⁠Invest In Assets 📈
Peter Lynch on the temporary disconnect between fundamentals and share prices: https://t.co/Xoyk7bwO0l
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⁠Librarian Capital
More classic Bill Ackman tweets

I guess you don't need the government to combat misinformation if you can just complain directly to media company board directors and their private equity owners https://t.co/mvmZgMiVGi
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⁠Librarian Capital
Guardian article on Sharon White tenure at John Lewis (Oct-23)

"One former staffer said White was failing to listen enough, and was ill-equipped for the job despite boundless self-belief"

"One former adviser said missteps emerged as White built a team who were “all theory people”, and made changes without listening enough"

"Another source and several former staffers agreed: “Her people judgment has been really poor.”"

"The source said White was used to the “genteel decorum of civil service life”"

Was John Lewis boss Sharon White too clever for the cruel retail world? https://t.co/KoMOxsJPOv - The Observer
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⁠Quality Stocks
🇵🇱 InPost $INPST Q2 24 results
Excellent results above expectations

Revenue 2,616M PLN
Q2 23 2,134M PLN +22.6% 🟢
Est. 2,569M PLN beat 🟢

EPS 0.67 PLN
Q2 23 0.26 PLN +157% 🟢
Est. 0.59 PLN beat 🟢

Parcel volume +23% YoY
EBITDA +29% YoY
Out-of-home points +23% YoY
Debt leverage 1.95x EBTIDA (vs 2.70x prior year)
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⁠Quality Stocks
🇺🇸 Broadcom $AVGO Q3 24 results

Revenue $13,072M
Q3 23 results $8,876M +47.3% 🟢
Est. $12,964M beat 🟢

EPS $(0.40)
Q3 23 $0.77 -152% 🔴
Est. $0.56 miss 🔴

The net loss is due to a tax provision of $4.5B (due to reorganisation) https://t.co/J6ZCZeu4Ui
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⁠Lumida Wealth Management
1/ Daily News Round-Up:

- UK regulator CMA probes Google's ad practices for possible competition law breaches.
- JPMorgan sees no major crypto catalysts for price surges soon.
- US adds 250K jobs in Sept, far exceeding expectations.
- BofA warns semiconductor stocks at risk if payroll data disappoints.
- Morgan Stanley braces for market swings ahead of payroll report.
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⁠Bourbon Capital
No earnings for today, its just gonna be you and me https://t.co/EEV3T0awvM
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⁠Bourbon Capital
$OPEN is up 4% pre-market

It looks like someone is anticipating lower rates https://t.co/qrHGgNfLNB
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⁠Quality Stocks
4⃣ next company deep dive to be published
You can find all these articles on the link in my bio

🇫🇷 Tomorrow, Schneider $SU
🚚 Sept 14, Supply Chain Software
🇸🇪 Sept 21, Bonesupport $BONEX
🇺🇸 Sept 28, Salesforce $CRM

Any idea for the next after that?
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