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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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Librarian Capital
Yesterday we mentioned Zoetis's risk from APOQUEL facing new competition from Zenrelia
Today: "US FDA approves Elanco's skin disease treatment for dogs" (Reuters)
$ELAN +2.9%, $ZTS -1.8% https://t.co/0LZlFAEOAF
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Yesterday we mentioned Zoetis's risk from APOQUEL facing new competition from Zenrelia
Today: "US FDA approves Elanco's skin disease treatment for dogs" (Reuters)
$ELAN +2.9%, $ZTS -1.8% https://t.co/0LZlFAEOAF
J Stern & Co: Zoetis $ZTS
We used to own this but not now
28.6x (!) 2025E EPS
We fear new entrant risks (esp. APOQUEL, $850m / 10% in 2023; $ELAN Zenrelia launch 24Q3)
Librela/Solensia as ~$2bn+ LT opp.
These had $284m run-rate as of Q2
Was $1bn opp. as recently as May-23 CMD https://t.co/QNfW4yJYf8 tweet
Dimitry Nakhla | Babylon Capital®
RT @minionrare: @DimitryNakhla A sober stock price-8% in a week 🤣
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RT @minionrare: @DimitryNakhla A sober stock price-8% in a week 🤣
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