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Stock Analysis Compilation
Artisan Partners on Tencent $TCEHY US
Thesis: Tencent’s gaming pipeline, advertising growth, and strategic market position in China make it a solid play as regulatory headwinds subside.
(Extract from their Q2 letter) https://t.co/0aI3VDjaSs
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Artisan Partners on Tencent $TCEHY US
Thesis: Tencent’s gaming pipeline, advertising growth, and strategic market position in China make it a solid play as regulatory headwinds subside.
(Extract from their Q2 letter) https://t.co/0aI3VDjaSs
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Stock Analysis Compilation
TCW on Xylem $XYL US
Thesis: Xylem's leadership in water management, combined with its strategic acquisition of Evoqua, positions it well for long-term growth as global water challenges intensify
(Extract from their Q2 letter) https://t.co/kxb0jfkAef
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TCW on Xylem $XYL US
Thesis: Xylem's leadership in water management, combined with its strategic acquisition of Evoqua, positions it well for long-term growth as global water challenges intensify
(Extract from their Q2 letter) https://t.co/kxb0jfkAef
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Investing visuals
RT @ZeevyInvesting: 10 Business Battles Super Thread!🥊🧵
A side-by-side comparison of iconic duos, sector leaders, and lifelong rivals.
Who’s your favorite?👇
#1 Visa $V versus Mastercard $MA: A unique duopoly in the digital payments industry 💳
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RT @ZeevyInvesting: 10 Business Battles Super Thread!🥊🧵
A side-by-side comparison of iconic duos, sector leaders, and lifelong rivals.
Who’s your favorite?👇
#1 Visa $V versus Mastercard $MA: A unique duopoly in the digital payments industry 💳
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Stock Analysis Compilation
Broyhill AM on Fiserv $FISV US
Thesis: Fiserv’s scale, embedded distribution advantages, and high-growth potential from its Clover platform make it a leading fintech investment with strong growth runway
(Extract from their Q2 letter) https://t.co/v7iIgSFHkN
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Broyhill AM on Fiserv $FISV US
Thesis: Fiserv’s scale, embedded distribution advantages, and high-growth potential from its Clover platform make it a leading fintech investment with strong growth runway
(Extract from their Q2 letter) https://t.co/v7iIgSFHkN
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Librarian Capital
EU house prices & rents (2010-24Q2) *
House prices fell in 2022 after Rusian energy shock
Rent growth accelerated slightly since 2022
* weighted, so ~50% from Germany, France, Italy https://t.co/SrwUOPAolG
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EU house prices & rents (2010-24Q2) *
House prices fell in 2022 after Rusian energy shock
Rent growth accelerated slightly since 2022
* weighted, so ~50% from Germany, France, Italy https://t.co/SrwUOPAolG
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Librarian Capital
"China demands schoolteachers hand in their passports" (FT)
"Interviews with more than a dozen Chinese public sector workers and notices ... in half a dozen cities show restrictions on international travel have been greatly expanded ... to include rank-and-file employees" https://t.co/f2AEekSppb
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"China demands schoolteachers hand in their passports" (FT)
"Interviews with more than a dozen Chinese public sector workers and notices ... in half a dozen cities show restrictions on international travel have been greatly expanded ... to include rank-and-file employees" https://t.co/f2AEekSppb
China demands schoolteachers hand in their passports https://t.co/CThKNNfCzT tweet
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Stock Analysis Compilation
Guinness GI on Enphase $ENPH US
Thesis: Enphase’s nimble manufacturing and diversified solar product offerings make it a compelling investment as solar energy demand continues to grow globally.
(Extract from their Q2 letter) https://t.co/GWhUpetsX6
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Guinness GI on Enphase $ENPH US
Thesis: Enphase’s nimble manufacturing and diversified solar product offerings make it a compelling investment as solar energy demand continues to grow globally.
(Extract from their Q2 letter) https://t.co/GWhUpetsX6
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Librarian Capital
Terry Smith on Fundsmith decision to exit Diageo (II interview, 19-Sep)
1. LATAM over-stocking "puzzled" them and sector peers
2. "General downturn in spirits consumptions" in US
3. "Might be in the early stages" of GLP-1 effect
4. New management "untested" & unproven
$DGE $DEO https://t.co/lEggT5dOPL
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Terry Smith on Fundsmith decision to exit Diageo (II interview, 19-Sep)
1. LATAM over-stocking "puzzled" them and sector peers
2. "General downturn in spirits consumptions" in US
3. "Might be in the early stages" of GLP-1 effect
4. New management "untested" & unproven
$DGE $DEO https://t.co/lEggT5dOPL
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Librarian Capital
Diageo $DGE executive team in 2022 annual report
CEO, CFO not listed here; CFO then, Lavanya Chandrashekar, since exited
Head of L&C, Alvaro Cardenas, in that role since Jan-21, still holds that role
Soraya Benchikh not here; she will appear once in 2023 before return to $BATS https://t.co/00inuNjbr0
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Diageo $DGE executive team in 2022 annual report
CEO, CFO not listed here; CFO then, Lavanya Chandrashekar, since exited
Head of L&C, Alvaro Cardenas, in that role since Jan-21, still holds that role
Soraya Benchikh not here; she will appear once in 2023 before return to $BATS https://t.co/00inuNjbr0
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