⁠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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⁠Investing visuals
Netflix $NFLX earnings preview (reporting on Thursday after-hours) 👇
🔹 Revenue: $9.77B (+14%)
🔹 Earnings per share: $5.13 (+37%)

Key metrics to watch 👀
🔹Payed membership additions
🔹Total streaming revenue
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⁠Quiver Quantitative
RT @InsiderRadar: These insiders' purchases are looking well-timed so far.

Since yesterday's market open:

$MRVL is up 2.9%
$NEOG is up 4.8%
$WOR is up 2.8%

Here are the three largest insider purchases that have already been filed this morning (as of 10am EST):

Marvell Technology, $MRVL - $1m purchase by CEO
Neogen Corp, $NEOG - $200k purchase by CEO
Worthington, $WOR - $100k purchase by EVP/CFO - Insider Radar
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⁠Librarian Capital
Ulta Beauty $ULTA shares down 4% on investor day

"2024 and 2025 will be transitional years"

Also, 2026- targets include:
4-6% net sales growth
EBIT Margin 12% (FY24/25E: 12.7-13.0%)
MSD EBIT growth
LDD EPS growth (w/ buybacks)

We warned you decline this FY may not be trough

"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 - Librarian Capital
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⁠Librarian Capital
Trump claimed yesterday that John Deere $DE has changed its relocation plans because of him

This was just denied by DE spokesperson

There were HF managers who applauded Trump's performance in this interview; they should know better https://t.co/I9TiOeLeEm

In response to Trump’s story, a John Deere spokesperson told The Wall Street Journal and Bloomberg News that it had not changed its plans or announced any such changes. https://t.co/I5eg3EecEw - Kaitlan Collins
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⁠Stock Analysis Compilation
Upslope capital on CME Group $CME US

Thesis: CME Group, a dominant derivatives exchange with strong EBITDA margins, offers a compelling value opportunity amid exaggerated market fears and lagging performance

(Extract from their Q3 letter) https://t.co/hR1olok7VT
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⁠Quiver Quantitative
Quiver's Insider Purchases strategy is up 12.34% this month.

It invests in companies where insiders are making purchases that appear significant.

Here are some of its current largest holdings: https://t.co/wr3qtFvoZz
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