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Librarian Capital
Rightmove $RMV: long-time holder Kayne Anderson Rudnick has sold down ~1% (from 6.52% to 5.35%)
$REA non-binding offer was rejected by RMV board
They have until 30-Sep to make another one https://t.co/s6y42T8zzR
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Rightmove $RMV: long-time holder Kayne Anderson Rudnick has sold down ~1% (from 6.52% to 5.35%)
$REA non-binding offer was rejected by RMV board
They have until 30-Sep to make another one https://t.co/s6y42T8zzR
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Hidden Value Gems
Probably a buying opportunity 👉🏼 $KSPI
Just adding a word “Russia” and expecting the stock to tank…
I would be more cautious about $FRHC though, which was also subject to a short seller attack and is now +50% from its lows.
cc @CulperResearch https://t.co/fzFcG59Gpc
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Probably a buying opportunity 👉🏼 $KSPI
Just adding a word “Russia” and expecting the stock to tank…
I would be more cautious about $FRHC though, which was also subject to a short seller attack and is now +50% from its lows.
cc @CulperResearch https://t.co/fzFcG59Gpc
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Librarian Capital
"Tucker Carlson Plans New Nicotine-Pouch Brand (Alp)" (WSJ) $PM
"His partner in the venture ... said Alp would comply with federal regulations but declined to say whether the brand had sought clearance from the FDA"
"Alp pouches are moist, he said"
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"Tucker Carlson Plans New Nicotine-Pouch Brand (Alp)" (WSJ) $PM
"His partner in the venture ... said Alp would comply with federal regulations but declined to say whether the brand had sought clearance from the FDA"
"Alp pouches are moist, he said"
Tucker Carlson says he decided to launch his own nicotine-pouch brand because Zyn maker Philip Morris couldn’t take a joke https://t.co/78Q14NPpSN https://t.co/78Q14NPpSN tweet
twitter.com
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Librarian Capital
Hell hath no fury like an influencer scorned, ZYN edition
Tucker Carlson, last Oct: "Zyn is a powerful work enhancer, and also a male enhancer"
"Carlson’s representatives pitched Philip Morris $PM on forming a partnership"
"After receiving PM’s response last year ... he said. “It’s not a brand for men”"
Source: WSJ
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Hell hath no fury like an influencer scorned, ZYN edition
Tucker Carlson, last Oct: "Zyn is a powerful work enhancer, and also a male enhancer"
"Carlson’s representatives pitched Philip Morris $PM on forming a partnership"
"After receiving PM’s response last year ... he said. “It’s not a brand for men”"
Source: WSJ
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Offshore
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Librarian Capital
Hell hath no fury like an influencer scorned, ZYN edition
Tucker Carlson, last Oct: "Zyn is a powerful work enhancer, and also a male enhancer"
"Carlson’s representatives pitched Philip Morris $PM on forming a partnership"
"After receiving PM’s response last year ... he said. “It’s not a brand for men”"
Source: WSJ
tweet
Hell hath no fury like an influencer scorned, ZYN edition
Tucker Carlson, last Oct: "Zyn is a powerful work enhancer, and also a male enhancer"
"Carlson’s representatives pitched Philip Morris $PM on forming a partnership"
"After receiving PM’s response last year ... he said. “It’s not a brand for men”"
Source: WSJ
tweet
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Hidden Value Gems
The latest Memo by @HowardMarksBook on the shortcomings of today's economic plans of the politicians. As someone who has experienced EM policies first-hand, I can attest to these points 👇🏽
➡️"In the world of politics, there can be limitless benefits and something for everyone. But in economics, there are only tradeoffs."
➡️"You can set prices for goods, but you can’t make people produce them."
➡️"Mandating lower prices is generally the least effective way to get them."
➡️"Governments can pass laws designed to encourage or even compel behavior, but in general they can’t mandate economic outcomes. There are so many moving pieces and second-order consequences that governments generally can’t engineer both prosperity and the specific economic outcomes that policymakers may seek."
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The latest Memo by @HowardMarksBook on the shortcomings of today's economic plans of the politicians. As someone who has experienced EM policies first-hand, I can attest to these points 👇🏽
➡️"In the world of politics, there can be limitless benefits and something for everyone. But in economics, there are only tradeoffs."
➡️"You can set prices for goods, but you can’t make people produce them."
➡️"Mandating lower prices is generally the least effective way to get them."
➡️"Governments can pass laws designed to encourage or even compel behavior, but in general they can’t mandate economic outcomes. There are so many moving pieces and second-order consequences that governments generally can’t engineer both prosperity and the specific economic outcomes that policymakers may seek."
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Capital Employed
Tomorrow we're publishing an interview with one of Australia's most interesting microcap fund managers.
Sign-up to get the interview straight to your inbox 👇
https://t.co/jEccgMxHme
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Tomorrow we're publishing an interview with one of Australia's most interesting microcap fund managers.
Sign-up to get the interview straight to your inbox 👇
https://t.co/jEccgMxHme
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Librarian Capital
Imperial Brands $IMB: Dodge & Cox appears in RNS as ~5% shareholder (going from 5.00% to 4.98%)
This is first RNS where the firm is mentioned, though FactSet shows 4.4% position as of early 01-Sep
Dodge & Cox did not appear among top shareholders as of Sep-23 (FY23 report) https://t.co/KFeReEqCHW
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Imperial Brands $IMB: Dodge & Cox appears in RNS as ~5% shareholder (going from 5.00% to 4.98%)
This is first RNS where the firm is mentioned, though FactSet shows 4.4% position as of early 01-Sep
Dodge & Cox did not appear among top shareholders as of Sep-23 (FY23 report) https://t.co/KFeReEqCHW
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Stock Analysis Compilation
Azagala Capital on IAC $IAC US
IAC’s diverse investments, including high-growth companies like Dotdash Meredith and Turo, are undervalued at current prices, presenting a strong upside potential with multiple catalysts on the horizon
(Extract from their Q2 letter) https://t.co/iIrv9NACbd
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Azagala Capital on IAC $IAC US
IAC’s diverse investments, including high-growth companies like Dotdash Meredith and Turo, are undervalued at current prices, presenting a strong upside potential with multiple catalysts on the horizon
(Extract from their Q2 letter) https://t.co/iIrv9NACbd
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Quiver Quantitative
Nancy Pelosi has made $3,090,000 in the stock market so far today.
That is 17x her annual salary, in unrealized gains.
The market has only been open for 3 hours. https://t.co/xhmQPI536F
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Nancy Pelosi has made $3,090,000 in the stock market so far today.
That is 17x her annual salary, in unrealized gains.
The market has only been open for 3 hours. https://t.co/xhmQPI536F
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