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Librarian Capital
Potential new Pershing Square $PSH $PSUS shorts?
Bill Ackman: "I never understood why the plaintiff bar has never brought suit against Cocla-Cola $KO and Pepsi $PEP for misleading advertising and consumer harm" https://t.co/NBFofmXXEI
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Potential new Pershing Square $PSH $PSUS shorts?
Bill Ackman: "I never understood why the plaintiff bar has never brought suit against Cocla-Cola $KO and Pepsi $PEP for misleading advertising and consumer harm" https://t.co/NBFofmXXEI
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Value Spotlight (Andrew Sather)
Calculating ROIC Contest (Tutorial):
$GOOGL in <90 seconds https://t.co/vxqquskmqm
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Calculating ROIC Contest (Tutorial):
$GOOGL in <90 seconds https://t.co/vxqquskmqm
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Quiver Quantitative
BREAKING: Representative Marjorie Taylor Greene just disclosed a purchase of Google stock.
Google executives and employees have donated over a million dollars to Kamala Harris' presidential campaign.
Seems notable. https://t.co/bxNgWw9Bj2
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BREAKING: Representative Marjorie Taylor Greene just disclosed a purchase of Google stock.
Google executives and employees have donated over a million dollars to Kamala Harris' presidential campaign.
Seems notable. https://t.co/bxNgWw9Bj2
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Librarian Capital
E-commerce penetration differs widely by country
EU average was ~18% (as of 2022)
Sweden higher at ~25% and Norway at ~22%
UK was 25.8% as of Aug-24
US was 15.2% as of 24Q2
$HAYPP https://t.co/apwT8f39id
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E-commerce penetration differs widely by country
EU average was ~18% (as of 2022)
Sweden higher at ~25% and Norway at ~22%
UK was 25.8% as of Aug-24
US was 15.2% as of 24Q2
$HAYPP https://t.co/apwT8f39id
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Librarian Capital
UK Tobacco & Vapes Bill (currently in report stage)
"Power to extend vaping provisions to nicotine product"
The draft seems to empower relevant government minister to extend age restrictions on vaping to other "nicotine products" without new legislation
$PM $BATS $IMB $HAYPP https://t.co/McOdFjuSl3
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UK Tobacco & Vapes Bill (currently in report stage)
"Power to extend vaping provisions to nicotine product"
The draft seems to empower relevant government minister to extend age restrictions on vaping to other "nicotine products" without new legislation
$PM $BATS $IMB $HAYPP https://t.co/McOdFjuSl3
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Librarian Capital
UK Tobacco Duties had been falling since peak in 2012, except 2017 blip and COVID boost in 2020-22
UK government has continued to add anti-smoking measures through the decline, incl. latest to ban smoking for those born after 2009
Tax is likely not a factor in Tobacco policy
$IMB $BATS $PM $MO
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UK Tobacco Duties had been falling since peak in 2012, except 2017 blip and COVID boost in 2020-22
UK government has continued to add anti-smoking measures through the decline, incl. latest to ban smoking for those born after 2009
Tax is likely not a factor in Tobacco policy
$IMB $BATS $PM $MO
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Stock Analysis Compilation
The London Company on TE Connectivity $TEL US
TE Connectivity’s leading market position, cost-efficient supply chain, and exposure to electrification trends make it a solid, undervalued compounder
(Extract from their Q2 letter) https://t.co/wpdwoqbr9P
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The London Company on TE Connectivity $TEL US
TE Connectivity’s leading market position, cost-efficient supply chain, and exposure to electrification trends make it a solid, undervalued compounder
(Extract from their Q2 letter) https://t.co/wpdwoqbr9P
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