Alex Bilzerian
RT @somefoundersalt: deep tech founders are just a hybrid of chronic gambling addict and scientist
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RT @somefoundersalt: deep tech founders are just a hybrid of chronic gambling addict and scientist
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Stock Analysis Compilation
Harding Loevner on ICICI Bank $IBN US
Thesis: ICICI Bank’s robust growth trajectory, combined with strategic risk management improvements, positions it well to capture India's expanding financial services market.
(Extract from their Q2 letter) https://t.co/s8EeEWCB6M
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Harding Loevner on ICICI Bank $IBN US
Thesis: ICICI Bank’s robust growth trajectory, combined with strategic risk management improvements, positions it well to capture India's expanding financial services market.
(Extract from their Q2 letter) https://t.co/s8EeEWCB6M
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Librarian Capital
Another way to bet on GLP-1?
"Regeneron $RGEN head says weight-loss drugs could cause ‘more harm than good’" (FT)
Patients "lose muscle at far faster rates than people losing weight from diet or exercise", but "2 in every 5 patients ... discontinue the treatments within a year" https://t.co/YVv2fnGaqn
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Another way to bet on GLP-1?
"Regeneron $RGEN head says weight-loss drugs could cause ‘more harm than good’" (FT)
Patients "lose muscle at far faster rates than people losing weight from diet or exercise", but "2 in every 5 patients ... discontinue the treatments within a year" https://t.co/YVv2fnGaqn
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Librarian Capital
How you know an investment column has lost its audience
The below is the 2nd most-recommended comment on a weekly investment column published on Friday
Column was supposedly about tough markets
Comment was about ... I don't know what it's about
12 "recommends"; top one has 20 https://t.co/DGyjargFpM
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How you know an investment column has lost its audience
The below is the 2nd most-recommended comment on a weekly investment column published on Friday
Column was supposedly about tough markets
Comment was about ... I don't know what it's about
12 "recommends"; top one has 20 https://t.co/DGyjargFpM
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Stock Analysis Compilation
Orbis on Nintendo $7974 JP
Thesis: Nintendo's evolution into multimedia, alongside its core video game business, offers significant upside with minimal downside risk given its strong brand, IP, and new revenue streams.
(Extract from their Q2 letter) https://t.co/9CEGAik6dH
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Orbis on Nintendo $7974 JP
Thesis: Nintendo's evolution into multimedia, alongside its core video game business, offers significant upside with minimal downside risk given its strong brand, IP, and new revenue streams.
(Extract from their Q2 letter) https://t.co/9CEGAik6dH
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Librarian Capital
When FCF Yield is not a better metric than P/E
Novo Nordisk $NOVO & Eli Lilly $LLY
FCF = Op CF - CapEx (inc. intangibles)
NOVO 2023 FCF $44.8bn vs. Net Income $83.7bn
LLY 2023 FCF -$3.0bn
To get "real" earnings, you need to understand the business, there is no formula shortcut https://t.co/eJ6b9Fnhh2
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When FCF Yield is not a better metric than P/E
Novo Nordisk $NOVO & Eli Lilly $LLY
FCF = Op CF - CapEx (inc. intangibles)
NOVO 2023 FCF $44.8bn vs. Net Income $83.7bn
LLY 2023 FCF -$3.0bn
To get "real" earnings, you need to understand the business, there is no formula shortcut https://t.co/eJ6b9Fnhh2
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Librarian Capital
Diageo has reportedly hired bankers to explore whether to dispose of Pimms (Sky)
Also reportedly exploring potential disposals of Safari, a fruit liqueur, and Pampero, a rum brand
$DGE $DEO
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Diageo has reportedly hired bankers to explore whether to dispose of Pimms (Sky)
Also reportedly exploring potential disposals of Safari, a fruit liqueur, and Pampero, a rum brand
$DGE $DEO
Exclusive: Diageo, the FTSE-100 alcoholic drinks giant, has begun exploring a sale of Pimm’s, the English summer tipple which has held a long association with the Wimbledon tennis championships. It has owned Pimm’s, which was created in 1840, since 1997. https://t.co/TflOwGKTkD tweet
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Librarian Capital
Elon Musk, during 2022 US mid-term elections:
“I voted ... first time I ever voted Republican"
"Massive red wave in 2022"
Both of these were false: The Democrats gained 1 seat, and state records showed Elon Musk did not vote
Source: "Character Limit" (Kate Conger & Ryan Mac) https://t.co/rrMuwGu52b
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Elon Musk, during 2022 US mid-term elections:
“I voted ... first time I ever voted Republican"
"Massive red wave in 2022"
Both of these were false: The Democrats gained 1 seat, and state records showed Elon Musk did not vote
Source: "Character Limit" (Kate Conger & Ryan Mac) https://t.co/rrMuwGu52b
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Investing visuals
Show this to every investor who only talks about stock price👇 https://t.co/BRJCOA9IKk
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Show this to every investor who only talks about stock price👇 https://t.co/BRJCOA9IKk
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