⁠Stock Analysis Compilation
Deep Sail Capital on Kraken Robotics $PNG

Thesis: Kraken Robotics' unique battery and sonar technologies position it as a leader in the growing autonomous underwater vehicle market, offering a rare and valuable product monopoly

(Extract from their Q2 letter, link in SAC#52) https://t.co/7vb0yplXu1
tweet

⁠Finding Compounders
It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong — George Soros

I just released a new newsletter post on Positon Sizing .

The link is in my bio.

Recommended read https://t.co/cKdK5o0sOP
tweet

⁠Stock Analysis Compilation
Maran CM on Turning Point Brands $TPB US

Thesis: Turning Point Brands is poised for strong returns, driven by solid core brands and the underappreciated potential of its nicotine pouch product, FRE.

(Extract from their Q2 letter, link in SAC#52) https://t.co/l7nYJc2z0F
tweet

⁠Hidden Value Gems
A few good long-term charts by @WhitneyTilson on Nike $NKE
Trading at 19.5x trailing earnings. https://t.co/dE6ht5vO7X

I think $NKE is one of those investment opportunities today. Not cheap in absolute terms (22x PE), but this is on a cyclically low earnings and it is below historical avg PE of 25. https://t.co/YS3FZ1flPt - Hidden Value Gems
tweet

⁠Librarian Capital
With Hargreaves Lansdown $HL agreeing to be acquired, reminder that it was founded in 1981, before RDR (implemented 2012)

One key change under RDR was advisers no longer receive product commissions, advice has to be paid for

2022 article on legacy of RDR
https://t.co/HOK7Ap1oGM https://t.co/2dt6dud8Jx
tweet

⁠Librarian Capital
Ruffer CIO Henry Maxey bought £5.0m of Ruffer Investment Co. $RICA shares on 1-Aug

He previously made a £5.3m purchase on 12-Mar

No press coverage this time, despite more eye-catching RNS title ("CIO share purchase" vs. "senior mgmt. purchase"); RICA rose just ~2% since 12-Mar https://t.co/LaGrDGX9NS
tweet

⁠Quiver Quantitative
Wild that this is allowed.

We recently posted this report on a purchase of Parker-Hannifin stock, $PH, by Senator Markwayne Mullin.

$PH produces parts for the military.

Mullin sits on the Senate Armed Services Committee.

The stock has now risen 13% this week. https://t.co/djcVBnQWG2
tweet