Librarian Capital's Research Library
Librarian CapitalInstitutional-grade research, at retail prices.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 635 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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librariancapital.substack.comLatest Issues
Librarian Capital's Monthly Letter - H1 2026
We set out our thinking after an eventful and confusing few months in markets, and replaces 2 stocks in the portfolio.
Introduction
Elanco: Taking Share from Zoetis Blockbusters
Low-double-digits EPS growth is expected for 2026-28, and current P/E is still ~24x.
Highlights
Mastercard: Forgotten But Not Gone in the AI Age
Shares lower than a year ago despite continuing mid-teens+ EPS growth; AI concerns are misplaced.
Highlights
American Express: Updating Our View on a “Quality” Business
We underestimated AXP before, but shares will still be a solid investment from this point.
Highlights
Imperial Brands: Less Than 9x P/E Again after H1 FY26 Results
Shares back to the level a year ago, and much “cheaper” than Altria or BAT.
Highlights
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Librarian Capital's Research Library.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
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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