Offshore
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Quality Investing with Aria
$ROKU is a straight up shitco. Every other day it trades up 6% or falls 8
Cathie Wood is probably going insane 💀 https://t.co/0k39vqlrRq
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$ROKU is a straight up shitco. Every other day it trades up 6% or falls 8
Cathie Wood is probably going insane 💀 https://t.co/0k39vqlrRq
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Offshore
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Stock Analysis Compilation
Heartland Advisors on Science Applications International $SAIC US
Thesis: SAIC’s new management, focused on boosting government contracts and leveraging capital strategies, positions the company for potential turnaround and value growth
(Extract from their Q2 letter) https://t.co/v3YpDsekzy
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Heartland Advisors on Science Applications International $SAIC US
Thesis: SAIC’s new management, focused on boosting government contracts and leveraging capital strategies, positions the company for potential turnaround and value growth
(Extract from their Q2 letter) https://t.co/v3YpDsekzy
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Quiver Quantitative
BREAKING: Marjorie Taylor Greene just disclosed new stock trades.
It appears that she decided to start following Pelosi's portfolio.
She just bought stock in Nvidia, Palo Alto Networks, and several of Pelosi's other largest holdings.
You can track both portfolios on Quiver. https://t.co/rd1GPdb56x
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BREAKING: Marjorie Taylor Greene just disclosed new stock trades.
It appears that she decided to start following Pelosi's portfolio.
She just bought stock in Nvidia, Palo Alto Networks, and several of Pelosi's other largest holdings.
You can track both portfolios on Quiver. https://t.co/rd1GPdb56x
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twitter.com
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Bourbon Capital
Today dividend payments
$RTX $UPS $ZIM $TJX
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Today dividend payments
$RTX $UPS $ZIM $TJX
Dividend Pay-dates for this week.
Which of these companies do you own?
$V $WMT $ZTS $UL https://t.co/e88nWzVsJv tweet
twitter.com
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Offshore
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Librarian Capital
Schroders $SDR between 19H1 and 24H1
AUM rose 48% from £444bn to £657bn*
Net operating revenue rose 14%, £1,033m to £1,175m
Profit Before Tax fell 19%, £340m to £276m
Some have done well out of UK fund mgmt.
But usually not clients or shareholders
* £774bn w/ Assoc. & JVs https://t.co/QoCCvfuoP3
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Schroders $SDR between 19H1 and 24H1
AUM rose 48% from £444bn to £657bn*
Net operating revenue rose 14%, £1,033m to £1,175m
Profit Before Tax fell 19%, £340m to £276m
Some have done well out of UK fund mgmt.
But usually not clients or shareholders
* £774bn w/ Assoc. & JVs https://t.co/QoCCvfuoP3
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twitter.com
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Offshore
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Quality Investing with Aria
"Its better to fish in a good pond and catch an average fish than a bad pond and catch the best fish"
GOOD PONDS:
Pharmaceuticals, Consumer Products and Software
- enjoy high returns on capital above 20%
- businesses generally enjoy oligpolostic industry dynamics
- high margins and asset light business models
BAD PONDS:
Telecomm, utilities and energy
- tend to be awful industries with ROCE below 10%
- these businesses are generally riddled with competitive industry dynamics,
- low margins and capex heavy business models
Courtesy of Terry Smith and his book. Here is the average Return on Capital Employed by industry
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"Its better to fish in a good pond and catch an average fish than a bad pond and catch the best fish"
GOOD PONDS:
Pharmaceuticals, Consumer Products and Software
- enjoy high returns on capital above 20%
- businesses generally enjoy oligpolostic industry dynamics
- high margins and asset light business models
BAD PONDS:
Telecomm, utilities and energy
- tend to be awful industries with ROCE below 10%
- these businesses are generally riddled with competitive industry dynamics,
- low margins and capex heavy business models
Courtesy of Terry Smith and his book. Here is the average Return on Capital Employed by industry
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Offshore
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Librarian Capital
Rightmove $RMV: Watching RNS as Rule 8.3 of Takeover Code forces disclosures of >1% stakes (compared to >3% outside offers under FCA rules)
Thus far most disclosures from known shareholders (Marathon, Lindsell Train, etc.) or big firms
Only new name is Greenvale, with 1.75% https://t.co/92Nhj40MzM
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Rightmove $RMV: Watching RNS as Rule 8.3 of Takeover Code forces disclosures of >1% stakes (compared to >3% outside offers under FCA rules)
Thus far most disclosures from known shareholders (Marathon, Lindsell Train, etc.) or big firms
Only new name is Greenvale, with 1.75% https://t.co/92Nhj40MzM
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Offshore
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Bourbon Capital
$NEM is up 2.34%🟢 looks like some investors are after those dividends.
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$NEM is up 2.34%🟢 looks like some investors are after those dividends.
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 tweet
Offshore
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Librarian Capital
This is just hilarious, whatever your political views
h/t multiple accounts
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This is just hilarious, whatever your political views
h/t multiple accounts
Nick Fuentes (@NickJFuentes) talks about Donald Trump's "I lost by a whisker" comment admitting he lost the 2020 Election.
"Would have been good to know that before 16K people got charged. Before I got my money frozen & put on a Federal No Fly List." https://t.co/v4pypEY6mV tweet