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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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AkhenOsiris
RT @qcapital2020: BREAKING: Laxman Narasimhan was the first Indian CEO to ever suck at his job
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RT @qcapital2020: BREAKING: Laxman Narasimhan was the first Indian CEO to ever suck at his job
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Offshore
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Stock Analysis Compilation
Royce IP on Carel Industries $CRL IM
Thesis: Carel Industries is well-positioned for long-term growth with a focus on energy efficiency and strong customer relationships, despite short-term challenges
(Extract from their Q2 letter) https://t.co/Wj8Vs4CiOB
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Royce IP on Carel Industries $CRL IM
Thesis: Carel Industries is well-positioned for long-term growth with a focus on energy efficiency and strong customer relationships, despite short-term challenges
(Extract from their Q2 letter) https://t.co/Wj8Vs4CiOB
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