⁠Librarian Capital
FT digital subscriptions

Standard = £468/yr*, Premium= £708/yr

Content difference is Lex and "15+ premium newsletters", some of the latter available separately**

Is Premium for the price-insensitive?

* annual; £229 w/ 1st year discount
** Prices seem to vary & start at £72/yr https://t.co/CeFQcBK14Y
tweet

⁠Investing visuals
✨25,000 followers milestone! ✨

Time for a personal story about the journey that led me here. Grab a coffee, it’s a bit of a read. And if you’re in a hurry, there’s a short TLDR summary at the end😉👇
tweet

⁠Stock Analysis Compilation
Clearbridge on Clean Harbors $CLH US

Thesis: Clean Harbors’ specialization in hazardous waste, combined with new environmental regulations, positions it for strong growth and returns, supported by its pricing power and barriers to entry

(Extract from their Q2 letter) https://t.co/nbZ1GzD2K3
tweet

⁠App Economy Insights
$GOOG AI search summaries get ads.

Starting today, Google is rolling out sponsored product suggestions in AI Overviews when relevant.

The company has been testing it since May. 👇 https://t.co/Hf3iKTSaCx
tweet

⁠Capital Employed
Interesting write-up by @value_invest12 on OUE REIT $LJ3 🇸🇬

Singapore trophy assets at a 45% NAV Discount 🔻

https://t.co/hthJwNg4Dd
tweet

AkhenOsiris
Bloody recession

US ISM Services Index Sep: 54.9 (est 51.7; prev 51.5)
- Prices Paid: 59.4 (est 56.0; prev 57.3)
- Employment: 48.1 (est 50.0; prev 50.2)
- New Orders: 59.4 (est 52.5; prev 53.0) - LiveSquawk
tweet

⁠Quiver Quantitative
Election betting is now legal in the United States.

Who do you think will be the first politician to bet on their own race? https://t.co/tgfqyKdDEz
tweet

⁠Quiver Quantitative
Palantir stock hit an all-time high today.

We have only seen two politicians holding $PLTR:

Representative Suozzi (Homeland Security Committee)
Senator Hagerty (Foreign Relations Committee) https://t.co/ZVwJt3ruoG
tweet

⁠Librarian Capital
"Home Depot: Rate Cuts Now Priced In, Downgrade to Neutral"

Shares are at a multi-year high after the Fed’s first rate cut in September, and investors may be too optimistic.

$HD $LOW $FERG
https://t.co/VL7H36d4jT https://t.co/qbROgbaAg1
tweet