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Librarian Capital
FeverTree $FEVR: Growth doesn't depend on Gin
Even in UK, home of "gin & tonic":
- 28% of FEVR sales from non-tonics in H1
- Non-tonic categories grew by ~10% y/y
- Ginger Ale, cocktail mixers, soft drinks all growing
- Fever-Tree is #1 flavored soda brand in Off Trade https://t.co/f8SfdJQA3H
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FeverTree $FEVR: Growth doesn't depend on Gin
Even in UK, home of "gin & tonic":
- 28% of FEVR sales from non-tonics in H1
- Non-tonic categories grew by ~10% y/y
- Ginger Ale, cocktail mixers, soft drinks all growing
- Fever-Tree is #1 flavored soda brand in Off Trade https://t.co/f8SfdJQA3H
"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
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Librarian Capital
Bill Ackman: "This looks credible" (on ABC debate cheating claims by "Black Insurrectionist")
Among the claims: "It was agreed that Donald Trump would be subjected to fact-checking ... while Kamala Harris would not face comparable scrutiny" https://t.co/dVOk5vgK9O
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Bill Ackman: "This looks credible" (on ABC debate cheating claims by "Black Insurrectionist")
Among the claims: "It was agreed that Donald Trump would be subjected to fact-checking ... while Kamala Harris would not face comparable scrutiny" https://t.co/dVOk5vgK9O
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Dimitry Nakhla | Babylon Capital®
RT @JohnDuttonSr: @DimitryNakhla No surprises here. Since I started following you, you've been pretty much spot on with your stock predictions. Congratulations, and keep up the great work.
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RT @JohnDuttonSr: @DimitryNakhla No surprises here. Since I started following you, you've been pretty much spot on with your stock predictions. Congratulations, and keep up the great work.
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iinvested
2Q'24 Baron Small Cap Fund on $IBTA, $LOAR
https://t.co/WZ0Lb8qTvV
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/WWGaxISVyM
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2Q'24 Baron Small Cap Fund on $IBTA, $LOAR
https://t.co/WZ0Lb8qTvV
More fund letters here:
https://t.co/WRGkdL2eBG https://t.co/WWGaxISVyM
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Hidden Value Gems
Joe Tsai bought 1.45 million shares of $BABA over the past 4 months based on his new holding of 276.75 million (1.44% stake in the company).
Positive but not a huge increase - about 181K ADRs (c $15 million). https://t.co/9y3VYtd6lz
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Joe Tsai bought 1.45 million shares of $BABA over the past 4 months based on his new holding of 276.75 million (1.44% stake in the company).
Positive but not a huge increase - about 181K ADRs (c $15 million). https://t.co/9y3VYtd6lz
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Hidden Value Gems
Jeremy Grantham keynote address at Columbia University:
“In my opinion, this is the major inefficiency in the stock market. There are many inefficiencies, perhaps hundreds. It is a very inefficient enterprise, but by far the biggest inefficiency is momentum. It exists in every asset class that we can study or have ever studied.”
https://t.co/tQGVQW0ZL2
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Jeremy Grantham keynote address at Columbia University:
“In my opinion, this is the major inefficiency in the stock market. There are many inefficiencies, perhaps hundreds. It is a very inefficient enterprise, but by far the biggest inefficiency is momentum. It exists in every asset class that we can study or have ever studied.”
https://t.co/tQGVQW0ZL2
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Stock Analysis Compilation
Baron Capital on SRF Limited $SRF IN
Thesis: SRF is poised for strong growth as it leverages its R&D leadership and dominance in eco-friendly refrigerants to capitalize on global sustainability trends.
(Extract from their Q2 letter) https://t.co/gGo3eVIiaV
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Baron Capital on SRF Limited $SRF IN
Thesis: SRF is poised for strong growth as it leverages its R&D leadership and dominance in eco-friendly refrigerants to capitalize on global sustainability trends.
(Extract from their Q2 letter) https://t.co/gGo3eVIiaV
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