Bookworm Capital

Buy side analyst. Any opinions expressed are general in nature and do not constitute investment advice. London based.

[Bookworm Capital @BookwormCapital]

@TMTLongShort @stockthoughts81 Have you found ways to mass download, export & merge pdfs at scale? That’s the really tedious part

[Bookworm Capital @BookwormCapital]

@partners_road @partners_road hi RRP - have you got a full genealogy of TCI alums’ funds?

[Bookworm Capital @BookwormCapital]

@Franz__Gans @InvestmentTalkk I guess it also depends on whether they’ve been forced to stockpile at a time when the grape price is especially high, or not, relative to what it might settle at in the future.. any thoughts on this? Appreciate the input

[Bookworm Capital @BookwormCapital]

@WTCM3 Thanks as ever for the interesting snippets @WTCM3 👍 out of interest how do you get Intermede’s monthlies?

[Bookworm Capital @BookwormCapital]

@piktoggle_

[Bookworm Capital @BookwormCapital]

@Larryjamieson_ Thanks for this @Larryjamieson_ - any good sources for further reading? Can’t see any sellside stuff / stories on google?

[Bookworm Capital @BookwormCapital]

@JerryCap Source pls! @JerryCap 🙏

[Bookworm Capital @BookwormCapital]

@ValueAddCapital @elonmusk Bump!

[Bookworm Capital @BookwormCapital]

@F_Compounders Many thanks for this 🙏 any chance you’ve got Dev’s previous appearance as well?

[Bookworm Capital @BookwormCapital]

@b_cap21 Are there any other ex-Akre places out of interest?

[Bookworm Capital @BookwormCapital]

@JerryCap +1 for source?

[Bookworm Capital @BookwormCapital]

@SkeleCap @irbezek (?) missed this.. any reading material?

[Bookworm Capital @BookwormCapital]

@BigBullCap Is this a bernstein note?

[Bookworm Capital @BookwormCapital]

@marketeuphoria @dsadajhjda Any thoughts on expected returns if we get to enter at 20x?

[Bookworm Capital @BookwormCapital]

@PythiaR @irbezek @buccocapital Speaking of hips and knees, any thoughts on Smith & Nephew these days?

[Bookworm Capital @BookwormCapital]

@thepupil11 Liking primarily for the word ‘boomersled’ 👍

[Bookworm Capital @BookwormCapital]

@heartof_thesea thanks Ray 👍

[Bookworm Capital @BookwormCapital]

@JerryCap so a shame they divested it to ISS then? can't see how much it went for

[Bookworm Capital @BookwormCapital]

@saharainvesting @stockthoughts81 The 50 cents out of 100s of dollars for a new mortgage is the example that always gets used - would love to hear a similar breakdown for autos / credit cards / personal loans etc.