⁠App Economy Insights
What are you watching this week?

• Tuesday: $BAC, $C, $GS, $JNJ, $SCHW, $UAL, $UNH.
• Wednesday: $ASML, $MS.
• Thursday: $NFLX, $ISRG, $TSM.
• Friday: $AXP.

All visualized in our PRO coverage next Saturday. https://t.co/D4zxS69OrR
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⁠Stock Analysis Compilation
Diamond Hill on Thermon Group Holdings $THR US

Thesis: Thermon’s leadership in mission-critical heat solutions and its strong customer base make it a reliable player in complex industrial markets

(Extract from their Q2 letter) https://t.co/YwPl0PMS18
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⁠Value Spotlight (Andrew Sather)
Animated Guide: How to Calculate Free Cash Flow https://t.co/vcNpAzp83u
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⁠Stock Analysis Compilation
Clearbridge on ATS $ATS CN

Thesis: ATS’s leadership in automation technology, especially in high-growth sectors like life sciences and EVs, positions it for significant organic growth.

(Extract from their Q2 letter) https://t.co/FLSAWxACpD
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⁠Stock Analysis Compilation
Clearbridge on Blueprint Medicines $BPMC US

Thesis: Blueprint Medicines' promising product pipeline and blockbuster potential in rare disease markets position it well for future profitability.

(Extract from their Q2 letter) https://t.co/xoIKwGQz1F
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⁠Quiver Quantitative
RT @InsiderRadar: Here are some of the largest insider purchases over the last week:

$BBWI - $177k purchase by CEO on Oct. 9. Stock is up 8% since trade date.

$CAPIX - $100k purchase by VP on Oct. 9.

$BYRN - $28k purchase by CFO on Oct. 10, stock is down 2% since trade date. https://t.co/NuW8thY2h0
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⁠iinvested
3Q'24 Palm Valley Capital Fund on $HELE

https://t.co/JwtHTBDAN6

More fund letters here:
https://t.co/ccjFhSPQ2v https://t.co/7VTnxN0vnW
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⁠iinvested
Nice write-up by Headwaters Capital on $ASGTF

You can find the full letter here:
https://t.co/ccjFhSPQ2v
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⁠Librarian Capital
Buffett and (late) Munger are fans of specialization

Example from $BRK.B 2019 AGM

"If you get to know even about a relatively small area more than the other people do, and you don’t feel the compulsion to act too often, you just wait till the odds are strongly in your favor" https://t.co/XLKWWaAWzA
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⁠Librarian Capital
Actual print The Sun readership figures seem hard to find

Here's an example in the Press Gazette where it stated "The Sun and The Times last reported (data to ABC) in March 2020

ABC website stated data is "only available on request from the publisher"
https://t.co/9023fdOZjp https://t.co/xnvFqRBtlK
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