⁠Invest In Assets 📈
Visa $V trades at 24 times forward PE
ROIC 5Y is 21%
Operating margin is 67%
Long-term EPS growth is +12.8%

Is Visa attractive at the current price? https://t.co/CFhvs8LFIK
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⁠Stock Analysis Compilation
CL Capital on VEF $VEF SS

Thesis: VEF is a promising investment with a strong portfolio of fintech companies in emerging markets, trading at a significant discount to NAV

(Extract from their Q2 letter) https://t.co/1WHALm6Nzt
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⁠Hidden Value Gems
The only positive thing about $BABA results is probably slightly higher buyback activity. The other point is “high single-digit” GMV growth in Chinese online sales.

Otherwise pretty weak set of numbers 🤨 https://t.co/8CQa1BDIbh
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⁠Hidden Value Gems
$BABA remains the top position in @michaeljburry portfolio, he also increased it last quarter 👇🏼 https://t.co/WemqbUwklO
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⁠Hidden Value Gems
This is pretty cool 😎 ✈️

$WIZZ.L https://t.co/hmqM06beva
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⁠Invest In Assets 📈
Novo Nordisk is trading at 44 times earnings versus its historical median of 26.2 👀 https://t.co/4Iab94AUoT
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⁠Matt McGarry
Want to know if your welcome email is written correctly?

Here are the metrics to track:
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⁠Librarian Capital
Deere $DE FY24Q3

Q3 sales -17%, incl. Equipment Ops. -20%
(declines of -13% to -25%)
Net Income -42%, EPS -38%

YTD sales -11%, Net Income -25%

Cuts CF part of FY24 outlook
Net Income: $7.0bn (PY: $10.2bn; ~$35/share)
OCF: $6.0-6.5bn (was 7.0-7.25bn)
CapEx: $1.8bn (was $1.9bn) https://t.co/ZIHzMOp5iA
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