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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
tweet
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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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