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Librarian Capital
The top 3 attributes of a great business, in our opinion:
Volume growth
Pricing power
Operational leverage
We are focusing on inputs here
These are subjective and there are different ways of expressing the same ideas
We may explore our thoughts in more detail in future https://t.co/myj9nbmN9T
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The top 3 attributes of a great business, in our opinion:
Volume growth
Pricing power
Operational leverage
We are focusing on inputs here
These are subjective and there are different ways of expressing the same ideas
We may explore our thoughts in more detail in future https://t.co/myj9nbmN9T
tweet
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Stock Analysis Compilation
Loomis Sayles on Block $SQ US
Thesis: Block's Cash App and Square segments are positioned for strong growth, leveraging digital wallet adoption and next-gen payment systems, with shares currently undervalued relative to their long-term potential
(Extract from their Q2 letter) https://t.co/7gXPKYhqRI
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Loomis Sayles on Block $SQ US
Thesis: Block's Cash App and Square segments are positioned for strong growth, leveraging digital wallet adoption and next-gen payment systems, with shares currently undervalued relative to their long-term potential
(Extract from their Q2 letter) https://t.co/7gXPKYhqRI
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Capital Employed
Interesting write-up from @antarcticapital on Fathom Holdings Inc. $FTHM
Real estate player at 0.11x P/S and 10x potential 👇
https://t.co/FWGq3NJqKZ
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Interesting write-up from @antarcticapital on Fathom Holdings Inc. $FTHM
Real estate player at 0.11x P/S and 10x potential 👇
https://t.co/FWGq3NJqKZ
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App Economy Insights
$SBUX Starbucks poaches Chipotle CEO Brian Niccol.
Laxman Narasimhan lasted only 18 months, facing challenges across new competition, China's pricing war, unions, and an ongoing boycott.
$CMG Chipotle stock is up 800% since Brian Niccol joined the company in February 2018. https://t.co/HmiJqtRzPT
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$SBUX Starbucks poaches Chipotle CEO Brian Niccol.
Laxman Narasimhan lasted only 18 months, facing challenges across new competition, China's pricing war, unions, and an ongoing boycott.
$CMG Chipotle stock is up 800% since Brian Niccol joined the company in February 2018. https://t.co/HmiJqtRzPT
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Stock Analysis Compilation
Aristotle on Amphenol $APH US
Thesis: Amphenol is set to soar with double-digit growth driven by AI data center demand and strategic market diversification
(Extract from their Q2 letter) https://t.co/DMFGZiWwea
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Aristotle on Amphenol $APH US
Thesis: Amphenol is set to soar with double-digit growth driven by AI data center demand and strategic market diversification
(Extract from their Q2 letter) https://t.co/DMFGZiWwea
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: My TipRanks Weekly .. Not too bad 👌🏽🧘🏽♂️
Top 2% among ~751K investors 💯
#stocks #investing https://t.co/JusEVlEiiW
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RT @DimitryNakhla: My TipRanks Weekly .. Not too bad 👌🏽🧘🏽♂️
Top 2% among ~751K investors 💯
#stocks #investing https://t.co/JusEVlEiiW
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Hidden Value Gems
When $BA and $AIR.PA are struggling to raise production and demand continues to rise, there is only one option left ➡️ Aercap, the world’s largest independent aircraft owner.
$AER https://t.co/NpVXGOcaW1
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When $BA and $AIR.PA are struggling to raise production and demand continues to rise, there is only one option left ➡️ Aercap, the world’s largest independent aircraft owner.
$AER https://t.co/NpVXGOcaW1
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Quiver Quantitative
🚨 BREAKING: We just caught 31 STOCK Act violations by Senator John Fetterman.
He disclosed trades that were made over a year ago by one of his children.
Some of the trades were in companies that Fetterman oversees.
Full trade list up on the Quiver site. https://t.co/FMyHP7rgk2
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🚨 BREAKING: We just caught 31 STOCK Act violations by Senator John Fetterman.
He disclosed trades that were made over a year ago by one of his children.
Some of the trades were in companies that Fetterman oversees.
Full trade list up on the Quiver site. https://t.co/FMyHP7rgk2
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Stock Analysis Compilation
Loomis Sayles on Atkore $ATKR US
Thesis: Atkore, despite short-term challenges in non-residential markets, remains confident in its long-term earnings potential, making it a strong value play
(Extract from their Q2 letter) https://t.co/O4TtIGruKk
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Loomis Sayles on Atkore $ATKR US
Thesis: Atkore, despite short-term challenges in non-residential markets, remains confident in its long-term earnings potential, making it a strong value play
(Extract from their Q2 letter) https://t.co/O4TtIGruKk
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Hidden Value Gems
RT @HiddenValueGems: An unexpected fact: in 2023, UAE saw higher FDI inflow than India! 👇🏼 https://t.co/Jk6td9lxZN
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RT @HiddenValueGems: An unexpected fact: in 2023, UAE saw higher FDI inflow than India! 👇🏼 https://t.co/Jk6td9lxZN
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