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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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Offshore
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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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Hidden Value Gems
When your business is growing AUM rather than deliver real returns:
“A JPMorgan Asset Management spokesperson acknowledged that “investors should not expect call-overwriting strategies to outperform the market on the upside over the long-term” while emphasising they could be useful for “pure income”, conservative equity exposure or replacing certain types of credit investments.”
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When your business is growing AUM rather than deliver real returns:
“A JPMorgan Asset Management spokesperson acknowledged that “investors should not expect call-overwriting strategies to outperform the market on the upside over the long-term” while emphasising they could be useful for “pure income”, conservative equity exposure or replacing certain types of credit investments.”
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Hidden Value Gems
RT @HiddenValueGems: This looks like a true hidden value gem! Lion Rock - one of the largest book printers in the world, led by the founder and largest shareholder, CK Lau.
40% of the market cap is net cash, the stock trades at 6x P/E and 31% FCF yield, 8.5% div yield.
@MikeFritzell met the founder a few months ago during his trip to HK. He has a full write-up on the stock.
Do you think they will launch / increase share buyback or do more acquisitions, Michael?
$1127.HK
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RT @HiddenValueGems: This looks like a true hidden value gem! Lion Rock - one of the largest book printers in the world, led by the founder and largest shareholder, CK Lau.
40% of the market cap is net cash, the stock trades at 6x P/E and 31% FCF yield, 8.5% div yield.
@MikeFritzell met the founder a few months ago during his trip to HK. He has a full write-up on the stock.
Do you think they will launch / increase share buyback or do more acquisitions, Michael?
$1127.HK
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Offshore
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Hidden Value Gems
A very interesting strategy - buying stocks that were excluded from the index.
🧵👇🏼
➡️ @RA_Insights have unveiled “a stock index named NIXT that would have earned investors about 74 times their money since 1991 by buying stocks kicked out of indexes.”
h/t @Spencerjakab
1/4 https://t.co/lhnIHYEitz
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A very interesting strategy - buying stocks that were excluded from the index.
🧵👇🏼
➡️ @RA_Insights have unveiled “a stock index named NIXT that would have earned investors about 74 times their money since 1991 by buying stocks kicked out of indexes.”
h/t @Spencerjakab
1/4 https://t.co/lhnIHYEitz
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