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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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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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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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Capital Employed
RT @capitalemployed: 39 stock pitches we’ve enjoyed reading in the past two weeks… 👇
(Plenty of ideas to get stuck into).
https://t.co/p3VsAtGu7t https://t.co/pT4hes7Ays
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RT @capitalemployed: 39 stock pitches we’ve enjoyed reading in the past two weeks… 👇
(Plenty of ideas to get stuck into).
https://t.co/p3VsAtGu7t https://t.co/pT4hes7Ays
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Capital Employed
A great write-up on an Italian small cap by @mavix_leon
$PWS – Powersoft SpA 🇮🇹
Provides a range of products, such as power amplifiers, speaker's electronics and audio software. 🔻
https://t.co/ppHRYvK2De
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A great write-up on an Italian small cap by @mavix_leon
$PWS – Powersoft SpA 🇮🇹
Provides a range of products, such as power amplifiers, speaker's electronics and audio software. 🔻
https://t.co/ppHRYvK2De
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Hidden Value Gems
RT @HiddenValueGems: What is your take on China's market?
- A short-term rally
- 1+ year long recovery
- Don't know,still learning
- China is 'uninvestable'
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RT @HiddenValueGems: What is your take on China's market?
- A short-term rally
- 1+ year long recovery
- Don't know,still learning
- China is 'uninvestable'
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