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Quiver Quantitative
Nancy Pelosi might have done it again.
$PANW stock has now risen 41% since she bought up to $250K in call options in late February.
She perfectly timed the dip with her second $PANW options purchase this year.
Look at this graph from the Quiver site: https://t.co/9QFhNwrCjS
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Nancy Pelosi might have done it again.
$PANW stock has now risen 41% since she bought up to $250K in call options in late February.
She perfectly timed the dip with her second $PANW options purchase this year.
Look at this graph from the Quiver site: https://t.co/9QFhNwrCjS
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Stock Analysis Compilation
Aristotle on Broadcom $AVGO US
Thesis: Broadcom's strategic focus on AI, cloud computing, and critical infrastructure software sets the stage for strong, sustained growth
(Extract from their Q2 letter) https://t.co/LprfjMTRHZ
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Aristotle on Broadcom $AVGO US
Thesis: Broadcom's strategic focus on AI, cloud computing, and critical infrastructure software sets the stage for strong, sustained growth
(Extract from their Q2 letter) https://t.co/LprfjMTRHZ
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Quiver Quantitative
RT @InsiderRadar: 🚨Insider Trading Alert
Yum China, $YUMA, the largest restaurant chain in China, sees major buys:
🔹General Manager, KFC: ~$128,266 purchase on Aug 16
🔹CTO: ~$133,429 purchase on Aug 15
Largest insider purchases in 5 years. https://t.co/UOJHgafoAL
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RT @InsiderRadar: 🚨Insider Trading Alert
Yum China, $YUMA, the largest restaurant chain in China, sees major buys:
🔹General Manager, KFC: ~$128,266 purchase on Aug 16
🔹CTO: ~$133,429 purchase on Aug 15
Largest insider purchases in 5 years. https://t.co/UOJHgafoAL
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Hidden Value Gems
RT @HiddenValueGems: Energy consumption at the big tech has outpaced sales growth. As a result, Microsoft, for example, requires 63% more energy to generate one dollar of revenue today than six years ago.
$MSFT $GOOG $META https://t.co/uKMW9kddMl
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RT @HiddenValueGems: Energy consumption at the big tech has outpaced sales growth. As a result, Microsoft, for example, requires 63% more energy to generate one dollar of revenue today than six years ago.
$MSFT $GOOG $META https://t.co/uKMW9kddMl
Just published a piece on the electricity sector with a particular focus on the demand factors and the growing investments into the grid. A few companies stand to benefit from this long-term trend, which I will discuss in Part II.
Link in bio. https://t.co/biKKtZLA7J tweet
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Quiver Quantitative
🚨 UPDATE
Earlier this year, we posted a report on a suspicious purchase of Agios Pharmaceuticals stock by Representative Josh Gottheimer.
The stock has now risen 111% since his trade: https://t.co/KGk1hDn2Wx
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🚨 UPDATE
Earlier this year, we posted a report on a suspicious purchase of Agios Pharmaceuticals stock by Representative Josh Gottheimer.
The stock has now risen 111% since his trade: https://t.co/KGk1hDn2Wx
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Stock Analysis Compilation
Polen Capital on Installed Building Products $IBP US
Thesis: Installed Building Products is positioned for steady growth driven by new home construction and smart capital allocation in a fragmented market
(Extract from their Q2 letter) https://t.co/JscUiIsd6t
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Polen Capital on Installed Building Products $IBP US
Thesis: Installed Building Products is positioned for steady growth driven by new home construction and smart capital allocation in a fragmented market
(Extract from their Q2 letter) https://t.co/JscUiIsd6t
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Matt McGarry
Here's the real reason newsletters are getting subscribers from meta ads for $0.50-$1.00 or less:
1. What Matt said, targeting India and Asia
2. Very low ad spend. It's easy to get low CPAs spending $50/day.
3. Incentivizing sign ups with a giveaway.
4. The newsletter is written by a famous person and appeals to a broad audience.
5. The person running the ads is very good. GrowLetter has been able to achieve <$1-$1.50
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Here's the real reason newsletters are getting subscribers from meta ads for $0.50-$1.00 or less:
1. What Matt said, targeting India and Asia
2. Very low ad spend. It's easy to get low CPAs spending $50/day.
3. Incentivizing sign ups with a giveaway.
4. The newsletter is written by a famous person and appeals to a broad audience.
5. The person running the ads is very good. GrowLetter has been able to achieve <$1-$1.50
Whenever someone says "I am getting leads from Meta for my newsletter for $1.00 CPL", I just assume they are buying a bunch of sign-ups from east Asia that will never buy anything. tweet
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