⁠Librarian Capital
"Japanese lift maker Fujitec explores sale to private equity" (FT)

Fujitec has a market capitalisation of ¥417bn ($2.7bn)

$OTIS looked at Toshiba elevator business in 2022
Kone $KNEBV bidded for TK Elevators with CVC in 2020

h/t @JamieHalse
https://t.co/lKlxqjNRPo
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 New Insider Purchase at Crocs

A director at $CROX just reported the purchase of ~$250K of the company's stock.

This follows a ~20% drop-off in the company's stock price over the last week.
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 Massive New Insider Purchase

Ra Capital Management, who has a board seat at $SEPN, just reported the purchase of $75M of the company's stock.

This comes shortly after the company's IPO, which happened last Friday.
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⁠Librarian Capital
RT @RpsAgainstTrump: Do we really want 4 years of this deranged buffoon embarrassing us in front of the whole world? https://t.co/pghLX4SaRk
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⁠Capital Employed
44 Top Stock Pitches (16th-31st October)💡

From medtech to uranium to Canadian construction companies.

Many interesting ‘fresh-off-the-press’ stock pitches for subscribers to work through!

https://t.co/1FRY6gwgYd https://t.co/jUeL4xdsys
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⁠Ahmad Jivraj
We are witnessing the mainstreaming of Bitcoin

Countries That own Bitcoin:
USA (207,189)
China (194,000)
UK (61,000)
Ukraine (46,351)
Bhutan (13,029)
El Salvador (5,748.80)
Finland (1,981)
Georgia (66)

Number of People Who Own Crypto (By Country):
India (93.5M)
China (59.1M)
USA (52.1M)
Brazil (26M)
Vietnam (20.9M)
Pakistan (15.9M)
Philippines (15.8M)
Nigeria (13.3M)
Indonesia (12.2M)
Iran (12M)

Public Companies That Own Bitcoin:
Brooker Group's BROOK (BKK) (1150)
Metaplanet Inc. (1015.2)
Semler Scientific (1012)
Bit Digital, Inc. (992.4)
Meitu (941)
Bitfarms Limited (850)
Phunware, Inc. (630)
NFT Investments PLC (626)
DMG Blockchain Solutions Inc. (467)
Alliance Resource Partners (425)
MercadoLibre, Inc. (412.7)
Net Holding Anonim Sirketi (352)
Neptune Digital Assets (349)
Advanced Bitcoin Technologies AG (254)
DigitalX (216)
LQwD FinTech Corp (151)
BIGG Digital Assets Inc. (150)
Banxa Holdings Inc (136)
DEFI Technologies (110)
BTCS Inc. (90)
Digihost Technology Inc. (82)
Canada Computational Unlimited Corp. (75)
SATO Technologies Corp. (68)
FRMO Corp. (63)
Metromile (25)MOGO Inc (18)
Argo Blockchain PLC (11)

Private Companies that Own Bitcoin:
Block .one (140000)
Tether Holdings LTD (82454)
Xapo Bank (38931)
BitMEX (36794)Mt. Gox (34164)
The Tezos Foundation (17500)
Stone Ridge Holdings Group (10000)
Massachusetts Mutual (3500)
Lisk Foundation (1898)
Seetee AS (1170)
Luna Foundation Guard (313)
Bitcoin Association Switzerland (14.2)

ETFs that Own Bitcoin:
iShares Bitcoin Trust (Blackrock) (417058.3)
Grayscale Bitcoin Trust (220546.8)
Fidelity Wise Origin Bitcoin Fund (188414.3)
ARK 21Shares Bitcoin ETF (50115)
CoinShares / XBT Provider (48466)
Bitwise Bitcoin ETF (42839.5)
Grayscale Bitcoin Mini Trust (34134)
Purpose Bitcoin ETF (25284)
3iQ CoinShares Bitcoin ETF (21237)
ETC Group Bitcoin ETP (17976)
3iQ The Bitcoin Fund (13000)
Vaneck Bitcoin Trust (12868.4)
Bitwise 10 Crypto Index Fund (10784)
Valkyrie Bitcoin Fund (9166.1)
Hashdex Nasdaq Crypto Index ETF. (8832)
Franklin Bitcoin ETF (7421.6)
Invesco Galaxy Bitcoin ETF (7282.2)
21Shares AG (6142)
Grayscale Digital Large Cap Fund (5990.3)
VanEck Vectors Bitcoin ETN (3943)
WisdomTree Bitcoin Fund (3747.2)
CI Galaxy Bitcoin Fund (3248)
Fidelity Advantage Bitcoin ETF (3018.7)
Osprey Bitcoin Trust (2820)
Valour Bitcoin Zero ETP (2000)
Evolve Bitcoin ETF (1663)
QR Assets (727)
Hashdex Bitcoin ETF (148)

Are you still skeptical?

Sources:
https://t.co/IFJDvHR3IS
https://t.co/wJgZD9gXQH
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⁠Librarian Capital
Elon Musk, to the surprise of no one who worked at Twitter

WILD: actual photo of Musk-hired door knockers being driven around #Michigan.

This group of mostly-black workers were driven in the back of a truck with no seats.

They say they were flown in, given unrealistic goals, and threatened with their lodging being cut off & being forced to pay their own way home if they couldn't meet them.

Some didn't even know which candidate they were working for.

Article by @JakeLahut
https://t.co/yf04EBKcI3 - John Scott-Railton
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⁠Hidden Value Gems
An article in Barron’s on why $BABA is still a BUY:

“In fact, onsensus calls for Alibaba’s earnings-per-share growth to resume next year, climbing 12.5% year over year to $9.49, on an 8% climb in sales. That would mark its biggest year-over-year EPS growth since 2021.” https://t.co/zdke7XTPNm
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⁠Capital Employed
EXCITING NEWS! 🚨

We're relaunching the Capital Employed podcast.

This time reading quarterly letters from some our favorite fund managers. As well as audio versions of stock pitches we like.

We will be uploading to our YouTube channel. 👇

https://t.co/IcIlBSS0gy
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⁠Librarian Capital
Rightmove $RMV below 600p again this morning

At 600p, shares are 24.0x 2023 reported earnings
Dividend Yield is 1.6% and buybacks continuing

FCF Yield is 4.2% (2023: £199m) https://t.co/iSiQ6b2xN2
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⁠Stock Analysis Compilation
Forager on JD Sports $JD/ LN

Thesis: JD Sports, a leader in sports-fashion retail with strong growth and expanding market share, offers compelling upside potential at an attractive valuation.

(Extract from their Q3 letter) https://t.co/IopoYvcUoW
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⁠Capital Employed
Listen to the Massif Capital - 3rd Quarter 2024 Investor Letter🎧

The letter discusses... 👇

Real Assets Strategy 3Q 2024 performance
China's Economic Slowdown Impact
Key Positions in Siemens Energy and Alphamin
Tail-Risk Hedge and Strategic Caution

https://t.co/szZ1a3oK55
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