⁠Librarian Capital
What you are missing by not being on the other place:

A takedown of Walter Isaacson's book on Elon Musk

I read almost every Isaacson book before the Musk one
I read almost every Michael Lewis book before SBF one

Now I have to reassess the veracity of the ones I read

Sad https://t.co/Nqf0Eu5Cof
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⁠Invest In Assets 📈
RT @InvestInAssets: 10 Incredible Lessons from 100-Baggers by Chris Mayer:

🧵 https://t.co/aoxsyT6Rlv
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⁠Stock Analysis Compilation
Rogue Funds on HAYPP Group $HAYP SS

Thesis: HAYPP Group's market-leading position and rapid growth in new markets position it for substantial profitability and expansion, making it a top investment

(Extract from their Q2 letter) https://t.co/XpyalVGJ0N
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⁠Finding Compounders
Aswath Damodaran on the shortfalls of ROIC

Source: @MT_Capital1 https://t.co/fycdjbJdvS
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⁠Invest In Assets 📈
+1 Billion people globally are obese

Obesity has doubled since 1990 for adults

Companies like Novo Nordisk and Eli Lilly benefit from this unfortunate trend

Is weight loss drugs the answer? https://t.co/IrOhRnyLDk
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⁠Hidden Value Gems
RT @HiddenValueGems: A few good long-term charts by @WhitneyTilson on Nike $NKE
Trading at 19.5x trailing earnings. https://t.co/dE6ht5vO7X

I think $NKE is one of those investment opportunities today. Not cheap in absolute terms (22x PE), but this is on a cyclically low earnings and it is below historical avg PE of 25. https://t.co/YS3FZ1flPt - Hidden Value Gems
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