⁠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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⁠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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⁠Capital Employed
RT @capitalemployed: 46 Top Stock Pitches (1st-15th October)💡

This is the biggest and most epic one we have published yet.

46 interesting ‘fresh-off-the-press’ stock pitches for subscribers to work through!

https://t.co/Z8N7AKZNvy https://t.co/RFrYVcoxVK
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⁠Stock Analysis Compilation
Alphyn Capital Management on Brookfield Corp $BN US

Thesis: Brookfield is positioned for strong growth, with its ambitious strategy targeting a 17% annual earnings increase and expanding wealth management assets, led by new leadership

(Extract from their Q3 letter) https://t.co/V4TThZhC4q
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⁠Value Spotlight (Andrew Sather)
(Tutorial) Tricky, tricky Operating Leases and their impact to Invested Capital and ROIC

$MSFT https://t.co/yQPz9cnb8B
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⁠Librarian Capital
Achievement unlocked:

"Blocking the Panama Canal" (@thepanamacanal)

Block enough of Twitter's ads so that they have nothing in their inventory to show you except ads from the Panama Canal, and then blocking that one too https://t.co/MrMgk4lGcF
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⁠Stock Analysis Compilation
Hedge funds' best ideas #14 is in your inbox 🔥
(link below)

Bonhoeffer Fund / Clearbridge / Diamond Hill / Praetorian Capital / Silver Ring Value Partners / Voss Capital https://t.co/D3tMa8uIZU
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⁠Librarian Capital
"Ryanair warns of fewer flights next summer due to Boeing aircraft delays" (FT)

"Delays in receiving planes ... have exacerbated a global shortage of new aircraft"

"Many airlines are flying older and less efficient aircraft for longer"

This can be good for $RTX aftermarket

Ryanair warns of fewer flights next summer due to Boeing aircraft delays https://t.co/Yxr2c1TbOh - Financial Times
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⁠Quiver Quantitative
🚨 UPDATE: We posted this report last month.

$HL has now risen 37% since the trade.

It's up another 3% today. https://t.co/B0FR0oWCUR
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⁠Investing visuals
$ASML after earnings review: Everything you need to know 🔍👇
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