⁠Librarian Capital
New research: "Unattractive teens who do game spend more time each week on it than other gamers"

But "good looks decrease gaming time, not vice-versa"

Long $PDX as hedge for $OR $EL?

Also: "adults who are better-looking have more close friends"

Shocking

As a video game player as a youth (and still, though much less) I have to ask, we really needed a research paper to show this? :)

https://t.co/OzljHDv0tu - Clifford Asness
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⁠Quiver Quantitative
Nancy Pelosi has made $10M in unrealized gains in the stock market this week, per our estimates.

She's bouncing back from a rough start to the month. https://t.co/8sZXP3VPOA
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⁠Capital Employed
36 Best Stock Pitches (1st-15th August) 🔥

Find your next idea...

https://t.co/4m077srNtZ https://t.co/OadRe5BFEq
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AkhenOsiris
CHINA TO MONITOR ARRIVALS OF PEOPLE, GOODS FOR MPOX VIRUS

This is good for e-commerce right 😂
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⁠Librarian Capital
Nick Train on Diageo $DGE $DEO:

"Two of its big long-term growth drivers – Guinness and Tequila outside the United States – grew their revenues at a double-digit pace" (Jul-24 factsheet, $LTIT)

The Tequila claim is problematic for a number of reasons ... https://t.co/kRMVpGBrlD
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⁠Librarian Capital
"Admiral $ADM is accelerating growth, says Hargreaves" (via Citywire)

Admiral CEO: "UK Motor insurance was the biggest driver of our improved performance ... As price and inflation decrease, the market is becoming more competitive, and we expect slower growth in the second half" https://t.co/QWW3ReRVk1
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⁠Hidden Value Gems
Quote of the day #67

#Economics #stockmarkets https://t.co/MG6mDZgyvi
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⁠Invest In Assets 📈
RT @InvestInAssets: Peter Thiel once said:

"All failed companies are the same. They failed to escape the competition."

Analyzing the competitive landscape of a market is essential for investors

Let's look at why Costco has managed to escape its competition: https://t.co/7eaMPqCxxl
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⁠Stock Analysis Compilation
Third Avenue on Close Brothers $CBG LN

Thesis: Close Brothers presents a compelling value opportunity, with a strong capital position and conservative underwriting, despite recent market overreactions to regulatory reviews

(Extract from their Q2 letter) https://t.co/5pYKfYbDgj
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⁠Invest In Assets 📈
Lululemon 2020 📈

Rev: $3.98B
Gross Profit: $2.23B
EPS: $4.9
FCF: $386M
Share Price: $376 (Peak)

Lululemon 2024 📉

Rev: $9.8B (+146%)
Gross Profit: $5.7B (+155%)
EPS: $12.5 (+155%)
FCF: $1.73B (+348%)
Share Price: $242 (-35.6%)

Is Lulu attractive at the current price?
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⁠Invest In Assets 📈
If you only could invest in 3 companies for the next 10 years, which 3 would it be?

👇
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⁠Librarian Capital
Stuart Roden (ex-Lansdowne) interview

"Fundamental investing has got more challenging because the timing for valuation to win out has gotten longer"

"There are dozens of UK stocks that are very undervalued, but it has been like that for many years"

https://t.co/etxiXjxh7m https://t.co/1aYeb3U8no
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