⁠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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⁠Librarian Capital
"British American Tobacco $BATS $BTI donated $17.2 m (£13.3m) to Republicans in the current cycle ... Donations include $8.5m (£6.5m) to Trump’s ‘Make America Great Again Inc’ PAC."

BAT "donated just $960 (£734) to Harris’s campaign"

🚨 Donald Trump's campaigns taken $45m from donors who've funded UK's secretive Tufton St think tanks

British American Tobacco and sanctioned Ukrainian billionaire among transatlantic “web of dark money”

Exclusive on Democracy for Sale + @BylineTimes
https://t.co/Highc999nm - Peter Geoghegan @ democracyforsale.uk
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⁠Librarian Capital
RT @business: Judy Dimon, the prominent political donor and wife of JPMorgan CEO Jamie Dimon, canvassed voters in Michigan this weekend in support of Kamala Harris’ presidential bid https://t.co/qY35ySI8KS
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⁠Capital Employed
RT @capitalemployed: 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 - Capital Employed
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⁠Librarian Capital
Smithson $SSON exited Cognex $CGNX in Oct-24

"Its high rating suggests a market expectation of strong growth despite weakening end markets"

NAV down -1.4% in Oct, now +0.4% YTD (£)
MSCI World SMID +1.6% in Oct, +8.6% YTD

NAV +8.1% p.a. since inception, same as benchmark https://t.co/l1VSZa1xz0
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⁠iinvested
3Q'24 Alluvial Capital Management on $ZEG.L

Read the full letter here:
https://t.co/ccjFhSPQ2v https://t.co/Lky6YQSDFl
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⁠Librarian Capital
WSJ editorial board on Trump - actual vs. parody https://t.co/pmdQcsfWw5

Trump's dementia is too advanced, and his managerial skills are too horrendous, for him to see through his vision of a fascist ethnostate.

- The Wall Street Journal Editorial Board - New York Times Pitchbot
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