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Librarian Capital's Research Library

Librarian Capital
Tens of paid subscribers

Institutional-grade research, at retail prices.

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PricingOnly paid issuesPublishesTwice weekly
Issues647Founded5 years agoLast Issue6 days ago
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Latest Issues

Intuit: Broken Funnel & Lower Growth, But Priced in

FY26 showed deeper problems than we thought, but they are being fixed and trailing P/E is ~18x.

Intuit released Q4 FY26 (May-July) results last night (August 25); shares fell by as much as ~12% in post-market trading, but finished today do...

6 days ago
4
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Estée Lauder: FY26 Results Only Skin Deep

Shares have risen 21% in 3 days, and are now more expensive than L’Oréal on current multiples.

Estée Lauder (“EL”) released Q4 FY26 (April-June) results on Wednesday (August 19). Shares finished that day up 16.3%, and have risen by a total...

9 days ago
5
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Diageo: Cheap If They Can Just Keep Walking

Dave Lewis’s plans a return to mid-single-digit EBIT growth, undemanding at 15x P/E.

Highlights

18 days ago
7
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Microsoft: Back to $500+ After 30% Rise in 2 Weeks

Shares are still lower than a year ago; fundamentals indicate the best is still to come.

Highlights

21 days ago
6
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Rightmove: Weaker Market, Same Strengths, More Buybacks

Shares continuing to rebound despite guidance being cut with H1 results, and are still cheap at ~15x P/E.

Highlights

a month ago
4
2
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  • Librarian Capital

    Investing & stocks. Former Buy Sider in search of ideas, contacts & capital. Not financial advice. I may be long/short names mentioned. Twitter: @LibrarianCap. Website: www.librariancapital.com

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