⁠Librarian Capital
Apologies to Bill Ackman: I was unfair about him

Turns out he was going to complain about Disney to the Southeastern Conference, an American college athletic conference, not the Securities & Exchange Commission

(joke)

h/t dw_cheek at the other place https://t.co/tViTFVVbFf
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⁠Librarian Capital
"Vikram Kumar’s Hedge Fund Kuvari to Return External Capital" (Bloomberg)

"His hedge fund has posted 9% annualized return before fees since its debut in 2013, he said"

BEFORE fees!

"Assets have shrunk below $1bn from a peak $2bn"

Hedge fund Kuvari Partners is preparing to return all external capital as its founder Vikram Kumar turns the investment firm into a family office https://t.co/KAymQ2lcih - Bloomberg
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⁠App Economy Insights
🌎 12 Global Titans in 40 Visuals.

☁️ Cloud Wars.
💉 GLP-1 Boom.
⚙️ NVIDIA's Surge.
💰 Buffett's Portfolio.
📊 Advertising Trends.

Visualize all the Q2 insights. 👇
https://t.co/HDpQv4CcnX
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⁠Stock Analysis Compilation
Baron Capital on Glaukos Corporation $GKOS US

Thesis: Glaukos is set to revolutionize glaucoma treatment with its innovative iDose device, capturing a significant share of a large, underserved market

(Extract from their Q2 letter) https://t.co/Y4aIsg2SGY
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⁠Investing visuals
Intel’s stock $INTC is up 14% in the past week, thanks to some major deals. However, the company has faced ongoing challenges for some time.

Do you think $INTC will be able to turn the tide? 🔁 https://t.co/5yJjrNKypq
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⁠Librarian Capital
RT @beckpeterson: No better evidence of a shadow ban than the fact that this story is going viral on LinkedIn https://t.co/JYjM5JVf3A
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⁠Quiver Quantitative
Almost missed this:

Rep. Maria Salazar has bought stock in Antero Resources, $AR.

This is the first time we have seen Salazar buy the stock.

It's a hydrocarbon exploration company, with huge natural gas reserves.

Salazar sits on the House Committee on Foreign Affairs. https://t.co/HetntDfmNO
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⁠Librarian Capital
"L’Oréal: New 52-Week Low, but Fears on China Likely Misplaced"

Shares are a good defensive asset, with a reasonable valuation, solid long-term EPS growth and minimal capital risk $OR $EL $ELF

https://t.co/zDuAFSdyf4 https://t.co/kD10ZjG1mb
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: My TipRanks Weekly 💯

Top 1.86% among ~756K investors 👌🏽

#stocks #investing https://t.co/NnrkNInc3x
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⁠Librarian Capital
Philip Morris $PM sells Vectura for £150m ($198m)

Also £148m ($195m) potential earn-outs (up to 2039)
Acquired for £852m ($1.2bn) in 2021
Buyer is Molex

"Unwarranted opposition to PMI’s transformation has impacted Vectura’s scientific engagement & commercial CDMO relationships" https://t.co/HCNe6Tc8hp
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