Offshore
Photo
Hidden Value Gems
+8% today
$KSPI came up with a decent response. https://t.co/hV2YACOmmP
tweet
+8% today
$KSPI came up with a decent response. https://t.co/hV2YACOmmP
Probably a buying opportunity 👉🏼 $KSPI
Just adding a word “Russia” and expecting the stock to tank…
I would be more cautious about $FRHC though, which was also subject to a short seller attack and is now +50% from its lows.
cc @CulperResearch https://t.co/fzFcG59Gpc tweet
Offshore
Photo
Librarian Capital
FDA Modified Risk Tobacco Product authorizations
4 product groups have successful MRTP applications:
Philip Morris IQOS
Swedish Match "General" snus (also owned by $PM)
Altria $MO Copenhagen Snuff
VLN cigarettes
VLN is owned by 22nd Century Group $XXII https://t.co/CUCIj5HFJq
tweet
FDA Modified Risk Tobacco Product authorizations
4 product groups have successful MRTP applications:
Philip Morris IQOS
Swedish Match "General" snus (also owned by $PM)
Altria $MO Copenhagen Snuff
VLN cigarettes
VLN is owned by 22nd Century Group $XXII https://t.co/CUCIj5HFJq
tweet
Offshore
Photo
Stock Analysis Compilation
Greenhaven Road on Alta Equipment Group $ALTG US
Alta Equipment’s hidden growth potential in infrastructure and manufacturing spending, combined with strong cash generation, offers significant upside
(Extract from their Q2 letter) https://t.co/1Uu27SQnMt
tweet
Greenhaven Road on Alta Equipment Group $ALTG US
Alta Equipment’s hidden growth potential in infrastructure and manufacturing spending, combined with strong cash generation, offers significant upside
(Extract from their Q2 letter) https://t.co/1Uu27SQnMt
tweet
Offshore
Photo
Ahmad Jivraj
+8% for a $200B company
Unbelievable !
Long.
tweet
+8% for a $200B company
Unbelievable !
Long.
$BABA seems to be catching a bid prior to earnings later this week.
Here's why I bought the company a few weeks ago. https://t.co/O8F10wF12K tweet
Offshore
Photo
Quiver Quantitative
🚨 This keeps getting wilder.
We posted this report earlier this month.
$HL has now risen 40% since Debbie Wassmeran Schultz' purchase.
It's up another 7% today. https://t.co/SR09gGT0nW
tweet
🚨 This keeps getting wilder.
We posted this report earlier this month.
$HL has now risen 40% since Debbie Wassmeran Schultz' purchase.
It's up another 7% today. https://t.co/SR09gGT0nW
tweet
Offshore
Photo
Librarian Capital
Visa $V: It's reported by some that Nancy Pelosi sold $1m of shares in July
This is not correct. The amount was ~$0.6m
Congressional trade disclosures come in ranges
The relevant range here is $0.5-1.0m
But in this case we know it's 2,000 shares https://t.co/YsJjVC0vxK
tweet
Visa $V: It's reported by some that Nancy Pelosi sold $1m of shares in July
This is not correct. The amount was ~$0.6m
Congressional trade disclosures come in ranges
The relevant range here is $0.5-1.0m
But in this case we know it's 2,000 shares https://t.co/YsJjVC0vxK
tweet
Offshore
Video
Quiver Quantitative
New campaign ad from Rep. Andy Kim, referencing The Sopranos.
Congressional stock trading is also referenced.
We have not seen Kim trade any stock while in office.
https://t.co/VaXERWqx4O
tweet
New campaign ad from Rep. Andy Kim, referencing The Sopranos.
Congressional stock trading is also referenced.
We have not seen Kim trade any stock while in office.
https://t.co/VaXERWqx4O
tweet
Offshore
Photo
Hidden Value Gems
#Exor NAV is up 8.8% in H1 ‘24 (EUR terms). $RACE accounts for 39% of GAV, followed by $STLA (19%). Made five investments and one disposal.
The most interesting in the accounts is a switch to new format applicable to investment companies. Much leaner balance sheet and income statement.
The call is at 1pm CET today.
tweet
#Exor NAV is up 8.8% in H1 ‘24 (EUR terms). $RACE accounts for 39% of GAV, followed by $STLA (19%). Made five investments and one disposal.
The most interesting in the accounts is a switch to new format applicable to investment companies. Much leaner balance sheet and income statement.
The call is at 1pm CET today.
tweet