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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
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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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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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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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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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Stock Analysis Compilation
RS Investments on Fortrea $FTRE US
Thesis: Fortrea's potential lies in its ability to stabilize and expand margins post-spin-off, with a strong leadership team and a clear path to deleveraging and growth
(Extract from their Q2 letter) https://t.co/pZfxXIdD2S
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RS Investments on Fortrea $FTRE US
Thesis: Fortrea's potential lies in its ability to stabilize and expand margins post-spin-off, with a strong leadership team and a clear path to deleveraging and growth
(Extract from their Q2 letter) https://t.co/pZfxXIdD2S
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