Librarian Capital
"Signs of China’s troubles around Hainan’s white beaches" (FT)
"The island is scattered with unfinished construction projects ... Most dramatic is Ocean Flower Island ... Evergrande once envisaged it would require $22bn of investment ... much of the project has been abandoned"
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"Signs of China’s troubles around Hainan’s white beaches" (FT)
"The island is scattered with unfinished construction projects ... Most dramatic is Ocean Flower Island ... Evergrande once envisaged it would require $22bn of investment ... much of the project has been abandoned"
Signs of China’s troubles around Hainan’s white beaches - @EleanorOlcott column on an scattered with unfinished projects - inc the extraordinary Ocean Flower Island - conceived of at a time when the country’s growth appeared unassailable https://t.co/IZdUDl2U3K tweet
twitter.com
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Librarian Capital
"Campari $CPR trying a ‘deseasonalization’ strategy to expand the calendar for Aperol" (WSJ)
"Plans to host a concert series in the Alps during the coming ski season and to boost marketing spending across bars in ski resorts ... (and) partnerships with events such as Coachella
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"Campari $CPR trying a ‘deseasonalization’ strategy to expand the calendar for Aperol" (WSJ)
"Plans to host a concert series in the Alps during the coming ski season and to boost marketing spending across bars in ski resorts ... (and) partnerships with events such as Coachella
The Aperol spritz has conquered the summer. Can it own the winter too? https://t.co/TLnsngcPqv https://t.co/TLnsngcPqv tweet
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Offshore
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Alex Bilzerian
RT @alexbilz: 'General Topology: Chapters 1–4' - Nicolas Bourbaki (1995, PDF): https://t.co/9yzj7OgvRX https://t.co/82ytYgYoF9
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RT @alexbilz: 'General Topology: Chapters 1–4' - Nicolas Bourbaki (1995, PDF): https://t.co/9yzj7OgvRX https://t.co/82ytYgYoF9
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Offshore
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Stock Analysis Compilation
Artisan Partners on Airbus $AIR FP
Thesis: Airbus, with its leading market share and strong A320 platform, is poised to continue taking market share in the global aerospace duopoly, offering value at a mid-teens P/E
(Extract from their Q2 letter) https://t.co/oJaV8lNXNG
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Artisan Partners on Airbus $AIR FP
Thesis: Airbus, with its leading market share and strong A320 platform, is poised to continue taking market share in the global aerospace duopoly, offering value at a mid-teens P/E
(Extract from their Q2 letter) https://t.co/oJaV8lNXNG
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Offshore
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Alex Bilzerian
Economists go wild over overlooked citations in preprint on prenatal stress https://t.co/YAFQHRQdet
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Economists go wild over overlooked citations in preprint on prenatal stress https://t.co/YAFQHRQdet
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Offshore
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Librarian Capital
Spirits: Top 20 Ready-to-Drink brands globally in 2023
White Claw is #1 and more than 2x volume of #2
However, it shrunk and lost share in 2023
Most of the 20 are owned by Spirits incumbents
Suntory and Brown-Forman $BF.B over-represented
cc $DGE
(Source: The Spirits Business) https://t.co/VjJv1tS6i2
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Spirits: Top 20 Ready-to-Drink brands globally in 2023
White Claw is #1 and more than 2x volume of #2
However, it shrunk and lost share in 2023
Most of the 20 are owned by Spirits incumbents
Suntory and Brown-Forman $BF.B over-represented
cc $DGE
(Source: The Spirits Business) https://t.co/VjJv1tS6i2
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Offshore
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Alex Bilzerian
RT @mhartl: @alexbilz This reminds me of Bertrand Russell’s decision not to commit suicide because he wanted to learn more mathematics. https://t.co/wYAC2wg4c7 https://t.co/m7old4AvRj
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RT @mhartl: @alexbilz This reminds me of Bertrand Russell’s decision not to commit suicide because he wanted to learn more mathematics. https://t.co/wYAC2wg4c7 https://t.co/m7old4AvRj
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Librarian Capital
Fundsmith exited Kone $KNEBV in Aug-22. Down -0.8% in Aug, vs. MSCI World +0.2% (in £); down -12.4% YTD, vs. MSCI World -4.3%. Top 10largely unchanged, w/ $WAT & $SKY (were #9 & 10) leaving, replaced by $ADP (#6) & $PEP (#10) (both top 5 contributors in Aug). 1.1% cash (was 0.7%) https://t.co/PsV2dFJv51
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Fundsmith exited Kone $KNEBV in Aug-22. Down -0.8% in Aug, vs. MSCI World +0.2% (in £); down -12.4% YTD, vs. MSCI World -4.3%. Top 10largely unchanged, w/ $WAT & $SKY (were #9 & 10) leaving, replaced by $ADP (#6) & $PEP (#10) (both top 5 contributors in Aug). 1.1% cash (was 0.7%) https://t.co/PsV2dFJv51
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