Offshore
Photo
Librarian Capital
Dunning-Kruger effect strikes again
"Bill Ackman has an enviable record as an investor, but as an equity syndicate banker, he’s learning the ropes the hard way ... he appears to have assumed that role in marketing the IPO" - BAML's former global head of ECM https://t.co/UIUzkZxdnZ
tweet
Dunning-Kruger effect strikes again
"Bill Ackman has an enviable record as an investor, but as an equity syndicate banker, he’s learning the ropes the hard way ... he appears to have assumed that role in marketing the IPO" - BAML's former global head of ECM https://t.co/UIUzkZxdnZ
Bill Ackman’s four unfortunate IPO snafus https://t.co/DUU7mhn3UQ tweet
Offshore
Photo
Librarian Capital
FREE Philip Morris $PM sample article after Q4 results
We have been publishing a link to this as a free sample, but the link stopped working at some point
The issue has now been fixed. You also can access the article on the link below below
https://t.co/PME300n68J https://t.co/V6aOrhhXsl
tweet
FREE Philip Morris $PM sample article after Q4 results
We have been publishing a link to this as a free sample, but the link stopped working at some point
The issue has now been fixed. You also can access the article on the link below below
https://t.co/PME300n68J https://t.co/V6aOrhhXsl
tweet
Offshore
Photo
Librarian Capital
Cranswick $CWK Apr-Jun update
Revenue +6.4% LfL, +6.7% in £
"Strong volume growth"; share gains & customers' return to promo activity
Export volume "strongly ahead", "offset by reduced pricing" in Far East and EU
"Early signs that Far East prices are starting to firm"
cc $GNS https://t.co/cup0eIGtel
tweet
Cranswick $CWK Apr-Jun update
Revenue +6.4% LfL, +6.7% in £
"Strong volume growth"; share gains & customers' return to promo activity
Export volume "strongly ahead", "offset by reduced pricing" in Far East and EU
"Early signs that Far East prices are starting to firm"
cc $GNS https://t.co/cup0eIGtel
tweet
Offshore
Photo
Finding Compounders
Allan Mecham ran Arlington Value Capital where he achieved a CAGR of 30% over 8.5 years.
Here is an interview he did with Manual of Ideas https://t.co/h1lyD4bM4L
tweet
Allan Mecham ran Arlington Value Capital where he achieved a CAGR of 30% over 8.5 years.
Here is an interview he did with Manual of Ideas https://t.co/h1lyD4bM4L
tweet
Offshore
Photo
Offshore
Photo
Hidden Value Gems
$AER should be a big beneficiary here too…leading owner of airplanes and jet engines…trading at c 1x P/B, but if asset value is 10-20% higher and with 75% of assets financed with debt, its market value of equity could be 60% higher.
Trading at c. 10x PE, close to 10% buyback yield.
tweet
$AER should be a big beneficiary here too…leading owner of airplanes and jet engines…trading at c 1x P/B, but if asset value is 10-20% higher and with 75% of assets financed with debt, its market value of equity could be 60% higher.
Trading at c. 10x PE, close to 10% buyback yield.
tweet
Offshore
Photo
Librarian Capital
RT @LibrarianCap: "Alphabet: Strong Q2 Headlines, But Too Many Moving Parts?" $GOOG $GOOGL
8%+ decline in shares since results likely reflects fears of ad revenues slowing, headcount rising and SearchGPT
We disagree: https://t.co/X5pMWPkMYM https://t.co/8Xm0X4b2B1
tweet
RT @LibrarianCap: "Alphabet: Strong Q2 Headlines, But Too Many Moving Parts?" $GOOG $GOOGL
8%+ decline in shares since results likely reflects fears of ad revenues slowing, headcount rising and SearchGPT
We disagree: https://t.co/X5pMWPkMYM https://t.co/8Xm0X4b2B1
tweet