Offshore
Photo
Librarian Capital
"FeverTree: H1 Showed Costs are On Track, Even if Growth is Not (Yet)"
$FEVR shares fell 12% after results and are lowest since 2016, but key parts of our thesis were validated.
https://t.co/uqjaYJE1qt https://t.co/KLbdWFjeUW
tweet
"FeverTree: H1 Showed Costs are On Track, Even if Growth is Not (Yet)"
$FEVR shares fell 12% after results and are lowest since 2016, but key parts of our thesis were validated.
https://t.co/uqjaYJE1qt https://t.co/KLbdWFjeUW
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
My TipRanks Weekly 💯
Top 1.86% among ~756K investors 👌🏽
#stocks #investing https://t.co/NnrkNInc3x
tweet
My TipRanks Weekly 💯
Top 1.86% among ~756K investors 👌🏽
#stocks #investing https://t.co/NnrkNInc3x
tweet
Offshore
Photo
Stock Analysis Compilation
Baron Capital on Broadcom $AVGO US
Thesis: Broadcom is set to capitalize on explosive AI growth and its strategic VMWare acquisition, driving strong performance in both the short and long term
(Extract from their Q2 letter) https://t.co/jCXaoNcNPH
tweet
Baron Capital on Broadcom $AVGO US
Thesis: Broadcom is set to capitalize on explosive AI growth and its strategic VMWare acquisition, driving strong performance in both the short and long term
(Extract from their Q2 letter) https://t.co/jCXaoNcNPH
tweet
Offshore
Video
Librarian Capital
Presented without comment https://t.co/xPb9mHh6Rl
tweet
Presented without comment https://t.co/xPb9mHh6Rl
Trump: “Residents are reporting the migrants are walking off with the town's geese. They've taken the geese. You know where the geese are? In the park, in the lake. And even walking off with their pets. My dog's been taken! My dog's gone! These people are the worst” https://t.co/bm3bbALqT9 tweet
Offshore
Photo
Stock Analysis Compilation
Baron Capital on Integer Holdings Corporation $ITGR US
Thesis: Integer Holdings is primed for rapid growth, leveraging its leadership in med-tech manufacturing and strategic acquisitions to outpace the market
(Extract from their Q2 letter) https://t.co/bDaYNMjoUj
tweet
Baron Capital on Integer Holdings Corporation $ITGR US
Thesis: Integer Holdings is primed for rapid growth, leveraging its leadership in med-tech manufacturing and strategic acquisitions to outpace the market
(Extract from their Q2 letter) https://t.co/bDaYNMjoUj
tweet
Offshore
Photo
Librarian Capital
FeverTree $FEVR: top-3 holders include Lindsell Train (#1, 15.4%) and Smithson (#3, 6.2%)
Smithson bought back in 2019; more recently they are known for selling Rightmove $RMV near the bottom (in late 2023, when they also bought Croda $CRDA)
Investing is simple but not easy https://t.co/OwSTEm2UGT
tweet
FeverTree $FEVR: top-3 holders include Lindsell Train (#1, 15.4%) and Smithson (#3, 6.2%)
Smithson bought back in 2019; more recently they are known for selling Rightmove $RMV near the bottom (in late 2023, when they also bought Croda $CRDA)
Investing is simple but not easy https://t.co/OwSTEm2UGT
FeverTree $FEVR discussion agenda
1/ Recap of thesis: FEVR as growth asset & acq. target
2/ Interpreting H1 sales growth; Jul-Aug acceleration
3/ Margin recovery & operational leverage
4/ FY24 outlook & FY25 comments
5/ Valuation and return forecasts
6/ Q&A
https://t.co/vHaevXLiq0 tweet