⁠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
tweet

⁠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
tweet

⁠PitchDeckGuy
Has any stock underperformed more than GoPro? https://t.co/E9GkKv4USg
tweet

⁠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
tweet

AkhenOsiris
Don't even see 🐻's attributing July retail sales strength to Prime Day bump, where the heck are they
tweet

⁠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
tweet

⁠Matt McGarry
NEWS: TipRanks sells for $200M

TipsRanks is an investing research website and newsletter founded in 2012.

- 120 employees
- $20-$30M in annual revenue
- Raised $45 million and sold $60 million in secondary
tweet

⁠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
tweet

⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Chuck Akre’s updated Q2 2024 13F (Dataroma)

Top 5 holdings: $MA $MCO $KKR $AMT & $ORLY

New holdings: $ABNB

#stocks #investing https://t.co/0NJV4pB2Xb
tweet