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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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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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Librarian Capital
Imperial Brands: performance under Stefan Bomhard
"Since July 2020 ... Imperial $IMB has returned 106% ... actually outperformed S&P 500, which is up 92%, and NASDAQ ... up only 79% since Stefan became the CEO"
"It has outperformed every tobacco stock, BAR PHILIP MORRIS $PM (our emphasis)"
(Gaurav Jain, Barclays analyst, 03-Sep)
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Imperial Brands: performance under Stefan Bomhard
"Since July 2020 ... Imperial $IMB has returned 106% ... actually outperformed S&P 500, which is up 92%, and NASDAQ ... up only 79% since Stefan became the CEO"
"It has outperformed every tobacco stock, BAR PHILIP MORRIS $PM (our emphasis)"
(Gaurav Jain, Barclays analyst, 03-Sep)
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Librarian Capital
Imperial Brands: CEO + CFO at Barclays conf. (3-Sep)
1/ $IMB "now year 4 of a 5-year strategy"
"This year will be another year where we accelerate further the op. profit" (FY23: +3.9% ex-FX, Russia)
"Well on track ... to get close to that MSD" EBIT growth https://t.co/HE8JCKAbfg
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Imperial Brands: CEO + CFO at Barclays conf. (3-Sep)
1/ $IMB "now year 4 of a 5-year strategy"
"This year will be another year where we accelerate further the op. profit" (FY23: +3.9% ex-FX, Russia)
"Well on track ... to get close to that MSD" EBIT growth https://t.co/HE8JCKAbfg
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Investing visuals
Meta $META hit an all-time-high today but is still fairly priced. Here's an overview of this high quality compounder👇🔍 https://t.co/nvu31dnNQL
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Meta $META hit an all-time-high today but is still fairly priced. Here's an overview of this high quality compounder👇🔍 https://t.co/nvu31dnNQL
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