⁠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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⁠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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⁠Ahmad Jivraj
This is up 100%.

If you believe Chinese stocks have bottomed, here is one way you can double your money over the next 3 months:

BUY 18 OCT 24 $KWEB Calls ($28 strike)
SELL 18 OCT 24 $KWEB Calls ($29 strike)
Net Cost: $44

If $KWEB closes > $29 on 10/18/24 => +127% profit
Caution: if $KWEB closes < $28, you lose it all

Would you make that bet?

not financial advice of course - Ahmad Jivraj
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⁠Capital Employed
RT @rgrfan: That's awesome. Great work @capitalemployed!

We’ve made it to 100 investor interviews! Yippee!

Thanks to everyone who has subscribed, read, and listened.

Also thanks to all the excellent guests who kindly took time out of their busy schedule to do an interview.

🧵🥁 👇 - Capital Employed
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⁠Hidden Value Gems
Two charts to put this week’s Chinese stock market rally (+15%) into perspective.

Still cheap and still a huge under-performer.
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⁠Hidden Value Gems
Missed this during the week.
Swatch Group is one of the most shorted stock in Europe (19% short interest). Huge under-performer and now talk on possibly going private 👇🏼

$UNR.SW $SWGAY
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