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Capital Employed
New Best Stock Pitches newsletter dropping tomorrow.
Over 30 interesting write-ups to chew through.
Sign-up below 👇
https://t.co/jEccgMyfbM
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New Best Stock Pitches newsletter dropping tomorrow.
Over 30 interesting write-ups to chew through.
Sign-up below 👇
https://t.co/jEccgMyfbM
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Librarian Capital
"Is there a bubble waiting to burst in India?" (FT)
"There’s been this real surge of interest over the last few years ... And that’s really pushing the whole broad range of equities right to skyrocketing levels"
cc: $BATS $BTI re $ITC stake
https://t.co/qx4kwGfwFS
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"Is there a bubble waiting to burst in India?" (FT)
"There’s been this real surge of interest over the last few years ... And that’s really pushing the whole broad range of equities right to skyrocketing levels"
cc: $BATS $BTI re $ITC stake
https://t.co/qx4kwGfwFS
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Librarian Capital
TIL $JPM president Daniel Pinto was one of the army conscripts sent to the Falklands during the 1982 conflict
FT article referred to him as a Falklands veteran
https://t.co/HCQlIyPsG4
Brunswick interview referred to his conscript status
https://t.co/7Icn3lHzWb https://t.co/sRovbNrhAx
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TIL $JPM president Daniel Pinto was one of the army conscripts sent to the Falklands during the 1982 conflict
FT article referred to him as a Falklands veteran
https://t.co/HCQlIyPsG4
Brunswick interview referred to his conscript status
https://t.co/7Icn3lHzWb https://t.co/sRovbNrhAx
"The Battle for the Falklands" (Max Hastings, Simon Jenkins) was a great holiday read
https://t.co/RecLkGUqE2
Studies of war worth reading for insights on human behaviour, decision-making & organisation alone
Most of Hastings' books are currently free w/ @audibleuk membership https://t.co/9LvAKezO2n tweet
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Librarian Capital
Aviva $AV 24H1 - UK Personal Lines highlights
GWP +30% y/y
"Continued strong growth in Aviva Zero and price comparison website new business", "strong pricing"
Undiscounted COR 96.5% (1.4 ppt better y/y)
"Strong pricing actions taken in 2023", "strong trading"
$ADM results Thu https://t.co/869xXKqFpg
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Aviva $AV 24H1 - UK Personal Lines highlights
GWP +30% y/y
"Continued strong growth in Aviva Zero and price comparison website new business", "strong pricing"
Undiscounted COR 96.5% (1.4 ppt better y/y)
"Strong pricing actions taken in 2023", "strong trading"
$ADM results Thu https://t.co/869xXKqFpg
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Hidden Value Gems
George Soros on position sizing 👇🏼
Quote of the day #65 https://t.co/j7I0ANDo3h
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George Soros on position sizing 👇🏼
Quote of the day #65 https://t.co/j7I0ANDo3h
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Stock Analysis Compilation
Polen Capital on Tokyo Electron $8035 JP
Thesis: Tokyo Electron is positioned to thrive in the semiconductor industry, capitalizing on digitalization, miniaturization, and the AI boom
(Extract from their Q2 letter) https://t.co/WuiJ1Kj5jx
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Polen Capital on Tokyo Electron $8035 JP
Thesis: Tokyo Electron is positioned to thrive in the semiconductor industry, capitalizing on digitalization, miniaturization, and the AI boom
(Extract from their Q2 letter) https://t.co/WuiJ1Kj5jx
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Hidden Value Gems
RT @HiddenValueGems: Sounds exciting as more numbers start “flying around” spat out from AI trained models. Should be more opportunities for those willing to think rather than crunch the numbers.
There is a reason the world’s best investor never used Excel.
“For firms lacking Blackstone’s internal tech developers, Ian Gutwinski is trying to fill the gap. The 2021 Harvard Business School grad and former PE investor sells LBO modelling software called Mosaic. Like Blackstone’s Atlas, Mosaic can spit out investment returns with just a few quick manual inputs.”
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RT @HiddenValueGems: Sounds exciting as more numbers start “flying around” spat out from AI trained models. Should be more opportunities for those willing to think rather than crunch the numbers.
There is a reason the world’s best investor never used Excel.
“For firms lacking Blackstone’s internal tech developers, Ian Gutwinski is trying to fill the gap. The 2021 Harvard Business School grad and former PE investor sells LBO modelling software called Mosaic. Like Blackstone’s Atlas, Mosaic can spit out investment returns with just a few quick manual inputs.”
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Invest In Assets 📈
RT @InvestInAssets: Terry Smith is considered the Warren Buffett of Britain.
In 2010 Terry founded "Fundsmith" which has beaten the index by a substantial amount with a CAGR of 15.6%
Studying his investing strategy is more valuable than a degree in Finance
Let's break it down: https://t.co/s6w42nkpP5
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RT @InvestInAssets: Terry Smith is considered the Warren Buffett of Britain.
In 2010 Terry founded "Fundsmith" which has beaten the index by a substantial amount with a CAGR of 15.6%
Studying his investing strategy is more valuable than a degree in Finance
Let's break it down: https://t.co/s6w42nkpP5
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Hidden Value Gems
Interesting analysis by @KevRGordon on what drove small-cap underperformance.
Key points:
1️⃣ Small-caps are more levered and are thus more sensitive to rate changes. They should do well if the FED starts cutting.
1/5 https://t.co/SQAOkFJvhp
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Interesting analysis by @KevRGordon on what drove small-cap underperformance.
Key points:
1️⃣ Small-caps are more levered and are thus more sensitive to rate changes. They should do well if the FED starts cutting.
1/5 https://t.co/SQAOkFJvhp
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