⁠Alex Bilzerian
RT @Ryuta953418: 友達と学習物理学入門読むことになった
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⁠Alex Bilzerian
Why so Negative to Negative Probabilities? (2004) — @EGHaug

It's absolutely brilliant.

https://t.co/3xN6ER3EAJ
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⁠Hidden Value Gems
🇬🇧stocks are still cheap and 10-year govt bonds offer higher yields than 🇺🇸 or 🇪🇺

As a foreign investor you can benefit from strengthening pound or potential re-rating of stocks if rates decline.

Hopefully no big surprises in the Autumn budget (30 October).
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⁠Hidden Value Gems
Quote of the day #98

#investing #MaverickCapital
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⁠Capital Employed
Interesting short report on Mutares SE & Co. KGaA $MUX by @GothamResearch

Another attempt at a failed premise, but with an accounting irregularity, and a circular twist.

Full report here...

https://t.co/XW8KyFPbhh
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⁠Stock Analysis Compilation
Cooper Investors on Lendlease $LLC AU

Thesis: Lendlease’s undervalued stock combined with a clear strategy for growth in high-return areas makes it an attractive reversionary investment with strong long-term potential.

(Extract from their Q2 letter) https://t.co/kD0UsWqNcq
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⁠Librarian Capital
JD Sports $JD FY25H1 (ending 3-Aug)

Sales +0.7% LfL, +6.4% organic, +6.8% ex-FX
"Organic" includes +5.7% from new space

North America sales +10.7% organic
EBIT +26% in £
JD North America + Finish Line stores flattish

Hibbett $HIBB contributed 10 days to half-year

Shares -3.6% https://t.co/F5fOZkwRsp
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⁠Stock Analysis Compilation
Artemis Finds on Lindt & Sprüngli $LISP SW

Thesis: Lindt’s strong pricing power and untapped potential in emerging markets make it a sweet addition, especially amid concerns over cocoa volatility.

(Extract from their Q2 letter) https://t.co/YeZe5e5BQ9
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