Offshore
Photo
Quiver Quantitative
🚨 JUST IN: We just got an update on AOC's financial holdings.
She disclosed up to $46K in assets, which is down from the up to $60K she disclosed last year.
She still owes up to $50K in student loans.
Full holdings are up on the Quiver site. https://t.co/OXkFdcGN9k
tweet
🚨 JUST IN: We just got an update on AOC's financial holdings.
She disclosed up to $46K in assets, which is down from the up to $60K she disclosed last year.
She still owes up to $50K in student loans.
Full holdings are up on the Quiver site. https://t.co/OXkFdcGN9k
tweet
Offshore
Photo
Stock Analysis Compilation
Hedge funds' best ideas #5 is in your inbox 🔥
(link below)
All the analysis published here in the last 7 days, in plain text, with links to all the letters.
Alluvial Capital / Alta Fox / Aristotle / Asheville Capital / Boyar Research / Cedar Creek Partners / Colebrooke Partners / Deep Sail Capital / East72 Dynasty Trust / Ensemble Capital / Giverny Capital / Heartland Advisors / Kinsman Oak / Liberty Park CM / Longleaf / Loomis Sayles / LRT Capital / Maran Capital / Polen Capital / Protean Funds / Rogue Funds / Rubicon Equities / TAMIM Fund
tweet
Hedge funds' best ideas #5 is in your inbox 🔥
(link below)
All the analysis published here in the last 7 days, in plain text, with links to all the letters.
Alluvial Capital / Alta Fox / Aristotle / Asheville Capital / Boyar Research / Cedar Creek Partners / Colebrooke Partners / Deep Sail Capital / East72 Dynasty Trust / Ensemble Capital / Giverny Capital / Heartland Advisors / Kinsman Oak / Liberty Park CM / Longleaf / Loomis Sayles / LRT Capital / Maran Capital / Polen Capital / Protean Funds / Rogue Funds / Rubicon Equities / TAMIM Fund
tweet
Offshore
Photo
Quiver Quantitative
🚨 JUST IN: We just got an update on JD Vance's financial holdings.
It shows that he put up to $100K into $SPY back in October.
He sold his whole ~$100K position in a crude oil ETF, $OILK, in February of last year.
Full holdings are up on the Quiver site. https://t.co/Kbhv7op07p
tweet
🚨 JUST IN: We just got an update on JD Vance's financial holdings.
It shows that he put up to $100K into $SPY back in October.
He sold his whole ~$100K position in a crude oil ETF, $OILK, in February of last year.
Full holdings are up on the Quiver site. https://t.co/Kbhv7op07p
tweet
Offshore
Photo
Quiver Quantitative
Representative Matt Gaetz has said:
"We should make donations from lobbyists and PACs ILLEGAL to people running for federal office."
We've been writing code to track campaign contributions.
Here are the members who have received the most from corporate PACs so far: https://t.co/weX2QTcJWH
tweet
Representative Matt Gaetz has said:
"We should make donations from lobbyists and PACs ILLEGAL to people running for federal office."
We've been writing code to track campaign contributions.
Here are the members who have received the most from corporate PACs so far: https://t.co/weX2QTcJWH
tweet
Offshore
Photo
Librarian Capital
Elf Beauty $ELF down 23% since FY25Q1 results (8-Aug)
FY25Q1 (Apr-Jun) sales +50% y/y ($324.5m)
But Adj. EBITDA just +4% y/y ($77.4m)
FY25 outlook was raised:
Sales +25-27% (was 20-22%)
Adj. EPS $3.36-3.41 (was $3.20-3.25), implies 43x P/E
cc: $EL $OR https://t.co/GFjHlolnyx
tweet
Elf Beauty $ELF down 23% since FY25Q1 results (8-Aug)
FY25Q1 (Apr-Jun) sales +50% y/y ($324.5m)
But Adj. EBITDA just +4% y/y ($77.4m)
FY25 outlook was raised:
Sales +25-27% (was 20-22%)
Adj. EPS $3.36-3.41 (was $3.20-3.25), implies 43x P/E
cc: $EL $OR https://t.co/GFjHlolnyx
tweet
Offshore
Photo
Stock Analysis Compilation
Fairlight Capital on BQE Water $BQE CN
Thesis: BQE Water is well-positioned with innovative water treatment technologies and potential 'company-maker' projects in the mining industry, currently trading at an attractive valuation
(Extract from their Q2 letter) https://t.co/zQWo5cRULL
tweet
Fairlight Capital on BQE Water $BQE CN
Thesis: BQE Water is well-positioned with innovative water treatment technologies and potential 'company-maker' projects in the mining industry, currently trading at an attractive valuation
(Extract from their Q2 letter) https://t.co/zQWo5cRULL
tweet
Offshore
Photo
Hidden Value Gems
RT @HiddenValueGems: A very interesting strategy - buying stocks that were excluded from the index.
🧵👇🏼
➡️ @RA_Insights have unveiled “a stock index named NIXT that would have earned investors about 74 times their money since 1991 by buying stocks kicked out of indexes.”
h/t @Spencerjakab
1/4 https://t.co/lhnIHYEitz
tweet
RT @HiddenValueGems: A very interesting strategy - buying stocks that were excluded from the index.
🧵👇🏼
➡️ @RA_Insights have unveiled “a stock index named NIXT that would have earned investors about 74 times their money since 1991 by buying stocks kicked out of indexes.”
h/t @Spencerjakab
1/4 https://t.co/lhnIHYEitz
tweet
Offshore
Photo
Capital Employed
Enjoyed listening to this episode by @FoundersPodcast
How Fastenal $FAST grew by a relentless focus on excellent customer service.
You would think customer service would be an obvious thing for all companies to focus on but unfortunately it's not.
https://t.co/wwRhM8cD3i
tweet
Enjoyed listening to this episode by @FoundersPodcast
How Fastenal $FAST grew by a relentless focus on excellent customer service.
You would think customer service would be an obvious thing for all companies to focus on but unfortunately it's not.
https://t.co/wwRhM8cD3i
tweet
Offshore
Photo
Hidden Value Gems
Almost finished reading Shoe Dog. Sharing a couple of Nike’s early ad slogans:
“There is no finish line.”
“Beating the competition is relatively easy. Beating yourself is a never-ending commitment.”
What do you think? 😉 https://t.co/JI9X4yK1Xy
tweet
Almost finished reading Shoe Dog. Sharing a couple of Nike’s early ad slogans:
“There is no finish line.”
“Beating the competition is relatively easy. Beating yourself is a never-ending commitment.”
What do you think? 😉 https://t.co/JI9X4yK1Xy
Fantastic reminder of the importance of focus in any endeavour.
A 30-yo Nike founder working 6 days as an auditor and weekends, nights and holidays on his startup 👇🏼 https://t.co/Uhz637r6RP tweet