⁠Librarian Capital
Elon Musk already took Twitter away from us
Don't let him buy the election with his money too

NYT on how Elon Musk is trying to buy the election for Trump:
- Spending $140-180MM on Trump super PAC
- Twitter coordinating with the Trump camp to throttle links to leaked campaign documents
- Musk rallying other billionaires to support Trump
- Musk temporarily moving to PA - Tommy Vietor
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⁠Value Spotlight (Andrew Sather)
Shortcut for Calculating ROIC with a Complex Balance Sheet (Tutorial)

$MA https://t.co/O758nMturh
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⁠Quiver Quantitative
Nancy Pelosi has now made $23,000,000 in the stock market in 2024, per our estimates.

Here's how that compares to the rest of Congress: https://t.co/N5ASKyS9R0
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⁠App Economy Insights
Tesla's "We, Robot" event in a nutshell.
$TSLA $UBER https://t.co/QTBEacXcOs
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: At what price is Mastercard $MA a buy? Well, it depends on your required rate of return* 👇🏽

1️⃣ Starting Price $490 🟠

31x P/E:$600.16💵 … ~10.05% CAGR

30x P/E: $580.80💵 … ~8.46% CAGR

29x P/E: $561.44💵 … ~6.83% CAGR
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2️⃣ Starting Price $470 🟡

31x P/E:$600.16💵 … ~12.12% CAGR

30x P/E: $580.80💵 … ~10.49% CAGR

29x P/E: $561.44💵 … ~8.83% CAGR
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3️⃣ Starting Price $450 🟢

31x P/E:$600.16💵 … ~14.32% CAGR

30x P/E: $580.80💵 … ~12.66% CAGR

29x P/E: $561.44💵 … ~10.97% CAGR
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*Assumptions: Fiscal Year ending in 2026, using 2026 EPS Estimate of $19.36 🧮

#stocks #investing
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⁠Stock Analysis Compilation
Voss Capital on United Parks & Resorts $PRKS US

Thesis: PRKS's significant upside potential, based on a conservative valuation, offers compelling value in the theme park sector.

(Extract from their Q2 letter, link to the full analysis in SAC#59) https://t.co/elljlgbdHE
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⁠Investing visuals
Investing biases - A new visual series
Kicking off a new visual series on psychological biases every investor should know 🧠💡

First up: the the bandwagon effect 👇
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⁠Librarian Capital
"Ulta Beauty: At the Wrong Side of a Capital Cycle"

We review this Q2 Berkshire Hathaway $BRK.B investment ahead of next week’s investor day

$ULTA shares are back to 2022 levels

https://t.co/TRRyrLDXd8 https://t.co/gLMPZtT4cJ
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⁠Librarian Capital
Bill Ackman: 33 things he hates about Democrats
(I am paraphrasing here)

No. 26 and no. 27 are about vaccines

He's not a fan https://t.co/YHW9Gag2Sq
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⁠Stock Analysis Compilation
Silver Ring Value Partners on Alfa S.A.B. $ALFAA MM

Thesis: Alfa’s deep undervaluation and clear path to unlocking value through Sigma and Alpek present a compelling investment with significant upside

(Extract from their Q2 letter, link to the full analysis in SAC#59) https://t.co/UW7xdmGBbI
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