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Finding Compounders
Came across this interesting story involving Charlie Munger.
“What we learned pitching our startup to Charlie Munger - and how we almost went hunting elephants together” - Daniel Lewis https://t.co/VP76mvZL6z
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Came across this interesting story involving Charlie Munger.
“What we learned pitching our startup to Charlie Munger - and how we almost went hunting elephants together” - Daniel Lewis https://t.co/VP76mvZL6z
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Librarian Capital
Philip Morris $PM shares now up 30%+ since both chair (and former CEO) André Calantzopoulos and CFO Emmanuel Babeau sold stock at ~$90 in Feb-24
Calantzopoulos and Babeau will do well anyway
But insider sales, like job moves, are not a good signal https://t.co/XtHBZXWKU8
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Philip Morris $PM shares now up 30%+ since both chair (and former CEO) André Calantzopoulos and CFO Emmanuel Babeau sold stock at ~$90 in Feb-24
Calantzopoulos and Babeau will do well anyway
But insider sales, like job moves, are not a good signal https://t.co/XtHBZXWKU8
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Librarian Capital
FDA database of pre-existing smokeless tobacco product submissions includes 2 entries from "Swidish Match", right after many from $PM Swedish Match, in what is likely a typo (vs. attempt at imitation)
https://t.co/QTKqi3D39K https://t.co/68DslSTePp
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FDA database of pre-existing smokeless tobacco product submissions includes 2 entries from "Swidish Match", right after many from $PM Swedish Match, in what is likely a typo (vs. attempt at imitation)
https://t.co/QTKqi3D39K https://t.co/68DslSTePp
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Offshore
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Librarian Capital
Post-event thesis re-write, Philip Morris short edition
Oct-23: "It has been a solid relative and absolute short in my book. $PM always said they feared the FDA"
Aug-24: "I am long $MO, in real size. I am partially hedged w/ a short position in PM" https://t.co/UmomCz5uXw
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Post-event thesis re-write, Philip Morris short edition
Oct-23: "It has been a solid relative and absolute short in my book. $PM always said they feared the FDA"
Aug-24: "I am long $MO, in real size. I am partially hedged w/ a short position in PM" https://t.co/UmomCz5uXw
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Offshore
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Librarian Capital
Our Twitter impressions and enagement statistics (L1Y)
For part of this period we were Premium subscribers and our posts received a boost
Can you really tell which part this was?
Does Premium provide an actual benefit? https://t.co/ywYQMGQdtM
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Our Twitter impressions and enagement statistics (L1Y)
For part of this period we were Premium subscribers and our posts received a boost
Can you really tell which part this was?
Does Premium provide an actual benefit? https://t.co/ywYQMGQdtM
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: Fantastic reminder of the importance of focus in any endeavour.
A 30-yo Nike founder working 6 days as an auditor and weekends, nights and holidays on his startup 👇🏼 https://t.co/Uhz637r6RP
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RT @HiddenValueGems: Fantastic reminder of the importance of focus in any endeavour.
A 30-yo Nike founder working 6 days as an auditor and weekends, nights and holidays on his startup 👇🏼 https://t.co/Uhz637r6RP
Almost a six-hour flight ahead, how far will I get here? 😉
$NKE https://t.co/Ttq2GlVwup tweet
Offshore
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Invest In Assets 📈
10 Incredible Lessons from Investing for Growth that every investor should know 🏆🧵
=THREAD= https://t.co/wE0HCxmDJk
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10 Incredible Lessons from Investing for Growth that every investor should know 🏆🧵
=THREAD= https://t.co/wE0HCxmDJk
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Offshore
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Finding Compounders
Decoiding ROIC
The best breakdown of ROIC I’ve seen.
Sourced from my newsletter.
The link is in my bio https://t.co/ijlhtwx2id
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Decoiding ROIC
The best breakdown of ROIC I’ve seen.
Sourced from my newsletter.
The link is in my bio https://t.co/ijlhtwx2id
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