⁠Librarian Capital
Admiral $ADM 24H1 UK Motor PBT was "only" 43% larger than the 19H1 figure *, despite:

Turnover +91% higher
Combined Ratio being 7.6 ppt better (78.9% vs. 86.5%)
19H1 figure impacted by Ogden rate change

Insurance math is hard

* Comparing across IFRS17 and IFRS4 https://t.co/Oq3VRq7u5M
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⁠Stock Analysis Compilation
Starboard Value on Autodesk $ADSK US

Thesis: Autodesk’s underperformance offers a significant turnaround opportunity, with potential for substantial value creation through strategic board actions and operational improvements

(Extract from their presentation, link in SAC#53) https://t.co/j6Hp1LXuRG
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⁠PitchDeckGuy
From a poor farmer's son to a global industrial giant.

Chung Ju-Yung built Hyundai into a $100B+ empire.

Here’s how he did it 👇 https://t.co/jQl2Ft5vB1
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⁠Hidden Value Gems
RT @HiddenValueGems: Quote of the day #66

#Investing #StockMarket https://t.co/fMkm5rgM9f
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⁠Stock Analysis Compilation
Polen Capital on Repligen $RGEN US

Thesis: Repligen is primed to capitalize on its technical leadership in bioprocessing as the industry recovers from pandemic disruptions

(Extract from their Q2 letter) https://t.co/uw8uBBH7G5
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⁠PitchDeckGuy
Accurate https://t.co/d00DVD4HsF
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⁠Stock Analysis Compilation
Polen Capital on Construction Partners $ROAD US

Thesis: Construction Partners stands out with its focus on recurring, low-risk maintenance work, ensuring stable growth and robust margins

(Extract from their Q2 letter) https://t.co/6Ag1cmLjcZ
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⁠Quiver Quantitative
BREAKING: Nancy Pelosi is now the 2nd-wealthiest member of Congress.

She just passed Representative Buchanan on our live net worth leaderboard: https://t.co/TEazjlWYq4
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⁠Stock Analysis Compilation
Aristotle on Littelfuse $LFUS US

Thesis: Littelfuse's leadership in circuit protection and its expansion into automotive sensors position it well for growth in an increasingly connected world

(Extract from their Q2 letter) https://t.co/zcwfjF9Isu
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⁠Matt McGarry
If you have newsletter questions, check out:

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Niklas from @MegahitApp built this. It does a Google site search of my content for anything you search.
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