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RT @RpsAgainstTrump: Former NH Republican Senator Gordon Humphrey endorsed VP Harris: “I voted for Republicans for more than 50 years. I can't vote for Trump, as a father, as a grandfather, as a veteran, as a former U.S. senator." https://t.co/OR56RTdhug
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RT @RpsAgainstTrump: Former NH Republican Senator Gordon Humphrey endorsed VP Harris: “I voted for Republicans for more than 50 years. I can't vote for Trump, as a father, as a grandfather, as a veteran, as a former U.S. senator." https://t.co/OR56RTdhug
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RT @KingJames: What are we even talking about here?? When I think about my kids and my family and how they will grow up, the choice is clear to me. VOTE KAMALA HARRIS!!! https://t.co/tYYlTmQS6e
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RT @KingJames: What are we even talking about here?? When I think about my kids and my family and how they will grow up, the choice is clear to me. VOTE KAMALA HARRIS!!! https://t.co/tYYlTmQS6e
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Capital Employed
Listen to the @alluvialcapital Q3 2024 investor letter🎧
The letter discusses... 👇
Fund performance
Two new holdings
Current holdings updates
Portfolio Themes
https://t.co/4KoNtGKiKc
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Listen to the @alluvialcapital Q3 2024 investor letter🎧
The letter discusses... 👇
Fund performance
Two new holdings
Current holdings updates
Portfolio Themes
https://t.co/4KoNtGKiKc
tweet
Offshore
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Stock Analysis Compilation
Guinness GI on Haitian International $1882 HK
Thesis: As the global leader in injection molding machines, Haitian is primed to benefit from government incentives, consumer goods upgrades, and reshoring trends.
(Extract from their Q3 letter) https://t.co/UDHsjDlGds
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Guinness GI on Haitian International $1882 HK
Thesis: As the global leader in injection molding machines, Haitian is primed to benefit from government incentives, consumer goods upgrades, and reshoring trends.
(Extract from their Q3 letter) https://t.co/UDHsjDlGds
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Librarian Capital
Japan Tobacco 24Q3 Tobacco results (31-Oct)
Q3 volume +2.4%, o/w Combustibles +2.1%
Core revenue +8.1% ex-FX
Adj. EBIT +3.7% ex-FX, +0.4% in ¥
Q1-3 volume +2.2%, o/w Combustibles +1.8%
Core revenue +7.5% ex-FX
Adj. EBIT +4.7% ex-FX, +3.4% in ¥
EM-driven
cc: $MO $IMB $PM $BATS https://t.co/ux9QncNZDF
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Japan Tobacco 24Q3 Tobacco results (31-Oct)
Q3 volume +2.4%, o/w Combustibles +2.1%
Core revenue +8.1% ex-FX
Adj. EBIT +3.7% ex-FX, +0.4% in ¥
Q1-3 volume +2.2%, o/w Combustibles +1.8%
Core revenue +7.5% ex-FX
Adj. EBIT +4.7% ex-FX, +3.4% in ¥
EM-driven
cc: $MO $IMB $PM $BATS https://t.co/ux9QncNZDF
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Stock Analysis Compilation
Ennismore on Deutsche Wohnen SE $DWNI GR
Thesis: With stable rental income, strong market position in Berlin, and the potential for a favorable takeover by Vonovia, Deutsche Wohnen offers attractive value for patient investors.
(Extract from their Q3 letter) https://t.co/oRpsOjy2Sr
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Ennismore on Deutsche Wohnen SE $DWNI GR
Thesis: With stable rental income, strong market position in Berlin, and the potential for a favorable takeover by Vonovia, Deutsche Wohnen offers attractive value for patient investors.
(Extract from their Q3 letter) https://t.co/oRpsOjy2Sr
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Librarian Capital
RT @AccountableGOP: NEW AD: Trump’s professional references agree: Trump is unfit for the job. https://t.co/rDEizLkOd5
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RT @AccountableGOP: NEW AD: Trump’s professional references agree: Trump is unfit for the job. https://t.co/rDEizLkOd5
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Librarian Capital
British American Tobacco upcoming Velo Plus is from an acquisition
Because pouches need to have PMTA submitted pre May-22 to remain in US market
Altria is trying to redesign NJOY to avoid Juul patent
But each change needs new application
FDA = barrier to entry
$BATS $MO $PM https://t.co/GdXLZgvP2D
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British American Tobacco upcoming Velo Plus is from an acquisition
Because pouches need to have PMTA submitted pre May-22 to remain in US market
Altria is trying to redesign NJOY to avoid Juul patent
But each change needs new application
FDA = barrier to entry
$BATS $MO $PM https://t.co/GdXLZgvP2D
tweet
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Librarian Capital
RT @Liz_Cheney: This is how dictators destroy free nations. They threaten those who speak against them with death. We cannot entrust our country and our freedom to a petty, vindictive, cruel, unstable man who wants to be a tyrant. #Womenwillnotbesilenced #VoteKamala
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RT @Liz_Cheney: This is how dictators destroy free nations. They threaten those who speak against them with death. We cannot entrust our country and our freedom to a petty, vindictive, cruel, unstable man who wants to be a tyrant. #Womenwillnotbesilenced #VoteKamala
Trump on Liz Cheney: "Let's put her with a rifle standing there with 9 barrels shooting at her. Let's see how she feels about it. You know, when the guns are trained on her face." https://t.co/Mtx1fbLtwE tweet