Offshore
Photo
Librarian Capital
"Direct Line accounting error led to ‘miscalculation’ of solvency measure" (FT)
$DLG down 11% since this exchange
Berenberg: "Buyback would reduce excess capital"
Us: "£50m in buybacks and ... £199m in dividends in H1 2022 right before the P&L blew (sic) up in H2"
@Whiffles https://t.co/SuSCJM9jLW
tweet
"Direct Line accounting error led to ‘miscalculation’ of solvency measure" (FT)
$DLG down 11% since this exchange
Berenberg: "Buyback would reduce excess capital"
Us: "£50m in buybacks and ... £199m in dividends in H1 2022 right before the P&L blew (sic) up in H2"
@Whiffles https://t.co/SuSCJM9jLW
Direct Line accounting error led to ‘miscalculation’ of solvency measure https://t.co/PnrARkKxHl tweet
Bourbon Capital
Lulelemon is going to report earnings next week, the stock is down 50% from its peak, and the stock remains undervalued
Lululemon Athletica Inc. $LULU Jan 2019
Net Debt < 0🟢
Rev: $3.9B
Gross Profit: $1.88B
EPS: $3.63
Gross Margin: 55%
Share Price: $150
Inventory Turnover: 4.01
$LULU Jan 2024
Net Debt < 0🟢
Rev: $9.6B (+140%)🟢
Gross Profit: $5.6B (+190%)🟢
EPS: $12.23 (+200%)🟢
Gross Margin: 58%🟢
Share Price: $260
Inventory Turnover: 2.89
tweet
Lulelemon is going to report earnings next week, the stock is down 50% from its peak, and the stock remains undervalued
Lululemon Athletica Inc. $LULU Jan 2019
Net Debt < 0🟢
Rev: $3.9B
Gross Profit: $1.88B
EPS: $3.63
Gross Margin: 55%
Share Price: $150
Inventory Turnover: 4.01
$LULU Jan 2024
Net Debt < 0🟢
Rev: $9.6B (+140%)🟢
Gross Profit: $5.6B (+190%)🟢
EPS: $12.23 (+200%)🟢
Gross Margin: 58%🟢
Share Price: $260
Inventory Turnover: 2.89
tweet
Offshore
Photo
Stock Analysis Compilation
FMI Funds on Henry Schein $HSIC US
Thesis: Despite recent challenges, Henry Schein's market leadership and growth prospects in dental services make it an attractive investment at current valuations
(Extract from their Q2 letter) https://t.co/ViWgmcmeee
tweet
FMI Funds on Henry Schein $HSIC US
Thesis: Despite recent challenges, Henry Schein's market leadership and growth prospects in dental services make it an attractive investment at current valuations
(Extract from their Q2 letter) https://t.co/ViWgmcmeee
tweet
Offshore
Photo
App Economy Insights
What are you watching this week?
• Monday: $PDD.
• Tuesday: $S.
• Wednesday: $CHWY, $CRM, $CRWD, $HPQ, $NVDA, $OKTA, $VEEV.
• Thursday: $ADSK, $BBY, $DELL, $ESTC, $LULU, $MDB.
All visualized in our PRO coverage next Saturday. https://t.co/HjbAkMk6Ds
tweet
What are you watching this week?
• Monday: $PDD.
• Tuesday: $S.
• Wednesday: $CHWY, $CRM, $CRWD, $HPQ, $NVDA, $OKTA, $VEEV.
• Thursday: $ADSK, $BBY, $DELL, $ESTC, $LULU, $MDB.
All visualized in our PRO coverage next Saturday. https://t.co/HjbAkMk6Ds
tweet
Offshore
Photo
Stock Analysis Compilation
Heartland Advisors on Fidelity Information Services $FIS US
Thesis: FIS's strategic refocus under new leadership, along with its strong recurring revenue base, positions the company for improved profitability and growth
(Extract from their Q2 letter) https://t.co/XRQKi5pP3h
tweet
Heartland Advisors on Fidelity Information Services $FIS US
Thesis: FIS's strategic refocus under new leadership, along with its strong recurring revenue base, positions the company for improved profitability and growth
(Extract from their Q2 letter) https://t.co/XRQKi5pP3h
tweet
Offshore
Photo
Stock Analysis Compilation
Riverwater Partners on Limoneira $LMNR US
Thesis: Limoneira's undervalued land assets and strategic shift toward more profitable ventures offer significant upside potential, making it a compelling long-term investment
(Extract from their Q2 letter) https://t.co/OYMcfEFq7g
tweet
Riverwater Partners on Limoneira $LMNR US
Thesis: Limoneira's undervalued land assets and strategic shift toward more profitable ventures offer significant upside potential, making it a compelling long-term investment
(Extract from their Q2 letter) https://t.co/OYMcfEFq7g
tweet
Quality Stocks
Which theme is your favorite?
PAYMENT
🇺🇸 Visa $V
🇳🇱 Adyen $ADYEN
🇺🇸 Paypal $PYPL
CYBERSECURITY
🇺🇸 Fortinet $FTNT
🇺🇸 Palo Alto $PANW
🇺🇸 Qualys $QLYS
CLOUD
🇺🇸 Alphabet $GOOGL
🇺🇸 Arista $ANET
🇺🇸 Microsoft $MSFT
DEFENSE
🇩🇪 Rheinmetall $RHM
🇸🇪 Saab $SAAB
🇺🇸 RTX $RTX
DIABETES / OBESITY
🇺🇸 Eli Lilly $LLY
🇩🇰 Novo Nordisk $NVO
🇺🇸 Dexcom $DXCM
tweet
Which theme is your favorite?
PAYMENT
🇺🇸 Visa $V
🇳🇱 Adyen $ADYEN
🇺🇸 Paypal $PYPL
CYBERSECURITY
🇺🇸 Fortinet $FTNT
🇺🇸 Palo Alto $PANW
🇺🇸 Qualys $QLYS
CLOUD
🇺🇸 Alphabet $GOOGL
🇺🇸 Arista $ANET
🇺🇸 Microsoft $MSFT
DEFENSE
🇩🇪 Rheinmetall $RHM
🇸🇪 Saab $SAAB
🇺🇸 RTX $RTX
DIABETES / OBESITY
🇺🇸 Eli Lilly $LLY
🇩🇰 Novo Nordisk $NVO
🇺🇸 Dexcom $DXCM
tweet
Offshore
Photo
iinvested
2Q'24 Curreen Capital on $SOLV, $DYNDF, $EHAB, $VFC
https://t.co/qAaSqfWd1j
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/8yrG9ec5V0
tweet
2Q'24 Curreen Capital on $SOLV, $DYNDF, $EHAB, $VFC
https://t.co/qAaSqfWd1j
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/8yrG9ec5V0
tweet
Offshore
Photo
Bourbon Capital
The current birth rate is probably at its lowest point, I can understand why many people are investing in $ZTS
Pets have become more important to people during this time, and some even consider plants as companions. It seems the world may never fully recover from the mental health impacts of the March 2020 events.
People don't want to date, and even companies like Bumble Inc. $BMBL might go out of business soon
tweet
The current birth rate is probably at its lowest point, I can understand why many people are investing in $ZTS
Pets have become more important to people during this time, and some even consider plants as companions. It seems the world may never fully recover from the mental health impacts of the March 2020 events.
People don't want to date, and even companies like Bumble Inc. $BMBL might go out of business soon
tweet