Offshore
Photo
Librarian Capital
Ruffer saying the quiet part out loud
"The fund’s positive return in Sep. was almost entirely accounted for by one theme: Chinese equities ... Correspondingly ... this month’s note will focus on
China"
Yes, only talk about the "small position" that worked
L3Y return: 0.8% p.a. https://t.co/TmVqVliX6n
tweet
Ruffer saying the quiet part out loud
"The fund’s positive return in Sep. was almost entirely accounted for by one theme: Chinese equities ... Correspondingly ... this month’s note will focus on
China"
Yes, only talk about the "small position" that worked
L3Y return: 0.8% p.a. https://t.co/TmVqVliX6n
tweet
Offshore
Photo
Librarian Capital
Ruffer saying the quiet part out loud
"The fund’s positive return in Sep. was almost entirely accounted for by one theme: Chinese equities ... Correspondingly ... this month’s note will focus on China"
Yes, only talk about the "small position" that worked
L3Y return: 0.6% p.a. https://t.co/lUcxuDE4ge
tweet
Ruffer saying the quiet part out loud
"The fund’s positive return in Sep. was almost entirely accounted for by one theme: Chinese equities ... Correspondingly ... this month’s note will focus on China"
Yes, only talk about the "small position" that worked
L3Y return: 0.6% p.a. https://t.co/lUcxuDE4ge
tweet
Offshore
Photo
Offshore
Photo
Quiver Quantitative
Nancy Pelosi has made $12M in the stock market in just over a month, per our estimates.
She is up another $1.2M so far today.
She is now worth almost $257,000,000: https://t.co/muJmhQ94IK
tweet
Nancy Pelosi has made $12M in the stock market in just over a month, per our estimates.
She is up another $1.2M so far today.
She is now worth almost $257,000,000: https://t.co/muJmhQ94IK
tweet
Offshore
Photo
Investing visuals
$ASML just announced they project 2025 net sales of $30B - $35B, compared to estimates of $36B.
They also forecast a gross margin of 52%, down from the previous 55%.
The stock is down -13% on the news 📉
tweet
$ASML just announced they project 2025 net sales of $30B - $35B, compared to estimates of $36B.
They also forecast a gross margin of 52%, down from the previous 55%.
The stock is down -13% on the news 📉
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 tweet
Offshore
Photo
Librarian Capital
"James Patterson Launches on Substack in Search of an Unfiltered Outlet" (WSJ)
Patterson: "I like the idea of not having to work for anybody, no editors, no Hollywood producers"
He has sold 480m books
Platforms are better businesess than publishers
https://t.co/fSJdtAVkGY https://t.co/BZcy2YaJSr
tweet
"James Patterson Launches on Substack in Search of an Unfiltered Outlet" (WSJ)
Patterson: "I like the idea of not having to work for anybody, no editors, no Hollywood producers"
He has sold 480m books
Platforms are better businesess than publishers
https://t.co/fSJdtAVkGY https://t.co/BZcy2YaJSr
tweet
Offshore
Photo
Investing visuals
While the market turns red, Apple $AAPL casually hits a new all-time high with a market cap of $3.58 trillion 🤯 https://t.co/vSfNUd2X74
tweet
While the market turns red, Apple $AAPL casually hits a new all-time high with a market cap of $3.58 trillion 🤯 https://t.co/vSfNUd2X74
tweet
Offshore
Photo
Stock Analysis Compilation
Bonhoeffer Fund on Builders First Source $BLDR US
Thesis: Builders FirstSource’s ability to capitalize on fragmented markets with high-margin specialty products gives it strong growth potential in the building sector.
(Extract from their Q2 letter) https://t.co/psYN88xYow
tweet
Bonhoeffer Fund on Builders First Source $BLDR US
Thesis: Builders FirstSource’s ability to capitalize on fragmented markets with high-margin specialty products gives it strong growth potential in the building sector.
(Extract from their Q2 letter) https://t.co/psYN88xYow
tweet
Offshore
Photo
Librarian Capital
Semiconductor sector is 11% of Electric Thermal Solution sales at Spirax
Along with Biopharm, slower recovery in Semicon was a reason behind weak H1 results and lower FY outlook (now "no meaningful recovery in 2024")
So weaker outlook at ASML just now is not good news
$SPX -3% https://t.co/sPYi5wMU58
tweet
Semiconductor sector is 11% of Electric Thermal Solution sales at Spirax
Along with Biopharm, slower recovery in Semicon was a reason behind weak H1 results and lower FY outlook (now "no meaningful recovery in 2024")
So weaker outlook at ASML just now is not good news
$SPX -3% https://t.co/sPYi5wMU58
tweet