⁠Quiver Quantitative
Most of the stock market is getting crushed, but defense stocks are rising.

We have noticed several purchases of these stocks by politicians.

Some of them sit on the committees that oversee defense spending.

Here’s a short thread:
tweet

⁠Stock Analysis Compilation
Patient Capital Management on Biogen $BIIB US

Thesis: Biogen, an underappreciated biopharma leader with a new CEO, is poised for long-term gains as its Alzheimer's treatment targets an underserved market

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

⁠Alex Bilzerian
RT @mathoncbro: Exciting news:

Our paper led by @S_Marzban “Spatial Interactions modulate tumor growth and immune infiltration” is now published:

https://t.co/JIdker6Md7

Read our tweet summary below:

"Spatial interactions modulate tumor growth and immune infiltration"

Our latest preprint:
@S_Marzban in collab w/ @AmelioLab!

We apply methods from artificial life, @BertChakovsky's #Lenia, as a model of tumor-immune:
- spatial growth dynamics
- cell-cell competition &
- cell migration

Application to head & neck squamous cell carcinomas to elucidate the role of collagen on immune infiltration

https://t.co/Uzg9lhp9rn - Jeffrey West
tweet

⁠Librarian Capital
Nike $NKE FY25Q1 (Jun-Aug) results

Total revenues -9% ex-FX, -10% in $
(Excl. FX, N America -11%, EMEA -12%, Greater China -3%, APAC & LATAM -2%)
Gross profit -8% (GM +1.2 ppt to 45.4%)
EBIT -22% (Margin -3.8ppt to 24.2%)
Net Income -28%, EPS -26% https://t.co/Z8jrFNTYuC
tweet

⁠App Economy Insights
$NKE Nike Q1 FY25 (ending August 2024).

• Revenue -10% Y/Y to $12.6B ($50M miss).
• GAAP EPS $0.70 ($0.18 beat).
• Inventory -5% Y/Y to $8.3B.
• Wholesales -8% Y/Y to $6.4B.
• Direct sales -13% Y/Y to $4.7B.
• Elliott Hill returns as CEO on Oct 14. https://t.co/Ubz9YcqdKU
tweet

⁠Alex Bilzerian
RT @alexbilz: Benoît Mandelbrot on his work at IBM & randomness: https://t.co/uFjMYT36qU
tweet

⁠Librarian Capital
George Kennan, "The Long Telegram" (1946):

"Russian rulers have invariably sensed that their rule was relatively archaic in form fragile and artificial in its psychological foundation, unable to stand comparison or contact with political systems of Western countries ... https://t.co/fS7qxVXCTo
tweet

⁠Alex Bilzerian
'Extended Probabilities: Mathematical Foundations' - the late Mark Burgin: https://t.co/pHYrEKvxQ6
tweet

⁠Quiver Quantitative
Companies are allowed to have their own PACs, to make unlimited election contributions.

We've been writing code to track publicly traded companies.

Here's who has spent the most this cycle:

Honeywell: $3.5M
AT&T: $3.0M
Comcast: $3.0M
Home Depot: $2.9M
Boeing: $2.8M
UPS: $2.7M
Northrop Grumman: $2.6M
Lockheed Martin: $2.5M
Charter: $2.3M
L3Harris: $2.2M
Verizon: $2.1M
General Dynamics: $2.0M
Aflac: $1.9M
Elevance Health: $1.8M
General Motors: $1.7M
Walmart: $1.7M

You can track where this money is going on Quiver.
tweet

⁠Alex Bilzerian
His extended probability includes classical probability as a special case when restricted to positive events, maintaining consistency with established theory.

'Extended Probabilities: Mathematical Foundations' - the late Mark Burgin: https://t.co/pHYrEKvxQ6 - Alex Bilzerian
tweet