Offshore
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Librarian Capital
Estée Lauder: Now we know why Freda finally went
Things are so bad even the Lauders realized
Dividend cut is big for family shareholders
We assume Freda has tried hard to make numbers look good; these will take time to reverse
Beauty market is growing
Question is $EL franchise https://t.co/RiaiBoe5bO
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Estée Lauder: Now we know why Freda finally went
Things are so bad even the Lauders realized
Dividend cut is big for family shareholders
We assume Freda has tried hard to make numbers look good; these will take time to reverse
Beauty market is growing
Question is $EL franchise https://t.co/RiaiBoe5bO
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Offshore
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Stock Analysis Compilation
Clearbridge on iA Financial $IAG CN
Thesis: iA Financial leverages its niche market focus and strong distribution network to drive growth and returns, while expanding organically and through strategic acquisitions
(Extract from their Q3 letter) https://t.co/UiL1CPOq7s
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Clearbridge on iA Financial $IAG CN
Thesis: iA Financial leverages its niche market focus and strong distribution network to drive growth and returns, while expanding organically and through strategic acquisitions
(Extract from their Q3 letter) https://t.co/UiL1CPOq7s
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Quiver Quantitative
RT @InsiderRadar: $NVST had a Q3 earnings beat, and is up 11% today.
It is now up 30% in total since their CEO's insider purchase in mid-August. https://t.co/VndMRXcX9t
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RT @InsiderRadar: $NVST had a Q3 earnings beat, and is up 11% today.
It is now up 30% in total since their CEO's insider purchase in mid-August. https://t.co/VndMRXcX9t
🚨Insider Trading Alert
Envista Holdings, $NVST, sees major insider buys:
🔹CEO: ~$506,100 purchase on Aug 13
🔹CFO: ~$400,607 purchase on Aug 12
Largest insider purchases in 5 years.
The stock is up 4% today. https://t.co/JGXRgrE45I tweet
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Quiver Quantitative
Donald Trump's net worth has fallen by $2.1 billion in the last 30 hours, per our estimates.
Trump Media stock, $DJT, has dropped 35%.
That is almost 10 Pelosis of net worth. https://t.co/NGn8V2wNTd
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Donald Trump's net worth has fallen by $2.1 billion in the last 30 hours, per our estimates.
Trump Media stock, $DJT, has dropped 35%.
That is almost 10 Pelosis of net worth. https://t.co/NGn8V2wNTd
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Librarian Capital
RT @OpenSecretsDC: Building America's Future, the pro-Trump dark money group links to Elon Musk, has ramped up its campaign of Facebook ads posing as a pro-Kamala Harris group called “Progress 2028” with misleading claims about the Democratic candidate’s platform. https://t.co/hHeUTtdzHX
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RT @OpenSecretsDC: Building America's Future, the pro-Trump dark money group links to Elon Musk, has ramped up its campaign of Facebook ads posing as a pro-Kamala Harris group called “Progress 2028” with misleading claims about the Democratic candidate’s platform. https://t.co/hHeUTtdzHX
NEW: An initiative called Progress 2028 appears to be Kamala Harris' liberal counter to the conservative Heritage Foundation’s Project 2025.
But our investigation reveals Project 2028 is actually run by a dark money network boosting Donald Trump. https://t.co/Uaqs0kYQ3b tweet
Offshore
Video
Startup Archive
Peter Thiel explains why entrepreneurship is not a good direct goal
“I don’t think there’s anything about entrepreneurship per se that is good.”
He recounts talking to a friend who said he wanted to be an entrepreneur in 5-10 years.
“That’s like saying I want to be rich or I want to be famous… It’s not good as a direct goal. If you have that as your sole goal, you’re unlikely to really succeed.”
In Thiel’s view, the right reason to become an entrepreneur is to work on an important problem nobody else is working on.
Video source: @Forbes (2014)
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Peter Thiel explains why entrepreneurship is not a good direct goal
“I don’t think there’s anything about entrepreneurship per se that is good.”
He recounts talking to a friend who said he wanted to be an entrepreneur in 5-10 years.
“That’s like saying I want to be rich or I want to be famous… It’s not good as a direct goal. If you have that as your sole goal, you’re unlikely to really succeed.”
In Thiel’s view, the right reason to become an entrepreneur is to work on an important problem nobody else is working on.
Video source: @Forbes (2014)
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Stock Analysis Compilation
Alger on AppLovin $APP US
Thesis: AppLovin's AI-driven ad tech platform offers robust growth as it leverages data and network effects to dominate mobile gaming and expand into new segments.
(Extract from their Q3 letter) https://t.co/mTtVuoRgJ6
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Alger on AppLovin $APP US
Thesis: AppLovin's AI-driven ad tech platform offers robust growth as it leverages data and network effects to dominate mobile gaming and expand into new segments.
(Extract from their Q3 letter) https://t.co/mTtVuoRgJ6
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Librarian Capital
Diageo: 1st sighting of "Spiced Gold" RTD ad (N London)
RTD with Captain Morgan rum + Pepsi Max; 5% abv
UK launch happened a month ago (25-Sep)
Potentially inspired by Jack & Coke RTD
Jack Daniel's whiskey + Coca Cola
$DGE $DGE $BF.B $PEP $KO https://t.co/zUkQ1r0ZzB
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Diageo: 1st sighting of "Spiced Gold" RTD ad (N London)
RTD with Captain Morgan rum + Pepsi Max; 5% abv
UK launch happened a month ago (25-Sep)
Potentially inspired by Jack & Coke RTD
Jack Daniel's whiskey + Coca Cola
$DGE $DGE $BF.B $PEP $KO https://t.co/zUkQ1r0ZzB
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