Alex Bilzerian
Typhoon Vamei in 2001 formed at 1.4°N in the South China Sea, making it the closest tropical cyclone to the equator.
For centuries, it was thought that tropical cyclones couldn't form within 300 nautical miles of the equator.
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Typhoon Vamei in 2001 formed at 1.4°N in the South China Sea, making it the closest tropical cyclone to the equator.
For centuries, it was thought that tropical cyclones couldn't form within 300 nautical miles of the equator.
Coriolis Effect: tweet
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Librarian Capital
British American Tobacco now down 10%+ from 16-Sep
(Based on $BTI ADR price in $; similar for $BATS in £) https://t.co/o1PFxvk6Yv
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British American Tobacco now down 10%+ from 16-Sep
(Based on $BTI ADR price in $; similar for $BATS in £) https://t.co/o1PFxvk6Yv
"British American Tobacco: Fun While It Lasted? Looking Beyond Rally" $BATS $BTI
Shares have fallen back after a multi-month rally, and structural concerns may be returning in H2
cc: $MO $PM $IMB
https://t.co/axUW3tph51 https://t.co/nvliEMCCwf tweet
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Stock Analysis Compilation
Harris Associates on Bravida Holding $BRAV SS
Thesis: Bravida’s leading position in the Nordic region and its exposure to defensive construction sectors make it well-positioned for growth as electrification trends accelerate.
(Extract from their Q2 letter) https://t.co/DUgr5ibs1W
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Harris Associates on Bravida Holding $BRAV SS
Thesis: Bravida’s leading position in the Nordic region and its exposure to defensive construction sectors make it well-positioned for growth as electrification trends accelerate.
(Extract from their Q2 letter) https://t.co/DUgr5ibs1W
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Alex Bilzerian
"Should any one country dominate the commercial remote sensing market, not only could it gain economic advantages, but it would also control the information narrative about the entire planet."
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"Should any one country dominate the commercial remote sensing market, not only could it gain economic advantages, but it would also control the information narrative about the entire planet."
"Chinese firms lead US firms in remote sensing ‘Olympics’" https://t.co/mCycMTjQ3x tweet
Librarian Capital
"Cognac Producers Decry EV Duty Vote Raising Retaliation Fear" (Bloomberg)
"BNIC, which represents the Cognac industry, said its request to postpone the vote and negotiate a solution was ignored ... France was one of 10 member states that voted in favor of the tariffs"
$RCO $RI
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"Cognac Producers Decry EV Duty Vote Raising Retaliation Fear" (Bloomberg)
"BNIC, which represents the Cognac industry, said its request to postpone the vote and negotiate a solution was ignored ... France was one of 10 member states that voted in favor of the tariffs"
$RCO $RI
French Cognac producers accuse the government of abandoning them after the EU’s decision to impose tariffs on electric vehicles from China https://t.co/AkXmqksJqY tweet
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Alex Bilzerian
RT @wtgowers: Occasionally in mathematics a statement that just has to be true turns out to be false. A paper appeared on arXiv today that disproves a well-known conjecture in probability called the bunkbed conjecture. 🧵
https://t.co/0IIFzmMYv3
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RT @wtgowers: Occasionally in mathematics a statement that just has to be true turns out to be false. A paper appeared on arXiv today that disproves a well-known conjecture in probability called the bunkbed conjecture. 🧵
https://t.co/0IIFzmMYv3
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Hidden Value Gems
What is worrying is that it is not the first time i am noticing this with UK companies - a number was zero in year 1 and then it turned positive in year 2, and the company points to a 100% rise 🤷🏻♂️
Like JD Wetherspoon indicating 100% increase in dividends, even though it is not correct 😌
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What is worrying is that it is not the first time i am noticing this with UK companies - a number was zero in year 1 and then it turned positive in year 2, and the company points to a 100% rise 🤷🏻♂️
Like JD Wetherspoon indicating 100% increase in dividends, even though it is not correct 😌
$JDW.L has finally resumed dividend payments on the back of strong FY results:
✅LfL sales +7.6%
✅Operating profit +30%.2%
✅FCF down -87.5% mostly due to Wrk Cap and one-offs https://t.co/xGeF4qokic tweet