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Librarian Capital
"Widespread boycotts in Muslim countries hammer western brands" (FT)
"Mondelez $MDLZ said the boycotts weighing down Middle East sales growth by 2% in the second quarter"
"L’Oréal $OR equally said the boycotts had a 2% drag on growth (in SAMENA) in the first half of the year" https://t.co/aXD97nnxCN
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"Widespread boycotts in Muslim countries hammer western brands" (FT)
"Mondelez $MDLZ said the boycotts weighing down Middle East sales growth by 2% in the second quarter"
"L’Oréal $OR equally said the boycotts had a 2% drag on growth (in SAMENA) in the first half of the year" https://t.co/aXD97nnxCN
Widespread boycotts in Muslim countries hammer western brands https://t.co/9bYofwLmNQ tweet
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Hidden Value Gems
$MSFT has seen the largest increase in Capex/Sales ratio in the past 10 years (now at 18% compared to 3% in 2014).
$AAPL Capex/Sales has actually declined over the same period (from 3% to 2%). https://t.co/83npeBxqn6
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$MSFT has seen the largest increase in Capex/Sales ratio in the past 10 years (now at 18% compared to 3% in 2014).
$AAPL Capex/Sales has actually declined over the same period (from 3% to 2%). https://t.co/83npeBxqn6
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Quiver Quantitative
In June, we reported on massive stock sales by Senator Tommy Tuberville.
He closed out positions in over 40 companies.
The stock market has plummeted today. https://t.co/RVkSC1Q3WA
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In June, we reported on massive stock sales by Senator Tommy Tuberville.
He closed out positions in over 40 companies.
The stock market has plummeted today. https://t.co/RVkSC1Q3WA
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Quiver Quantitative
🚨 Nancy Pelosi has lost $8.9M in the stock market today, per our estimates.
She has 45 days to disclose any trades, so we still don't know if she managed to sell before this crash.
Follow along for updates. https://t.co/sDFdq34gqF
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🚨 Nancy Pelosi has lost $8.9M in the stock market today, per our estimates.
She has 45 days to disclose any trades, so we still don't know if she managed to sell before this crash.
Follow along for updates. https://t.co/sDFdq34gqF
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Librarian Capital
The biggest faller in any of our long positions is ...
British American Tobacco ADR $BTI (down 5.8%)
(UK-listed BAT shares $BATS down 3.6%)
$PM down 2.4%, $MO down 3.2% https://t.co/KEHT1SkdXR
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The biggest faller in any of our long positions is ...
British American Tobacco ADR $BTI (down 5.8%)
(UK-listed BAT shares $BATS down 3.6%)
$PM down 2.4%, $MO down 3.2% https://t.co/KEHT1SkdXR
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Librarian Capital
"The Americans have arrived", FeverTree edition?
$FEVR was down 3% most of the day, but started to turn positive 2 pm UK (7 am US), now up 1.5%
With a ~£1bn market cap, it doesn't take much to move https://t.co/VPiSY54Lhd
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"The Americans have arrived", FeverTree edition?
$FEVR was down 3% most of the day, but started to turn positive 2 pm UK (7 am US), now up 1.5%
With a ~£1bn market cap, it doesn't take much to move https://t.co/VPiSY54Lhd
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