⁠Hidden Value Gems
Do these guys disclose when they close their shorts? I hope it wasn’t today…

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 - Hidden Value Gems
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⁠Librarian Capital
Nike $NKE Appoints Elliott Hill as New CEO

Effective 14-Oct
"John Donahoe will retire"

Hill was at Nike for 32 years until retirement in 2020
Most recently as President – Consumer & Marketplace

Shares +8% after-hours https://t.co/nSsdHgCXEV
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⁠Librarian Capital
RT @LibrarianCap: Interesting post on Nike $NKE problems, written by former brand director who worked 21 years there

h/t @TrungTPhan

https://t.co/PNiNOKbUx7 https://t.co/caS1Lu9VKf
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⁠Librarian Capital
Nick Train on AG Barr $BAG (~4% of $LTIT)

Returned +2.5% p.a. since 2014
But ~13% p.a. since 2021 entry vs. NASDAQ ~10%

"Might outperform the currently frothy NASDAQ again for a period of time"

LTIT has gained +2.3% p.a. L5Y, but +15.1% p.a. L10Y

#NeverSell? https://t.co/vzA7pXifYb
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⁠Hidden Value Gems
Quote of the day #91 https://t.co/J7KJKU5sP2
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⁠Hidden Value Gems
I remember receiving lots of criticism when I flagged $NKE as an interesting idea in June. https://t.co/ePwq30RMUm

I think $NKE is one of those investment opportunities today. Not cheap in absolute terms (22x PE), but this is on a cyclically low earnings and it is below historical avg PE of 25. https://t.co/YS3FZ1flPt - Hidden Value Gems
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⁠Hidden Value Gems
This PM is bullish on $QXO

✅ It is rolling up building-products distributors in a sector that is fragmented and ripe for consolidation.

✅ $6 per share is net cash (almost 50% of the mkt cap).

✅ The company is listed as an applications software company with little analyst coverage.

✅ QXO is run by Brad Jacobs, who has created a lot of value with his businesses incl. $XPO and $URI
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⁠Librarian Capital
"Fund manager" speaking at the FT Weekend Festival, comparing himself with Buffett and then saying:

"I was almost running money at the end of the 80s in Japan"

He was born in 1972, graduated from university in 1995
So a teenager "at the end of the 80s" https://t.co/5OVZBZu0Ac
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⁠Librarian Capital
European Opportunities Trust $EOT (Darwall) portfolio & performance attribution for FY24 (31-May)

Novo Nordisk $NOVO was >⅓ of FY24 NAV gain (5.4% out of 15.5%); was 14.2% of portfolio at year-end https://t.co/fCiGB94pEa
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