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Librarian Capital
"Ulta Beauty: At the Wrong Side of a Capital Cycle"
We review this Q2 Berkshire Hathaway $BRK.B investment ahead of next week’s investor day
$ULTA shares are back to 2022 levels
https://t.co/TRRyrLDXd8 https://t.co/gLMPZtT4cJ
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"Ulta Beauty: At the Wrong Side of a Capital Cycle"
We review this Q2 Berkshire Hathaway $BRK.B investment ahead of next week’s investor day
$ULTA shares are back to 2022 levels
https://t.co/TRRyrLDXd8 https://t.co/gLMPZtT4cJ
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Offshore
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Librarian Capital
Bill Ackman: 33 things he hates about Democrats
(I am paraphrasing here)
No. 26 and no. 27 are about vaccines
He's not a fan https://t.co/YHW9Gag2Sq
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Bill Ackman: 33 things he hates about Democrats
(I am paraphrasing here)
No. 26 and no. 27 are about vaccines
He's not a fan https://t.co/YHW9Gag2Sq
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Offshore
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Stock Analysis Compilation
Silver Ring Value Partners on Alfa S.A.B. $ALFAA MM
Thesis: Alfa’s deep undervaluation and clear path to unlocking value through Sigma and Alpek present a compelling investment with significant upside
(Extract from their Q2 letter, link to the full analysis in SAC#59) https://t.co/UW7xdmGBbI
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Silver Ring Value Partners on Alfa S.A.B. $ALFAA MM
Thesis: Alfa’s deep undervaluation and clear path to unlocking value through Sigma and Alpek present a compelling investment with significant upside
(Extract from their Q2 letter, link to the full analysis in SAC#59) https://t.co/UW7xdmGBbI
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Quiver Quantitative
RT @InsiderRadar: The CEO of $COHR, a semiconductor manufacturer, made an insider purchase of 1,000 shares in early September.
The stock has risen 44% since his first purchase. https://t.co/93XeYyqiht
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RT @InsiderRadar: The CEO of $COHR, a semiconductor manufacturer, made an insider purchase of 1,000 shares in early September.
The stock has risen 44% since his first purchase. https://t.co/93XeYyqiht
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Quiver Quantitative
Here's how much money different politicians made in the stock market this week: https://t.co/2TCfXrcQau
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Here's how much money different politicians made in the stock market this week: https://t.co/2TCfXrcQau
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Offshore
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Quiver Quantitative
RT @InsiderRadar: Congressional insiders have been trading Taiwanese semiconductor stocks 👀 https://t.co/DQeaWbql4I
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RT @InsiderRadar: Congressional insiders have been trading Taiwanese semiconductor stocks 👀 https://t.co/DQeaWbql4I
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Capital Employed
Essential reading for the weekend...
Q3 2024 Fund Letters Round-Up ✍️
A curation of the best quarterly letters.
https://t.co/z8VTurKKQI https://t.co/LsZW2z6rHA
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Essential reading for the weekend...
Q3 2024 Fund Letters Round-Up ✍️
A curation of the best quarterly letters.
https://t.co/z8VTurKKQI https://t.co/LsZW2z6rHA
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Librarian Capital
Jonathan Ruffer knows why people lost faith in Ruffer
"Regarded as ‘perma-bears'"
"‘Why bother?’. What’s the argument for holding Ruffer, just to have received a cash-like return?"
"Over the last 8 months, clients have had a similar experience to the risk-free rate"
(1-Oct) https://t.co/LypXJKFLND
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Jonathan Ruffer knows why people lost faith in Ruffer
"Regarded as ‘perma-bears'"
"‘Why bother?’. What’s the argument for holding Ruffer, just to have received a cash-like return?"
"Over the last 8 months, clients have had a similar experience to the risk-free rate"
(1-Oct) https://t.co/LypXJKFLND
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Offshore
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Stock Analysis Compilation
Diamond Hill on Gerresheimer $GXI GY
Thesis: Gerresheimer’s role in high-growth pharmaceutical sectors and its investment in premium packaging solutions make it an undervalued growth opportunity.
(Extract from their Q2 letter) https://t.co/5h5iOIjB7A
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Diamond Hill on Gerresheimer $GXI GY
Thesis: Gerresheimer’s role in high-growth pharmaceutical sectors and its investment in premium packaging solutions make it an undervalued growth opportunity.
(Extract from their Q2 letter) https://t.co/5h5iOIjB7A
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