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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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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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