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β Hidden Value Gems
Great question ππΌ
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Great question ππΌ
Forbes has a list of the πΏπΆπ°π΅π²ππ π½π²πΌπ½πΉπ² in the world
Why are no day traders on there? https://t.co/srqxZzsSaK tweet
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β Hidden Value Gems
Someone is building a very wide moat here ππΌ
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Someone is building a very wide moat here ππΌ
How much luxury brands have spent on advertising from 2010 to 2023.
Not surprised that LVMH topped the list , but pretty surprised that Richemont came second . https://t.co/kfmbHYdy6i tweet
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β Capital Employed
Tomorrow we are publishing an epic best stock pitches newsletter π₯
Over 40 excellent stock pitches. There's been so many good write-ups in the past few weeks.
https://t.co/jEccgMxHme
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Tomorrow we are publishing an epic best stock pitches newsletter π₯
Over 40 excellent stock pitches. There's been so many good write-ups in the past few weeks.
https://t.co/jEccgMxHme
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β Librarian Capital
Diageo $DGE reporting weak Gin sales in Europe may mean bad news for FeverTree $FEVR
But Gin weakness was only explicitly mentioned in Southern and Northern Europe, not UK
(FEVR FY24H1 results scheduled for 12-Sep) https://t.co/iMFBmgw2EH
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Diageo $DGE reporting weak Gin sales in Europe may mean bad news for FeverTree $FEVR
But Gin weakness was only explicitly mentioned in Southern and Northern Europe, not UK
(FEVR FY24H1 results scheduled for 12-Sep) https://t.co/iMFBmgw2EH
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β Librarian Capital
L'OrΓ©al $OR 24H1 results
Q2 sales +5.3% LfL (+6.7% reported), incl:
Europe +9.7% LfL
N America +3.4%
N Asia -2.4% (China market down in Q2)
SAPMENA-SSA +14.0%
LATAM +12.3%
H1 sales +7.3% LfL, +7.5% reported
EBIT +8.0%
Net Income +3.5%
EPS +3.7%
New β¬500m buyback
$EL -2.5% https://t.co/3Jg8Pjo8R1
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L'OrΓ©al $OR 24H1 results
Q2 sales +5.3% LfL (+6.7% reported), incl:
Europe +9.7% LfL
N America +3.4%
N Asia -2.4% (China market down in Q2)
SAPMENA-SSA +14.0%
LATAM +12.3%
H1 sales +7.3% LfL, +7.5% reported
EBIT +8.0%
Net Income +3.5%
EPS +3.7%
New β¬500m buyback
$EL -2.5% https://t.co/3Jg8Pjo8R1
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β Hidden Value Gems
RT @HiddenValueGems: $BABA +5% in HK today on plans to start charging a basic software service fee of 0.6% on confirmed transactions for vendors on both the Tmall and Taobao.
The company earns the majority of its Taobao and Tmall revenue through customer management fees, which merchants pay to advertise products or better tailor their offerings.
The shift to a percentage-based fee structure makes Alibaba the last major e-commerce platform to do so. PDD started charging merchants a technical service fee of about 0.6%-1% of gross merchandise value since 2020, while https://t.co/fV3WQ0LDyp Inc. and ByteDance both levied a 0.6% fee rate last year.
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RT @HiddenValueGems: $BABA +5% in HK today on plans to start charging a basic software service fee of 0.6% on confirmed transactions for vendors on both the Tmall and Taobao.
The company earns the majority of its Taobao and Tmall revenue through customer management fees, which merchants pay to advertise products or better tailor their offerings.
The shift to a percentage-based fee structure makes Alibaba the last major e-commerce platform to do so. PDD started charging merchants a technical service fee of about 0.6%-1% of gross merchandise value since 2020, while https://t.co/fV3WQ0LDyp Inc. and ByteDance both levied a 0.6% fee rate last year.
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β Hidden Value Gems
RT @HiddenValueGems: Quote of the day #53
#StockMarket #Investing #Stocks https://t.co/hj1pZZPBcH
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RT @HiddenValueGems: Quote of the day #53
#StockMarket #Investing #Stocks https://t.co/hj1pZZPBcH
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β Finding Compounders
An Article on Francis Chou
The Chou Associates Fund has achieved compounded returns of about 16% a year for 24 years . https://t.co/VBHnlwKZ1o
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An Article on Francis Chou
The Chou Associates Fund has achieved compounded returns of about 16% a year for 24 years . https://t.co/VBHnlwKZ1o
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β Librarian Capital
"UK Takeover Panel issues its most serious sanction: a cold shoulder" (FT)
Not parody
"The penalties follow a probe dating back to 2011"
Mgmt. "concealed the fact they had acquired control of (MWB) and then breached a regulation requiring them to make an offer for the group" https://t.co/ybZwqgYiEf
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"UK Takeover Panel issues its most serious sanction: a cold shoulder" (FT)
Not parody
"The penalties follow a probe dating back to 2011"
Mgmt. "concealed the fact they had acquired control of (MWB) and then breached a regulation requiring them to make an offer for the group" https://t.co/ybZwqgYiEf
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