Librarian Capital
"CPPIB managing director awarded damages" (FT)
An example of HR behaving badly
HR people don't understand the business and are often jealous producers make more than they
Judge: "The respondent appears to take issue with, and disapprove of, the claimant’s lifestyle choices"
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"CPPIB managing director awarded damages" (FT)
An example of HR behaving badly
HR people don't understand the business and are often jealous producers make more than they
Judge: "The respondent appears to take issue with, and disapprove of, the claimant’s lifestyle choices"
CPPIB managing director who charged £11,700 to corporate card awarded damages https://t.co/HBwGiCu2KO tweet
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Librarian Capital
There are differences between "The Snowball" editions
In recent weeks I have searched multiple times in vain for a passage* I thought I read
It turns out that 2 paragraphs have been edited out between the 2008 hardback I read and the 2018 kindle edition I bought for reference https://t.co/jyYfmjfsWf
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There are differences between "The Snowball" editions
In recent weeks I have searched multiple times in vain for a passage* I thought I read
It turns out that 2 paragraphs have been edited out between the 2008 hardback I read and the 2018 kindle edition I bought for reference https://t.co/jyYfmjfsWf
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Stock Analysis Compilation
Clearbridge on Siemens Energy $ENR GY
Thesis: Siemens Energy’s crucial role in global energy grid upgrades positions it for sustained growth in the green energy transition
(Extract from their Q2 letter) https://t.co/ucSmXs9Cdv
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Clearbridge on Siemens Energy $ENR GY
Thesis: Siemens Energy’s crucial role in global energy grid upgrades positions it for sustained growth in the green energy transition
(Extract from their Q2 letter) https://t.co/ucSmXs9Cdv
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Hidden Value Gems
RT @HiddenValueGems: I am excited to announce the launch of the third Investment Masterclass. I will share:
➡️How you can apply my investment method in practice to generate solid returns
➡️Where to find new investment ideas
➡️Practical application of critical valuation tools and methods
➡️Portfolio management (position weights, taking profits and dealing with losers)
➡️How to avoid typical investment mistakes
Participants will receive a complimentary Investment Analysis package (proprietary Excel templates for valuation and financial analysis and an Investment Checklist).
Register today to secure your place and receive an early-bird discount 👇🏽
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RT @HiddenValueGems: I am excited to announce the launch of the third Investment Masterclass. I will share:
➡️How you can apply my investment method in practice to generate solid returns
➡️Where to find new investment ideas
➡️Practical application of critical valuation tools and methods
➡️Portfolio management (position weights, taking profits and dealing with losers)
➡️How to avoid typical investment mistakes
Participants will receive a complimentary Investment Analysis package (proprietary Excel templates for valuation and financial analysis and an Investment Checklist).
Register today to secure your place and receive an early-bird discount 👇🏽
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Librarian Capital
~6 years ago: "Johnnie Walker unveils White Walker Scotch whisky"
"Bottled at 41.7% abv, the expression contains liquid from single malt distilleries Cardhu and Clynelish ... (and has) notes of caramelised sugar and vanilla, and fresh red berries with a touch of orchard fruit" https://t.co/TmFlYH2qmb
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~6 years ago: "Johnnie Walker unveils White Walker Scotch whisky"
"Bottled at 41.7% abv, the expression contains liquid from single malt distilleries Cardhu and Clynelish ... (and has) notes of caramelised sugar and vanilla, and fresh red berries with a touch of orchard fruit" https://t.co/TmFlYH2qmb
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Librarian Capital
Bill Ackman calls for US/Israeli strike on Iran
"Now is the time for the US to partner with Israel and eliminate Iran’s nuclear threat before it is too late"
Is $PSH short the market? https://t.co/TljxTBW1fy
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Bill Ackman calls for US/Israeli strike on Iran
"Now is the time for the US to partner with Israel and eliminate Iran’s nuclear threat before it is too late"
Is $PSH short the market? https://t.co/TljxTBW1fy
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Hidden Value Gems
Q3 Oakmark's portfolio changes:
Sold $AXP $MO $GOOG
Purchased $DGE.L $RI.PA $GPC $MKKGY $AKZA.AS $AZE.BR
Summary of Buy theses 🧵👇🏽
1⃣ Diageo & Pernod Ricard
1/4 https://t.co/7tSE6LlprV
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Q3 Oakmark's portfolio changes:
Sold $AXP $MO $GOOG
Purchased $DGE.L $RI.PA $GPC $MKKGY $AKZA.AS $AZE.BR
Summary of Buy theses 🧵👇🏽
1⃣ Diageo & Pernod Ricard
1/4 https://t.co/7tSE6LlprV
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Librarian Capital
"Buffett Cuts Bank of America $BAC Stake Below 10%" (Bloomberg)
$10.5bn of proceeds from 15 rounds of sales
Remaining stake still worth ~$31bn
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"Buffett Cuts Bank of America $BAC Stake Below 10%" (Bloomberg)
$10.5bn of proceeds from 15 rounds of sales
Remaining stake still worth ~$31bn
Warren Buffett can take his time to reveal trades in Bank of America stock now that his conglomerate’s stake has been trimmed below a 10% regulatory threshold requiring rapid disclosure. https://t.co/f6mV7HyASD tweet
twitter.com
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Librarian Capital
$JPM 24Q3 ROTCE 19%
Q3 Total revenue +6% y/y (managed basis)
Non-interest expense +4%
Pre-provision profit +10% (+$1.8bn)
Credit costs $3.1bn (Q2: $3.1bn; PY: $1.4bn)
Net income -2% y/y
NII +3% both y/y and q/q (reported basis)
Non-Interest Income +12% y/y
Raises FY outlook https://t.co/TXOGt24hHK
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$JPM 24Q3 ROTCE 19%
Q3 Total revenue +6% y/y (managed basis)
Non-interest expense +4%
Pre-provision profit +10% (+$1.8bn)
Credit costs $3.1bn (Q2: $3.1bn; PY: $1.4bn)
Net income -2% y/y
NII +3% both y/y and q/q (reported basis)
Non-Interest Income +12% y/y
Raises FY outlook https://t.co/TXOGt24hHK
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