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Librarian Capital
What happens if you give UK fund managers a load of Aussie shares? $RMV $REA
We remember what happened when Aussie fund managers were given a load of US shares
20 years ago, News Corp moved listing from Australia to the US; shares fell 16% in 3 months
https://t.co/AdAAe10Wdc https://t.co/FCnfZAWbxn
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What happens if you give UK fund managers a load of Aussie shares? $RMV $REA
We remember what happened when Aussie fund managers were given a load of US shares
20 years ago, News Corp moved listing from Australia to the US; shares fell 16% in 3 months
https://t.co/AdAAe10Wdc https://t.co/FCnfZAWbxn
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Stock Analysis Compilation
Artisan Partners on Vita Coco $COCO US
Vita Coco’s supply chain advantage and growing global demand for healthier beverages position it for continued category leadership and margin expansion
(Extract from their Q2 letter) https://t.co/9UNO2UPDuI
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Artisan Partners on Vita Coco $COCO US
Vita Coco’s supply chain advantage and growing global demand for healthier beverages position it for continued category leadership and margin expansion
(Extract from their Q2 letter) https://t.co/9UNO2UPDuI
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Librarian Capital
British American Tobacco $BATS $BTI is doing so badly in the US that it is hurting Altria $MO
How? Through Master Settlement Agreement costs
Altria CFO: "Industry profits from a leading competitor are lower than expected. So that is driving some of our MSA costs" (24Q2 call)
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British American Tobacco $BATS $BTI is doing so badly in the US that it is hurting Altria $MO
How? Through Master Settlement Agreement costs
Altria CFO: "Industry profits from a leading competitor are lower than expected. So that is driving some of our MSA costs" (24Q2 call)
"British American Tobacco: Fun While It Lasted? Looking Beyond Rally" $BATS $BTI
Shares have fallen back after a multi-month rally, and structural concerns may be returning in H2
cc: $MO $PM $IMB
https://t.co/axUW3tph51 https://t.co/nvliEMCCwf tweet
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Librarian Capital
Elon Musk taking away even more of your agency
People you "blocked" will soon be able to see your posts
When this happens, we will be locking our account
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Elon Musk taking away even more of your agency
People you "blocked" will soon be able to see your posts
When this happens, we will be locking our account
New: X will let people you’ve blocked see your posts https://t.co/4LmGjsVnsT tweet
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Librarian Capital
Reminder: You can find us posting on other platforms
Same content as here, but with replies open to all
Our main other platform is Threads (profile below), where we have recently surpassed 1,500 followers
You don't have to take Elon Musk's abuse
Set yourself free https://t.co/qek8P2BEYL
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Reminder: You can find us posting on other platforms
Same content as here, but with replies open to all
Our main other platform is Threads (profile below), where we have recently surpassed 1,500 followers
You don't have to take Elon Musk's abuse
Set yourself free https://t.co/qek8P2BEYL
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The London Company on Qualys $QLYS US
Qualys' leading position in cybersecurity, combined with strong margins and cash flow, offers compelling growth in a recession-resistant industry
(Extract from their Q2 letter) https://t.co/BJ1FyJzavn
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The London Company on Qualys $QLYS US
Qualys' leading position in cybersecurity, combined with strong margins and cash flow, offers compelling growth in a recession-resistant industry
(Extract from their Q2 letter) https://t.co/BJ1FyJzavn
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Librarian Capital
Rightmove $RMV outlook & targets (reminder)
Double-digit revenue and EBIT growth from 2025
Revenue growth
2024 growth: 7-9%
2023-28 CAGR: 11%+
Adjusted EBIT
2024 margin: 70%
From 2025: "margin remains constant" https://t.co/pw3XArWuXB
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Rightmove $RMV outlook & targets (reminder)
Double-digit revenue and EBIT growth from 2025
Revenue growth
2024 growth: 7-9%
2023-28 CAGR: 11%+
Adjusted EBIT
2024 margin: 70%
From 2025: "margin remains constant" https://t.co/pw3XArWuXB
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Donald Trump to John Deere $DE: "If you do that (shift more production to Mexico), we are putting a 200% tariff on everything that you want to sell into the US"
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Donald Trump to John Deere $DE: "If you do that (shift more production to Mexico), we are putting a 200% tariff on everything that you want to sell into the US"
Trump in Pennsylvania threatens John Deere with 200 percent tariffs https://t.co/aLlqmhJ7zH tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “We don't have to be smarter than the rest. We have to be more disciplined than the rest.”
— Warren Buffett 🗣️
This profound quote highlights the crucial role of discipline in investing. It's not about being the most intelligent or having the best market insights; it's about cultivating the mental toughness to stick to your strategy, even when emotions run high.
In investing, discipline is often the greatest advantage. It allows you to:
1️⃣ Stay focused on long-term goals
2️⃣ Ignore short-term market fluctuations
3️⃣ Avoid impulsive decisions
4️⃣ Benefit from compounding returns
Consider Amazon $AMZN as a prime example. Over the past decade:
❌UNDISCIPLINED Investors may have:
•Sold shares during moments of volatility
•Missed out on substantial gains
• Rebought shares at higher prices
✅ DISCIPLINED Investors may have:
•Bought shares 10 years ago and held
• Weathered market downturns
•Benefited from Amazon's explosive growth (10-year return: ~1,000%)
•Harnessed the power of compounding returns
___
THE DIFFERENCE in results is staggering:
•A $10,000 investment in Amazon 10 years ago would be worth around $110,000 today
•Conversely, an undisciplined investor may have realized significantly lower returns or even losses
___
Warren Buffett's quote serves as a reminder that investing success is often more about temperament than intellect 🧘🏽♂️
#stocks #investing
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RT @DimitryNakhla: “We don't have to be smarter than the rest. We have to be more disciplined than the rest.”
— Warren Buffett 🗣️
This profound quote highlights the crucial role of discipline in investing. It's not about being the most intelligent or having the best market insights; it's about cultivating the mental toughness to stick to your strategy, even when emotions run high.
In investing, discipline is often the greatest advantage. It allows you to:
1️⃣ Stay focused on long-term goals
2️⃣ Ignore short-term market fluctuations
3️⃣ Avoid impulsive decisions
4️⃣ Benefit from compounding returns
Consider Amazon $AMZN as a prime example. Over the past decade:
❌UNDISCIPLINED Investors may have:
•Sold shares during moments of volatility
•Missed out on substantial gains
• Rebought shares at higher prices
✅ DISCIPLINED Investors may have:
•Bought shares 10 years ago and held
• Weathered market downturns
•Benefited from Amazon's explosive growth (10-year return: ~1,000%)
•Harnessed the power of compounding returns
___
THE DIFFERENCE in results is staggering:
•A $10,000 investment in Amazon 10 years ago would be worth around $110,000 today
•Conversely, an undisciplined investor may have realized significantly lower returns or even losses
___
Warren Buffett's quote serves as a reminder that investing success is often more about temperament than intellect 🧘🏽♂️
#stocks #investing
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