⁠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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⁠Hidden Value Gems
RT @HiddenValueGems: Quote of the day #95

#investing https://t.co/CVj4qy4qDK
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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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⁠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

"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 - Librarian Capital
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⁠Librarian Capital
RT @justinbaragona: Even though Twitter/X told me that Ken Klippenstein's account was just "temporarily suspended" for sharing JD Vance's "personal information," Ken writes today that Twitter has informed him the ban is indeed permanent

https://t.co/9wTpte0wNT https://t.co/k2LmOOvkGU
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⁠Value Spotlight (Andrew Sather)
Animated Guide: Stock Checklists from Mohnish Pabrai and others https://t.co/zbuZDYgytZ
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⁠Stock Analysis Compilation
Langdon on Boyd Group $BYD CN

Thesis: Boyd Group’s disciplined acquisition strategy and long-term focus on returns make it a standout in the auto body and collision repair industry, with management highly aligned with shareholder value

(Extract from their Q2 letter) https://t.co/JqA20TNUSy
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