⁠Investing visuals
E-Commerce Clash: Amazon $AMZN vs. Alibaba $BABA 🥊
Alibaba is up +50% in recent months, but $AMZN has dominated long-term.

Who's your pick?

❤️ Like for Alibaba $BABA
🔁 Retweet for Amazon $AMZN
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⁠Librarian Capital
Spirax $SPX: This investor was unimpressed last week

APG cut their stake by ~1%, from 4.0% to 3.0%

Read our view below to decide for yourself https://t.co/t1vvC8zTWX

"Spirax: Focus on Self-Help, Lower for Longer After Investor Day?"

The market has reacted badly to last week’s $SPX investor day, but we think the pessimism is overblown

https://t.co/pk4drk4hFr https://t.co/gAZQRC9Yz0 - Librarian Capital
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⁠Librarian Capital
Clearlake and Platinum

new Moody’s report on who is in trouble in PE land: https://t.co/K5CnWFfsdU - Sujeet Indap
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⁠Librarian Capital
Alex Wright, Fidelity Special Values $FSV (via Citywire):

"We have beaten the Nasdaq in 3 out of the last 4 years"

Last 5 years' return (£):
Fidelity Special Values: +7.5% p.a.
iShares NASDAQ 100 ETF: +20.2% p.a.

Do your own due diligence, people https://t.co/jbEwH75Pko
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⁠Quiver Quantitative
Look at this.

Last month, we saw a trade from Representative Debbie Wasserman Schultz that stood out to us.

We posted this report.

$HL has now risen 30% since the trade. https://t.co/TJIFNZ4PjY
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⁠Quiver Quantitative
Reminder that we have caught almost half of the House Ethics Committee violating the STOCK Act.

The Ethics Committee is in charge of enforcing the STOCK Act.

They rarely do.

Here's who we caught:

Representative John Rutherford: 152 violations
Representative David Joyce: 136 violations
Representative Michael Guest (Chairman): 2 violations
Representative Deborah Ross: 1 violation
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⁠Stock Analysis Compilation
Diamond Hill on Labcorp $LH US

Thesis: Labcorp’s leading market position, smart M&A strategy, and growth potential in diagnostics make it a high-quality investment.

(Extract from their Q2 letter) https://t.co/qLyawqeb9e
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