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Librarian Capital
"Twitter banned me"
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"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 tweet
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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
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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
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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
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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
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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
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Commerzbank $CBK has now outperformed the S&P 500 index more than 2:1 (in $) in the past 5 years https://t.co/sxKmv5F7OV
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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
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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
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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
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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
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Librarian Capital
Rémy Cointreau $RCO at €214 at 2021YE
This gave market cap. of ~€11bn
Recurring Net Profit:
FY21 (ending 31-Mar): €144.6m
FY22 : €228.1m
FY23: €296.6m (record, arguably bubble)
FY24: €194.8m (€136.7m ex. temp. savings)
2021YE share price = 37x FY23 earnings
#neversell https://t.co/rsCju0nui4
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Rémy Cointreau $RCO at €214 at 2021YE
This gave market cap. of ~€11bn
Recurring Net Profit:
FY21 (ending 31-Mar): €144.6m
FY22 : €228.1m
FY23: €296.6m (record, arguably bubble)
FY24: €194.8m (€136.7m ex. temp. savings)
2021YE share price = 37x FY23 earnings
#neversell https://t.co/rsCju0nui4
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Quiver Quantitative
BREAKING: Representative Darrell Issa has violated the STOCK Act AGAIN.
He just disclosed up to $180M of treasury bill trades that were made months ago.
He disclosed up to $175M of late trades yesterday.
Up to $355M altogether.
He will likely be fined a few hundred dollars. https://t.co/Btlqhlp3k2
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BREAKING: Representative Darrell Issa has violated the STOCK Act AGAIN.
He just disclosed up to $180M of treasury bill trades that were made months ago.
He disclosed up to $175M of late trades yesterday.
Up to $355M altogether.
He will likely be fined a few hundred dollars. https://t.co/Btlqhlp3k2
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