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Librarian Capital
Hargreaves Lansdown $HL co-founder Stephen Lansdown is cashing out his entire 5.7% stake at £11.40/share to private equity offer
He last sold shares (~1.4% holding) in Nov-20 when price was ~£14
Often even billionaire co-founders can't time the market
https://t.co/pW1uecvvOu https://t.co/vLvXhNKeqb
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Hargreaves Lansdown $HL co-founder Stephen Lansdown is cashing out his entire 5.7% stake at £11.40/share to private equity offer
He last sold shares (~1.4% holding) in Nov-20 when price was ~£14
Often even billionaire co-founders can't time the market
https://t.co/pW1uecvvOu https://t.co/vLvXhNKeqb
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Capital Employed
RT @capitalemployed: A fresh batch of Q2 fund letters added including excellent letters from...
@JonCukierwar
@gatorcapital
@Fairlight_Cap
@HorizonKinetics
Plus many more 👇
https://t.co/0KI2PTSjEh https://t.co/vaGjeAhusu
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RT @capitalemployed: A fresh batch of Q2 fund letters added including excellent letters from...
@JonCukierwar
@gatorcapital
@Fairlight_Cap
@HorizonKinetics
Plus many more 👇
https://t.co/0KI2PTSjEh https://t.co/vaGjeAhusu
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Offshore
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Invest In Assets 📈
The average investor tries to time the market 📉
All studies point to the fact that this is a fool's game
Dalbar concluded in its 2011 study that retail investors lost -5.73% on avg vs. the market which gained 2.12%. https://t.co/IjvJtlyOK0
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The average investor tries to time the market 📉
All studies point to the fact that this is a fool's game
Dalbar concluded in its 2011 study that retail investors lost -5.73% on avg vs. the market which gained 2.12%. https://t.co/IjvJtlyOK0
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Offshore
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Stock Analysis Compilation
Alluvial Capital on McBride Plc $MCB LN
Thesis: McBride Plc, a turnaround story with strong cash flow and cost-cutting measures, offers a significant buying opportunity as it continues to recover and reduce debt
(Extract from their Q2 letter) https://t.co/tfxah3evf6
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Alluvial Capital on McBride Plc $MCB LN
Thesis: McBride Plc, a turnaround story with strong cash flow and cost-cutting measures, offers a significant buying opportunity as it continues to recover and reduce debt
(Extract from their Q2 letter) https://t.co/tfxah3evf6
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Hidden Value Gems
Since the 80s supply of single-family homes is down almost a third, while population is up almost 50%!
Not surprisingly, prices have been going mostly one way and the median age of a home buyer is now almost 50 vs 33 in 1980s.
Struggling to understand why supply is not keeping up with demand.
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Since the 80s supply of single-family homes is down almost a third, while population is up almost 50%!
Not surprisingly, prices have been going mostly one way and the median age of a home buyer is now almost 50 vs 33 in 1980s.
Struggling to understand why supply is not keeping up with demand.
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Hidden Value Gems
A tiny Sunday thought from @ShaneAParrish
“A positive mindset won't carry you to victory, but a negative one guarantees defeat.”
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A tiny Sunday thought from @ShaneAParrish
“A positive mindset won't carry you to victory, but a negative one guarantees defeat.”
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Hidden Value Gems
RT @HiddenValueGems: An incredible story of Ukrainian immigrant in the US…Dmitry Balyasny https://t.co/4aCPhcPx4f
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RT @HiddenValueGems: An incredible story of Ukrainian immigrant in the US…Dmitry Balyasny https://t.co/4aCPhcPx4f
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Invest In Assets 📈
RT @InvestInAssets: The PE is popular and often used by investors to determine the price of a business relative to its earnings 📊
But the PE alone will tell you nothing about the business you are buying
Let's dive into better ways of identifying superior companies 🧵
=THREAD= https://t.co/P2XuHNGlEz
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RT @InvestInAssets: The PE is popular and often used by investors to determine the price of a business relative to its earnings 📊
But the PE alone will tell you nothing about the business you are buying
Let's dive into better ways of identifying superior companies 🧵
=THREAD= https://t.co/P2XuHNGlEz
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