⁠Bourbon Capital
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 - Bourbon Capital
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⁠Matt McGarry
I’m hosting a FREE training that breaks down:

How to start a newsletter, get your first 10,000 subscribers, and $10,000+ per month in sales...

...Even if you have no email list or online marketing experience.

1000 spots available. RSVP below.👇
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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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⁠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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⁠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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⁠Bourbon Capital
$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 - Bourbon Capital
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⁠Librarian Capital
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 - KaizerRev
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⁠Quality Stocks
🎉 It's one pager thursday!

🇵🇱 Dino Polska $DNP
🇫🇷 Dassault Aviation $AM
🇺🇸 Manhattan Associates $MANH

And a stock duel including the one pagers of Fortinet $FTNT and Palo Alto $PANW

Here is a sample, the other ones are available on the link in my bio 🔗 https://t.co/afZQQEjJiJ
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⁠Investing visuals
ASML $ASML stock is down 27% since its peak in Juli, making its valuation more reasonable.

Here’s the company at a glance👇🔍 https://t.co/9SnEAfUiDG
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⁠Bourbon Capital
I love September

$GOOG down 18% so far
$ASML down 23%
$ODFL down 17%

I hope we can get a cheaper price soon, $OXY is cheap but some people don't like Oil
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⁠Librarian Capital
Hershey $HSY replaces Head of US Confection

Michael Del Pozzo to join from PepsiCo $PEP, where he spent 23 years, most recently as GM of Gatorade

He replaces Charles Raup, in role since 2019, now "retiring to pursue other executive opportunities" https://t.co/Crw1ocmtQz
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