Offshore
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Librarian Capital
Pernod Ricard $RI likely doesn't have LATAM & Caribbean issue as Diageo $DGE
RI reports US and LATAM in single "Americas" region
Americas sales -7% organic in FY24Q1-3
Also -7% organic in H1 when US also -7%
So LATAM decline likely -7%
US is 19% of sales; Americas 28% (FY24H1) https://t.co/OIGdAwZzWb
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Pernod Ricard $RI likely doesn't have LATAM & Caribbean issue as Diageo $DGE
RI reports US and LATAM in single "Americas" region
Americas sales -7% organic in FY24Q1-3
Also -7% organic in H1 when US also -7%
So LATAM decline likely -7%
US is 19% of sales; Americas 28% (FY24H1) https://t.co/OIGdAwZzWb
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Hidden Value Gems
RT @HiddenValueGems: Quote of the day #54
#Stocks #Investing #StockMarket https://t.co/u44TuCok4B
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RT @HiddenValueGems: Quote of the day #54
#Stocks #Investing #StockMarket https://t.co/u44TuCok4B
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Brandon Beylo
I'm seeing a lot of negative/bearish sentiment around Uranium on here lately.
Fundamentals remain strong.
Technicals starting to look attractive, too.
$U.UN #uranium https://t.co/fch0RI1zYd
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I'm seeing a lot of negative/bearish sentiment around Uranium on here lately.
Fundamentals remain strong.
Technicals starting to look attractive, too.
$U.UN #uranium https://t.co/fch0RI1zYd
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Finding Compounders
Aswath Damodaran on the shortfalls of ROIC
Source: @MT_Capital1 https://t.co/aHfB03tI5d
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Aswath Damodaran on the shortfalls of ROIC
Source: @MT_Capital1 https://t.co/aHfB03tI5d
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iinvested
2Q'24 Vulcan Value Partners on $PLNT, $QRVO, $KMX,
https://t.co/x8sPnxBizA
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/lYYYmCf96c
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2Q'24 Vulcan Value Partners on $PLNT, $QRVO, $KMX,
https://t.co/x8sPnxBizA
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/lYYYmCf96c
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Offshore
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Brandon Beylo
RT @adayeoyh: whenever I meet anti-capitalists in sf who profess to be advocating for the poor, I wish I could show them this chart and say “capitalism and technological progress have brought billions of people out of extreme poverty and suffering over the last 200 years. ofc it’s not perfect, but it’s the best system we have for human flourishing. is this what you wish to stop?”
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RT @adayeoyh: whenever I meet anti-capitalists in sf who profess to be advocating for the poor, I wish I could show them this chart and say “capitalism and technological progress have brought billions of people out of extreme poverty and suffering over the last 200 years. ofc it’s not perfect, but it’s the best system we have for human flourishing. is this what you wish to stop?”
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Hidden Value Gems
An interesting take on the economics of Olympic games 🥇by @azimbalitw at @joincolossus.
Here are my takeaways 🧵👇
1️⃣The price: The Paris 2024 Olympics is expected to cost $9B, which is an “improvement” over previous games. The 2020 Tokyo Olympics cost $35B, and the 2014 Sochi Winter Games an astounding $60B.
1/10
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An interesting take on the economics of Olympic games 🥇by @azimbalitw at @joincolossus.
Here are my takeaways 🧵👇
1️⃣The price: The Paris 2024 Olympics is expected to cost $9B, which is an “improvement” over previous games. The 2020 Tokyo Olympics cost $35B, and the 2014 Sochi Winter Games an astounding $60B.
1/10
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Librarian Capital
Lindsell Train on Nike $NKE:
"Share price ... essentially doubled then halved over our 4-year holding. To be back where we started is a depressing investment result"
"Perhaps we should have sold at 2021’s peak, though without 20:20 hindsight we will always find this tough" https://t.co/nBkK3CdqV3
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Lindsell Train on Nike $NKE:
"Share price ... essentially doubled then halved over our 4-year holding. To be back where we started is a depressing investment result"
"Perhaps we should have sold at 2021’s peak, though without 20:20 hindsight we will always find this tough" https://t.co/nBkK3CdqV3
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