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Librarian Capital
"HSBC Already Fears New Downsized London HQ Will Prove Too Small" (Bloomberg)

$HSBA "initially signed up for most of the space in the project last year while retaining an option over the remainder, has since exercised that right"

"HSBC could take up space in another building"

HSBC's planned relocation of its London HQ from Canary Wharf to the City is still two years away, but executives are concerned the bank may have already outgrown the new premises https://t.co/o5tdjtPCuO
- Bloomberg
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Investing visuals
Palantir $PLTR is up +23% following a stellar quarter.
Here's the full after earnings review👇 https://t.co/8V2cdcaQn9
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Stock Analysis Compilation
Alger on Constellation Energy $CEG US

Thesis: As a leader in clean energy, Constellation Energy is poised to capitalize on the electrification wave, AI-driven energy demand, and nuclear power’s premium status in a green future.

(Extract from their Q3 letter) https://t.co/7P5eOEyVnc
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Latin E-commerce giant MercadoLibre $MELI reports earnings tomorrow. Here's the earnings preview 🔍

🔹Est. Revenue: $5.28 Bln (+40.5%)
🔹Est. Earnings per share: $10.6 (+48.0%) https://t.co/htVhuqGiIf
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Librarian Capital
Microsoft: Can a large cap stock compound? (Post Q1 FY25 review) $MSFT https://t.co/DG6pheu72G
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Startup Archive
Marc Andreessen’s advice to college students interested in startups

“If I’m 22 again, I think what I do is I go try to find the company in the Valley that’s growing the fastest, has a really good culture, and a really good foundation for training. An example of that would be an Airbnb, but there are many others. I would go plant myself at a company where I can really learn. I spend my time working my butt off so that I can establish a good reputation so that when people reference check me, I reference check well. But I also spend that time thinking, and really critically, I spend that time building my network and finding people I know I want to work with down the road. And then I either come up with an idea or I don’t.”

Mark also gives advice for people just enrolling in college:

“If I was 18 and going to college right now, I would do computer science again in a heartbeat. And then I would either focus on: #1 distributed systems and the broad domain of cryptocurrency; #2 AI & machine learning; or #3 intersection of biology and computer science—so genomics and synthetic biology. Personally I would do one of those three areas, and the hard part for me would be picking between them because I think all three of those are going to have transformative work happen in the next 20 years. They’re going to change a lot about how the world works.”

Video source: @ycombinator (2016)
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Quiver Quantitative
RT @InsiderRadar: $CMCO stock has now risen 5% on the day after this insider purchase https://t.co/1LeQ21TdKV

🚨 BREAKING: New CEO Insider Purchase

The CEO of $CMCO just reported the purchase of ~$1M of the company's stock.

This is the first insider purchase he has reported in over 4 years. https://t.co/HebWFHKQRS
- Insider Radar
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Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New Insider Purchase

A director of $IRTC has reported the purchase of ~$500k of the company's stock.

The stock had already risen 6% this morning, prior to this insider trade being filed.

This is only the third insider purchase at the company in the last 4 years.
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Librarian Capital
RT @RMac18: @elonmusk Lotteries that aren't lotteries. Town halls that don't work. Town halls that don't happen. This is the standard Musk is setting in politics.
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Librarian Capital
Terry Smith on Nike (Investors' Chronicle interview)

$NKE "basically let go of the bricks-and-mortar distribution, which is clearly a mistake ... they go and cuddle up to your competitors"

"It can, and hopefully will, do an awful lot better now under new management"

Dave Baxter interviews Terry Smith, Portfolio Manager of Fundsmith Equity Fund in the latest @IChronicle podcast. They discuss the "Magnificent Seven," weight-loss drugs, minimal UK exposure and more. Listen here: https://t.co/TEEOgBySQV Capital at risk. #Fundsmith #TerrySmith https://t.co/kMS21DSjKF
- Fundsmith LLP UK
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CapMrkt KGB
RT @holistic_pm: Sport focused Private Equity shops according to Stepstone https://t.co/7KtzjmGqsr
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