⁠Librarian Capital
Zoetis $ZTS 24Q3

Total revenue +14% ex-FX, +11% in $, o/w:
US Companion Animal +18%
US Livestock +5%
Int'l CA +7%
Int'l Livestock +7%

Raises 2024 outlook
Now sees revenue +10-11% ex-FX (was 9-11%)
Adj. EPS $5.86-5.92 (was $5.78-5.88)

ZTS +5.5% pre-market (~$192, 32.6x P/E) https://t.co/4ntzzdoOwu
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⁠Hidden Value Gems
I am far away from US politics but I still cannot understand why the market is taking Trump win for granted.

Seems like a consensus view now but it is far from obvious to me 🤷🏻‍♂️
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⁠App Economy Insights
Here’s a sneak peek at our October 2024 report! 👀 https://t.co/tlDAjuo5if
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⁠Librarian Capital
Elon Musk no longer calls the $1m payouts "random"

NBC: "Philadelphia DA Larry Krasner alleged that the selection of winners appears not to be random"

"The first two winners were present with Musk at rallies when their names were announced"

There is no honor among thieves https://t.co/t0Xz75PWcG
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 Massive New Purchase of $LCID

The Public Investment Fund of Saudi Arabia just reported purchasing $1 BILLION of the company's stock.

They are a >10% investor in the electric vehicle company, and hold a board seat.

This purchase took place through a private placement deal, which was announced in mid-October.
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⁠Dimitry Nakhla | Babylon Capital®
10 Attractively Valued Quality Stocks 💵

🗂️ Intuit $INTU
•NTM P/E: 32.15x
•NTM FCF Yield: 3.41%

🌐 MSCI Inc $MSCI
•NTM P/E: 34.92x
•NTM FCF Yield: 3.09%

🖨️ ASML Holding $ASML
•NTM P/E: 26.33x
•NTM FCF Yield: 3.30%

🖱️ Alphabet $GOOG $GOOGL
•NTM P/E: 20.03x
•NTM FCF Yield: 4.36%

📦 Amazon $AMZN
•NTM P/OCF: 14.13x
•NTM FCF Yield: 2.91%

🩻 Elevance Health $ELV
•NTM P/E: 12.35x
•NTM FCF Yield: 7.23%

🐕 IDEXX Laboratories $IDXX
•NTM P/E: 35.63x
•NTM FCF Yield: 2.80%

💳 Visa $V
•NTM P/E: 25.92x
•NTM FCF Yield: 4.17%

🔬 Thermo Fisher Scientific $TMO
•NTM P/E: 24.44x
•NTM FCF Yield: 3.96%

📸 Meta Platforms $META
•NTM P/E: 23.26x
•NTM FCF Yield: 3.27%

#stocks #investing
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 New Insider Purchase

The CFO of $TYRA has reported the purchase of ~$150k of the company's stock.

This is the first insider purchase we have seen at that company in three years, and comes shortly after the stock dropped ~25% last week https://t.co/vWQdOEzjXA
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⁠Stock Analysis Compilation
ARAR Fund on Gravity $GRVY US

Thesis: Despite short-term setbacks in China, Gravity’s strategic distributor partnerships and committed stakeholders support a promising long-term growth trajectory.

(Extract from their Q3 letter) https://t.co/SbF4QR6j3y
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⁠Quiver Quantitative
The election is tomorrow.

Here is a list of people on the ballot who have helped amplify our work tracking what goes on behind the scenes in DC.

AZ - Elijah Crane (R)
CA - Ro Khanna (D)
FL - Maxwell Frost (D)
FL - Matt Gaetz (R)
FL - Cory Mills (R)
MN - Dean Phillips (D)
MO - Josh Hawley (R)
PA - Chris Deluzio (D)
WI - Mark Pocan (D)
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⁠Investing visuals
$ASML: A great business at a reasonable price💎 https://t.co/51c7VH4AWT
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⁠Quiver Quantitative
The election is tomorrow.

Here is our final update on political donations by employees of publicly traded companies in 2024: https://t.co/2w3AhOhVBN
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