⁠Librarian Capital
FeverTree $FEVR: Gin is less important outside UK

Non-Tonics are 28% of UK sales (24H1)
Non-Tonics are 42% of group sales (LTM)
-> Non-Tonics are ~50% of non-UK sales

FeverTree growth in US and Europe has always required more efforts outside gin in the first place https://t.co/eDvBPUXKjV

"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 - Librarian Capital
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⁠Librarian Capital
Michael Lindsell on how China has become a headwind for Japanese consumer companies

Shiseido
29% of sales from China; success pre 2020
14% travel retail (highest margin)
Weakness in both channels
May miss 2024 ~5% EBIT margin target

1.4x EV/Sales vs. 5x for $OR and 2.5x for $EL https://t.co/yIUkB7Meo8
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⁠Librarian Capital
"UK home asking prices rise sharply in September" (FT)

The relationship between UK house prices and Rightmove revenues is not linear - people spend less on marketing products if demand is already high - but in general it's good for $RMV to see estate agents making more money

Asking prices for UK homes rise sharply in September https://t.co/HNL40Hc8Og - Financial Times
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⁠Librarian Capital
Multi-manager hedge fund returns (Aug-24 YTD)

Via the FT, from "people who have seen the numbers"
https://t.co/8ij6li2JwQ https://t.co/osJQZuW4PM
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⁠Hidden Value Gems
I highlighted Rexel as one of the undervalued companies that benefits from the AI/Power boom. Now it received the bid from QXO at €28.4 a share, stock is up 10% today. I think the offer price is quite low valying the business at just 10x PE.

$RXL.PA https://t.co/kp66N8eSMp
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⁠Dimitry Nakhla | Babylon Capital®
20 Stocks ROIC >20% & Have More Cash and Equivalents to Long-Term Debt 💵

📈 Nvidia $NVDA
🏢 NVR Inc $NVR
🚗 Copart $CPRT
🤖 Fortinet $FTNT
🔩 Fastenal $FAST
💵 Paychex $PAYX
📐 Graco Inc $GGG
🚿 A O Smith $AOS
☁️ Microsoft $MSFT
🖱️ Alphabet $GOOG
📲 Taiwan Semi $TSM
🖨️ Lam Research $LRCX
💽 ASML Holding $ASML
🎥 Meta Platforms $META
💾 Applied Materials $AMAT
✈️ Booking Holdings $BKNG
🏥 Medpace Holdings $MEDP
🫀 Edwards Lifesciences $EW
🚛 Old Dominion Freight $ODFL
🧬 Vertex Pharmaceuticals $VRTX

#stocks #investing
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⁠iinvested
Great write-up by Emeth Value Capital on $BTDPY

Read the full letter here:
https://t.co/WRGkdL2eBG https://t.co/kO3acQtOOv
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Top 3 Stocks on My Buy Radar Today 🧵

1️⃣ Expected CAGR: 14.2%

2️⃣ Expected CAGR: 16.6%

3️⃣ Expected CAGR: 12.2%

#stocks #investing
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𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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⁠Ahmad Jivraj
From a graphics chip startup to a major player in AI and high-performance computing, here are 10 fun facts about $NVDA !
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⁠Stock Analysis Compilation
Baron Capital on Exact Sciences $EXAS US

Thesis: EXAS is poised for significant growth with its market-leading Cologuard test and upcoming innovations, making it an attractive investment with the potential to double over the next five years

(Extract from their Q2 letter) https://t.co/JSoiSF4ghd
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