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Bourbon Capital
Wells Fargo $WFC employee found dead at her desk days after she last clocked into work
A Wells Fargo employee at a corporate office in Arizona clocked in to what would be her last-ever shift on a Friday morning. Her body was found four days later at her cubicle desk, where she died sometime during the weekend, according to the Tempe Police Department.
If you arrive late, you are going to be fired, but if you die working, people don't even notice. I knew this company was trash, but it looks like the workers over there are worse than trash. Poor women, life shouldn't be like that.
Source: https://t.co/vERdZhdq6n
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Wells Fargo $WFC employee found dead at her desk days after she last clocked into work
A Wells Fargo employee at a corporate office in Arizona clocked in to what would be her last-ever shift on a Friday morning. Her body was found four days later at her cubicle desk, where she died sometime during the weekend, according to the Tempe Police Department.
If you arrive late, you are going to be fired, but if you die working, people don't even notice. I knew this company was trash, but it looks like the workers over there are worse than trash. Poor women, life shouldn't be like that.
Source: https://t.co/vERdZhdq6n
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Bourbon Capital
Tonight, we’ll discuss $TM
According to WB criteria, $TM is considered a good value play, with a relatively low P/E ratio compared to the industry average. Toyota reported a 20.3% increase in vehicle sales in the first quarter of 2024, indicating strong market momentum, partly due to the company's focus on hybrids. However, $TM faces challenges in key markets like China and Japan, where adverse conditions have previously impacted sales.
What do you think about this company?
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Tonight, we’ll discuss $TM
According to WB criteria, $TM is considered a good value play, with a relatively low P/E ratio compared to the industry average. Toyota reported a 20.3% increase in vehicle sales in the first quarter of 2024, indicating strong market momentum, partly due to the company's focus on hybrids. However, $TM faces challenges in key markets like China and Japan, where adverse conditions have previously impacted sales.
What do you think about this company?
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Hidden Value Gems
Things are going to plan at $WOSG.L
“Based on current trading, confidence of supply in both markets, increased certainty on the timing of key showroom projects, and visibility of new product launches, we have confidence in delivering our FY25 guidance as set out at the FY24 results.”
FY25 targets:
✅ Revenue growth: +9-12% (constant cncy)
✅ EBIT margin: 9-9.4%
✅ FCF conversion : 70%
If my math is correct, they are trading at 15.5% FCF yield (excluding growth capex).
9x fwd P/E based on consensus estimates with plans to double sales and profits by 2028.
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Things are going to plan at $WOSG.L
“Based on current trading, confidence of supply in both markets, increased certainty on the timing of key showroom projects, and visibility of new product launches, we have confidence in delivering our FY25 guidance as set out at the FY24 results.”
FY25 targets:
✅ Revenue growth: +9-12% (constant cncy)
✅ EBIT margin: 9-9.4%
✅ FCF conversion : 70%
If my math is correct, they are trading at 15.5% FCF yield (excluding growth capex).
9x fwd P/E based on consensus estimates with plans to double sales and profits by 2028.
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Librarian Capital
John Hempton (Bronte) on perils of top-down stockpicking with metrics like ROIC:
"Good results are always visible .. and the stock is priced for it"
"Miss a break of whatever it was that made the wonderful business"
French Connection >20% ROIC in 1998-2004, before losing 90% https://t.co/BtYsKXsWGi
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John Hempton (Bronte) on perils of top-down stockpicking with metrics like ROIC:
"Good results are always visible .. and the stock is priced for it"
"Miss a break of whatever it was that made the wonderful business"
French Connection >20% ROIC in 1998-2004, before losing 90% https://t.co/BtYsKXsWGi
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Offshore
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Stock Analysis Compilation
Ariel Investments on Emaar Properties $EMAAR UH
Thesis: Emaar Properties is capitalizing on Dubai's post-COVID real estate boom, with strong growth across key sectors poised to drive substantial financial performance
(Extract from their Q2 letter) https://t.co/Z6ILQctKau
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Ariel Investments on Emaar Properties $EMAAR UH
Thesis: Emaar Properties is capitalizing on Dubai's post-COVID real estate boom, with strong growth across key sectors poised to drive substantial financial performance
(Extract from their Q2 letter) https://t.co/Z6ILQctKau
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Invest In Assets 📈
RT @InvestInAssets: My investing strategy summarized 🧠
Buy high-quality companies:
- Growth +10%
- ROC +15%
- Margins above industry
- Cash conversion +75%
- Interest coverage +10x
- FCF yield > Risk-Free Rate
- Low dilution
Let's continue👇🏼 https://t.co/qXdCL5ZFbX
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RT @InvestInAssets: My investing strategy summarized 🧠
Buy high-quality companies:
- Growth +10%
- ROC +15%
- Margins above industry
- Cash conversion +75%
- Interest coverage +10x
- FCF yield > Risk-Free Rate
- Low dilution
Let's continue👇🏼 https://t.co/qXdCL5ZFbX
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Librarian Capital
Example of misunderstanding around nicotine pouches
Guardian columnist: "I knew them by the name of “snus”. I lived in Sweden for a while, where ... these nicotine pouches ... unlike the products in Britain, contain tobacco"
False. Snus & nicotine pouches are DIFFERENT products https://t.co/0oorMudRUq
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Example of misunderstanding around nicotine pouches
Guardian columnist: "I knew them by the name of “snus”. I lived in Sweden for a while, where ... these nicotine pouches ... unlike the products in Britain, contain tobacco"
False. Snus & nicotine pouches are DIFFERENT products https://t.co/0oorMudRUq
I (regrettably) tried a nicotine pouch. It made me question what I think about addiction | Imogen West-Knights https://t.co/Rx8edQZPFe tweet
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Hidden Value Gems
I think there are a few things the UK could learn from Ireland 👇🏽
One has a rapidly falling Debt/GDP and a surplus budget, EU member, just 12.5% corporate income tax.
The other: rising Debt/GDP (over 100% now), rising budget deficit, not EU member any longer, 25% corporate income tax
'Ireland’s luxury problem: what to do with its €8.6bn surplus" - @FT
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I think there are a few things the UK could learn from Ireland 👇🏽
One has a rapidly falling Debt/GDP and a surplus budget, EU member, just 12.5% corporate income tax.
The other: rising Debt/GDP (over 100% now), rising budget deficit, not EU member any longer, 25% corporate income tax
'Ireland’s luxury problem: what to do with its €8.6bn surplus" - @FT
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