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Librarian Capital
RT @TheEconomist: Half of Donald Trump's former cabinet members have refused to endorse him. The most senior Republican senator calls him “despicable”. Both his former chief-of-staff and former head of the joint chiefs call him a fascist. We are endorsing Kamala Harris https://t.co/XhnkQiAXo7 👇
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RT @TheEconomist: Half of Donald Trump's former cabinet members have refused to endorse him. The most senior Republican senator calls him “despicable”. Both his former chief-of-staff and former head of the joint chiefs call him a fascist. We are endorsing Kamala Harris https://t.co/XhnkQiAXo7 👇
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Librarian Capital
More Elon Musk "temporary hardship" on Twitter team
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More Elon Musk "temporary hardship" on Twitter team
Some cuts at X today. https://t.co/U5G0w36OXX https://t.co/jSZWXX5PZv tweet
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Librarian Capital
RT @AaronParnas: WOW. Mike Johnson now is signaling his support to REPEAL the bipartisan CHIPS and Science Act. Spread this everywhere. https://t.co/RTsBs7aUMF
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RT @AaronParnas: WOW. Mike Johnson now is signaling his support to REPEAL the bipartisan CHIPS and Science Act. Spread this everywhere. https://t.co/RTsBs7aUMF
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Capital Employed
Essential weekend reading if you're seeking new ideas...
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Essential weekend reading if you're seeking new ideas...
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 tweet
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iinvested
Nice write ups by SouthernSun SMID Cap on $APG, $GNRC
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/iuoW1ywI3C
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Nice write ups by SouthernSun SMID Cap on $APG, $GNRC
More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/iuoW1ywI3C
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Librarian Capital
For Tobacco stocks, earnings season's now done
We have reviews of Q3 results at both Philip Morris $PM and Altria $MO, and of the investor day at British American Tobacco $BATS $BTI
PM still multi-year compounder
BAT worth small bet as value stock
Link: https://t.co/hQtdYDNNQC https://t.co/40GfPXQJvj
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For Tobacco stocks, earnings season's now done
We have reviews of Q3 results at both Philip Morris $PM and Altria $MO, and of the investor day at British American Tobacco $BATS $BTI
PM still multi-year compounder
BAT worth small bet as value stock
Link: https://t.co/hQtdYDNNQC https://t.co/40GfPXQJvj
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Stock Analysis Compilation
Ariel Investments on Publicis $PUB FP
Thesis: Publicis Groupe’s advanced digital platform and technology-driven approach make it a growth-ready leader in scalable, data-centric advertising.
(Extract from their Q3 letter) https://t.co/r8I30Ixw1y
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Ariel Investments on Publicis $PUB FP
Thesis: Publicis Groupe’s advanced digital platform and technology-driven approach make it a growth-ready leader in scalable, data-centric advertising.
(Extract from their Q3 letter) https://t.co/r8I30Ixw1y
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Librarian Capital
FT "Skin in the Game" column, a history:
Nov-22: starts with £438k
"To ensure my money is where my pen is, you will be able to view the performance of my portfolio each week"
Oct-24: £513k, i.e. +17% (£) after 23 months
Nov-24: Appears to have stopped disclosing portfolio https://t.co/bJww1zUzO8
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FT "Skin in the Game" column, a history:
Nov-22: starts with £438k
"To ensure my money is where my pen is, you will be able to view the performance of my portfolio each week"
Oct-24: £513k, i.e. +17% (£) after 23 months
Nov-24: Appears to have stopped disclosing portfolio https://t.co/bJww1zUzO8
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