⁠Invest In Assets 📈
The Artificial Intelligence (AI) Market is expected to grow 35.7% CAGR in the next 6 years:

Source: Marketsandmarkets https://t.co/kPX1WJL3G5
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⁠Librarian Capital
Tobacco IR factoid: UK players are more verbose

No. of slides in H1 results:
Altria $MO - 31
BAT $BATS $BTI - 52
Imperial Brands $IMB - 48
Japan Tobacco - 18
Philip Morris $PM - 15

The US players present more information with fewer slides (and fewer chart crimes) https://t.co/NbuuCVJYgm
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⁠Hidden Value Gems
Have a great weekend ahead!

Quote of the day #76 https://t.co/eB94GmF8wP - Hidden Value Gems
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⁠Librarian Capital
British American Tobacco $BATS $BTI made predictions about global nicotine market 5 years ago (Mar-19 CMD)

They correctly saw the market would be bigger in 2023

But they also expect Vapour to be bigger than Tobacco Heated Products (THP), and Modern Oral (pouches) to be small https://t.co/sZtWYIA7dU
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⁠Invest In Assets 📈
RT @InvestInAssets: Kanbrick reading list for investors: https://t.co/a9kmJAG174
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⁠Stock Analysis Compilation
Ariel Investments on Axa $CS FP

Thesis: AXA SA offers a compelling value opportunity, poised to close the valuation gap with its peers through strategic focus on higher-margin, recurring revenue segments

(Extract from their Q2 letter) https://t.co/IMdvJ7ejGA
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⁠Value Spotlight (Andrew Sather)
RT @ValueSpotlight: The Next Step: ROIC to estimate future Growth Rate (Tutorial):

$V https://t.co/ZeFEufHIJG
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⁠Librarian Capital
RT @LibrarianCap: Recent research $RI article:
https://t.co/lUQ0PLEMKh https://t.co/NwygxHzJ1l
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