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Librarian Capital
RT @ZTPetrizzo: White nationalist and early 2016 Trump supporter Nick Fuentes says he recently realized “Trumpism is a cult.” “Liberals are right….I think we have a problem,” he said, taking aim at Don Jr. and others for dressing up as trash. https://t.co/ySjQ0vna8U
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RT @ZTPetrizzo: White nationalist and early 2016 Trump supporter Nick Fuentes says he recently realized “Trumpism is a cult.” “Liberals are right….I think we have a problem,” he said, taking aim at Don Jr. and others for dressing up as trash. https://t.co/ySjQ0vna8U
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Offshore
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Librarian Capital
RT @ProjectLincoln: The award-winning cast of The West Wing reunited to endorse VP Kamala Harris for President in a new ad created in partnership with the Lincoln Project.
Martin Sheen
Bradley Whitford
@AllisonBJanney
@DuleHill
@JoshMalina
@NellyMoloney
@MaryCMcCormack
@Richard_Schiff https://t.co/8GdtWJzQfw
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RT @ProjectLincoln: The award-winning cast of The West Wing reunited to endorse VP Kamala Harris for President in a new ad created in partnership with the Lincoln Project.
Martin Sheen
Bradley Whitford
@AllisonBJanney
@DuleHill
@JoshMalina
@NellyMoloney
@MaryCMcCormack
@Richard_Schiff https://t.co/8GdtWJzQfw
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Stock Analysis Compilation
Clearbridge on Abercrombie & Fitch $ANF US
Thesis: Abercrombie & Fitch’s brand repositioning and agile fashion strategy make it a profitable growth story with strong appeal to younger generations
(Extract from their Q3 letter) https://t.co/SZ0nAM7aYs
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Clearbridge on Abercrombie & Fitch $ANF US
Thesis: Abercrombie & Fitch’s brand repositioning and agile fashion strategy make it a profitable growth story with strong appeal to younger generations
(Extract from their Q3 letter) https://t.co/SZ0nAM7aYs
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Librarian Capital
Trump will put RFK in charge of US health agencies
RFK is against vaccines, modern farming and ... flouride
"Flouride is associated with IQ loss" - he thinks
Vote! https://t.co/3V8NYhsmL5
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Trump will put RFK in charge of US health agencies
RFK is against vaccines, modern farming and ... flouride
"Flouride is associated with IQ loss" - he thinks
Vote! https://t.co/3V8NYhsmL5
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Librarian Capital
Is this the same Joe Rogan podcast?
CNN: "Vance suggests upper- and middle-class kids ‘become trans’ for college admissions"
Bill Ackman: "JD is clearly super smart, thoughtful, likable and reasonable"
Vote! https://t.co/4Df6DdBqgp
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Is this the same Joe Rogan podcast?
CNN: "Vance suggests upper- and middle-class kids ‘become trans’ for college admissions"
Bill Ackman: "JD is clearly super smart, thoughtful, likable and reasonable"
Vote! https://t.co/4Df6DdBqgp
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Librarian Capital
RT @thedailybeast: EXCLUSIVE | Jeffrey Epstein described himself as Donald Trump’s “closest friend” and claimed intimate knowledge of his proclivity to cuckold his best friends according to explosive tapes recorded by author Michael Wolff.
https://t.co/oiHGaFA2pD https://t.co/EIkS08Y6BT
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RT @thedailybeast: EXCLUSIVE | Jeffrey Epstein described himself as Donald Trump’s “closest friend” and claimed intimate knowledge of his proclivity to cuckold his best friends according to explosive tapes recorded by author Michael Wolff.
https://t.co/oiHGaFA2pD https://t.co/EIkS08Y6BT
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Capital Employed
Listen to the Greystone Capital Management Q3 2024 investor Letter by @AKWilk
The letter discusses... 👇
Fund performance
Portfolio commentary
Thesis for investing in Leon’s Furniture Limited $LNF
Broad market commentary
https://t.co/yykQhVeAnd
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Listen to the Greystone Capital Management Q3 2024 investor Letter by @AKWilk
The letter discusses... 👇
Fund performance
Portfolio commentary
Thesis for investing in Leon’s Furniture Limited $LNF
Broad market commentary
https://t.co/yykQhVeAnd
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Hidden Value Gems
Berkshire selling more Apple and Bofa, building cash pile to a record $325bn (36% of the mkt cap), not buying back a single stock (share repurchases on hold) and only spending $1.5bn on new stock investments.
What is going on? Looks like Buffett is quite bearish on markets...
$BRK.B $BRK.A #BRK
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Berkshire selling more Apple and Bofa, building cash pile to a record $325bn (36% of the mkt cap), not buying back a single stock (share repurchases on hold) and only spending $1.5bn on new stock investments.
What is going on? Looks like Buffett is quite bearish on markets...
$BRK.B $BRK.A #BRK
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Librarian Capital
RT @KamalaHQ: Trump appears to be unraveling
“If I don't win this thing after all this talk, I’m in trouble. Will you please go vote? I came here, whatever the hell time it is, who the hell knows. I’m giving you the full bore. You wouldn’t let me leave in half an hour. I would have been home sleeping right now”
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RT @KamalaHQ: Trump appears to be unraveling
“If I don't win this thing after all this talk, I’m in trouble. Will you please go vote? I came here, whatever the hell time it is, who the hell knows. I’m giving you the full bore. You wouldn’t let me leave in half an hour. I would have been home sleeping right now”
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