Librarian Capital
PSA: Retweets are appreciated, but as said before we are not looking for conflict
If you @ someone they may also feel obliged to reply
So, in general, please do NOT retweet our criticisms of people back @ their accounts
We have said this before
tweet
PSA: Retweets are appreciated, but as said before we are not looking for conflict
If you @ someone they may also feel obliged to reply
So, in general, please do NOT retweet our criticisms of people back @ their accounts
We have said this before
PS. While I am not hiding my opinions of these firms/people - some of whom I can see follow me here under their own names - I am not looking for conflict
Insofar as you find my opinions interesting, please do not make it harder for me to express them
One person who cc'd the individual here has been blocked (after a previous warning) tweet
twitter.com
undefined
undefined
Offshore
Photo
Hidden Value Gems
Hendrik Bessembinder's studies have enormous implications for investors. I think they are highly underrated, especially in various CFA/university curriculums. Here is a great interview with him by @Clay_Finck
The most important points I picked up 🧵👇🏽
1/4 https://t.co/74GlSDV3w5
tweet
Hendrik Bessembinder's studies have enormous implications for investors. I think they are highly underrated, especially in various CFA/university curriculums. Here is a great interview with him by @Clay_Finck
The most important points I picked up 🧵👇🏽
1/4 https://t.co/74GlSDV3w5
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Intuit’s $INTU Linear Growth Last 10-Years👇🏽
📈Revenue CAGR: 13.70%
📈FCF CAGR: 13.89%
📈EPS CAGR: 17.11%
📈Dividend CAGR: 16.82%
#stocks #investing
*Financials in Billions USD https://t.co/vHc6mjEG5e
tweet
Intuit’s $INTU Linear Growth Last 10-Years👇🏽
📈Revenue CAGR: 13.70%
📈FCF CAGR: 13.89%
📈EPS CAGR: 17.11%
📈Dividend CAGR: 16.82%
#stocks #investing
*Financials in Billions USD https://t.co/vHc6mjEG5e
tweet
Offshore
Photo
Stock Analysis Compilation
Diamond Hill on Magnolia Oil & Gas $MGY US
Thesis: Magnolia Oil & Gas’s low-cost structure and strong management team make it a solid, lower-risk play on rising commodity prices
(Extract from their Q2 letter) https://t.co/pX9kYum5uD
tweet
Diamond Hill on Magnolia Oil & Gas $MGY US
Thesis: Magnolia Oil & Gas’s low-cost structure and strong management team make it a solid, lower-risk play on rising commodity prices
(Extract from their Q2 letter) https://t.co/pX9kYum5uD
tweet
Offshore
Photo
Stock Analysis Compilation
Diamond Hill on VeriSign $VRSN US
Thesis: VeriSign’s dominant market position and high switching costs make it a compelling long-term play in internet infrastructure
(Extract from their Q2 letter) https://t.co/G4OOgVu0af
tweet
Diamond Hill on VeriSign $VRSN US
Thesis: VeriSign’s dominant market position and high switching costs make it a compelling long-term play in internet infrastructure
(Extract from their Q2 letter) https://t.co/G4OOgVu0af
tweet
Offshore
Photo
Librarian Capital
RT @guardian: Trump campaign worked with Musk’s X to keep leaked JD Vance file off platform https://t.co/zGIl0YzthK
tweet
RT @guardian: Trump campaign worked with Musk’s X to keep leaked JD Vance file off platform https://t.co/zGIl0YzthK
tweet
Offshore
Photo
Investing visuals
Show this visual to everyone who is not (yet) investing👇 https://t.co/C1kB41pG88
tweet
Show this visual to everyone who is not (yet) investing👇 https://t.co/C1kB41pG88
tweet
Offshore
Photo
Stock Analysis Compilation
Clearbridge on Parkland $PKI CN
Thesis: Parkland’s competitive advantage in constrained fuel markets and its shift toward debt reduction and shareholder returns create a solid growth story
(Extract from their Q2 letter) https://t.co/3qEVcGJv7P
tweet
Clearbridge on Parkland $PKI CN
Thesis: Parkland’s competitive advantage in constrained fuel markets and its shift toward debt reduction and shareholder returns create a solid growth story
(Extract from their Q2 letter) https://t.co/3qEVcGJv7P
tweet