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Stock Analysis Compilation
VGI Partners on CME $CME US
With a near-monopoly on U.S. interest rate derivatives trading, CME’s growth potential is tied to rising Treasury markets and increased volatility, making it a critical player in market infrastructure
(Extract from their Q2 letter) https://t.co/SD1L0dDC69
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VGI Partners on CME $CME US
With a near-monopoly on U.S. interest rate derivatives trading, CME’s growth potential is tied to rising Treasury markets and increased volatility, making it a critical player in market infrastructure
(Extract from their Q2 letter) https://t.co/SD1L0dDC69
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Librarian Capital
Ulta Beauty $ULTA: Easy to forget shares were already in a ditch before COVID-19 hit US in 2020
Comp sales growth went from +11% to 5% in 2017-19
Shares fell nearly ~30% in H2 2019 https://t.co/vXnQoimkpE
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Ulta Beauty $ULTA: Easy to forget shares were already in a ditch before COVID-19 hit US in 2020
Comp sales growth went from +11% to 5% in 2017-19
Shares fell nearly ~30% in H2 2019 https://t.co/vXnQoimkpE
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Hidden Value Gems
Quote of the day #89
Jeff Bezos on scale and shareholder value https://t.co/ROwcmjkO6E
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Quote of the day #89
Jeff Bezos on scale and shareholder value https://t.co/ROwcmjkO6E
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Librarian Capital
"Retail is a very tough business. Practically every great chain-store operation that has been around long enough eventually gets in trouble and is hard to fix"
- Charlie Munger, in Alice Schroeder's "The Snowball"
cc: $ULTA https://t.co/jlnm0d10l9
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"Retail is a very tough business. Practically every great chain-store operation that has been around long enough eventually gets in trouble and is hard to fix"
- Charlie Munger, in Alice Schroeder's "The Snowball"
cc: $ULTA https://t.co/jlnm0d10l9
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Stock Analysis Compilation
River Oaks Capital on Medical Facilities $DR US
Medical Facilities offers strong upside with aggressive share buybacks, cost reductions, and high cash returns to shareholders, all while nearing debt-free status
(Extract from their Q2 letter) https://t.co/tkgobGvOf0
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River Oaks Capital on Medical Facilities $DR US
Medical Facilities offers strong upside with aggressive share buybacks, cost reductions, and high cash returns to shareholders, all while nearing debt-free status
(Extract from their Q2 letter) https://t.co/tkgobGvOf0
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Librarian Capital
Capital cycle, US beauty specialty retail edition
Ulta Beauty $ULTA: "More than 1,000 new points of distribution opened in the last 3 years .... More than 80% of our stores have been impacted by 1 or more competitive opening ... with more than ½ impacted by multiple" (FY24Q2) https://t.co/KWMBRhkeAx
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Capital cycle, US beauty specialty retail edition
Ulta Beauty $ULTA: "More than 1,000 new points of distribution opened in the last 3 years .... More than 80% of our stores have been impacted by 1 or more competitive opening ... with more than ½ impacted by multiple" (FY24Q2) https://t.co/KWMBRhkeAx
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Quiver Quantitative
Tucker Carlson has said he’s done using ZYN, since the makers are big Kamala Harris donors.
I took a look at our data, and this seems like a bit of an exaggeration:
Have not seen ZYN PACs donate any money to Harris.
Have seen employees donate ~$20K.
https://t.co/RA7Q0LxMw8
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Tucker Carlson has said he’s done using ZYN, since the makers are big Kamala Harris donors.
I took a look at our data, and this seems like a bit of an exaggeration:
Have not seen ZYN PACs donate any money to Harris.
Have seen employees donate ~$20K.
https://t.co/RA7Q0LxMw8
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Stock Analysis Compilation
The London Company on Bruker $BRKR US
Bruker’s innovative instruments and strong capital allocation create a compelling growth story driven by life sciences and proteomics research
(Extract from their Q2 letter) https://t.co/Xq2Embw6am
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The London Company on Bruker $BRKR US
Bruker’s innovative instruments and strong capital allocation create a compelling growth story driven by life sciences and proteomics research
(Extract from their Q2 letter) https://t.co/Xq2Embw6am
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Librarian Capital
"UK regulator pushes banks to give savers better value even as rates fall" (FT) $LLOY $NWG
"The announcement came a year after the FCA outlined a 14-point plan to push for banks to improve how they passed on recent interest rate increases to consumers"
https://t.co/wjKNp84AcL
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"UK regulator pushes banks to give savers better value even as rates fall" (FT) $LLOY $NWG
"The announcement came a year after the FCA outlined a 14-point plan to push for banks to improve how they passed on recent interest rate increases to consumers"
https://t.co/wjKNp84AcL
Pete Davies (Lansdowne) on UK banks (LVIC, 7-Jun)
"I think UK banks, unhedged, make about a 30% Return on Equity at the moment, and yet the market assumes when the hedges fall off they will make 13-14% ... they are trading at just above book value"
$LLOY $NWG https://t.co/4sxFZDdQpH tweet