⁠Quality Investing with Aria
My secret to being an exceptional capital allocator? 🧐 👇

Cheers. Happy $NVDA earnings day 🥳 https://t.co/ktBDi0xmxh
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⁠Librarian Capital
"UK property market set for busy autumn as listings hit seven-year high" (FT)

"The stock of homes for sale ... was 14% higher over the past month compared with the same time in 2023, according to ... Zoopla on Wednesday"

$RMV on ~22x 2023 EPS
https://t.co/9zXvMYdp0E

UK property market set for busy autumn as listings hit seven-year high https://t.co/YlH8Xxxl0v - Financial Times
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⁠Librarian Capital
UK to raise taxes on banks? $NWG $LLOY

"One former senior Whitehall official said banks would be one possible target... A “sensibly crafted” levy could raise several billion pounds and be framed as the “flip side of the losses the Treasury is making on quantitative tightening”" https://t.co/tezxR8l4Ik
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⁠Librarian Capital
"Warren Buffett Sells More BofA Shares" (Bloomberg)

$BRK.B "has trimmed the stake by a total of almost 13% in a series of sales since mid-July, generating $5.4bn"

"Remains the bank’s biggest stockholder" ($35.9bn)

$BAC

Warren Buffett sold an additional $982 million of Bank of America stock as his conglomerate continues to shrink its investment in the second-largest US bank https://t.co/0Gs5YYuI0k - Bloomberg
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⁠Stock Analysis Compilation
Alger on Pan Pacific Holdings $7532 JP

Thesis: Pan Pacific Holdings is poised for long-term growth, leveraging Japan's value shopping trends and Don Quijote’s unique store format to outperform in a challenging economic environment

(Extract from their Q2 letter) https://t.co/TQ3ZkzheeV
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⁠Invest In Assets 📈
RT @InvestInAssets: 6 Boring Quality Businesses 📊

1. DSV
2. Danaher Corp
3. Mettler Toledo
4. Terravest Capital
5. Waste Management
6. Alimentation Couche Tard

Boring is subjective, but these stocks are unlikely to be featured on CNN as "hot".

Let's take a look: https://t.co/us8HJ1ById
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⁠Capital Employed
In an on-going effort to provide more investment ideas we want to a highlight a stock that seems far too cheap for its quality.

PE 6
ROCE 29%
High insider ownership
Illiquid
No analyst coverage

80% upside in the near term with multi-bagger potential 👇

https://t.co/faQsS0L6Ej https://t.co/ySZIu8qalG
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⁠Stock Analysis Compilation
Bell AM on BE Semiconductor $BESI NA

Thesis: BESI's leadership in advanced packaging technology positions it to set new industry standards, driving robust growth and margin expansion in the semiconductor market

(Extract from their Q2 letter) https://t.co/uYQaX9ZmBu
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⁠Librarian Capital
"Visa: Compounding Growth & Potential to Re-rate after Q3 FY24"

Shares have stagnated in the past 6 months even as EPS grows at low-teens, pushing P/E down to 27.5x

$V $MA $AXP
https://t.co/54xRISZYXu https://t.co/xy4TjWOy2n
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⁠Invest In Assets 📈
RT @InvestInAssets: Cannibal stocks: https://t.co/eo4PW49CGK
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