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Capital Employed
Very inspiring article from @iancassel for all private investors who want to go full-time.
Becoming a full-time private investor is the pinnacle of financial achievement.
https://t.co/dR2CW4JLtK
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Very inspiring article from @iancassel for all private investors who want to go full-time.
Becoming a full-time private investor is the pinnacle of financial achievement.
https://t.co/dR2CW4JLtK
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Hidden Value Gems
A couple of interesting data points:
1️⃣ Amazon’s AWS revenue over the last 12 months ($99 billion) was higher than the revenue of 468 companies in the S&P 500.
2️⃣ Apple has bought back $646 billion in stock over the past 10 years, which is greater than the market cap of 491 companies in the S&P 500.
h/t @charliebilello
$AMZN $AAPL
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A couple of interesting data points:
1️⃣ Amazon’s AWS revenue over the last 12 months ($99 billion) was higher than the revenue of 468 companies in the S&P 500.
2️⃣ Apple has bought back $646 billion in stock over the past 10 years, which is greater than the market cap of 491 companies in the S&P 500.
h/t @charliebilello
$AMZN $AAPL
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Librarian Capital
Bill Ackman, after Musk interviewed Trump on Twitter, the platform that he owns:
"The public is tired of ... interviews which are curated and managed to elicit an outcome that is consistent with the politics of the owner"
No sense of irony here https://t.co/e5F2eHgbh2
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Bill Ackman, after Musk interviewed Trump on Twitter, the platform that he owns:
"The public is tired of ... interviews which are curated and managed to elicit an outcome that is consistent with the politics of the owner"
No sense of irony here https://t.co/e5F2eHgbh2
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Librarian Capital
Henkel 24Q2 results
24H1 financials vs. pre-COVD 19H1:
Group sales €10,813m vs. €10,090m
Group Adj. EBIT €1,610m vs. €1,641m
Adj. EBIT Margin: 14.9% vs. 16.5%
Flattish EBIT vs. 2019 is combination of growth in Adhesive Tech + decline in Consumer
EM Consumer stuff is tough https://t.co/Uj5ipyfwzT
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Henkel 24Q2 results
24H1 financials vs. pre-COVD 19H1:
Group sales €10,813m vs. €10,090m
Group Adj. EBIT €1,610m vs. €1,641m
Adj. EBIT Margin: 14.9% vs. 16.5%
Flattish EBIT vs. 2019 is combination of growth in Adhesive Tech + decline in Consumer
EM Consumer stuff is tough https://t.co/Uj5ipyfwzT
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Stock Analysis Compilation
TAMIM Fund on Mcpherson’s $MCP AU
Thesis: McPherson’s, with its strategic shift towards high-margin health, wellness, and beauty brands, coupled with a recent divestment and strengthened financial position, presents a compelling opportunity
(Extract from their Q2 letter) https://t.co/cjSi9f3Zpd
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TAMIM Fund on Mcpherson’s $MCP AU
Thesis: McPherson’s, with its strategic shift towards high-margin health, wellness, and beauty brands, coupled with a recent divestment and strengthened financial position, presents a compelling opportunity
(Extract from their Q2 letter) https://t.co/cjSi9f3Zpd
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Invest In Assets 📈
RT @InvestInAssets: 10 Must-read Investing Books that will take your investing to the next level:
1. 100-Baggers https://t.co/nHSDBf8pGc
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RT @InvestInAssets: 10 Must-read Investing Books that will take your investing to the next level:
1. 100-Baggers https://t.co/nHSDBf8pGc
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