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Librarian Capital
Spirax $SPX: Another investor reducing stake
Blackrock down from 9.88% to 9.14% (10-Oct)
Bad reaction to investor day week before (3-Oct)? https://t.co/JMmBWwCFuH
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Spirax $SPX: Another investor reducing stake
Blackrock down from 9.88% to 9.14% (10-Oct)
Bad reaction to investor day week before (3-Oct)? https://t.co/JMmBWwCFuH
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Offshore
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Librarian Capital
FeverTree $FEVR was one of Lindsell Train UK Equity's two biggest detractors during Q3 (price down 23%)
But Nick Train remains optimistic:
"When the good times return, we expect a further surge in Fever-Tree’s revenue growth and its share price"
(Sep-24 factsheet, 4-Oct) https://t.co/Ts65Yc1BfG
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FeverTree $FEVR was one of Lindsell Train UK Equity's two biggest detractors during Q3 (price down 23%)
But Nick Train remains optimistic:
"When the good times return, we expect a further surge in Fever-Tree’s revenue growth and its share price"
(Sep-24 factsheet, 4-Oct) https://t.co/Ts65Yc1BfG
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Librarian Capital
Lindsell Train's James Bulloch on Diageo:
"There’s a growing sense that the worst may be behind us with easier year-on-year comparisons likely boosting the optics of growth"
Others in the industry (like $BF.B's Lawson Whiting) have been predicting the same
$DGE $DEO https://t.co/24sdvDY3lF
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Lindsell Train's James Bulloch on Diageo:
"There’s a growing sense that the worst may be behind us with easier year-on-year comparisons likely boosting the optics of growth"
Others in the industry (like $BF.B's Lawson Whiting) have been predicting the same
$DGE $DEO https://t.co/24sdvDY3lF
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Librarian Capital
"UK ministers pledge crackdown on rising car insurance costs" (FT)
Ministers "instructed the (CMA) and the (FCA) to join a “task force” including industry and consumer groups"
Separately, the FCA is launching a "market study" on installment income
$ADM -2.9%, $DLG -4.3%
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"UK ministers pledge crackdown on rising car insurance costs" (FT)
Ministers "instructed the (CMA) and the (FCA) to join a “task force” including industry and consumer groups"
Separately, the FCA is launching a "market study" on installment income
$ADM -2.9%, $DLG -4.3%
UK ministers pledge crackdown on rising car insurance costs https://t.co/I2TwZ66smm tweet
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Offshore
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Stock Analysis Compilation
Gehlen Bräutigam Capital on The Gym Group $GYM LN
Thesis: The Gym Group is on a strong recovery path, with membership growth, profitability improvements, and operational excellence positioning it for long-term value creation
(Extract from their Q3 letter) https://t.co/yo1twu86OP
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Gehlen Bräutigam Capital on The Gym Group $GYM LN
Thesis: The Gym Group is on a strong recovery path, with membership growth, profitability improvements, and operational excellence positioning it for long-term value creation
(Extract from their Q3 letter) https://t.co/yo1twu86OP
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Capital Employed
Another batch of Q3 fund letters added. 45 added so far, with more to come.
Read them all here 👇
https://t.co/z8VTurKKQI https://t.co/Ng31Gaf7fG
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Another batch of Q3 fund letters added. 45 added so far, with more to come.
Read them all here 👇
https://t.co/z8VTurKKQI https://t.co/Ng31Gaf7fG
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Librarian Capital
Direct Line $DLG: RWC, a shareholder vocally against the Ageas bid, raised their stake to >5% on 11-Oct https://t.co/kgCPfjTizA
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Direct Line $DLG: RWC, a shareholder vocally against the Ageas bid, raised their stake to >5% on 11-Oct https://t.co/kgCPfjTizA
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Offshore
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Librarian Capital
Must-read career advice for junior bankers
From 27-year IB veteran, former head of ECM at BAML
"A lot of what investment banking involves is salesmanship"
"You have to have a minimum level of competence and smarts, but it isn’t a business that rewards extreme genius"
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Must-read career advice for junior bankers
From 27-year IB veteran, former head of ECM at BAML
"A lot of what investment banking involves is salesmanship"
"You have to have a minimum level of competence and smarts, but it isn’t a business that rewards extreme genius"
Enjoyed speaking about the culture of working long hours on Wall Street and the City on the @FT podcast “Working It”. It’s a hot topic….
https://t.co/wocELlbWBN tweet
Offshore
Video
Startup Archive
Jensen Huang on Elon Musk and xAI building the fastest supercomputer on the planet in 19 days
“From the moment of concept to building a massive factory, liquid-cooled, energized, permitted, in the short time that was done. That is superhuman. And as far as I know, there’s only one person in the world who could do that.”
Jensen puts the 19 days that it took xAI to build their supercomputer in Memphis into perspective:
“What they achieved is singular. It’s never been done before. Just to put it in perspective: 100,000 GPUs is easily the fastest supercomputer on the planet as one cluster. It’s a supercomputer that would take normally three years to plan, then they deliver the equipment, then it takes one year to get it all working.”
In other words, this should’ve taken at least four years, but Elon and the xAI team were able to do it in just 19 days.
Video source: @BG2Pod (2024)
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Jensen Huang on Elon Musk and xAI building the fastest supercomputer on the planet in 19 days
“From the moment of concept to building a massive factory, liquid-cooled, energized, permitted, in the short time that was done. That is superhuman. And as far as I know, there’s only one person in the world who could do that.”
Jensen puts the 19 days that it took xAI to build their supercomputer in Memphis into perspective:
“What they achieved is singular. It’s never been done before. Just to put it in perspective: 100,000 GPUs is easily the fastest supercomputer on the planet as one cluster. It’s a supercomputer that would take normally three years to plan, then they deliver the equipment, then it takes one year to get it all working.”
In other words, this should’ve taken at least four years, but Elon and the xAI team were able to do it in just 19 days.
Video source: @BG2Pod (2024)
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App Economy Insights
🏦 US Banks Earnings Visualized
Dive into the details ⬇️
https://t.co/LMbCgCbsSW
🏆 $JPM Surprise Outlook
🇺🇸 $BAC Global Markets Accelerate
🏢 $WFC Fees Offset NII Pressure
👔 $MS Wealth Unit Rebounds
📈 $GS Pent-up Demand
💹 $SCHW Turning Point
🔄 $C Turnaround in Progress https://t.co/Rc0I29l0v8
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🏦 US Banks Earnings Visualized
Dive into the details ⬇️
https://t.co/LMbCgCbsSW
🏆 $JPM Surprise Outlook
🇺🇸 $BAC Global Markets Accelerate
🏢 $WFC Fees Offset NII Pressure
👔 $MS Wealth Unit Rebounds
📈 $GS Pent-up Demand
💹 $SCHW Turning Point
🔄 $C Turnaround in Progress https://t.co/Rc0I29l0v8
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Ahmad Jivraj
Joel Greenblatt, Columbia Business School prof returned 40% per year for over a decade.
On the first day of class, he told his students: "I am going to teach you how to take advantage of the stock market"
How you ask? Do good valuation work. And be willing to wait 2-3 years. https://t.co/o4FrZSJywJ
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Joel Greenblatt, Columbia Business School prof returned 40% per year for over a decade.
On the first day of class, he told his students: "I am going to teach you how to take advantage of the stock market"
How you ask? Do good valuation work. And be willing to wait 2-3 years. https://t.co/o4FrZSJywJ
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