⁠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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⁠Investing visuals
ASML $ASML is the first big tech company to report earnings on Wednesday before the market opens. Here’s a quick overview👇🔍

🔹Est. Revenue: $7.16 bln (+7.3%)
🔹Est. Earnings per share: $4.87 (+1.3%) https://t.co/ZFdpceB6mc
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⁠Librarian Capital
It's become harder for fund managers to claim an edge from meeting management since Mifid II*

Fidelity's Alex Wright claims to have received training from former CIA agents on interviewing skills

$FSV 5-year NAV return: +9.1% p.a.

* Decoupled corp access from trade commissions https://t.co/K4i06KfgyJ
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⁠Startup Archive
Sam Altman on the importance of surrounding yourself with people who don’t shoot down your ideas

“Good ideas are not a solo endeavor. You want to find a group of smart people that you can start bouncing things off of… You don’t just sit in a room and write on the window with the whiteboard pen and have the good ideas come to you. Good ideas come because you talk to people.”

But Sam stresses that this comes with an important caveat: surround yourself with people who build on your ideas rather than shoot them down:

“Ideas are very fragile. So when you find this set of people to start talking about ideas with, you want people who don’t immediately shoot down a bad, half-baked idea… You want people who will say, ‘Well, that sounds crazy unlikely to work, but think how big it could be if it did work.’.. And then you can figure out how to make it work if you want.”

Video source: @StanfordOnline (2017)
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⁠Librarian Capital
Twitter has de-prioritized stock tickers in search algos

A search for $PM will now give you posts that mention time ("6 pm", etc.), politics (PM = prime minister); nothing about Philip Morris

Seacrch for $MO gives posts about Missouri

Reminder: we are also on other platofrms https://t.co/6tXTO4rVOY
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