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Librarian Capital
Rightmove $RMV: Marathon 2.6% stake disclosure today (corrected version)
This was under Rule 8.3 of UK Takeover Cod, which requires disclosures of stakes >1%
This is distinct from disclosures under FCA rules, based on voting rights and starts at 3% https://t.co/47p09qrXpV
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Rightmove $RMV: Marathon 2.6% stake disclosure today (corrected version)
This was under Rule 8.3 of UK Takeover Cod, which requires disclosures of stakes >1%
This is distinct from disclosures under FCA rules, based on voting rights and starts at 3% https://t.co/47p09qrXpV
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Quality Investing with Aria
average fintwit bear take on $GOOGL
90% of revenues comes from search, YT and GCP. So that must mean that its a bad business.
Search is getting disrupted (its certain it's GOING TO HAPPEN 100%)
What do you think 🤔
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average fintwit bear take on $GOOGL
90% of revenues comes from search, YT and GCP. So that must mean that its a bad business.
Search is getting disrupted (its certain it's GOING TO HAPPEN 100%)
What do you think 🤔
@QualityInvest5 I don't remember exactly obviously, I dont holding google stock and got no plans to, but from what I can recall, Search ads, YouTube and Cloud make up the majority of their revenue.
Forgot to add Play store and AdMob too. And Search is getting distrupted. tweet
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Stock Analysis Compilation
Loomis Sayles on Monster Beverage $MNST US
Thesis: Monster’s global expansion and strategic partnership with Coca-Cola set it up for sustained growth and market share gains, with shares currently trading at an attractive discount
(Extract from their Q2 letter) https://t.co/k8Q561ewv0
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Loomis Sayles on Monster Beverage $MNST US
Thesis: Monster’s global expansion and strategic partnership with Coca-Cola set it up for sustained growth and market share gains, with shares currently trading at an attractive discount
(Extract from their Q2 letter) https://t.co/k8Q561ewv0
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Bourbon Capital
$BABA's projected stock price is $109 by August 26, 2025, and $98 by another source. However, even if the price hits $100, I don't think it's worth selling.
People from China are finally going to be allowed to buy $BABA in less than 6 days. A 55% gain isn't enough; the company is worth $300 per share
China is having a 2008 crisis or worse, but it will get better
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$BABA's projected stock price is $109 by August 26, 2025, and $98 by another source. However, even if the price hits $100, I don't think it's worth selling.
People from China are finally going to be allowed to buy $BABA in less than 6 days. A 55% gain isn't enough; the company is worth $300 per share
China is having a 2008 crisis or worse, but it will get better
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Librarian Capital
Among the top 7 Rightmove $RMV holders:
6 have "indirect" holdings
1 has direct holding in ADR (in US)
One of my bug bears is people complaining about Stamp Duty as an impediment on UK market
It's just not a thing
You don't pay Stamp Duty with CFDs https://t.co/ztI3PHFD5S
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Among the top 7 Rightmove $RMV holders:
6 have "indirect" holdings
1 has direct holding in ADR (in US)
One of my bug bears is people complaining about Stamp Duty as an impediment on UK market
It's just not a thing
You don't pay Stamp Duty with CFDs https://t.co/ztI3PHFD5S
Rightmove $RMV 2023 annual report refers to an "indirect" ownership of 5.35% by Marathon
Similar references appeared in 2022 annual report (5.20%) and 2021 (5.06%)
This is on the same 42,877,709 voting rights
RMV share count shrinking due to buybacks
Marathon was 6.79% (59,307,550) in 2020 tweet
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iinvested
1/2
2Q'24 Ensemble Fund on $VEEV
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/pfDH7XDpCn
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1/2
2Q'24 Ensemble Fund on $VEEV
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/pfDH7XDpCn
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Bourbon Capital
Dividend ex-dates for this week, for those who love dividend-paying stocks.
Which of these companies do you like for their dividends?
$MCD $NKE $BAC $PEP $O https://t.co/YO4SABvbxM
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Dividend ex-dates for this week, for those who love dividend-paying stocks.
Which of these companies do you like for their dividends?
$MCD $NKE $BAC $PEP $O https://t.co/YO4SABvbxM
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