Offshore
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Librarian Capital
"Direct Line accounting error led to ‘miscalculation’ of solvency measure" (FT)
$DLG down 11% since this exchange
Berenberg: "Buyback would reduce excess capital"
Us: "£50m in buybacks and ... £199m in dividends in H1 2022 right before the P&L blown (sic) up in H2"
@Whiffles https://t.co/JTnFvkLOm7
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"Direct Line accounting error led to ‘miscalculation’ of solvency measure" (FT)
$DLG down 11% since this exchange
Berenberg: "Buyback would reduce excess capital"
Us: "£50m in buybacks and ... £199m in dividends in H1 2022 right before the P&L blown (sic) up in H2"
@Whiffles https://t.co/JTnFvkLOm7
Direct Line accounting error led to ‘miscalculation’ of solvency measure https://t.co/PnrARkKxHl tweet
Offshore
Photo
Librarian Capital
"Direct Line accounting error led to ‘miscalculation’ of solvency measure" (FT)
$DLG down 11% since this exchange
Berenberg: "Buyback would reduce excess capital"
Us: "£50m in buybacks and ... £199m in dividends in H1 2022 right before the P&L blew (sic) up in H2"
@Whiffles https://t.co/SuSCJM9jLW
tweet
"Direct Line accounting error led to ‘miscalculation’ of solvency measure" (FT)
$DLG down 11% since this exchange
Berenberg: "Buyback would reduce excess capital"
Us: "£50m in buybacks and ... £199m in dividends in H1 2022 right before the P&L blew (sic) up in H2"
@Whiffles https://t.co/SuSCJM9jLW
Direct Line accounting error led to ‘miscalculation’ of solvency measure https://t.co/PnrARkKxHl tweet
Bourbon Capital
Lulelemon is going to report earnings next week, the stock is down 50% from its peak, and the stock remains undervalued
Lululemon Athletica Inc. $LULU Jan 2019
Net Debt < 0🟢
Rev: $3.9B
Gross Profit: $1.88B
EPS: $3.63
Gross Margin: 55%
Share Price: $150
Inventory Turnover: 4.01
$LULU Jan 2024
Net Debt < 0🟢
Rev: $9.6B (+140%)🟢
Gross Profit: $5.6B (+190%)🟢
EPS: $12.23 (+200%)🟢
Gross Margin: 58%🟢
Share Price: $260
Inventory Turnover: 2.89
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Lulelemon is going to report earnings next week, the stock is down 50% from its peak, and the stock remains undervalued
Lululemon Athletica Inc. $LULU Jan 2019
Net Debt < 0🟢
Rev: $3.9B
Gross Profit: $1.88B
EPS: $3.63
Gross Margin: 55%
Share Price: $150
Inventory Turnover: 4.01
$LULU Jan 2024
Net Debt < 0🟢
Rev: $9.6B (+140%)🟢
Gross Profit: $5.6B (+190%)🟢
EPS: $12.23 (+200%)🟢
Gross Margin: 58%🟢
Share Price: $260
Inventory Turnover: 2.89
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Offshore
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Stock Analysis Compilation
FMI Funds on Henry Schein $HSIC US
Thesis: Despite recent challenges, Henry Schein's market leadership and growth prospects in dental services make it an attractive investment at current valuations
(Extract from their Q2 letter) https://t.co/ViWgmcmeee
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FMI Funds on Henry Schein $HSIC US
Thesis: Despite recent challenges, Henry Schein's market leadership and growth prospects in dental services make it an attractive investment at current valuations
(Extract from their Q2 letter) https://t.co/ViWgmcmeee
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Offshore
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App Economy Insights
What are you watching this week?
• Monday: $PDD.
• Tuesday: $S.
• Wednesday: $CHWY, $CRM, $CRWD, $HPQ, $NVDA, $OKTA, $VEEV.
• Thursday: $ADSK, $BBY, $DELL, $ESTC, $LULU, $MDB.
All visualized in our PRO coverage next Saturday. https://t.co/HjbAkMk6Ds
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What are you watching this week?
• Monday: $PDD.
• Tuesday: $S.
• Wednesday: $CHWY, $CRM, $CRWD, $HPQ, $NVDA, $OKTA, $VEEV.
• Thursday: $ADSK, $BBY, $DELL, $ESTC, $LULU, $MDB.
All visualized in our PRO coverage next Saturday. https://t.co/HjbAkMk6Ds
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Offshore
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Stock Analysis Compilation
Heartland Advisors on Fidelity Information Services $FIS US
Thesis: FIS's strategic refocus under new leadership, along with its strong recurring revenue base, positions the company for improved profitability and growth
(Extract from their Q2 letter) https://t.co/XRQKi5pP3h
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Heartland Advisors on Fidelity Information Services $FIS US
Thesis: FIS's strategic refocus under new leadership, along with its strong recurring revenue base, positions the company for improved profitability and growth
(Extract from their Q2 letter) https://t.co/XRQKi5pP3h
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Offshore
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Stock Analysis Compilation
Riverwater Partners on Limoneira $LMNR US
Thesis: Limoneira's undervalued land assets and strategic shift toward more profitable ventures offer significant upside potential, making it a compelling long-term investment
(Extract from their Q2 letter) https://t.co/OYMcfEFq7g
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Riverwater Partners on Limoneira $LMNR US
Thesis: Limoneira's undervalued land assets and strategic shift toward more profitable ventures offer significant upside potential, making it a compelling long-term investment
(Extract from their Q2 letter) https://t.co/OYMcfEFq7g
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Quality Stocks
Which theme is your favorite?
PAYMENT
🇺🇸 Visa $V
🇳🇱 Adyen $ADYEN
🇺🇸 Paypal $PYPL
CYBERSECURITY
🇺🇸 Fortinet $FTNT
🇺🇸 Palo Alto $PANW
🇺🇸 Qualys $QLYS
CLOUD
🇺🇸 Alphabet $GOOGL
🇺🇸 Arista $ANET
🇺🇸 Microsoft $MSFT
DEFENSE
🇩🇪 Rheinmetall $RHM
🇸🇪 Saab $SAAB
🇺🇸 RTX $RTX
DIABETES / OBESITY
🇺🇸 Eli Lilly $LLY
🇩🇰 Novo Nordisk $NVO
🇺🇸 Dexcom $DXCM
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Which theme is your favorite?
PAYMENT
🇺🇸 Visa $V
🇳🇱 Adyen $ADYEN
🇺🇸 Paypal $PYPL
CYBERSECURITY
🇺🇸 Fortinet $FTNT
🇺🇸 Palo Alto $PANW
🇺🇸 Qualys $QLYS
CLOUD
🇺🇸 Alphabet $GOOGL
🇺🇸 Arista $ANET
🇺🇸 Microsoft $MSFT
DEFENSE
🇩🇪 Rheinmetall $RHM
🇸🇪 Saab $SAAB
🇺🇸 RTX $RTX
DIABETES / OBESITY
🇺🇸 Eli Lilly $LLY
🇩🇰 Novo Nordisk $NVO
🇺🇸 Dexcom $DXCM
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