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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
πŸŽ‰ It's one pager thursday!

πŸ‡΅πŸ‡± Dino Polska $DNP
πŸ‡«πŸ‡· Dassault Aviation $AM
πŸ‡ΊπŸ‡Έ 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 πŸ”— 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 glanceπŸ‘‡πŸ” 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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⁠Capital Employed
We have a great interview dropping tomorrow with a talented fund manager.

Subscribe to this direct to your inbox πŸ‘‡

https://t.co/jEccgMxHme
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⁠Bourbon Capital
I know it's hard, but when the market is down, buy quality stocks; then you can focus on other companies.

Don't waste your money buying 'Meme Stocks' or NFTs. Companies like $AMC and $CLOV are printing a lot of shares to stay in business, just like $C in 2008, and they never bought those shares back.

$INTC and $BA might recover, but this is going to take a while.

Everyone loses money in the market, but keep adding quality stocks
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⁠Librarian Capital
YTD, Philip Morris $PM and Altria $MO have returned 2x the gain in the NASDAQ Composite in price alone

h/t Gaurav Jain, Barclays' Head of Global Tobacco https://t.co/Z6l3pyAd97
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⁠Bourbon Capital
Berkshire Hathaway $BRK.B average price:

Occidental Petroleum Corporation $OXY $50.37
Chubb Limited $CB $240
Citigroup Inc. $C $61
Nu Holdings Ltd. $NU $9.38
Ally Financial Inc. $ALLY $42.86
Ulta Beauty, Inc. $ULTA $385
Sirius XM Holdings Inc. $SIRI $3.32
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