Offshore
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Investing visuals
Show this visual to everyone who is not (yet) investing👇 https://t.co/C1kB41pG88
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Show this visual to everyone who is not (yet) investing👇 https://t.co/C1kB41pG88
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Offshore
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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
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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
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Offshore
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Stock Analysis Compilation
Clearbridge on ELF $ELF US
Thesis: ELF’s ability to scale globally and its innovative products make it a strong contender in the cosmetics industry.
(Extract from their Q2 letter) https://t.co/qHxC3rmFaU
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Clearbridge on ELF $ELF US
Thesis: ELF’s ability to scale globally and its innovative products make it a strong contender in the cosmetics industry.
(Extract from their Q2 letter) https://t.co/qHxC3rmFaU
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Offshore
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Librarian Capital
Ulta Beauty $ULTA ROCE was at 40%+ last 3 years
But ROCE is an output and a lagging indicator
And a high ROCE will also means it is worthwhile for competitors to expand even if they are less efficient
This is exactly what has been happening https://t.co/HbUdEkCQsN
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Ulta Beauty $ULTA ROCE was at 40%+ last 3 years
But ROCE is an output and a lagging indicator
And a high ROCE will also means it is worthwhile for competitors to expand even if they are less efficient
This is exactly what has been happening https://t.co/HbUdEkCQsN
"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 tweet
Offshore
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Capital Employed
A load more Q3 letters were added over the weekend.
A treasure trove of ideas and insights... 👇
https://t.co/z8VTurKKQI https://t.co/O2qOIM2TVn
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A load more Q3 letters were added over the weekend.
A treasure trove of ideas and insights... 👇
https://t.co/z8VTurKKQI https://t.co/O2qOIM2TVn
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Offshore
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Capital Employed
Another bull case for Alico $ALCO 🍊
@david_katunaric and @uv_shares have both done good write-ups on Alico too, both worth checking out.
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Another bull case for Alico $ALCO 🍊
@david_katunaric and @uv_shares have both done good write-ups on Alico too, both worth checking out.
New Investment Idea: Long Alico $ALCO
Favorable Contract Repricing and Real Estate Strategy to Unlock Value
- Tropicana Contract Repricing Alone will Contribute to a 24% Increase in FY '25 Citrus Revenue
- Majority of ALCO’s Value to be Realized Through Execution of Non-Core Land Sales with $84.9M to be Realized in the Near-Term
Free Upside: Volume Recovery From Efficacy of Oxytetracycline (OTC) Treatments and Ramp Up in Tree Count
One pager attached. tweet
Offshore
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Hidden Value Gems
RT @HiddenValueGems: 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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RT @HiddenValueGems: 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
Barry Diller FT interview quotes:
On Hollywood: "It is no more. Netflix, Amazon and Apple are really the controllers of the worldwide film & television business"
On Trump: "I did not like him. It is 45 years now since my first encounter [and] I have never spoken to him since"
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Barry Diller FT interview quotes:
On Hollywood: "It is no more. Netflix, Amazon and Apple are really the controllers of the worldwide film & television business"
On Trump: "I did not like him. It is 45 years now since my first encounter [and] I have never spoken to him since"
Barry Diller: Hollywood’s hold over entertainment ‘is no more’ https://t.co/2looDHfcuc tweet
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