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โ 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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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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โ Capital Employed
FRESH OFF THE PRESS ๐ฅ
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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FRESH OFF THE PRESS ๐ฅ
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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โ Investing visuals
Unfortunately, there are some imposters active....๐ข Could you please help me and report them? Iโd really appreciate it!๐
Imposter accounts๐
1) https://t.co/5VV3SxdmYN
2) https://t.co/Ar25ItADyr
3) https://t.co/gdsN2SXVt0 https://t.co/lSNX7IOEao
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Unfortunately, there are some imposters active....๐ข Could you please help me and report them? Iโd really appreciate it!๐
Imposter accounts๐
1) https://t.co/5VV3SxdmYN
2) https://t.co/Ar25ItADyr
3) https://t.co/gdsN2SXVt0 https://t.co/lSNX7IOEao
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โ 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
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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 ยฃ1,000 per article from the Telegraph and ยฃ30k per month from GB News
(Source: Register of Members' Financial Interests, May-24) https://t.co/2T4BcCPQX1 tweet
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โ Librarian Capital
"We wonโt let โuniqueโ Rightmove go cheaply, says Baillie Giffordโs McCombie" (Citywire)
"Weโre 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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"We wonโt let โuniqueโ Rightmove go cheaply, says Baillie Giffordโs McCombie" (Citywire)
"Weโre 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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โ Librarian Capital
"Murdochโs REA ups offer for Rightmove $RMV to nearly ยฃ5.9bn" (FT)
2nd offer is "750p per share", "roughly 7% increase", "according to people familiar with the matter"
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"Murdochโs REA ups offer for Rightmove $RMV to nearly ยฃ5.9bn" (FT)
2nd offer is "750p per share", "roughly 7% increase", "according to people familiar with the matter"
Murdochโs REA ups offer for Rightmove to nearly ยฃ5.9bn https://t.co/QNVf2BfbLd tweet
twitter.com
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โ Stock Analysis Compilation
VGI Partners on GE Healthcare $GEHC US
GEHCโs independence and focus on optimizing costs, combined with margin expansion potential, offer a promising opportunity for high-teens earnings growth
(Extract from their Q2 letter, link in SAC#56) https://t.co/pg4d3qTGBR
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VGI Partners on GE Healthcare $GEHC US
GEHCโs independence and focus on optimizing costs, combined with margin expansion potential, offer a promising opportunity for high-teens earnings growth
(Extract from their Q2 letter, link in SAC#56) https://t.co/pg4d3qTGBR
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โ Dimitry Nakhla | Babylon Capitalยฎ
โWe don't have to be smarter than the rest. We have to be more disciplined than the rest.โ
โ Warren Buffett ๐ฃ๏ธ
This profound quote highlights the crucial role of discipline in investing. It's not about being the most intelligent or having the best market insights; it's about cultivating the mental toughness to stick to your strategy, even when emotions run high.
In investing, discipline is often the greatest advantage. It allows you to:
1๏ธโฃ Stay focused on long-term goals
2๏ธโฃ Ignore short-term market fluctuations
3๏ธโฃ Avoid impulsive decisions
4๏ธโฃ Benefit from compounding returns
Consider Amazon $AMZN as a prime example. Over the past decade:
โUNDISCIPLINED Investors may have:
โขโ Sold shares during moments of volatility
โขโ Missed out on substantial gains
โขโ Rebought shares at higher prices
โ DISCIPLINED Investors may have:
โขโ Bought shares 10 years ago and held
โขโ Weathered market downturns
โขโ Benefited from Amazon's explosive growth (10-year return: ~1,000%)
โขโ Harnessed the power of compounding returns
___
THE DIFFERENCE in results is staggering:
โขโ A $10,000 investment in Amazon 10 years ago would be worth around $110,000 today
โขโ Conversely, an undisciplined investor may have realized significantly lower returns or even losses
___
Warren Buffett's quote serves as a reminder that investing success is often more about temperament than intellect ๐ง๐ฝโโ๏ธ
#stocks #investing
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โWe don't have to be smarter than the rest. We have to be more disciplined than the rest.โ
โ Warren Buffett ๐ฃ๏ธ
This profound quote highlights the crucial role of discipline in investing. It's not about being the most intelligent or having the best market insights; it's about cultivating the mental toughness to stick to your strategy, even when emotions run high.
