⁠Stock Analysis Compilation
Heartland Advisors on Science Applications International $SAIC US

Thesis: SAIC’s new management, focused on boosting government contracts and leveraging capital strategies, positions the company for potential turnaround and value growth

(Extract from their Q2 letter) https://t.co/v3YpDsekzy
tweet

⁠Bourbon Capital
Old Dominion Freight Line, Inc. $ODFL down -5.29%🔴

I hope we can get a cheaper price, solid company
tweet

⁠Invest In Assets 📈
RT @InvestInAssets: https://t.co/GVCPGJril1
tweet

⁠Quiver Quantitative
BREAKING: Marjorie Taylor Greene just disclosed new stock trades.

It appears that she decided to start following Pelosi's portfolio.

She just bought stock in Nvidia, Palo Alto Networks, and several of Pelosi's other largest holdings.

You can track both portfolios on Quiver. https://t.co/rd1GPdb56x
tweet

⁠Bourbon Capital
Today dividend payments

$RTX $UPS $ZIM $TJX

Dividend Pay-dates for this week.

Which of these companies do you own?
$V $WMT $ZTS $UL https://t.co/e88nWzVsJv - Bourbon Capital
tweet

⁠Matt McGarry
I’m hosting a FREE training that breaks down:

How to start a newsletter, get your first 10,000 subscribers, and $10,000+ per month in sales...

...Even if you have no email list or online marketing experience.

1000 spots available. RSVP below.👇
tweet

⁠Librarian Capital
Schroders $SDR between 19H1 and 24H1

AUM rose 48% from £444bn to £657bn*
Net operating revenue rose 14%, £1,033m to £1,175m
Profit Before Tax fell 19%, £340m to £276m

Some have done well out of UK fund mgmt.
But usually not clients or shareholders

* £774bn w/ Assoc. & JVs https://t.co/QoCCvfuoP3
tweet

⁠Quality Investing with Aria
"Its better to fish in a good pond and catch an average fish than a bad pond and catch the best fish"

GOOD PONDS:
Pharmaceuticals, Consumer Products and Software
- enjoy high returns on capital above 20%
- businesses generally enjoy oligpolostic industry dynamics
- high margins and asset light business models

BAD PONDS:
Telecomm, utilities and energy
- tend to be awful industries with ROCE below 10%
- these businesses are generally riddled with competitive industry dynamics,
- low margins and capex heavy business models

Courtesy of Terry Smith and his book. Here is the average Return on Capital Employed by industry
tweet

⁠Librarian Capital
Rightmove $RMV: Watching RNS as Rule 8.3 of Takeover Code forces disclosures of >1% stakes (compared to >3% outside offers under FCA rules)

Thus far most disclosures from known shareholders (Marathon, Lindsell Train, etc.) or big firms

Only new name is Greenvale, with 1.75% https://t.co/92Nhj40MzM
tweet

⁠Bourbon Capital
$NEM is up 2.34%🟢 looks like some investors are after those dividends.

Dividend ex-dates for this week, for those who love dividend-paying stocks.

Which of these companies do you like for their dividends?
$MCD $NKE $BAC $PEP $O https://t.co/YO4SABvbxM - Bourbon Capital
tweet

⁠Librarian Capital
This is just hilarious, whatever your political views

h/t multiple accounts

Nick Fuentes (@NickJFuentes) talks about Donald Trump's "I lost by a whisker" comment admitting he lost the 2020 Election.

"Would have been good to know that before 16K people got charged. Before I got my money frozen & put on a Federal No Fly List." https://t.co/v4pypEY6mV - KaizerRev
tweet

⁠Quality Stocks
🎉 It's one pager thursday!

🇵🇱 Dino Polska $DNP
🇫🇷 Dassault Aviation $AM
🇺🇸 Manhattan Associates $MANH

And a stock duel including the one pagers of Fortinet $FTNT and Palo Alto $PANW

Here is a sample, the other ones are available on the link in my bio 🔗 https://t.co/afZQQEjJiJ
tweet