⁠Stock Analysis Compilation
Clearbridge on AMETEK $AME US

Thesis: AMETEK’s dominance in critical industries and ability to enhance acquired businesses’ margins makes it a compelling buy at cycle lows.

(Extract from their Q3 letter) https://t.co/l4vHkROrLG
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⁠Librarian Capital
"China piles pressure on rich people and companies to cough up taxes" (FT)

"Local governments hunt for revenue to refill coffers depleted by a property slump"

Even fewer people will be drinking cognac now, or shopping for high-end skincare

$RCO $EL

China piles pressure on rich people and companies to cough up taxes https://t.co/T36OKIyOoU - Financial Times
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⁠Startup Archive
RT @alexisohanian: Very intrigued to see what these 776 founders are building here: Announcing The Founders' Tribune https://t.co/mZeEWEkedM
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⁠iinvested
3Q'24 Plural Investing on $SEG

More fund letters here:
https://t.co/ccjFhSQnS3 https://t.co/M41j0Bb45v
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⁠Librarian Capital
RT @EricColumbus: Important thread by Trump's DHS General Counsel @JohnMitnick—a conservative who's voting for Kamala Harris. Please read and circulate to anyone you know who could benefit from reading it.👇👇

🧵

A thread addressed to my fellow conservatives who are planning to vote, or considering voting, for Trump. 1/13 - John Mitnick
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⁠Librarian Capital
RT @Noahpinion: Trump's desire to cancel the CHIPS Act follows a very predictable pattern: Anything that would make the U.S. more capable of resisting Chinese/Russian domination is something that Trump will eventually oppose.

https://t.co/11E450crEn
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⁠Capital Employed
93 fund letters have been added so far to the list.

Here are 5 interesting stock ideas that are well worth a read... 👇 https://t.co/SoU8fbViUa
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⁠Stock Analysis Compilation
Forager on OBIC Business Consultants $4733 JP

Thesis: OBIC Business Consultants capitalizes on Japan’s SaaS adoption with a robust recurring revenue model and strong growth potential in enterprise software.

(Extract from their Q3 letter) https://t.co/0omTk1miRv
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⁠Librarian Capital
"Wall Street frenzy creates $11bn debt market for AI groups buying Nvidia chips" (FT)

"Neocloud groups such as CoreWeave, Crusoe and Lambda Labs have acquired tens of thousands of Nvidia’s high-performance computer chips"

$NVDA $MSFT

$MSFT CEO Satya Nadella

"We are not actually selling raw GPUs for other people to train. In fact, that’s a business we turn away ... There’s a huge adverse selection problem today where ... it’s just a bunch of tech companies still using VC money to buy a bunch of GPUs" (FY25Q1) https://t.co/ejiTUAI57P - Librarian Capital
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