In investing, discipline is often the greatest advantage. It allows you to:
1๏ธโฃ Stay focused on long-term goals
2๏ธโฃ Ignore short-term market fluctuations
3๏ธโฃ Avoid impulsive decisions
4๏ธโฃ Benefit from compounding returns
Consider Amazon $AMZN as a prime example. Over the past decade:
โUNDISCIPLINED Investors may have:
โขโ Sold shares during moments of volatility
โขโ Missed out on substantial gains
โขโ Rebought shares at higher prices
โ DISCIPLINED Investors may have:
โขโ Bought shares 10 years ago and held
โขโ Weathered market downturns
โขโ Benefited from Amazon's explosive growth (10-year return: ~1,000%)
โขโ Harnessed the power of compounding returns
___
THE DIFFERENCE in results is staggering:
โขโ A $10,000 investment in Amazon 10 years ago would be worth around $110,000 today
โขโ Conversely, an undisciplined investor may have realized significantly lower returns or even losses
___
Warren Buffett's quote serves as a reminder that investing success is often more about temperament than intellect ๐ง๐ฝโโ๏ธ
#stocks #investing
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โ Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: PayPal $PYPL is up +5.44% in the last five days & up +19.07% YTD โฆ is $PYPL still undervalued? ๐๐ฝ
Letโs have a look at the earnings estimates:
2024E: $4.41 (-13.5% YoY) *FY Dec
2025E: $4.83 (+9.5% YoY)
2026E: $5.40 (+11.7% YoY)
$PYPL has a decent track record of meeting analyst estimates ~2 years out, so letโs assume $BKNG ends 2026 with $5.40 in EPS & see its CAGR potential assuming different multiples
20x P/E: $108.00๐ต โฆ ~18.6% CAGR
19x P/E: $102.60๐ต โฆ ~16.0% CAGR
18x P/E: $97.20๐ต โฆ ~13.3% CAGR
17x P/E: $91.80๐ต โฆ ~10.5% CAGR
As you can see, $PYPL appears to have attractive return potential if we assume >17x earnings, a valuation below what maybe justified by its renewed growth rate & a multiple below its historical averages
Despite its recent rally, $PYPL at $74๐ต appears to still be a decent consideration for investment
#stocks #investing
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๐๐๐๐๐๐๐๐๐๐โผ๏ธ: ๐๐ก๐ข๐ฌ ๐ข๐ฌ ๐๐๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐. ๐๐๐๐ฒ๐ฅ๐จ๐ง ๐๐๐ฉ๐ข๐ญ๐๐ฅยฎ ๐๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ๐๐ญ๐ข๐ฏ๐๐ฌ ๐ฆ๐๐ฒ ๐ก๐๐ฏ๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ข๐๐ฌ ๐๐ข๐ฌ๐๐ฎ๐ฌ๐ฌ๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ.
๐๐ก๐ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ข๐ฌ ๐ข๐ง๐ญ๐๐ง๐๐๐ ๐๐จ๐ซ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐๐ง๐ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ง๐จ๐ญ ๐๐ ๐๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐๐ ๐๐ฌ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐ ๐ญ๐จ ๐ฆ๐๐๐ญ ๐ญ๐ก๐ ๐ฌ๐ฉ๐๐๐ข๐๐ข๐ ๐ง๐๐๐๐ฌ ๐จ๐ ๐๐ง๐ฒ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐๐ฅ ๐จ๐ซ ๐ฌ๐ข๐ญ๐ฎ๐๐ญ๐ข๐จ๐ง. ๐๐๐ฌ๐ญ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐ ๐จ๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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RT @DimitryNakhla: PayPal $PYPL is up +5.44% in the last five days & up +19.07% YTD โฆ is $PYPL still undervalued? ๐๐ฝ
Letโs have a look at the earnings estimates:
2024E: $4.41 (-13.5% YoY) *FY Dec
2025E: $4.83 (+9.5% YoY)
2026E: $5.40 (+11.7% YoY)
$PYPL has a decent track record of meeting analyst estimates ~2 years out, so letโs assume $BKNG ends 2026 with $5.40 in EPS & see its CAGR potential assuming different multiples
20x P/E: $108.00๐ต โฆ ~18.6% CAGR
19x P/E: $102.60๐ต โฆ ~16.0% CAGR
18x P/E: $97.20๐ต โฆ ~13.3% CAGR
17x P/E: $91.80๐ต โฆ ~10.5% CAGR
As you can see, $PYPL appears to have attractive return potential if we assume >17x earnings, a valuation below what maybe justified by its renewed growth rate & a multiple below its historical averages
Despite its recent rally, $PYPL at $74๐ต appears to still be a decent consideration for investment
#stocks #investing
___
๐๐๐๐๐๐๐๐๐๐โผ๏ธ: ๐๐ก๐ข๐ฌ ๐ข๐ฌ ๐๐๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐. ๐๐๐๐ฒ๐ฅ๐จ๐ง ๐๐๐ฉ๐ข๐ญ๐๐ฅยฎ ๐๐ง๐ ๐ข๐ญ๐ฌ ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ๐๐ญ๐ข๐ฏ๐๐ฌ ๐ฆ๐๐ฒ ๐ก๐๐ฏ๐ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง ๐ญ๐ก๐ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ข๐๐ฌ ๐๐ข๐ฌ๐๐ฎ๐ฌ๐ฌ๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ.
๐๐ก๐ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ข๐ฌ ๐ข๐ง๐ญ๐๐ง๐๐๐ ๐๐จ๐ซ ๐ข๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง๐๐ฅ ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐๐ฌ ๐จ๐ง๐ฅ๐ฒ ๐๐ง๐ ๐ฌ๐ก๐จ๐ฎ๐ฅ๐ ๐ง๐จ๐ญ ๐๐ ๐๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐๐ ๐๐ฌ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐ฏ๐ข๐๐ ๐ญ๐จ ๐ฆ๐๐๐ญ ๐ญ๐ก๐ ๐ฌ๐ฉ๐๐๐ข๐๐ข๐ ๐ง๐๐๐๐ฌ ๐จ๐ ๐๐ง๐ฒ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐๐ฅ ๐จ๐ซ ๐ฌ๐ข๐ญ๐ฎ๐๐ญ๐ข๐จ๐ง. ๐๐๐ฌ๐ญ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐ ๐จ๐ ๐๐ฎ๐ญ๐ฎ๐ซ๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.
๐๐ง๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง ๐๐จ๐ง๐ญ๐๐ข๐ง๐๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐๐๐ญ ๐ก๐๐ฌ ๐๐๐๐ง ๐จ๐๐ญ๐๐ข๐ง๐๐ ๐๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐๐๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐๐ ๐ญ๐จ ๐๐ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐, ๐๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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