Offshore
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Librarian Capital
FeverTree $FEVR in UK* - bottom shelf & on reduction
Not a good sign but has been the same for several months at least
Schweppes, main UK competitor, on shelf above
(* Islington Upper Street Sainsbury, but true also of other ones I have visited) https://t.co/u9YYJEUKYv
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FeverTree $FEVR in UK* - bottom shelf & on reduction
Not a good sign but has been the same for several months at least
Schweppes, main UK competitor, on shelf above
(* Islington Upper Street Sainsbury, but true also of other ones I have visited) https://t.co/u9YYJEUKYv
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Offshore
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Librarian Capital
L'Oréal $OR Aesop store on Islington Upper Street
Photo taken Wed lunch time (1 pm); zero customers
Staff outnumbered customers every time I went past this, except one weekend, but it's possible this is intended for weekend shoppers https://t.co/hE0I1AbFmx
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L'Oréal $OR Aesop store on Islington Upper Street
Photo taken Wed lunch time (1 pm); zero customers
Staff outnumbered customers every time I went past this, except one weekend, but it's possible this is intended for weekend shoppers https://t.co/hE0I1AbFmx
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Investing visuals
With the Nasdaq $QQQ up 2%, it’s nearing its all-time high. Here’s an overview of the world’s largest tech ETF👇 https://t.co/zYhpQZnbON
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With the Nasdaq $QQQ up 2%, it’s nearing its all-time high. Here’s an overview of the world’s largest tech ETF👇 https://t.co/zYhpQZnbON
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Stock Analysis Compilation
Smithson on Choice Hotels $CHH US
Choice Hotels' robust margins, coupled with strategic share buybacks, present a solid investment with a 5% free cash flow yield
(Extract from their Q2 letter) https://t.co/bF5XC8P0Oi
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Smithson on Choice Hotels $CHH US
Choice Hotels' robust margins, coupled with strategic share buybacks, present a solid investment with a 5% free cash flow yield
(Extract from their Q2 letter) https://t.co/bF5XC8P0Oi
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Librarian Capital
"Walmart Plans Instant Bank Payments, Cutting Out Card Networks" (Bloomberg) $V $MA
"The world’s largest retailer has offered pay-by-bank through Walmart Pay since earlier this year ... (The) upgraded pay-by-bank offering will be rolled out in 2025 ... for online checkout"
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"Walmart Plans Instant Bank Payments, Cutting Out Card Networks" (Bloomberg) $V $MA
"The world’s largest retailer has offered pay-by-bank through Walmart Pay since earlier this year ... (The) upgraded pay-by-bank offering will be rolled out in 2025 ... for online checkout"
Walmart customers will soon have the option to pay directly from their bank accounts with instant transfers for online purchases https://t.co/TH16uiYTsQ tweet
twitter.com
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Offshore
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Librarian Capital
Rightmove $RMV: long-time holder Kayne Anderson Rudnick has sold down ~1% (from 6.52% to 5.35%)
$REA non-binding offer was rejected by RMV board
They have until 30-Sep to make another one https://t.co/s6y42T8zzR
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Rightmove $RMV: long-time holder Kayne Anderson Rudnick has sold down ~1% (from 6.52% to 5.35%)
$REA non-binding offer was rejected by RMV board
They have until 30-Sep to make another one https://t.co/s6y42T8zzR
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Hidden Value Gems
Probably a buying opportunity 👉🏼 $KSPI
Just adding a word “Russia” and expecting the stock to tank…
I would be more cautious about $FRHC though, which was also subject to a short seller attack and is now +50% from its lows.
cc @CulperResearch https://t.co/fzFcG59Gpc
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Probably a buying opportunity 👉🏼 $KSPI
Just adding a word “Russia” and expecting the stock to tank…
I would be more cautious about $FRHC though, which was also subject to a short seller attack and is now +50% from its lows.
cc @CulperResearch https://t.co/fzFcG59Gpc
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Librarian Capital
"Tucker Carlson Plans New Nicotine-Pouch Brand (Alp)" (WSJ) $PM
"His partner in the venture ... said Alp would comply with federal regulations but declined to say whether the brand had sought clearance from the FDA"
"Alp pouches are moist, he said"
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"Tucker Carlson Plans New Nicotine-Pouch Brand (Alp)" (WSJ) $PM
"His partner in the venture ... said Alp would comply with federal regulations but declined to say whether the brand had sought clearance from the FDA"
"Alp pouches are moist, he said"
Tucker Carlson says he decided to launch his own nicotine-pouch brand because Zyn maker Philip Morris couldn’t take a joke https://t.co/78Q14NPpSN https://t.co/78Q14NPpSN tweet
twitter.com
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Offshore
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Librarian Capital
Hell hath no fury like an influencer scorned, ZYN edition
Tucker Carlson, last Oct: "Zyn is a powerful work enhancer, and also a male enhancer"
"Carlson’s representatives pitched Philip Morris $PM on forming a partnership"
"After receiving PM’s response last year ... he said. “It’s not a brand for men”"
Source: WSJ
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Hell hath no fury like an influencer scorned, ZYN edition
Tucker Carlson, last Oct: "Zyn is a powerful work enhancer, and also a male enhancer"
"Carlson’s representatives pitched Philip Morris $PM on forming a partnership"
"After receiving PM’s response last year ... he said. “It’s not a brand for men”"
Source: WSJ
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Offshore
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Librarian Capital
Hell hath no fury like an influencer scorned, ZYN edition
Tucker Carlson, last Oct: "Zyn is a powerful work enhancer, and also a male enhancer"
"Carlson’s representatives pitched Philip Morris $PM on forming a partnership"
"After receiving PM’s response last year ... he said. “It’s not a brand for men”"
Source: WSJ
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Hell hath no fury like an influencer scorned, ZYN edition
Tucker Carlson, last Oct: "Zyn is a powerful work enhancer, and also a male enhancer"
"Carlson’s representatives pitched Philip Morris $PM on forming a partnership"
"After receiving PM’s response last year ... he said. “It’s not a brand for men”"
Source: WSJ
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