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Investing visuals
Battle of the big tech: Microsoft $MSFT vs Apple $AAPL 🥊✨
Who’s your favorite? https://t.co/foPFgad4Ac
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Battle of the big tech: Microsoft $MSFT vs Apple $AAPL 🥊✨
Who’s your favorite? https://t.co/foPFgad4Ac
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Ahmad Jivraj
The Chinese have lots of savings
The recent stimulus should help them start spending more of it.
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The Chinese have lots of savings
The recent stimulus should help them start spending more of it.
The key to getting the Chinese economy moving in the right direction is consumer spending... and boy, do they have a massive engine of savings sitting there, ready to be spent and invested.
Chinese households have close to US$21 trillion stashed away in bank deposits in mid-2024, while US households have circa US$900 billion.
Consumer spending in China is less than 40% of GDP, while in developed economies like the US, it's closer to 70%.
The Chinese have some of the highest savings rates in the world:
• US @ 4%
• China @ 44% tweet
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App Economy Insights
📊 This Week in Visuals:
🛒 Costco $COST
🌐 Accenture $ACN
🪐 Micron $MU
https://t.co/jP3eg6E7OX
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📊 This Week in Visuals:
🛒 Costco $COST
🌐 Accenture $ACN
🪐 Micron $MU
https://t.co/jP3eg6E7OX
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Dimitry Nakhla | Babylon Capital®
RT @OptionsMustang: Appreciate all trade ideas. You are best in fundamental analysis! Hands 🙌 down.
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RT @OptionsMustang: Appreciate all trade ideas. You are best in fundamental analysis! Hands 🙌 down.
Thank you all for helping me reach 10K followers! Beyond grateful for each of you - early & new followers alike.
I do this because of you all.
Your engagement, appreciation, & trust fuel my passion to continue creating quality content.
Thank you for being part of this journey. https://t.co/eiazYhyFTD tweet
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Librarian Capital
"Rémy Cointreau: Likely Cheap, But Not Because of China"
$RCO shares are rebounding from a multi-year low, we like the stock but disagree with the reason
cc: $DGE $DEO $BF.B $RI $FEVR
https://t.co/EO3f5tOP3y https://t.co/vdUqIYq14q
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"Rémy Cointreau: Likely Cheap, But Not Because of China"
$RCO shares are rebounding from a multi-year low, we like the stock but disagree with the reason
cc: $DGE $DEO $BF.B $RI $FEVR
https://t.co/EO3f5tOP3y https://t.co/vdUqIYq14q
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Stock Analysis Compilation
Hayden Capital on Pinduoduo $PDD US
Thesis: Temu's US profitability shows potential, though external risks remain; it's viewed as a call-option investment, with confidence in the team's track record for success
(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/TLDhvCDxCr
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Hayden Capital on Pinduoduo $PDD US
Thesis: Temu's US profitability shows potential, though external risks remain; it's viewed as a call-option investment, with confidence in the team's track record for success
(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/TLDhvCDxCr
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Librarian Capital
For Diageo $DGE $DEO, in terms of FY24 $ sales:
Worst category globally: Tequila (-7%)
Worst big brand in the US: Casamigos (-22%)
Spirits is a cyclical business https://t.co/w1eeDCl5tv
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For Diageo $DGE $DEO, in terms of FY24 $ sales:
Worst category globally: Tequila (-7%)
Worst big brand in the US: Casamigos (-22%)
Spirits is a cyclical business https://t.co/w1eeDCl5tv
"Diageo: FY24 Not That Bad; Growth Outside the Americas"
Shares fell ~10% initially after results and remain near their multi-year low; P/E is ~17x even on FY19 EPS
$DGE $DEO $RI $BF.B $RCO
Article link: https://t.co/mCRPLV05lb https://t.co/Q4FOEeSTnJ tweet