Mostly Borrowed Ideas (@borrowed_ideas) 's Twitter Profile
Mostly Borrowed Ideas

@borrowed_ideas

Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: mbi-deepdives.com

ID: 1154601225880555520

linkhttps://mbi-deepdives.com/ calendar_today26-07-2019 03:55:58

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Mostly Borrowed Ideas (@borrowed_ideas) 's Twitter Profile Photo
Mostly Borrowed Ideas
@borrowed_ideas

3 months ago

Just published my 50th Deep Dive: EssilorLuxottica. I am glad to not have missed a single month since I launched MBI Deep Dives back in September 2020. I hope I can keep it that way for years to come.

Just published my 50th Deep Dive: EssilorLuxottica. I am glad to not have missed a single month since I launched MBI Deep Dives back in September 2020. I hope I can keep it that way for years to come.
Mostly Borrowed Ideas (@borrowed_ideas) 's Twitter Profile Photo
Mostly Borrowed Ideas
@borrowed_ideas

3 months ago

Unfortunately, this was a brutal quarter for $DG. My highlights from the call here mbi-deepdives.com/dg2q24/

Mostly Borrowed Ideas (@borrowed_ideas) 's Twitter Profile Photo
Mostly Borrowed Ideas
@borrowed_ideas

3 months ago

*update: While Lulu mentioned they repurchased $1.2 Bn YTD, their 10-Q shows they bought back $889 Mn until Q2 which implies they bought back another $311 Mn so far this quarter. Assuming $260/share, it means they repurchased 1.2 mn shares in August i.e. ~1% shares.