⁠Investing visuals
An iconic business battle: Pepsi $PEP vs. CocaCola $KO 🥊 Who’s your pick?

❤️ Like for Pepsi $PEP
🔁 Retweet for CocaCola $KO
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⁠Librarian Capital
FT: "This year (John Lewis) posted its first full-year profit after 3 consecutive years of losses"

This is likely misleading as it includes exceptionals, including non-cash impairments on shop values

JL's PBT Before Exceptionals was positive in FY22-23 https://t.co/GoVH7rghlq
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⁠Value Spotlight (Andrew Sather)
2 Ways to Check your WACC vs ROIC Calculations (Tutorial)

$JACK https://t.co/P7PY1gZWQu
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⁠Investing visuals
✨New: Investing Visuals is now on Instagram! ✨
Get a quick look at all my visuals in one place. Follow me there: @investingvisuals
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⁠Quiver Quantitative
This is wild.

We posted a report on a suspicious purchase of Fair Isaac stock by Representative Josh Gottheimer in May.

$FICO has now risen 67% since the trade.

It's a credit scoring service.

Gottheimer sits on the House Financial Services Committee. https://t.co/7F5IfVNXac
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨Insider Trading Alert

New Fortress Energy Inc, $NFE, sees major insider buy:

🔹CEO: ~$49,999,993 purchase on Oct 1

Largest insider purchase in 5 years

The shares traded up 5.4% last Friday, but have dropped 4.5% this morning https://t.co/NE75u9uHCZ
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⁠Stock Analysis Compilation
Artisan Partners on Argenx $ARGX US

Thesis: Argenx’s Vyvgart presents a significant growth opportunity, with blockbuster potential in multiple autoimmune conditions, making it a biotech leader to watch.

(Extract from their Q2 letter) https://t.co/NQwu4yLQgZ
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⁠Librarian Capital
Weekly Update: trying this out next Monday (14-Oct)
https://t.co/mJT2dePHtQ
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⁠Quiver Quantitative
🚨 Elon Musk's America PAC has been ramping up spending.

We estimate that $11M has already been spent so far this month.

Here's where that money has been going 🧵 https://t.co/2ZIIBkqAAf
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