim at Don Jr. and others for dressing up as trash. https://t.co/ySjQ0vna8U
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Librarian Capital
RT @ProjectLincoln: The award-winning cast of The West Wing reunited to endorse VP Kamala Harris for President in a new ad created in partnership with the Lincoln Project.
Martin Sheen
Bradley Whitford
@AllisonBJanney
@DuleHill
@JoshMalina
@NellyMoloney
@MaryCMcCormack
@Richard_Schiff https://t.co/8GdtWJzQfw
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RT @ProjectLincoln: The award-winning cast of The West Wing reunited to endorse VP Kamala Harris for President in a new ad created in partnership with the Lincoln Project.
Martin Sheen
Bradley Whitford
@AllisonBJanney
@DuleHill
@JoshMalina
@NellyMoloney
@MaryCMcCormack
@Richard_Schiff https://t.co/8GdtWJzQfw
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Stock Analysis Compilation
Clearbridge on Abercrombie & Fitch $ANF US
Thesis: Abercrombie & Fitch’s brand repositioning and agile fashion strategy make it a profitable growth story with strong appeal to younger generations
(Extract from their Q3 letter) https://t.co/SZ0nAM7aYs
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Clearbridge on Abercrombie & Fitch $ANF US
Thesis: Abercrombie & Fitch’s brand repositioning and agile fashion strategy make it a profitable growth story with strong appeal to younger generations
(Extract from their Q3 letter) https://t.co/SZ0nAM7aYs
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Librarian Capital
Trump will put RFK in charge of US health agencies
RFK is against vaccines, modern farming and ... flouride
"Flouride is associated with IQ loss" - he thinks
Vote! https://t.co/3V8NYhsmL5
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Trump will put RFK in charge of US health agencies
RFK is against vaccines, modern farming and ... flouride
"Flouride is associated with IQ loss" - he thinks
Vote! https://t.co/3V8NYhsmL5
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Librarian Capital
Is this the same Joe Rogan podcast?
CNN: "Vance suggests upper- and middle-class kids ‘become trans’ for college admissions"
Bill Ackman: "JD is clearly super smart, thoughtful, likable and reasonable"
Vote! https://t.co/4Df6DdBqgp
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Is this the same Joe Rogan podcast?
CNN: "Vance suggests upper- and middle-class kids ‘become trans’ for college admissions"
Bill Ackman: "JD is clearly super smart, thoughtful, likable and reasonable"
Vote! https://t.co/4Df6DdBqgp
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Librarian Capital
RT @thedailybeast: EXCLUSIVE | Jeffrey Epstein described himself as Donald Trump’s “closest friend” and claimed intimate knowledge of his proclivity to cuckold his best friends according to explosive tapes recorded by author Michael Wolff.
https://t.co/oiHGaFA2pD https://t.co/EIkS08Y6BT
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RT @thedailybeast: EXCLUSIVE | Jeffrey Epstein described himself as Donald Trump’s “closest friend” and claimed intimate knowledge of his proclivity to cuckold his best friends according to explosive tapes recorded by author Michael Wolff.
https://t.co/oiHGaFA2pD https://t.co/EIkS08Y6BT
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