⁠Stock Analysis Compilation
Baron Capital on Exact Sciences $EXAS US

Thesis: EXAS is poised for significant growth with its market-leading Cologuard test and upcoming innovations, making it an attractive investment with the potential to double over the next five years

(Extract from their Q2 letter) https://t.co/JSoiSF4ghd
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⁠Investing visuals
Battle of the tech titans: Microsoft $MSFT versus Alphabet $GOOGL 🥊✨

Which is your favorite?👇 https://t.co/L7gxxEWJL6
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⁠Librarian Capital
"Arnhem: The Battle for the Bridges" (Antony Beevor)

Great book, sobering read, definitely recommend
Reality far worse than movie "A Bridge Too Far"

Case study of managerial, organisation & cultural shortcomings affecting British military in WWI and WWII
https://t.co/GZJQvIOtHh https://t.co/EE1AnkC3sk
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⁠Librarian Capital
"Yen strengthens past ¥140 against dollar ahead of rate decisions" (FT)

At Philip Morris $PM, Japan is single biggest market with ~11% of group revenue in 2023, but Japan revenues has fallen in $ from $4.6bn in 2021 to $3.9bn in 2023 due to the Yen's decline; this is reversing https://t.co/JeipnDyTEg

Yen strengthens past ¥140 against dollar ahead of rate decisions https://t.co/CaIa4rIptl - Financial Times
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⁠Quiver Quantitative
🚨 DATA UPDATE: Elon Musk's super PAC has spent almost $33M in the last month.

Most of this money has gone towards get-out-the vote operations for former President Donald Trump.
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⁠Value Spotlight (Andrew Sather)
Calculating ROIC Contest (Tutorial):

$GIS in <90 seconds https://t.co/ilpa004b37
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⁠Quiver Quantitative
🚨 BREAKING: Senator Elizabeth Warren has called for JPOW to cut rates by 75bps this week: https://t.co/qaRMwl6i1m
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⁠Librarian Capital
"Governor Tim Walz, he put a 95% tax on ZYN"

95% is the standard tax rate for all tobacco products in Minnesota (subject to certain $ minimums), including moist snuff, cigarettes and vapes, so this merely puts nicotine pouches on the same footing $PM $MO
https://t.co/8ExWJbjKfT https://t.co/czacnCz0Gd
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⁠Librarian Capital
Someone much more witty than me recently tweeted:

"I don’t know what [x] is but the worst people keep blabbering on and on so it must be retarded"

This is very true, and also works well on stocks
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⁠Stock Analysis Compilation
Harris Associates on Etsy $ETSY US

Thesis: Etsy presents a compelling long-term investment opportunity as it continues to expand internationally and recapture growth momentum, offering significant upside following its recent sell-off

(Extract from their Q2 letter) https://t.co/uXiRE1OaTg
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⁠Quiver Quantitative
We recently posted this report.

It seemed notable to us that a GOP lawmaker was buying stock in a renewable energy company.

$CWEN has now risen 26% since then. https://t.co/h46tJYALcK
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