⁠Hidden Value Gems
RT @HiddenValueGems: Whats is investment moat in the age of AI? A few thoughts from @AswathDamodaran

1️⃣ “In a world of specialists operating in silos and exhibiting tunnel vision, AI will empower generalists, comfortable across disciplines, who can see the big picture.”

🧵👇

1/6
tweet

⁠Capital Employed
Nice update by @wolfofharcourt on Auto Partner $APR

Still seems good value for it's future potential. 👇

https://t.co/EyBAAhQGRK
tweet

⁠Stock Analysis Compilation
The London Company on DoubleVerify $DV US

Thesis: DoubleVerify, a leader in digital ad verification with high margins and minimal capital needs, is set to capitalize on growing demand for ad transparency in the digital space

(Extract from their Q2 letter) https://t.co/RNn1vtF8QJ
tweet

⁠Investing visuals
China stocks have been rallying recently, with the China Internet ETF $KWEB up +34% in the last month.

Here’s a breakdown of the $KWEB ETF👇🔍 https://t.co/71gjChWbuS
tweet

⁠Quiver Quantitative
🇺🇸 ELECTION CONTRIBUTIONS BY PUBLICLY TRADED COMPANIES

TRACK LIVE ON QUIVER
tweet

⁠Alex Bilzerian
RT @alexbilz: One always hears academics whimpering about "impostor syndrome"—most of them actually happen to be imposters.

Fraud & incompetence in academia are more widespread than many realize.
tweet

⁠App Economy Insights
RT @EconomyApp: 📊 Earnings season visualized.

200+ companies covered.

Grab the latest report.👇
https://t.co/Ou6l6FapAH https://t.co/dgM4wDsrus
tweet

⁠Librarian Capital
RT @EdConwaySky: Spruce Pine is a small N Carolina town which provides most of the high purity quartz needed for advanced semiconductors.
It's just been struck by Hurricane Helene.
Status of quarries/processing plants unclear.
As I wrote in Material World, this is a MASSIVELY important place👇 https://t.co/2mOW6xidhK
tweet

⁠Librarian Capital
Estée Lauder $EL head of North America retiring

2 new appointments to be made:
President, North America - Tara Simon
President, Digital & Online, N America - Amber English

Tara Simon joined in 2020 from Ulta Beauty $ULTA

Old guard leaving with CEO Fabrizio Freda? https://t.co/XJKmLs3BVv
tweet

⁠Alex Bilzerian
The vicious emails from physicists are hilarious.

Like Khrennikov, it must be done alone without the dead weight of an advisor. - Alex Bilzerian
tweet

⁠Stock Analysis Compilation
Patient Capital Management on Royalty Pharma $RPRX US

Thesis: Royalty Pharma, a dominant player in healthcare royalties, offers solid long-term returns with disciplined deal-making and is poised to shine as public market recognition grows

(Extract from their Q2 letter) https://t.co/54VOG63GMD
tweet

⁠Alex Bilzerian
It's such a rich & fascinating area of study.

Negative energies and probabilities should not be considered as nonsense. They are well-defined concepts mathematically, like a negative of money (referring to debt).

— Wigner - Alex Bilzerian
tweet