Offshore
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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
tweet
Offshore
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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
Offshore
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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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Offshore
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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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Offshore
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Librarian Capital
4Imprint: Norges Bank bought another ~1%
Now 4.01% stake, making it 7th largest holder
$FOUR down 21% since 52-week high
At 5,330p (~$70), at 18.5x 2023 EPS ($3.779)
24H1 revenue +5%, EBIT +10%, EPS +10%
Expects FY sales growth "similar" to H1, better margin https://t.co/1rPI1WjtGa
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4Imprint: Norges Bank bought another ~1%
Now 4.01% stake, making it 7th largest holder
$FOUR down 21% since 52-week high
At 5,330p (~$70), at 18.5x 2023 EPS ($3.779)
24H1 revenue +5%, EBIT +10%, EPS +10%
Expects FY sales growth "similar" to H1, better margin https://t.co/1rPI1WjtGa
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