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App Economy Insights
Teens Survey by Piper Sandlers (Fall 2024):
👫 14K US teens surveyed
💰 Spending up 6% Y/Y
Insights:
📱 87% own an iPhone
👟 Nike shed 4pp in footwear
🤳 TikTok's lead expands +2pp
🍗 Chick-fil-A tops restaurants
🍿 Netflix & YouTube still far ahead https://t.co/NGhO42YTMu
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Teens Survey by Piper Sandlers (Fall 2024):
👫 14K US teens surveyed
💰 Spending up 6% Y/Y
Insights:
📱 87% own an iPhone
👟 Nike shed 4pp in footwear
🤳 TikTok's lead expands +2pp
🍗 Chick-fil-A tops restaurants
🍿 Netflix & YouTube still far ahead https://t.co/NGhO42YTMu
tweet
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Quiver Quantitative
RT @InsiderRadar: 🚨Major gains on insider purchases by director at $RNAC
🔹 Oct 2: ~$95.8k purchase
🔹 Oct 3: ~$2.4M purchase
🔹 Oct 4: ~$1.83M purchase
📈 $RNAC stock is up ~34% since the buying started https://t.co/tasVnmGSWI
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RT @InsiderRadar: 🚨Major gains on insider purchases by director at $RNAC
🔹 Oct 2: ~$95.8k purchase
🔹 Oct 3: ~$2.4M purchase
🔹 Oct 4: ~$1.83M purchase
📈 $RNAC stock is up ~34% since the buying started https://t.co/tasVnmGSWI
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Hidden Value Gems
Vulcan Value Partners: 3 new positions in Q3 '24 - $LVMUY $EG $PGHN.SW
🧵👇🏽
"LVMH is the largest luxury goods manufacturer in the world. It benefits from brand equity curated over decades with high quality, exclusive products that are instantly recognisable to consumers worldwide. LVMH owns a global portfolio of 75 luxury brands across various categories such as fashion, jewelry, wines and spirits, cosmetics, watches, and other goods."
"LVMH’s founder and CEO, Bernard Arnault, has operated the business with a long-term mindset that should endure long past his tenure."
"After several years of above-trend growth, LVMH’s sales growth has slowed, and we believe its profits will decline marginally this year. We believe the company can compound its value at a low double-digit rate over our long-term time horizon."
"We have owned LVMH in the past, and recent stock price volatility has allowed us to buy this wonderful business with a margin of safety to our estimate of intrinsic value."
1/3
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Vulcan Value Partners: 3 new positions in Q3 '24 - $LVMUY $EG $PGHN.SW
🧵👇🏽
"LVMH is the largest luxury goods manufacturer in the world. It benefits from brand equity curated over decades with high quality, exclusive products that are instantly recognisable to consumers worldwide. LVMH owns a global portfolio of 75 luxury brands across various categories such as fashion, jewelry, wines and spirits, cosmetics, watches, and other goods."
"LVMH’s founder and CEO, Bernard Arnault, has operated the business with a long-term mindset that should endure long past his tenure."
"After several years of above-trend growth, LVMH’s sales growth has slowed, and we believe its profits will decline marginally this year. We believe the company can compound its value at a low double-digit rate over our long-term time horizon."
"We have owned LVMH in the past, and recent stock price volatility has allowed us to buy this wonderful business with a margin of safety to our estimate of intrinsic value."
1/3
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Hidden Value Gems
It was not that long ago when International stocks were more expensive that the US (probably when everyone loved China) 👇🏽 https://t.co/jpmuobPMJQ
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It was not that long ago when International stocks were more expensive that the US (probably when everyone loved China) 👇🏽 https://t.co/jpmuobPMJQ
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Hidden Value Gems
Half of the people are not involved in $VTY.L. A quarter view the current issue as the buying opportunity, 15% see bigger risks, 10% still doing work.
Thank you for voting 👍
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Half of the people are not involved in $VTY.L. A quarter view the current issue as the buying opportunity, 15% see bigger risks, 10% still doing work.
Thank you for voting 👍
What do you think about Vistry?
$VTY.L
- A one-off, buy
- A serious issue, sell
- Not involved
- Still doing work tweet
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Librarian Capital
Investrors' Chronicle asked "Can Ruffer turn it around?" a year ago (10-Oct-23)
This was after Ruffer Investment Company $RICA shares fell 13% in the first ~9 months of 2023
A year on, RICA share price is up ... 2.7%
So the answer is they cannot https://t.co/tBbOqaCsV0
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Investrors' Chronicle asked "Can Ruffer turn it around?" a year ago (10-Oct-23)
This was after Ruffer Investment Company $RICA shares fell 13% in the first ~9 months of 2023
A year on, RICA share price is up ... 2.7%
So the answer is they cannot https://t.co/tBbOqaCsV0
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Hidden Value Gems
“During the current bull market, the S&P 500 forward P/E has increased from 15.3 during the October 12, 2022 week to 21.6 currently. That's not quite a record high, but it is getting closer to the 25.5 reached in 1999.”
@yardeni https://t.co/ewu6dQmgin
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“During the current bull market, the S&P 500 forward P/E has increased from 15.3 during the October 12, 2022 week to 21.6 currently. That's not quite a record high, but it is getting closer to the 25.5 reached in 1999.”
@yardeni https://t.co/ewu6dQmgin
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Librarian Capital
John Hempton: "Thinking aloud about Google remedies"
"Please Justice Department, I have a product that works. Don’t break it"
"This is so destructive as to be comical"
$GOOG
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John Hempton: "Thinking aloud about Google remedies"
"Please Justice Department, I have a product that works. Don’t break it"
"This is so destructive as to be comical"
$GOOG
Thinking aloud about Google remedies -
$GOOG, $GOOGL
https://t.co/z0TxIvERPi tweet