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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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Librarian Capital
Philip Morris $PM chair Andre Calantzopoulos sold 101,918 shares in Oct-24 at ~$130
He also sold 102,946 shares in Feb-24 at ~$90
He actually sold more shares in Feb, but $ amount in Oct was higher because PM was higher
Don't waste your time over-thinking insider sales https://t.co/AZy3mH4XB0
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Philip Morris $PM chair Andre Calantzopoulos sold 101,918 shares in Oct-24 at ~$130
He also sold 102,946 shares in Feb-24 at ~$90
He actually sold more shares in Feb, but $ amount in Oct was higher because PM was higher
Don't waste your time over-thinking insider sales https://t.co/AZy3mH4XB0
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Librarian Capital
Confirmation bias, insider sales edition
$ELF "substantial insider selling ... but I’m not sure this is particularly insightful"
ELF then $150.07, now $103.12 (-31%)
$PM "stock sales - of material size - by a broad number of top executives"
PM then $91.56, now $130.65 (+43%) https://t.co/0LwfdoNA8c
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Confirmation bias, insider sales edition
$ELF "substantial insider selling ... but I’m not sure this is particularly insightful"
ELF then $150.07, now $103.12 (-31%)
$PM "stock sales - of material size - by a broad number of top executives"
PM then $91.56, now $130.65 (+43%) https://t.co/0LwfdoNA8c
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Investing visuals
Palantir $PLTR earnings preview:
🔹Est. Revenue: $704 Mln (+26.1%)
🔹Est. Earnings per share: $0.09 (+29.8%) https://t.co/QDLUotAt32
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Palantir $PLTR earnings preview:
🔹Est. Revenue: $704 Mln (+26.1%)
🔹Est. Earnings per share: $0.09 (+29.8%) https://t.co/QDLUotAt32
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Librarian Capital
GEICO policy count back to growth in 24Q3
"Increased new biz. & stable retention rates"
YTD policies-in-force decline 2.5% (Q2 4.3%; Q1 6.6%)
Written Premiums +7.3% Q3, +8.4% YTD
Pre-Tax UW earnings doubled (Q3 and YTD)
Loss Ratio ~10ppt better YTD
$BRK.B https://t.co/9Dra2hStmx
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GEICO policy count back to growth in 24Q3
"Increased new biz. & stable retention rates"
YTD policies-in-force decline 2.5% (Q2 4.3%; Q1 6.6%)
Written Premiums +7.3% Q3, +8.4% YTD
Pre-Tax UW earnings doubled (Q3 and YTD)
Loss Ratio ~10ppt better YTD
$BRK.B https://t.co/9Dra2hStmx
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Librarian Capital
Ingersoll Rand $IR buying more pump businesses
Penn Valley Pump: "Leading manufacturer of unique
positive displacement pumps with its Double Disc
Pump technology for use in the municipal,
industrial, chemical, and food industries"
cc Spirax $SPX https://t.co/YiMKLkwU1E
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Ingersoll Rand $IR buying more pump businesses
Penn Valley Pump: "Leading manufacturer of unique
positive displacement pumps with its Double Disc
Pump technology for use in the municipal,
industrial, chemical, and food industries"
cc Spirax $SPX https://t.co/YiMKLkwU1E
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