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Hidden Value Gems
RT @HiddenValueGems: Interesting analysis by @KevRGordon on what drove small-cap underperformance.
Key points:
1️⃣ Small-caps are more levered and are thus more sensitive to rate changes. They should do well if the FED starts cutting.
1/5 https://t.co/SQAOkFJvhp
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RT @HiddenValueGems: Interesting analysis by @KevRGordon on what drove small-cap underperformance.
Key points:
1️⃣ Small-caps are more levered and are thus more sensitive to rate changes. They should do well if the FED starts cutting.
1/5 https://t.co/SQAOkFJvhp
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PitchDeckGuy
DraftKings is a $16B market cap leader in sports betting and continues to gain market share each year.
Here’s their deck: https://t.co/22VukpiPNZ
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DraftKings is a $16B market cap leader in sports betting and continues to gain market share each year.
Here’s their deck: https://t.co/22VukpiPNZ
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Librarian Capital
This may be significant:
"FDA Announces Proposed Rule to Require Submission of Tracking Numbers for Imports of E-Cigarette Products"
"Any ENDS product ... for which the STN is not submitted may be denied entry into the US"
$MO $BATS $BTI $PM $IMB https://t.co/TL09eevLvA
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This may be significant:
"FDA Announces Proposed Rule to Require Submission of Tracking Numbers for Imports of E-Cigarette Products"
"Any ENDS product ... for which the STN is not submitted may be denied entry into the US"
$MO $BATS $BTI $PM $IMB https://t.co/TL09eevLvA
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Stock Analysis Compilation
Polen Capital on Option Care Health $OPCH US
Thesis: Option Care Health leads the growing home infusion market, promising strong revenue growth and high returns on invested capital
(Extract from their Q2 letter) https://t.co/xfHpoLuBOf
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Polen Capital on Option Care Health $OPCH US
Thesis: Option Care Health leads the growing home infusion market, promising strong revenue growth and high returns on invested capital
(Extract from their Q2 letter) https://t.co/xfHpoLuBOf
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PitchDeckGuy
From her home kitchen to a $1.1B valuation
Rachel Drori revolutionized frozen meals with Daily Harvest
Here’s her story👇 https://t.co/e13VhVqV1v
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From her home kitchen to a $1.1B valuation
Rachel Drori revolutionized frozen meals with Daily Harvest
Here’s her story👇 https://t.co/e13VhVqV1v
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Quiver Quantitative
RT @InsiderRadar: 🚨Insider Trading Alert
Envista Holdings, $NVST, sees major insider buys:
🔹CEO: ~$506,100 purchase on Aug 13
🔹CFO: ~$400,607 purchase on Aug 12
Largest insider purchases in 5 years.
The stock is up 4% today. https://t.co/JGXRgrE45I
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RT @InsiderRadar: 🚨Insider Trading Alert
Envista Holdings, $NVST, sees major insider buys:
🔹CEO: ~$506,100 purchase on Aug 13
🔹CFO: ~$400,607 purchase on Aug 12
Largest insider purchases in 5 years.
The stock is up 4% today. https://t.co/JGXRgrE45I
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Stock Analysis Compilation
Aristotle on Analog Devices $ADI US
Thesis: Analog Devices is at the forefront of high-growth trends in automotive electrification, IoT, and sustainable energy, promising strong returns for investors
(Extract from their Q2 letter) https://t.co/1BWmHTC80P
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Aristotle on Analog Devices $ADI US
Thesis: Analog Devices is at the forefront of high-growth trends in automotive electrification, IoT, and sustainable energy, promising strong returns for investors
(Extract from their Q2 letter) https://t.co/1BWmHTC80P
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Librarian Capital
Pershing Square $PSH on Alphabet $GOOG (H1 report)
On CapEx hike: "will further differentiate ... tech infrastructure and cost-to-serve advantage"
On antitrust: "to take ... potentially more than a year", "well-positioned to navigate a range of likely potential remedy outcomes" https://t.co/oKjHV466wa
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Pershing Square $PSH on Alphabet $GOOG (H1 report)
On CapEx hike: "will further differentiate ... tech infrastructure and cost-to-serve advantage"
On antitrust: "to take ... potentially more than a year", "well-positioned to navigate a range of likely potential remedy outcomes" https://t.co/oKjHV466wa
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