Alex Bilzerian
RT @JohnsonThought1: What you need to know about that Israel package is that it was really the NSA taking over all the Unit 8200 technology.
USG can peer deep within Israeli military comms. What IDF is now doing is whacking all the leaders with which it had secret pacts.
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RT @JohnsonThought1: What you need to know about that Israel package is that it was really the NSA taking over all the Unit 8200 technology.
USG can peer deep within Israeli military comms. What IDF is now doing is whacking all the leaders with which it had secret pacts.
tweet
Offshore
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Librarian Capital
Rightmove $RMV rejects last week's 4th $REA offer
4th offer ~1% (10p) higher than 3rd; " incremental & iterative approach to price discovery"
"Has taken into consideration" shareholder views
2 teams had met; no information exchanged
REA has until 5 pm today to make firm offer https://t.co/ZU96GR3BwM
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Rightmove $RMV rejects last week's 4th $REA offer
4th offer ~1% (10p) higher than 3rd; " incremental & iterative approach to price discovery"
"Has taken into consideration" shareholder views
2 teams had met; no information exchanged
REA has until 5 pm today to make firm offer https://t.co/ZU96GR3BwM
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Alex Bilzerian
RT @genkuroki: #超算数 0はすべての数の倍数です。
こういう基本的なことを理解できていない人達の大量生産に日本の算数教育は成功してしまいました。残念。
結果的に「0は偶数ですか？奇数ですか？それともどちらでもないですか？」という小5レベルの問題にも自信を持って正解できない人達も大量発生している。
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RT @genkuroki: #超算数 0はすべての数の倍数です。
こういう基本的なことを理解できていない人達の大量生産に日本の算数教育は成功してしまいました。残念。
結果的に「0は偶数ですか？奇数ですか？それともどちらでもないですか？」という小5レベルの問題にも自信を持って正解できない人達も大量発生している。
ん〜〜〜〜〜〜〜〜？？
０は倍数に入れない
正しいような正しくないような
ただ数学の命題では０を含むかどうかは都度明示される気がする tweet
twitter.com
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Offshore
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Librarian Capital
Aston Martin $AML down ~19% on profit warning
Share price now down 97% since 2018 IPO
Great job, everyone! https://t.co/oRSvNSQr7q
tweet
Aston Martin $AML down ~19% on profit warning
Share price now down 97% since 2018 IPO
Great job, everyone! https://t.co/oRSvNSQr7q
Aston Martin Warns on Profits https://t.co/b8Igz3qlpB tweet
Offshore
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Stock Analysis Compilation
Artisan Partners on Kerry $KYGA ID
Thesis: Kerry Group, a global leader in food and beverage ingredients, offers significant value at 13x earnings as it navigates margin pressures and market overreaction to weight-loss drug trends
(Extract from their Q2 letter) https://t.co/VqysOck8Is
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Artisan Partners on Kerry $KYGA ID
Thesis: Kerry Group, a global leader in food and beverage ingredients, offers significant value at 13x earnings as it navigates margin pressures and market overreaction to weight-loss drug trends
(Extract from their Q2 letter) https://t.co/VqysOck8Is
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Alex Bilzerian
RT @JohnsonThought1: What you need to know about that Israel package is that it was really the NSA taking over all the Unit 8200 technology.
USG can peer deep within Israeli military comms. What IDF is now doing is whacking all the leaders with which it had secret pacts.
tweet
RT @JohnsonThought1: What you need to know about that Israel package is that it was really the NSA taking over all the Unit 8200 technology.
USG can peer deep within Israeli military comms. What IDF is now doing is whacking all the leaders with which it had secret pacts.
tweet
Offshore
Photo
Librarian Capital
Lowe's $LOW share price has risen ~20% since Feb-24, when Pershing Square disclosed their exit
This is not a criticism of $PSH $PSUS, but an example of how hard timing the market is
There is also opportunity cost; one can sell a good stock to buy an even better one
cc: $HD https://t.co/i3U7hroXtV
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Lowe's $LOW share price has risen ~20% since Feb-24, when Pershing Square disclosed their exit
This is not a criticism of $PSH $PSUS, but an example of how hard timing the market is
There is also opportunity cost; one can sell a good stock to buy an even better one
cc: $HD https://t.co/i3U7hroXtV
$PSH on Lowes $LOW exit:
"Uncertain near-term earnings trajectory"
"Volatile near-term industry conditions present a wider band of uncertainty and additional downside risk to same-store sales"
"Less “low-hanging fruit” today to offset potential revenue declines https://t.co/DHXYYToKHA tweet
Alex Bilzerian
RT @EGHaug: @fluxtheorist “But this random paper shows a there’s some theoretical application” except there are many papers and even whole books on the topic...
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RT @EGHaug: @fluxtheorist “But this random paper shows a there’s some theoretical application” except there are many papers and even whole books on the topic...
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Offshore
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Librarian Capital
Jonathan Ruffer $RICA on the Yen last October (7-Oct)
"We have a big position in the yen ... When (technical reasons) dissipate ... it is likely to be concertinaed into a brisk uncontrollable move upwards"
Yen actually kept falling for another 10 months
It is still 4% lower y/y https://t.co/JGBao9tFgz
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Jonathan Ruffer $RICA on the Yen last October (7-Oct)
"We have a big position in the yen ... When (technical reasons) dissipate ... it is likely to be concertinaed into a brisk uncontrollable move upwards"
Yen actually kept falling for another 10 months
It is still 4% lower y/y https://t.co/JGBao9tFgz
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Offshore
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Librarian Capital
"Skin in the game" at Ruffer Investment Co. $RICA
Manager 1 owns 58.1k shares - just £161k
Manager 2 owns 15k shares - £42k
These numbers are peanuts in City terms
Numbers unchanged from Dec-23, despite share price at multi-year lows
The fund is for thee but not for me https://t.co/NwmrrxLLJL
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"Skin in the game" at Ruffer Investment Co. $RICA
Manager 1 owns 58.1k shares - just £161k
Manager 2 owns 15k shares - £42k
These numbers are peanuts in City terms
Numbers unchanged from Dec-23, despite share price at multi-year lows
The fund is for thee but not for me https://t.co/NwmrrxLLJL
"Skin in the game" at Ruffer Investment Co. $RICA
Manager 1 owns 58.1k shares - that's just £153k
Manager 2 owns 15k shares - £40k (was zero in Jun)
Manager 1 in his 40s and has been at Ruffer since 2012
By all accounts they pay well
The fund is for thee but not for me ... https://t.co/4xJOmKcZsr tweet