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On Monday 23 September, Palantir $PLTR will finally join the S&P500. Here's an overview of the company👇🔍 https://t.co/XxddLGrdyq
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On Monday 23 September, Palantir $PLTR will finally join the S&P500. Here's an overview of the company👇🔍 https://t.co/XxddLGrdyq
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Librarian Capital
Estée Lauder $EL: Outgoing CFO Tracy Travis at Barclays conference (3-Sep)
1/ Emerging Markets are "around 10%" of sales
NB. China (incl. TR) was 26% of EL sales in FY24
By contrast, L'Oréal $OR generated more sales from EM than from China as of H1 2024 (both ~17%) https://t.co/MzdYNQ9Vk3
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Estée Lauder $EL: Outgoing CFO Tracy Travis at Barclays conference (3-Sep)
1/ Emerging Markets are "around 10%" of sales
NB. China (incl. TR) was 26% of EL sales in FY24
By contrast, L'Oréal $OR generated more sales from EM than from China as of H1 2024 (both ~17%) https://t.co/MzdYNQ9Vk3
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Stock Analysis Compilation
Riverwater Partners on Aris Water Solutions $ARIS US
Thesis: Aris Water Solutions’ sustainable water recycling model and strong infrastructure provide a significant competitive advantage in the oil and gas industry
(Extract from their Q2 letter) https://t.co/qPkYneVSq3
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Riverwater Partners on Aris Water Solutions $ARIS US
Thesis: Aris Water Solutions’ sustainable water recycling model and strong infrastructure provide a significant competitive advantage in the oil and gas industry
(Extract from their Q2 letter) https://t.co/qPkYneVSq3
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Librarian Capital
At Haypp $HAYPP, 5 of the top 8 executives used to work at British American Tobacco $BATS $BTI, including both CEO Gavin O’Dowd and CFO Peter Deli https://t.co/iVGcJwNdt4
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At Haypp $HAYPP, 5 of the top 8 executives used to work at British American Tobacco $BATS $BTI, including both CEO Gavin O’Dowd and CFO Peter Deli https://t.co/iVGcJwNdt4
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Stock Analysis Compilation
Davis fund on Development Bank of Singapore $DBS SP
Thesis: DBS’s stronghold in low-cost funding and wealth management, combined with its advanced digital banking platform, positions it for continued growth and resilience in Asia
(Extract from their Q2 letter) https://t.co/Ld3Q4R2VWE
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Davis fund on Development Bank of Singapore $DBS SP
Thesis: DBS’s stronghold in low-cost funding and wealth management, combined with its advanced digital banking platform, positions it for continued growth and resilience in Asia
(Extract from their Q2 letter) https://t.co/Ld3Q4R2VWE
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Librarian Capital
Everything is relative, nicotine pouches edition
Philip Morris $PM: "https://t.co/VquFODnUIM sales have represented a very small percentage of nationwide ZYN volumes"
$HAYPP: "the temporary closure of https://t.co/QDdqBbaQS0 has shifted some consumers to Haypp sites" https://t.co/XjCqmMq8ue
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Everything is relative, nicotine pouches edition
Philip Morris $PM: "https://t.co/VquFODnUIM sales have represented a very small percentage of nationwide ZYN volumes"
$HAYPP: "the temporary closure of https://t.co/QDdqBbaQS0 has shifted some consumers to Haypp sites" https://t.co/XjCqmMq8ue
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Librarian Capital
Haypp 2021 IPO: everyone sold some, including CEO
CEO Gavin O'Dowd sold half his $HAYPP holding then
His current holding (1,012,391) is 7% lower than at IPO https://t.co/NIRY7021XU
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Haypp 2021 IPO: everyone sold some, including CEO
CEO Gavin O'Dowd sold half his $HAYPP holding then
His current holding (1,012,391) is 7% lower than at IPO https://t.co/NIRY7021XU
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Librarian Capital
Prevent All Cigarette Trafficking Act (PACT) bans mailing of cigarettes & smokeless tobacco on USPS*
FeEx bans shipping of "tobacco products"
But it seems possible to have snus & nicotine pouches delivered by both**
Definition of "smokeless tobacco" may be key?
$MO $PM $HAYPP https://t.co/ed9t7Eh1Lw
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Prevent All Cigarette Trafficking Act (PACT) bans mailing of cigarettes & smokeless tobacco on USPS*
FeEx bans shipping of "tobacco products"
But it seems possible to have snus & nicotine pouches delivered by both**
Definition of "smokeless tobacco" may be key?
$MO $PM $HAYPP https://t.co/ed9t7Eh1Lw
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Stock Analysis Compilation
Davis fund on Meituan $3690 HK
Thesis: Meituan’s dominant position in China’s local services and food delivery markets, combined with attractive valuations, provides a compelling long-term growth opportunity
(Extract from their Q2 letter) https://t.co/uMQgL9VJF8
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Davis fund on Meituan $3690 HK
Thesis: Meituan’s dominant position in China’s local services and food delivery markets, combined with attractive valuations, provides a compelling long-term growth opportunity
(Extract from their Q2 letter) https://t.co/uMQgL9VJF8
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