⁠Librarian Capital
Top UK value investor redefines concept of "time"

"We believe the long run is not best defined by a period of time, but a period in which changes in valuations have little or no impact on returns"

"Since inception ... multiple change ... has had a material impact on the return" https://t.co/O25YiUn0Oh
tweet

⁠Capital Employed
Nice write-up by @sweetstocksblog on Borregaard $BRG 🇳🇴

Norway-based biorafinery. An economic castle protected by an unbreachable moat. 👇

https://t.co/8GNznXA5Ko
tweet

⁠Startup Archive
Jeff Bezos: “You can build a business strategy around the things that are stable in time.”

“In our retail business, we know that customers want low prices, and I know that’s going to be true 10 years from now… When you have something that you know is true, even over the long term, you can afford to put a lot of energy into it.”

Video source: @awscloud (2012)
tweet

⁠Dimitry Nakhla | Babylon Capital®
Dev Kantesaria (Valley Forge) is one of the best performing hedge fund managers of all time.

His view on RISK management?

This may surprise you 👇🏽

“We think the best way to mitigate risk is to…”

#stocks #investing
___

Source: Value Investor Insight (10/31/2019) https://t.co/pHMmjBVe4U
tweet

⁠Stock Analysis Compilation
Diamond Hill on International Paper $IP US

Thesis: International Paper’s improving demand and valuation make it a strong play on profitability recovery in the packaging industry.

(Extract from their Q2 letter) https://t.co/haqeQD6D5i
tweet

⁠Investing visuals
Question for Tesla $TSLA shareholders: did the We-Robot event change your investment thesis? 🤔 https://t.co/j7k7BPrrel
tweet

⁠App Economy Insights
📊 This Week in Visuals:

🏦 JPMorgan $JPM
📉 Wells Fargo $WFC
🥤 PepsiCo $PEP
📈 Blackrock $BLK
🛩️ Delta $DAL
🍕 Domino’s Pizza $DPZ
🌿 Tilray $TLRY
https://t.co/Z68LKX02eP
tweet

⁠Capital Employed
Nice write-up by @ValuePraya on https://t.co/uPGYHPiC1F SF Real Estate Investment Trust.

10% yield Logistics REIT, 0.5x P/B
Unreplaceable assets at a bargain bin price. 👇

https://t.co/vycbGOAgFr
tweet

⁠App Economy Insights
What are you watching this week?

• Tuesday: $BAC, $C, $GS, $JNJ, $SCHW, $UAL, $UNH.
• Wednesday: $ASML, $MS.
• Thursday: $NFLX, $ISRG, $TSM.
• Friday: $AXP.

All visualized in our PRO coverage next Saturday. https://t.co/D4zxS69OrR
tweet

⁠Stock Analysis Compilation
Diamond Hill on Thermon Group Holdings $THR US

Thesis: Thermon’s leadership in mission-critical heat solutions and its strong customer base make it a reliable player in complex industrial markets

(Extract from their Q2 letter) https://t.co/YwPl0PMS18
tweet