Offshore
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Librarian Capital
Nobody rings a bell at the top, UK specialty chem edition
Croda CFO Jez Maiden announced exit in Nov-22
11 months AFTER the peak
$CRDA down 40% since announcement
Treatt CFO Richard Hope announced exit in Jun-21
6 months BEFORE the peak
$TET down 60% since announcement https://t.co/ZEzDXJtSri
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Nobody rings a bell at the top, UK specialty chem edition
Croda CFO Jez Maiden announced exit in Nov-22
11 months AFTER the peak
$CRDA down 40% since announcement
Treatt CFO Richard Hope announced exit in Jun-21
6 months BEFORE the peak
$TET down 60% since announcement https://t.co/ZEzDXJtSri
tweet
Offshore
Photo
Librarian Capital
Nobody rings a bell at the top, UK specialty chem edition
Croda CFO Jez Maiden announced exit in Nov-22
11 months AFTER the peak
$CRDA down 40% since announcement
Treatt CFO Richard Hope announced exit in Jun-21
6 months BEFORE the peak
$TET down 60% since announcement https://t.co/frBW2llOVE
tweet
Nobody rings a bell at the top, UK specialty chem edition
Croda CFO Jez Maiden announced exit in Nov-22
11 months AFTER the peak
$CRDA down 40% since announcement
Treatt CFO Richard Hope announced exit in Jun-21
6 months BEFORE the peak
$TET down 60% since announcement https://t.co/frBW2llOVE
tweet
Offshore
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Offshore
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Hidden Value Gems
The main chart got lost before - here is the chart that made me pause ...
60-day delinquencies are back to the GFC level, although this has not translated into much higher credit spreads yet. https://t.co/LnQgjTmU7N
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The main chart got lost before - here is the chart that made me pause ...
60-day delinquencies are back to the GFC level, although this has not translated into much higher credit spreads yet. https://t.co/LnQgjTmU7N
Economy is too complex to draw conclusions from just one chart, but this one made me pause...
60-day delinquencies are back to the GFC level, although this has not translated into much higher credit spreads yet. https://t.co/uYQhebA6X8 tweet
Offshore
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Stock Analysis Compilation
Baron Capital on WEG $WEGE3 BZ
Thesis: With its vertically integrated model and strategic presence in energy solutions, WEG is well-positioned to drive growth in the global shift towards energy efficiency and renewable energy
(Extract from their Q2 letter) https://t.co/abTIkkcOOf
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Baron Capital on WEG $WEGE3 BZ
Thesis: With its vertically integrated model and strategic presence in energy solutions, WEG is well-positioned to drive growth in the global shift towards energy efficiency and renewable energy
(Extract from their Q2 letter) https://t.co/abTIkkcOOf
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Offshore
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Stock Analysis Compilation
FPA on Carmax $KMX US
Thesis: CarMax is well-positioned to leverage its industry-leading customer experience and data-driven operations to capture greater market share in the fragmented used vehicle market
(Extract from their Q2 letter) https://t.co/sSXaQwgBO5
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FPA on Carmax $KMX US
Thesis: CarMax is well-positioned to leverage its industry-leading customer experience and data-driven operations to capture greater market share in the fragmented used vehicle market
(Extract from their Q2 letter) https://t.co/sSXaQwgBO5
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App Economy Insights
📊 This Week in Visuals:
🎨 Adobe $ADBE
🎮 GameStop $GME
🔷 Rubrik $RBRK
⚽️ Man United $MANU
https://t.co/chN7lpKHaY
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📊 This Week in Visuals:
🎨 Adobe $ADBE
🎮 GameStop $GME
🔷 Rubrik $RBRK
⚽️ Man United $MANU
https://t.co/chN7lpKHaY
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Offshore
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Stock Analysis Compilation
Davis fund on Meta $META US
Thesis: Meta is poised for long-term growth by leveraging its AI advancements, especially in generative AI, to enhance user engagement and drive significant revenue gains
(Extract from their Q2 letter) https://t.co/wHMWeNf3pV
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Davis fund on Meta $META US
Thesis: Meta is poised for long-term growth by leveraging its AI advancements, especially in generative AI, to enhance user engagement and drive significant revenue gains
(Extract from their Q2 letter) https://t.co/wHMWeNf3pV
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