⁠Capital Employed
RT @capitalemployed: FRESH OFF THE PRESS 🔥

Interview #100 with @lukewinchester9 from @MerewetherCap

Luke discusses...

2 Aussie microcaps he's bullish on
+ much more https://t.co/oautwWvR5B
tweet

⁠App Economy Insights
⛷️ Vail Resorts FY24 results are in! $MTN

Stable revenue, but a looming challenge?

Learn about Ski Resorts Economics in seconds.

This Friday, 153,000+ subscribers will receive our breakdown of this mountain business titan. https://t.co/4YpBFQRkNc
tweet

⁠Hidden Value Gems
Quote of the day #96

#investing https://t.co/htO07tu103
tweet

⁠Librarian Capital
"Twitter banned me"

Sharing Ken Klippenstein's reaction to being banned by @elonmusk since he can't post here himself anymore: https://t.co/XaF8MkKV4o - Isaac Saul
tweet

⁠Stock Analysis Compilation
Bilbel Capital on Tianjin Development $882 HK

Thesis: Tianjin Development, backed by valuable Otis China shares and massive cash reserves, offers a deeply undervalued entry point with a 7% dividend and the potential to double in value

(Extract from their Q2 letter) https://t.co/iKdWQI7cZZ
tweet

⁠Librarian Capital
Cranswick $CWK FY25H1 (Apr-Sep) update

"Trading (in Q2) stronger than previously expected"
"Robust" core UK volume growth
No mention of China / exports

H1 performance to be "ahead" year-on-year
FY25 to be "towards the upper end of current market expectations"

cc $GNS https://t.co/Ye2LSrnkFD
tweet

⁠Librarian Capital
Commerzbank $CBK has now outperformed the S&P 500 index more than 2:1 (in $) in the past 5 years https://t.co/sxKmv5F7OV
tweet

⁠Librarian Capital
Costco $COST shares are at 54x trailing EPS ($16.56) following FY24 results overnight

EPS grew 16.9% year-on-year in FY24
EBIT grew 14.4% https://t.co/Lvz1z5HMtm
tweet

⁠Stock Analysis Compilation
Harding Loevner on Bechtle $BC8 GR

Thesis: Bechtle, Germany’s largest provider of IT solutions, offers resilient growth by delivering value-added services in a highly competitive market

(Extract from their Q2 letter) https://t.co/KnkE14zgAU
tweet