⁠Clark Square Capital
Looks like a great internship opportunity

My partner and I are looking for an intern. Now, this is not a traditional analyst intern role and, given that Devonshire is still in the brand building phase, we are not going to be able to knock anyone's socks off with comp. What I can promise is a dynamic internship where the right candidate can be a fly on the wall for all aspects of the diligence process--as we look at investments in the private and public markets. For someone looking to crack into public equities or private equity, our goal is for this person to gain some valuable experience as he or she helps us build up a deal pipeline. If you or anyone you know might be interested, please feel free to respond to or share the document below. My contact info is included in the document as well. Thanks for the help. - Ben Claremon
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⁠Giuliano
Deep reading seems to consume part of daily mental bandwidth.
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Polen Capital Management Holdings Q1 2024

Notable buys: $V $TMO $ZTS $NKE

Notable sells: $NOW $ADBE

#stocks #investing

Source: dataroma https://t.co/9MctzZjUyx
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⁠Giuliano
$ZTS started breaking down pain and sedation sales separately, which includes Librela and Solensia.

Revenue generated was 194M, up 67% YoY. https://t.co/kvZsA5iSNf
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⁠Giuliano
$ZTS revenue derived from companion animals was 1.45bn, up 18% YoY.

My earnings review will drop on Wednesday. https://t.co/CVhTyXXrAD
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⁠The Long Investor
$BABA earnings tomorrow morning

It has run aggressively leading up to earnings so any pull back will be an opportunity to add

Either way, this moves back up to the mean reversion zone as shown below

$BABA
This is very straightforward for $BABA now:

2021 Free Cash Flow level was $27 Billion
2022 Free Cash Flow level was $13 Billion
2023 Free Cash Flow level was $24 Billion

And the share price pulled back hard because of this 2022 dip in FCF.

If they finish 2024 above $28 Billion Free Cash Flow their share price will return to the mean reversion zone as shown, above $140.

80% potential upside if management can execute their recovery now. - The Long Investor
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⁠Clark Square Capital
Jerry Seinfeld's commencement speech at Duke is excellent and worth your time.

https://t.co/Zn56Cst2oA
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⁠Brandon Beylo
I've got a feeling that $30,000/ton is the new floor for tin prices.

Will delete if wrong, u know the drill.

#tin https://t.co/Pvj2YkrQGG
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⁠iinvested
Roubaix Capital, LLC Top 5 Positions at Q1 2023
% of portfolio, symbol and quarterly change

6.07 $FTAI 7%
4.30 $PKE 33%
4.25 $B 43%
3.93 $CRS 15%
3.79 $ATEX 7%

https://t.co/WSH6jgcWkA
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⁠iinvested
1Q'24 Baron Asset Fund on $PCOR, $SPOT

https://t.co/eBg2qukfu9

More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/DTagKpn2Vl
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