⁠Stock Analysis Compilation
Hedge funds' best ideas #9 is in your inbox 🔥
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Acatis / Ariel Investments / Artemis Funds / Artisan Partners / Baron Capital / Conestoga / Davis fund / Edgepoint / Heartland Advisors / Riverwater Partners / RS Investments / Sohra Peak / Tourlite AM https://t.co/egu7kU7j2P
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⁠Librarian Capital
Also stayed up and watched the debate last night

Correction: "Make stuff up but sound energetic and sure" is not a winning strategy if the stuff you made up just sounded obviously unhinged

Watching the debate

In our industry, many clients don't understand the product, so make decisions on impression

If there're 2 candidates, A who did lots of prep & give substantial answers but sound tired, while B just make stuff up but sound energetic & sure, B will win

(sigh) - Librarian Capital
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⁠Dimitry Nakhla | Babylon Capital®
Howard Marks on market psychology, price, value, & investing in what’s hot or cold 📚

“The discipline that is most important is not accounting or economics, but PSYCHOLOGY” 👌🏽😮‍💨

Source: The Most Important Thing by Howard Marks

#stocks #investing https://t.co/AyPLCNBu69
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨Insider Trading Alert

PBF Energy, $PBF, sees huge purchases by a >10% shareholder:

👤Investing firm Control Empresarial de Capitales S.A.

🔹Sept 03: ~$16,919,505 purchase
🔹Sept 04: ~$23,313,850 purchase
🔹Sept 05: ~$26,266,067 purchase
🔹Sept 06: ~$14,547,287 purchase https://t.co/i5uJHVeK6l
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⁠Investing visuals
Robinhood $HOOD, the company that gives investors and traders access to stocks, cypto and much more.

Here's a much requested overview of the company👇✨ https://t.co/uRs5po8NpH
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AkhenOsiris
Samsung Job Cuts:

One of the sources familiar with the plans said the job cuts were being made in preparation for a slowdown in global demand for technology products as the global economy slows. Another source said Samsung is seeking to shore up its bottom line by saving costs.
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AkhenOsiris
Hey Goldman...this is me, sdf

In fact, all Sell-side, this is me
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AkhenOsiris
DJ-Sol interviewing Jensen was a bad idea. Too general these questions
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AkhenOsiris
$NVDA

First sorta interesting tidbit from Jensen on this boring chat, albeit just qualitative:

"We have scaled up CoWoS capacity significantly this year, and will need to do so next year, and the year after that"
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⁠Hidden Value Gems
Always a pleasure to observe more visibility of my portfolio companies 😊

$TRST.L $MRK.L https://t.co/E4wn9FbHSW
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⁠Stock Analysis Compilation
Donville Kent on Zedcore $ZDC CN

Thesis: Zedcor is an emerging leader in security technology, with significant growth potential driven by its innovative solutions and expanding market share, making it a compelling long-term investment

(Extract from their Q2 letter) https://t.co/YsuZga842c
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⁠Investing visuals
A visual every investor should know: long term, revenue drives stock performance👇 https://t.co/ttnEMEL0CS
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⁠Stock Analysis Compilation
Munro on SharkNinja $SN US

Thesis: SharkNinja is poised for significant growth in the global appliance market, driven by relentless innovation and strategic branding initiatives

(Extract from their Q2 letter) https://t.co/qTsHtEdKX6
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