⁠Value Spotlight (Andrew Sather)
Why did Starbucks' ROIC Decline? (Tutorial for $SBUX)

Operating Leases and Historical ROIC https://t.co/ZPT8Y2wCLY
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⁠Investing visuals
Microsoft $MSFT: a cloud giant and backbone of countless businesses — all at a reasonable price👇 https://t.co/VaPAMjR5fn
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⁠Stock Analysis Compilation
Stock Analysis Compilation #58 is in your inbox 🔥
(link below)
53 free analyses from the best hedge funds & newsletters :
$ALCO $GOOGL $BA $CSPG $COST $FICO $FSLR $GRNT $HIMS $IDXX $MANU $MELI $MEG $NNE $NFE $NEXA $NKE $NU $OCC $PLTR $PAM $PAYC $PBI $PLTK $TALK $TSLA $DIS $UI $VTNR $WSC $CIFR and many more
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⁠Quiver Quantitative
Spirit Airlines stock, $SAVE, is down 27% today.

It has now fallen 75% since Dave Portnoy announced his massive purchase of the stock. https://t.co/6fpUgubJP9
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⁠Librarian Capital
Ulta Beauty $ULTA COO Kecia Steelman:

"We're starting to see more and more that these younger consumers, age of 9, 10, are actually educating their parents on what's new, and what's hot, and what they should be using." (Oppenheimer conference, Jun-24)

What?
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⁠Quiver Quantitative
RT @InsiderRadar: Space companies were awarded over $35m in NASA contracts in September 🚀

$LUNR: 5-year, $150m contract on 8/26, stock +41% since then

$AZPN: +6% last month after renewing a NASA contract for software

$NOC: $2.5m aerospace contract on 8/28, stock hit a 52-week high https://t.co/gP1GngNJLw
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⁠Stock Analysis Compilation
Orbis on Alphabet $GOOGL US

Thesis: Alphabet's current valuation is unusually low, offering strong long-term return potential with above-market growth prospects

(Extract from their Q2 letter, link to the full analysis in SAC#58) https://t.co/cFqkeIjFGF
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⁠Librarian Capital
"The FDA convinced the US Supreme Court to consider a case over whether an electronic cigarette manufacturer may seek review in a circuit where the company is not based"

This is British American Tobacco $BATS $BTI (RJ Reynolds)

The FDA convinced the US Supreme Court to consider a case over whether an electronic cigarette manufacturer may seek review in a circuit where the company is not based. https://t.co/rrUhff9AW6 - Nyah Phengsitthy
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⁠Librarian Capital
"What doesn't kill you makes you stronger"

We don't think this works when picking businesses to invest in, because LT investor return is driven by ROIC

For high ROIC, we want easy businesses

But we also want high barriers to entry; and these may make the sector look difficult
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