Investing/stocks. Ex. HF seeking ideas, contacts & capital. I may be long/short names mentioned. @LibrarianCap on Twitter. Also Substack https://librariancapital.substack.com/
Librarian Capital
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Trump struggles to awake as Burgum talks
"Google’s $GOOG Home Listings Will Now Be Widely Available" (Barron's)
"Rolling out home listings on mobile search results across all 50 states. Listings are provided through a partnership with the real estate data platform HouseCanary"
$CSGP $RMV
TACO = Trump Always Chickens Out
Jay Clayton is now Trump's nominee as the next DNI (Director of national intelligence)
FT: $ORCL shares "slide following flat revenue guidance"
What this means is guidance is unchanged from before
FY27 revenue guidance is $90bn (FY26: $67.4bn), which implies y/y growth of 34% (incl. FY27Q1: 27-29%)
FY26-30 revenue CAGR guided to 31%
Berkshire Hathaway $BRK.B's tiny Diageo $DEO holding (228k ADRs, worth ~$20m), which came with the NEAM being consolidated into 13-F reporting and we believe was never Buffett's, disappeared during 26Q1
Context: Lindsell Train, $BRK.B, $DGE $DEO
Charter $CHTR price back to where it was in 2014
$16.7bn market cap
$94.3bn gross debt (4.22x PF EBITDA)
$4.81bn LTM FCF
Customer numbers, revenue, EBITDA all trending down
Rightmove $RMV 15.1x 2025 EPS (28.1p)
Autotrader $AUTO 13.4x FY26 EPS (34.17p)
RMV expects 3-5% EBIT growth in 2026 (2025: 9%)
AUTO expects 0.6-5.7% EBIT growth in FY27 (FY26: 4%)
But a key difference is RMV expects 8-10% revenue growth in 2026, whereas AUTO expects ~4% in FY27
Video
Aaron Rupar
Librarian Capital
Librarian Capital
Librarian Capital
Librarian Capital
Librarian Capital
www.barrons.com
Investors have feared that a large technology company offering home listings will take market share from other housing services companies.
Trump: "Based on the fact that discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved, I have, as President of the United States of America, cancelled the scheduled strikes and bombings against Iran this evening."
Aaron Rupar
You can almost see the contempt
FT: "Self-report fraud and walk free, New York prosecutors tell Wall Street"
"SDNY office has taken a more business-friendly approach under ... former Apollo Global Management chair Jay Clayton"
Not even archaeologists
Librarian Capital
SDNY attorneys that took on Drexel and SAC Capital adopt more lenient stance on corporate wrongdoing
