AkhenOsiris
Hurricane Dimon:

- Crypto is bullshit
- AI is very real
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AkhenOsiris
Smallcap trade is dead because *gasp*, the economy is stronger than we thought 😥
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⁠Stock Analysis Compilation
Artisan Partners on Oracle $ORCL US

Thesis: Oracle’s cloud infrastructure growth, driven by strong AI demand, positions it as a top player in enterprise software, with significant future upside.

(Extract from their Q2 letter) https://t.co/dmUL6frzkT
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⁠Stock Analysis Compilation
Clearbridge on Parex $PXT CN

Thesis: Parex’s stable free cash flow, shareholder returns, and exploration success make it a solid energy play with upside from future production growth

(Extract from their Q2 letter) https://t.co/xxY6W5NHqq
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⁠Quiver Quantitative
We tracked over $7 billion in stock purchases by corporate insiders over the last quarter.

We trained a bot on top of this data, making trading decisions based on the amount and type of insider purchases at each company.

It's been beating the market: https://t.co/kicTGCieLt
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⁠Librarian Capital
Kansas City, Missouri, proposing to ban all flavored nicotine products (vapes, pouches, etc.)

Missouri not among the states listed by $BATS as having passed "directory" laws against illicit vapes

Ban on flavored vapes and laws against illicits continue to have little overlap https://t.co/29zAyX92t4

KANSAS CITY, MISSOURI:

Total ban on flavored vapes, Zyn / pouches, and all other nicotine and tobacco products to be heard in city committee tomorrow.

Zoom testimony allowed.

https://t.co/rBX09dKgo9 - Gregory Conley
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⁠Librarian Capital
Spirax $SPX P&L resilience through downturns

Revenue and Adjusted EBIT rose in £ every year in 2001-10, even through the Global Financial Crisis

(Ex-FX, revenue fell 7% and Adj. EBIT fell 12% in 2009) https://t.co/d5olzXQmg7
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⁠Librarian Capital
"You should never buy any company that makes anything out of metal"
- Leonard Licht (former vice chair, Mercury AM)
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⁠Librarian Capital
Rightmove $RMV vs. Spirax $SPX: Which company's products are more mission-critical to customers?
- Rightmove
- Spirax
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⁠Ahmad Jivraj
Interesting strategy

Finding Beaten Down Multibaggers

This is the screen I've used to find some big winners in the past. From 2009 to 2021 I had ~80% CAGR using this in part to find big winners. - Hidden Small Caps (Mike)
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⁠Capital Employed
International valuations... 🌎

South America and Hong Kong/China still looking cheap.

Everywhere else getting more expensive.

India/US the most expensive. https://t.co/ImmT8ATXwB
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⁠Capital Employed
Q3 2024 Fund Letters Round-up has just been published to subscribers. ✍️

More letters to be added as they come.

Some great performances this year.

https://t.co/z8VTurKKQI https://t.co/evmO9KsQE3
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