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Librarian Capital
Elon Musk, to the surprise of no one who worked at Twitter
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Elon Musk, to the surprise of no one who worked at Twitter
WILD: actual photo of Musk-hired door knockers being driven around #Michigan.
This group of mostly-black workers were driven in the back of a truck with no seats.
They say they were flown in, given unrealistic goals, and threatened with their lodging being cut off & being forced to pay their own way home if they couldn't meet them.
Some didn't even know which candidate they were working for.
Article by @JakeLahut
https://t.co/yf04EBKcI3 tweet
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Hidden Value Gems
An article in Barron’s on why $BABA is still a BUY:
“In fact, onsensus calls for Alibaba’s earnings-per-share growth to resume next year, climbing 12.5% year over year to $9.49, on an 8% climb in sales. That would mark its biggest year-over-year EPS growth since 2021.” https://t.co/zdke7XTPNm
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An article in Barron’s on why $BABA is still a BUY:
“In fact, onsensus calls for Alibaba’s earnings-per-share growth to resume next year, climbing 12.5% year over year to $9.49, on an 8% climb in sales. That would mark its biggest year-over-year EPS growth since 2021.” https://t.co/zdke7XTPNm
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Capital Employed
EXCITING NEWS! 🚨
We're relaunching the Capital Employed podcast.
This time reading quarterly letters from some our favorite fund managers. As well as audio versions of stock pitches we like.
We will be uploading to our YouTube channel. 👇
https://t.co/IcIlBSS0gy
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EXCITING NEWS! 🚨
We're relaunching the Capital Employed podcast.
This time reading quarterly letters from some our favorite fund managers. As well as audio versions of stock pitches we like.
We will be uploading to our YouTube channel. 👇
https://t.co/IcIlBSS0gy
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Offshore
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Librarian Capital
Rightmove $RMV below 600p again this morning
At 600p, shares are 24.0x 2023 reported earnings
Dividend Yield is 1.6% and buybacks continuing
FCF Yield is 4.2% (2023: £199m) https://t.co/iSiQ6b2xN2
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Rightmove $RMV below 600p again this morning
At 600p, shares are 24.0x 2023 reported earnings
Dividend Yield is 1.6% and buybacks continuing
FCF Yield is 4.2% (2023: £199m) https://t.co/iSiQ6b2xN2
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Offshore
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Stock Analysis Compilation
Forager on JD Sports $JD/ LN
Thesis: JD Sports, a leader in sports-fashion retail with strong growth and expanding market share, offers compelling upside potential at an attractive valuation.
(Extract from their Q3 letter) https://t.co/IopoYvcUoW
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Forager on JD Sports $JD/ LN
Thesis: JD Sports, a leader in sports-fashion retail with strong growth and expanding market share, offers compelling upside potential at an attractive valuation.
(Extract from their Q3 letter) https://t.co/IopoYvcUoW
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Capital Employed
Listen to the Massif Capital - 3rd Quarter 2024 Investor Letter🎧
The letter discusses... 👇
Real Assets Strategy 3Q 2024 performance
China's Economic Slowdown Impact
Key Positions in Siemens Energy and Alphamin
Tail-Risk Hedge and Strategic Caution
https://t.co/szZ1a3oK55
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Listen to the Massif Capital - 3rd Quarter 2024 Investor Letter🎧
The letter discusses... 👇
Real Assets Strategy 3Q 2024 performance
China's Economic Slowdown Impact
Key Positions in Siemens Energy and Alphamin
Tail-Risk Hedge and Strategic Caution
https://t.co/szZ1a3oK55
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Librarian Capital
Estée Lauder FY25Q1 results, withdraws outlook
Sales -5% organic, incl:
Americas -1%
EMEA -4%
APAC -11%
"Worsened consumer sentiment in China"
"Further (Asia travel) retail market deceleration"
US retail sales +LSD
US online +10% (incl. shipments for EL brand launch)
$EL -19% https://t.co/LZ1gPtqAdi
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Estée Lauder FY25Q1 results, withdraws outlook
Sales -5% organic, incl:
Americas -1%
EMEA -4%
APAC -11%
"Worsened consumer sentiment in China"
"Further (Asia travel) retail market deceleration"
US retail sales +LSD
US online +10% (incl. shipments for EL brand launch)
$EL -19% https://t.co/LZ1gPtqAdi
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Quiver Quantitative
We published the report shown below when a Carvana bankruptcy seemed imminent to most.
$CVNA has now risen 4,000% since then.
That's not a typo.
4,000% https://t.co/NpkysPNwBP
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We published the report shown below when a Carvana bankruptcy seemed imminent to most.
$CVNA has now risen 4,000% since then.
That's not a typo.
4,000% https://t.co/NpkysPNwBP
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Startup Archive
Brian Chesky on what your startup can learn from Ernest Shackleton’s famous job ad
At the end of the interview process, the Airbnb founder will usually tell the candidate all of the reasons they shouldn’t take the job:
“It’s going to be the longest hours you’ve ever had. I’m going to hold you to higher standards. It’s going to be day and night. It’s going to be this. It’s going to be that.”
As Brian points out, this is often the opposite of what recruiters will do:
“Recruiters often want to sell their company as a country club - we have great benefits, we have great this, we have great that. And it creates mismanaged expectations.”
But the best people want a challenge.
Brian reads the famous job ad Ernest Shackleton ran in a newspaper to recruit men for his Endurance expedition:
“Men wanted for hazardous journey. Low wages, bitter cold, long hours of complete darkness. Safe return doubtful. Honour and recognition in event of success.”
Brian believes this is one of the best job ads ever:
“Don’t sell a rosy picture of the experience… Why do the most fit people in the world want to be Navy SEALs? Because they want the challenge. The average person doesn’t want a challenge, but the best people want a challenge. And so that will turn off mediocre people, but it will turn on great people.”
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Brian Chesky on what your startup can learn from Ernest Shackleton’s famous job ad
At the end of the interview process, the Airbnb founder will usually tell the candidate all of the reasons they shouldn’t take the job:
“It’s going to be the longest hours you’ve ever had. I’m going to hold you to higher standards. It’s going to be day and night. It’s going to be this. It’s going to be that.”
As Brian points out, this is often the opposite of what recruiters will do:
“Recruiters often want to sell their company as a country club - we have great benefits, we have great this, we have great that. And it creates mismanaged expectations.”
But the best people want a challenge.
Brian reads the famous job ad Ernest Shackleton ran in a newspaper to recruit men for his Endurance expedition:
“Men wanted for hazardous journey. Low wages, bitter cold, long hours of complete darkness. Safe return doubtful. Honour and recognition in event of success.”
Brian believes this is one of the best job ads ever:
“Don’t sell a rosy picture of the experience… Why do the most fit people in the world want to be Navy SEALs? Because they want the challenge. The average person doesn’t want a challenge, but the best people want a challenge. And so that will turn off mediocre people, but it will turn on great people.”
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