⁠Value Spotlight (Andrew Sather)
How to Calculate ROIC: What's a Good ROIC? A Complete, Animated Guide (pt.2) https://t.co/Fca7KbHKMe
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⁠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

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 - Mark Kleinman
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⁠Quality Investing with Aria
On a scale of: Yeah that’s completely okay to do. To “what a f*cking moron”

How stupid is it to cash advance $3,500 for a sleeve tattoo at 19 years old

While have basically no saving/checking or any other assets 🤔

I may or may not know this person 😅
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⁠Quality Investing with Aria
There won't be a recession... soft landing? https://t.co/aUDpO0PdPV
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⁠Quality Investing with Aria
That little 2-quarter stagnation sent the stock down -73% $NFLX

My god what a mistake not to buy 😅🎬 https://t.co/5YUX9ccBwa
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⁠App Economy Insights
RT @EconomyApp: 📊 This Week in Visuals:

👷 Home Depot
✅ Intuit
🔒 Palo Alto Networks
❄️ Snowflake
👔 Workday
💻 Zoom
🚲 Peloton
https://t.co/2ScYqLBwaz
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⁠Stock Analysis Compilation
Polen Capital on CCC Intelligent Solutions $CCCS US

Thesis: CCC ' dominant position in auto claims processing and robust, recurring revenue model make it a stable and attractive investment, even in fluctuating economic conditions

(Extract from their Q2 letter) https://t.co/eyi4EvLGf6
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⁠iinvested
2Q'24 Long Cast Advisers on $MTRX, $RSSS

https://t.co/BTtxaLVvfl

More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/DSevom9EfR
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⁠Bourbon Capital
Next Wednesday $NVDA and $CRWD are going to report after close, it's going to be fun.

$NVDA NVIDIA is estimated to report $26B in revenue in Q2, up 90% YoY.

EPS estimated: $0.57 up 111% YoY

$CRWD CrowdStrike Holdings is estimated to report $958M in revenue, up 31% YoY

EPS is estimated: $0.97 up 31% YoY

$CRWD is doing 30% from its peak and we haven't seen the damage yet
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⁠iinvested
Nine Ten Capital Management LLC Top 5 Positions at Q2 2024
% of portfolio, symbol and quarterly change

18.05 $CLBT 13%
14.85 $IRMD 9%
12.83 $SNEX -41%
10.56 $AGYS -47%
9.56 $SPNS 345%

https://t.co/7Z4zc0ByLD
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⁠Librarian Capital
Is Estée Lauder $EL CEO Fabrizio Freda trolling critics?

When discussing his retirement on the FY24 earnings call, he included this phrase:

"I have been deeply enriched ..."

Freda, of course, regularly led "most overpaid CEO" reports in recent years, even as EL shares dived https://t.co/tGGhLejKav
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