⁠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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⁠Matt McGarry
Update: We have 3 spots left in the All Access program (and 383 people on the wait list)!

Apply below:

I have a confession.

I've been awful at marketing my coaching program and community for newsletter operators.

And now, there's just 5 spots left...

Let me explain:

We've turned down dozens of clients at my marketing agency (GrowLetter) because people can't afford it or we don't have the capacity for clients.

So, I created an alternative that's 10X less expensive...

A "done-with-you" service to help founders:

- Sell more sponsorships
- Grow their email list faster
- Convert subscribers into customers
- Get coaching and feedback from me
- Boost email engagement and deliverability
- And more...

It's called Newsletter Operator All Access.

There are over 100 members now, and 5 spots are left for new members in August and September.

Here's what's inside the program:

✅ 1on1 call with me.

✅ Bi-weekly group coaching call with me.

✅ Bi-weekly group coaching call on paid acquisition.

✅ Bi-weekly group coaching call on sponsorship sales with Katy Huff.

(Katy was the top salesperson at The Hustle. She's sold more newsletter ads than almost anyone.)

✅ Guest expert events and AMAs every month + access to all recordings.

Past and upcoming guests include:

- Tim Huelskamp - CEO of 1440
- Jason Pell - Former CTO at Agora
- Justin Moore - Founder of CreatorWizard
- Erika Burghardt - Head of Growth at 1440
- Ryan Heafy - Co-Founder and COO at 6 AM CITY
- Brad Wolverton - Editorial Director at The Hustle & HubSpot

✅ Access to my course, Newsletter Growth System, and future cohorts ($997+ value) for you and anyone on your team.

✅ An exclusive slack community of founders who have 10,243,000+ total active newsletter subscribers.

✅ And more...

As I said, we're only taking on 5 new members because I work with everyone 1on1.

Learn more and apply to join using the link below: - Matt McGarry
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