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Librarian Capital
RT @business: Elon Musk gave another $56 million to elect Donald Trump and other Republicans in the final weeks of the 2024 election, bringing to at least $132 million the amount he spent to elevate his allies to the White House and Congress, federal filings show https://t.co/KN2rTWY5qG
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RT @business: Elon Musk gave another $56 million to elect Donald Trump and other Republicans in the final weeks of the 2024 election, bringing to at least $132 million the amount he spent to elevate his allies to the White House and Congress, federal filings show https://t.co/KN2rTWY5qG
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Librarian Capital
RT @RealJimChanos: Elon Musk’s Secret Conversations With Vladimir Putin - The Wall Street Journal $TSLA @SpaceX https://t.co/vBWDUmUdPj
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RT @RealJimChanos: Elon Musk’s Secret Conversations With Vladimir Putin - The Wall Street Journal $TSLA @SpaceX https://t.co/vBWDUmUdPj
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Librarian Capital
Bill Ackman reposted:
"The Trump-Hitler story is a psyop" https://t.co/YWLF8ooFx5
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Bill Ackman reposted:
"The Trump-Hitler story is a psyop" https://t.co/YWLF8ooFx5
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Offshore
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Librarian Capital
Rémy Cointreau FY25Q2 (Jul-Sep)
Q2 sales -16.0% organic, -16.3% in €
China down MSD
US "very strong" decline, cognac volume -12%
Europe "slight growth"
H1 sales -15.7% organic
Cuts FY25 outlook
Sales "double-digit decline" organically
EBIT margin "deterioration"
$RCO -1.6% https://t.co/tr1jog2Dgu
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Rémy Cointreau FY25Q2 (Jul-Sep)
Q2 sales -16.0% organic, -16.3% in €
China down MSD
US "very strong" decline, cognac volume -12%
Europe "slight growth"
H1 sales -15.7% organic
Cuts FY25 outlook
Sales "double-digit decline" organically
EBIT margin "deterioration"
$RCO -1.6% https://t.co/tr1jog2Dgu
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Offshore
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Librarian Capital
NatWest 24Q3
Q3 NII +8.0% y/y, +5.2% q/q
Total Income +7.3% y/y
OpEx -5.3% (-0.5% ex-conduct)
OP Pre Impair. +22.9%
ROTE 18.3% (PY: 14.7%)
YTD ROTE 17.0%
Ups FY24 guide
NII £14.4bn (was £14.0bn)
Impairment <1515% (was >14%)
$NWG +5%, 1.2x P/TNAV (316p) https://t.co/Wk3t4VR83E
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NatWest 24Q3
Q3 NII +8.0% y/y, +5.2% q/q
Total Income +7.3% y/y
OpEx -5.3% (-0.5% ex-conduct)
OP Pre Impair. +22.9%
ROTE 18.3% (PY: 14.7%)
YTD ROTE 17.0%
Ups FY24 guide
NII £14.4bn (was £14.0bn)
Impairment <1515% (was >14%)
$NWG +5%, 1.2x P/TNAV (316p) https://t.co/Wk3t4VR83E
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Librarian Capital
Remember when Elon Musk switched off Starlink for Ukraine & started pushing Russian "peace" proposals?
WSJ: "Musk was having regular conversations with “high-level Russians” ... There was pressure from the Kremlin on Musk’s businesses and “implicit threats against him”"
Sellout https://t.co/jvpMcHyi4O
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Remember when Elon Musk switched off Starlink for Ukraine & started pushing Russian "peace" proposals?
WSJ: "Musk was having regular conversations with “high-level Russians” ... There was pressure from the Kremlin on Musk’s businesses and “implicit threats against him”"
Sellout https://t.co/jvpMcHyi4O
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Stock Analysis Compilation
Platinium on Meitu $1357 HK
Thesis: Meitu offers value through its core photo app, with additional upside potential from promising new ventures like its Canva-like software suite.
(Extract from their Q3 letter) https://t.co/yGWhp2Axoz
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Platinium on Meitu $1357 HK
Thesis: Meitu offers value through its core photo app, with additional upside potential from promising new ventures like its Canva-like software suite.
(Extract from their Q3 letter) https://t.co/yGWhp2Axoz
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Startup Archive
Steve Jobs: “My model of business is The Beatles”
“[The Beatles] were four very talented guys who kept each other’s negative tendencies in check. They balanced each other, and the total was greater than the sum of the parts. And that’s how I see business. Great things in business are never done by one person. They’re done by a team of people.”
Steve continues:
“The Beatles — when they were together — they did truly brilliant, innovative work. And when they split up, they did good work, but it was never the same. And I see business that way too. It’s really always a team.”
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Steve Jobs: “My model of business is The Beatles”
“[The Beatles] were four very talented guys who kept each other’s negative tendencies in check. They balanced each other, and the total was greater than the sum of the parts. And that’s how I see business. Great things in business are never done by one person. They’re done by a team of people.”
Steve continues:
“The Beatles — when they were together — they did truly brilliant, innovative work. And when they split up, they did good work, but it was never the same. And I see business that way too. It’s really always a team.”
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