Offshore
Photo
Librarian Capital
"Elon Musk was just forced to reveal who really owns X"(Fortune)
"The list seen by Fortune reveals the Pershing Square Foundation owns a stake in X ... Although the foundation ... is led by an independent senior leadership team, Ackman and his wife ... are co-trustees"
https://t.co/NVfX3TmbmF
tweet
"Elon Musk was just forced to reveal who really owns X"(Fortune)
"The list seen by Fortune reveals the Pershing Square Foundation owns a stake in X ... Although the foundation ... is led by an independent senior leadership team, Ackman and his wife ... are co-trustees"
https://t.co/NVfX3TmbmF
tweet
Offshore
Photo
Librarian Capital
Tobacco stocks' performance*, price-only
Listing best and 2nd best for each period
L5Y: Philip Morris $PM best, +48% vs. $IMBBY +13%
L1Y: PM +26% but IMBBY +25% (so ahead with div.)
YTD: Altria $MO best, +26% vs. PM +26%
* ADR/OTC versions of $BATS and $IMB used https://t.co/pURxeNEspw
tweet
Tobacco stocks' performance*, price-only
Listing best and 2nd best for each period
L5Y: Philip Morris $PM best, +48% vs. $IMBBY +13%
L1Y: PM +26% but IMBBY +25% (so ahead with div.)
YTD: Altria $MO best, +26% vs. PM +26%
* ADR/OTC versions of $BATS and $IMB used https://t.co/pURxeNEspw
tweet
Offshore
Photo
Quality Investing with Aria
In hindsight I should've bought $NFLX in the 400s
The stock is right up my alley, scale economies driven, winner takes all, fast growing.
It is what it is I guess https://t.co/YeE3BSZITw
tweet
In hindsight I should've bought $NFLX in the 400s
The stock is right up my alley, scale economies driven, winner takes all, fast growing.
It is what it is I guess https://t.co/YeE3BSZITw
tweet
Offshore
Photo
Stock Analysis Compilation
Madison Funds on Inspire Medical Systems $INSP US
Thesis: Inspire Medical Systems is well-positioned to capture significant market share in the sleep apnea treatment market, driven by strong growth, high margins, and technological advantages
(Extract from their Q2 letter) https://t.co/bMzCe9R9na
tweet
Madison Funds on Inspire Medical Systems $INSP US
Thesis: Inspire Medical Systems is well-positioned to capture significant market share in the sleep apnea treatment market, driven by strong growth, high margins, and technological advantages
(Extract from their Q2 letter) https://t.co/bMzCe9R9na
tweet
Offshore
Photo
Invest In Assets 📈
RT @InvestInAssets: 15 Visual Investing Lessons:
1. Buy stocks when consumer sentiment is low: https://t.co/v4rMfyItXS
tweet
RT @InvestInAssets: 15 Visual Investing Lessons:
1. Buy stocks when consumer sentiment is low: https://t.co/v4rMfyItXS
tweet
Offshore
Photo
Quality Investing with Aria
In hindsight I should've bought $NFLX in the 400s
The stock is right up my alley, scale economies driven, winner takes all, fast growing.
Here are a couple charts that showcase the strength of this business
[ THREAD ] 🧵 https://t.co/8pZ1tBTgcy
tweet
In hindsight I should've bought $NFLX in the 400s
The stock is right up my alley, scale economies driven, winner takes all, fast growing.
Here are a couple charts that showcase the strength of this business
[ THREAD ] 🧵 https://t.co/8pZ1tBTgcy
tweet
Offshore
Photo
Invest In Assets 📈
Today I'm sharing all public writing from Peter Lynch in a free PDF: https://t.co/z1Ox3Hfrhf
tweet
Today I'm sharing all public writing from Peter Lynch in a free PDF: https://t.co/z1Ox3Hfrhf
tweet
Offshore
Video
Value Spotlight (Andrew Sather)
How to Calculate ROIC: What's a Good ROIC? A Complete, Animated Guide (pt.2) https://t.co/Fca7KbHKMe
tweet
How to Calculate ROIC: What's a Good ROIC? A Complete, Animated Guide (pt.2) https://t.co/Fca7KbHKMe
tweet
Offshore
Photo
Librarian Capital
Unilever $ULVR $UL reportedly exploring sales of Kate Somerville and REN from Personal Care
Both companies were acquired in 2015, and featured in the Fundsmith critique of Unilever M&A (in their Jan-23 investor letter), as assets that were bought then rarely mentioned again https://t.co/CqYiTUk7lB
tweet
Unilever $ULVR $UL reportedly exploring sales of Kate Somerville and REN from Personal Care
Both companies were acquired in 2015, and featured in the Fundsmith critique of Unilever M&A (in their Jan-23 investor letter), as assets that were bought then rarely mentioned again https://t.co/CqYiTUk7lB
Revealed: Unilever, the FTSE-100 consumer goods giant behind brands such as Magnum, Lynx and Marmite, is working with advisers on a sale of Kate Somerville, an upmarket skincare range, and exploring a disposal of REN, another personal care brand. https://t.co/NfMHtMxDhs tweet