⁠Librarian Capital
RT @carlquintanilla: #TemporaryHardship headlines rolling in. 🇺🇸 https://t.co/1Hi5Nm7Afp
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⁠Librarian Capital
Arnold Schwarzenegger endorses Harris/Walz

I don’t really do endorsements. I’m not shy about sharing my views, but I hate politics and don’t trust most politicians.

I also understand that people want to hear from me because I am not just a celebrity, I am a former Republican Governor.

My time as Governor taught me to love policy and ignore politics. I’m proud of the work I did to help clean up our air, create jobs, balance the budget, make the biggest infrastructure investment in state history, and take power from the politicians and give it back to the people when it comes to our redistricting process and our primaries in California.

That’s policy. It requires working with the other side, not insulting them to win your next election, and I know it isn’t sexy to most people, but I love it when I can help make people’s lives better with policies, like I still do through my institute at USC, where we fight for clean air and stripping the power from the politicians who rig the system against the people.

Let me be honest with you: I don’t like either party right now. My Republicans have forgotten the beauty of the free market, driven up deficits, and rejected election results. Democrats aren’t any better at dealing with deficits, and I worry about their local policies hurting our cities with increased crime.

It is probably not a surprise that I hate politics more than ever, which, if you are a normal person who isn’t addicted to this crap, you probably understand.

I want to tune out.

But I can’t. Because rejecting the results of an election is as un-American as it gets. To someone like me who talks to people all over the world and still knows America is the shining city on a hill, calling America is a trash can for the world is so unpatriotic, it makes me furious.

And I will always be an American before I am a Republican.

That’s why, this week, I am voting for Kamala Harris and Tim Walz.

I’m sharing it with all of you because I think there are a lot of you who feel like I do. You don’t recognize our country. And you are right to be furious.

For decades, we’ve talked about the national debt. For decades, we’ve talked about comprehensive immigration reform that secures the border while fixing our broken immigration system. And Washington does nothing.

The problems just keep rolling, and we all keep getting angrier, because the only people that benefit from problems aren’t you, the people. The only people that benefit from this crap are the politicians who prefer having talking points to win elections to the public service that will make Americans’ lives better.

It is a just game to them. But it is life for my fellow Americans. We should be pissed!

But a candidate who won’t respect your vote unless it is for him, a candidate who will send his followers to storm the Capitol while he watches with a Diet Coke, a candidate who has shown no ability to work to pass any policy besides a tax cut that helped his donors and other rich people like me but helped no one else else, a candidate who thinks Americans who disagree with him are the bigger enemies than China, Russia, or North Korea - that won’t solve our problems.

It will just be four more years of bullshit with no results that makes us angrier and angrier, more divided, and more hateful.

We need to close the door on this chapter of American history, and I know that former President Trump won’t do that. He will divide, he will insult, he will find new ways to be more un-American than he already has been, and we, the people, will get nothing but more anger.

That’s enough reason for me to share my vote with all of you. I want to move forward as a country, and even though I have plenty of disagreements with their platform, I think the only way to do that is with Harris and Walz.

Vote this week. Turn the page and put this junk behind us.

And even if you disagree with me, vote, because that’s what we do as Americans. https://t.co/eHFZ723I4H - Arnold
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⁠Librarian Capital
“Otis: Q3 2024 Results (Quick Take)”

New Equipment market in China has deteriorated again
But Otis’s main structural drivers are intact

$OTIS $KNEBV
https://t.co/dq9pg5opne https://t.co/gjCbUk55XS
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⁠Librarian Capital
Microsoft $MSFT FY25Q1 (Jul-Sep)

Revenue +16%, o/w:
Productivity & Biz. Process +12%
Intelligent Cloud +20%
More Personal Computing +17%

Azure & Other Cloud +33%

EBIT +14%
Net Income +11%, EPS +10%

Shares +1% AH https://t.co/vIpw7KuA6o
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⁠App Economy Insights
$META Meta Q3 FY24:

👨‍👩‍👧‍👦 Daily active people +5% Y/Y to 3.29B.
👀 Ad impressions +7% Y/Y.

• Revenue +19% Y/Y to $40.6B ($0.3B beat).
• Operating margin 43% (+2pp Y/Y).
• EPS $6.03 ($0.74 beat).
• FY24 Capex $38-40B (prev. $37-$40B). https://t.co/ppPnkm2o3K
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⁠Librarian Capital
Elon Musk caught on tape saying US middle class would face "necessary" "hardship" under Trump

We have seen this movie before

Elon Musk told Twitter employees they had to be "extremely hardcore" and demanded a loyalty pledge

80% of $TWTR workers didn't survive Musk https://t.co/1IMMY12jj4
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⁠Dimitry Nakhla | Babylon Capital®
While many are focused on $MSFT & $META — the discussion on today’s earnings should include $BKNG one of the highest quality businesses that often gets overlooked

$BKNG reports a strong Q3 🎯

✅ Revenue: $7.99B vs $7.63B (est)

✅ Adjusted EPS: $83.89 vs $77.47 (est)

⬆️ Guidance

💵 Cash & Equiv: $15.77B

💵 LT Debt: $13.79B

💸 FCF as % of Revenues: 39.7% (34.7% 2023)

#stocks #investing

7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸

1️⃣ $BKNG has grown revenue for 19 out of the last 20 years

2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years

3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)

4️⃣ Opportunity for growth in operating and net income margins

5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt

6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)

7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)

#stocks #investing - Dimitry Nakhla | Babylon Capital®
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⁠Stock Analysis Compilation
Nightview Capital on Blackrock $BLK US

Thesis: BlackRock’s scale, influence, and expansion into private markets with Preqin position it for sustainable growth in the evolving financial landscape.

(Extract from their Q3 letter) https://t.co/vRtpPmUzaw
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