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Dimitry Nakhla | Babylon Capital®
Chuck Akre’s updated Q2 2024 13F (Dataroma)
Top 5 holdings: $MA $MCO $KKR $AMT & $ORLY
New holdings: $ABNB
#stocks #investing https://t.co/0NJV4pB2Xb
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Chuck Akre’s updated Q2 2024 13F (Dataroma)
Top 5 holdings: $MA $MCO $KKR $AMT & $ORLY
New holdings: $ABNB
#stocks #investing https://t.co/0NJV4pB2Xb
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Librarian Capital
Hershey $HSY price rises with cocoa prices
"Future prices will be higher levels than we've seen ... We've absorbed a lot of inflation already, but we do believe we need to pass some of it on ... We will be getting about 6 ppt to 7 ppt of net price realization"
(CEO, 24Q2 call) https://t.co/EqhFTRNO2t
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Hershey $HSY price rises with cocoa prices
"Future prices will be higher levels than we've seen ... We've absorbed a lot of inflation already, but we do believe we need to pass some of it on ... We will be getting about 6 ppt to 7 ppt of net price realization"
(CEO, 24Q2 call) https://t.co/EqhFTRNO2t
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Stock Analysis Compilation
CL Capital on Spotify $SPOT US
Thesis: Spotify's focus on digital audio, combined with its growth in podcasts and audiobooks, positions it for significant profitability and long-term success
(Extract from their Q2 letter) https://t.co/RJRNKAHKUx
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CL Capital on Spotify $SPOT US
Thesis: Spotify's focus on digital audio, combined with its growth in podcasts and audiobooks, positions it for significant profitability and long-term success
(Extract from their Q2 letter) https://t.co/RJRNKAHKUx
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Librarian Capital
US motor vehicle insurance pricing +18.6% y/y in Jul
cc: @alexandrascaggs https://t.co/FKowhGJF4j
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US motor vehicle insurance pricing +18.6% y/y in Jul
cc: @alexandrascaggs https://t.co/FKowhGJF4j
Select CPI categories: https://t.co/IhPeGmj6m6 tweet
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Librarian Capital
US motor vehicle insurance pricing +18.6% y/y in Jul
cc: $PGR $ADM
cc: @alexandrascaggs https://t.co/fWKoL9gTXm
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US motor vehicle insurance pricing +18.6% y/y in Jul
cc: $PGR $ADM
cc: @alexandrascaggs https://t.co/fWKoL9gTXm
Select CPI categories: https://t.co/IhPeGmj6m6 tweet
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Quiver Quantitative
JUST IN: We just got an update on AOC's financial holdings.
She disclosed up to $46K in assets, which is down from the up to $60K she disclosed last year.
She still owes up to $50K in student loans.
Full holdings and net worth data is up on the Quiver site. https://t.co/x914AiOhzF
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JUST IN: We just got an update on AOC's financial holdings.
She disclosed up to $46K in assets, which is down from the up to $60K she disclosed last year.
She still owes up to $50K in student loans.
Full holdings and net worth data is up on the Quiver site. https://t.co/x914AiOhzF
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Hidden Value Gems
RT @HiddenValueGems: “An investment strategy built around ROIC is going to leave you with a portfolio of older and declining firms, and some of them will be value traps, because what you're capturing with the return investment capital is your past, that this company used to have great investments. Kraft Heinz, has a great return investment capital. It's not because of the new projects it's taking. It's because that 57 varieties of Ketchup are paying off in terms of what they did for you 10 years ago, 20 years ago, 30 years ago. ROIC is a backward looking accounting number.”
- Aswath Damodaran
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RT @HiddenValueGems: “An investment strategy built around ROIC is going to leave you with a portfolio of older and declining firms, and some of them will be value traps, because what you're capturing with the return investment capital is your past, that this company used to have great investments. Kraft Heinz, has a great return investment capital. It's not because of the new projects it's taking. It's because that 57 varieties of Ketchup are paying off in terms of what they did for you 10 years ago, 20 years ago, 30 years ago. ROIC is a backward looking accounting number.”
- Aswath Damodaran
Aswath Damodaran on the shortfalls of ROIC
Source: @MT_Capital1 https://t.co/fycdjbJdvS tweet
Offshore
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Quiver Quantitative
🚨 JUST IN: We just got an update on AOC's financial holdings.
She disclosed up to $46K in assets, which is down from the up to $60K she disclosed last year.
She still owes up to $50K in student loans.
Full holdings are up on the Quiver site. https://t.co/OXkFdcGN9k
tweet
🚨 JUST IN: We just got an update on AOC's financial holdings.
She disclosed up to $46K in assets, which is down from the up to $60K she disclosed last year.
She still owes up to $50K in student loans.
Full holdings are up on the Quiver site. https://t.co/OXkFdcGN9k
tweet