Librarian Capital
Markets, asset allocation & personal portfolio https://t.co/n0miIrGJEn
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Stock Analysis Compilation
Clearbridge on ATS $ATS CN

Thesis: ATS’s automation expertise and strong market position in high-barrier industries offer a resilient growth outlook amid global trends like near-shoring and labor automation.

(Extract from their Q3 letter) https://t.co/16T1d5VNtj
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RT @Acyn: Obama on Trump: Who cannot understand how an NBA superstar can be both Greek and Black… Who spreads ridiculous fantasies that Haitians are eating people’s pets. Who just this past week arranged for one of his supporters to tell jokes about Black people eating watermelon and Puerto Rico being an island of garbage right there on stage at Madison Square Garden. Do you that is someone who will look out for you?
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RT @SethAbramson: I’m hearing that many Gen Z voters have never heard the Access Hollywood tape, so it’d be a shame if it got RETWEETED tens of thousands of times on Elon Musk’s Twitter https://t.co/HTwmM4LP8c
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Elon Musk: "We're going to give very long severances"

Musk was ordered by a regulator to pay €550k ($600k) to a dismissed Twitter employee in Ireland because exiting him for not signing a loyalty pledge within a 24-hour deadline set by Musk was illegal

Will we see this in US? https://t.co/neBWK9ciw1

How about corporations that receive unnecessary lavish (billions of $)direct and indirect taxpayer subsidies…?! $TSLA @SpaceX
- James Chanos
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This is funny

A cameraman humiliates Trump on a live feed after he says "we always have huge crowds and never any empty seats."
https://t.co/YTJ4B3JCXz
- Jay in Kyiv
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Stock Analysis Compilation
Clearbridge on AMETEK $AME US

Thesis: AMETEK’s dominance in critical industries and ability to enhance acquired businesses’ margins makes it a compelling buy at cycle lows.

(Extract from their Q3 letter) https://t.co/l4vHkROrLG
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"China piles pressure on rich people and companies to cough up taxes" (FT)

"Local governments hunt for revenue to refill coffers depleted by a property slump"

Even fewer people will be drinking cognac now, or shopping for high-end skincare

$RCO $EL

China piles pressure on rich people and companies to cough up taxes https://t.co/T36OKIyOoU
- Financial Times
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Startup Archive
RT @alexisohanian: Very intrigued to see what these 776 founders are building here: Announcing The Founders' Tribune https://t.co/mZeEWEkedM
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