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"Money is always eager and ready to work for anyone who is ready to employ it." Idowu Koyenikan
"It's nice to have a lot of money, but you know, you don't want to keep it around forever. I prefer buying things. Otherwise, it's a little like saving sex for your old age." Warren Buffett
$CPRI Capri Holdings Thread
CAPRI HOLDINGS INVESTOR DAY— Sean D. Emory (@_SeanDavid) June 4, 2019
(LIVE UPDATES HERE)
1:30PM EST
**Disclosure: We are shareholders of Capri. (~$10.1M)
👇🏼
$CPRI Capri Holdings Earnings
Capri Earnings:— Sean D. Emory (@_SeanDavid) May 29, 2019
Long Term Plan intact
1. Grow Versace & Jimmy Choo
2. Keep Kors Stable
36M customer files, +27% y/y
45M IG followers. +9% y/y
$1.3B sales, 13.9%y/y, 16.5% ex. FX
Versace: High Single Digit Comps
Jimmy Choo: 29% y/y, mid-single-digit comp pic.twitter.com/CygNXvbnRT
$FMX Thread
FEMSA / $FMX: largest franchise bottler of $KO products in the world by— WTCM (@WTCM3) April 2, 2019
volume; holder of 2nd-largest equity stake in $HEIA NA; operates 18k OXXO c-stores across Mexico, Colombia, Chile and Peru https://t.co/DwkS9PtbKW pic.twitter.com/Nk6rrW10sV
$MSCI Thread
1) $MSCI Guidance and Long-Term Targets Reaffirmed at the William Blair Growth Stock Conference— Jerry Capital (@JerryCap) June 6, 2019
"Adjusted EBITDA growth rates in the mid-teens over the long-term, and adjusted EBITDA margin in the mid- to high 50s." pic.twitter.com/7jj95kRKgU
$BYND Beyond Meat Thread
1/ In my last thread (below), I talked about the health drawbacks of Beyond Meat ($BYND) and Impossible foods.— Justin Mares (@jwmares) May 29, 2019
Now let’s talk about the health of their businesses. https://t.co/cCPotvWERc
$EB Evenbrite Flywheel Thread
— WTCM (@WTCM3) June 4, 2019
Medical Device Industry Thread
If you've ever wanted to understand the medical device industry, read this: https://t.co/9479psuPzN— Ryan Reeves (@investing_city) June 4, 2019
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