⁠Stock Analysis Compilation
River Oaks Capital on Truxton Bank $TRUX US

Truxton’s undervalued wealth management business, with rapid AUM growth and high returns on equity, offers significant upside potential hidden within a community bank

(Extract from their Q2 letter, link in SAC#56) https://t.co/DMr14yly4i
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⁠Investing visuals
Elite Software Showdown: $PLTR vs. $NOW 👇🥊
Two top-tier software companies, both scoring over 50 on the Rule of 40*
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⁠Librarian Capital
Re: Philip Morris $PM selling Vectura $VEC at a loss

While the overall outcome was undeniably a poor one, comparing PM's Wellness & Healthcare revenues in 2020 (~$400m) and 2022 ($271m) overstated the amount of decline, due to Vectura one-offs in 2020

@helentbiz https://t.co/e3GAFHcR1Z
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⁠Capital Employed
FRESH OFF THE PRESS 🔥

Interview #100 with @lukewinchester9 from @MerewetherCap

Luke discusses...

2 Aussie microcaps he's bullish on
+ much more https://t.co/oautwWvR5B
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⁠Hidden Value Gems
RT @HiddenValueGems: Quote of the day #90 https://t.co/Uupzc4Ecgx
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⁠Investing visuals
Unfortunately, there are some imposters active....😢 Could you please help me and report them? I’d really appreciate it!🙏

Imposter accounts👇
1) https://t.co/5VV3SxdmYN
2) https://t.co/Ar25ItADyr
3) https://t.co/gdsN2SXVt0 https://t.co/lSNX7IOEao
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⁠Librarian Capital
Why you should write on Substack:

"David Lammy accused of diplomatic blunder in Substack blog post" (FT)

"He plans to write more long-form pieces about world affairs and UK foreign policy"

cc: @SubstackLinda https://t.co/vPWAoq6tJz

Why you should write on Substack, the Mogg edition

Jacob Rees-Mogg has started a Substack this month, despite historically receiving £1,000 per article from the Telegraph and £30k per month from GB News

(Source: Register of Members' Financial Interests, May-24) https://t.co/2T4BcCPQX1 - Librarian Capital
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⁠Librarian Capital
"We won’t let ‘unique’ Rightmove go cheaply, says Baillie Gifford’s McCombie" (Citywire)

"We’re not going to sell that cheaply"

Baillie Gifford owns 4.03% of $RMV

At 674.4p, shares are ~4% below offer price (~700p, 305p cash + 0.0381 new REA share)

https://t.co/osrAW2cEdz https://t.co/5bhdF1gffA
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⁠Librarian Capital
"Murdoch’s REA ups offer for Rightmove $RMV to nearly £5.9bn" (FT)

2nd offer is "750p per share", "roughly 7% increase", "according to people familiar with the matter"

Murdoch’s REA ups offer for Rightmove to nearly £5.9bn https://t.co/QNVf2BfbLd - Financial Times
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