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Quiver Quantitative
Reminder that we have caught almost half of the House Ethics Committee violating the STOCK Act.
The Ethics Committee is in charge of enforcing the STOCK Act.
They rarely do.
Here's who we caught:
Representative John Rutherford: 152 violations
Representative David Joyce: 136 violations
Representative Michael Guest (Chairman): 2 violations
Representative Deborah Ross: 1 violation
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Reminder that we have caught almost half of the House Ethics Committee violating the STOCK Act.
The Ethics Committee is in charge of enforcing the STOCK Act.
They rarely do.
Here's who we caught:
Representative John Rutherford: 152 violations
Representative David Joyce: 136 violations
Representative Michael Guest (Chairman): 2 violations
Representative Deborah Ross: 1 violation
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Offshore
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Stock Analysis Compilation
Diamond Hill on Labcorp $LH US
Thesis: Labcorp’s leading market position, smart M&A strategy, and growth potential in diagnostics make it a high-quality investment.
(Extract from their Q2 letter) https://t.co/qLyawqeb9e
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Diamond Hill on Labcorp $LH US
Thesis: Labcorp’s leading market position, smart M&A strategy, and growth potential in diagnostics make it a high-quality investment.
(Extract from their Q2 letter) https://t.co/qLyawqeb9e
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Librarian Capital
CAB Payments receiving a bid at £1.45/share
$CABP IPO-ed at £3.35 back in Jul-23 ...
Great job, everyone! https://t.co/IiCpjKa0bJ
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CAB Payments receiving a bid at £1.45/share
$CABP IPO-ed at £3.35 back in Jul-23 ...
Great job, everyone! https://t.co/IiCpjKa0bJ
Bingo! CAB Payments announces circa £370 million bid from StoneX worth £1.45 a share - as predicted here earlier this week tweet
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App Economy Insights
$AMD CEO Lisa Su predicts the Data Center AI Accelerators TAM will skyrocket to $500B by 2028.
That's a 60% CAGR from $45B in 2023. 📈🤯 https://t.co/RyaUME1oAg
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$AMD CEO Lisa Su predicts the Data Center AI Accelerators TAM will skyrocket to $500B by 2028.
That's a 60% CAGR from $45B in 2023. 📈🤯 https://t.co/RyaUME1oAg
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Librarian Capital
How small blunders often play a role in great events
"Starboard had been planning to unveil its campaign in full on Oct-22", but one executive (D’Amelio) working with them accidentally sent blank e-mail to $PFE CEO, board and Starboard person on Sun
D'Amelio has now withdrawn https://t.co/rSe4ERCO1g
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How small blunders often play a role in great events
"Starboard had been planning to unveil its campaign in full on Oct-22", but one executive (D’Amelio) working with them accidentally sent blank e-mail to $PFE CEO, board and Starboard person on Sun
D'Amelio has now withdrawn https://t.co/rSe4ERCO1g
Starboard plotted a campaign against Pfizer’s chief. Then a blank email dropped in his inbox
Incredible behind the scenes reporting inside corporate America’s biggest drama right now
@mroliverbarnes @HeeterMaria @JFK_America https://t.co/f7p7BLI3Ay tweet
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Quiver Quantitative
RT @InsiderRadar: The CEO of Dave and Buster’s, $PLAY, just disclosed a purchase of ~$500K of stock https://t.co/4DxbcDHAbm
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RT @InsiderRadar: The CEO of Dave and Buster’s, $PLAY, just disclosed a purchase of ~$500K of stock https://t.co/4DxbcDHAbm
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Librarian Capital
"Investing through the capital cycle" & Retail
In "Capital Returns", "retail" mentioned 39 times, but far more often about retail investors than retailers
Only retailers listed in index were Ahold, Amazon, IKEA, Walmart. Costco was in book but not index
This may mean something https://t.co/mTiRWyUGER
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"Investing through the capital cycle" & Retail
In "Capital Returns", "retail" mentioned 39 times, but far more often about retail investors than retailers
Only retailers listed in index were Ahold, Amazon, IKEA, Walmart. Costco was in book but not index
This may mean something https://t.co/mTiRWyUGER
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AkhenOsiris
RT @ScroogeCap: Hearing Yipit Live saying $AMZN AWS has had a huge acceleration, now trailing at close to 24% Y/Y.
That would be pretty huge revenue which has been added quarter over quarter.
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RT @ScroogeCap: Hearing Yipit Live saying $AMZN AWS has had a huge acceleration, now trailing at close to 24% Y/Y.
That would be pretty huge revenue which has been added quarter over quarter.
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Stock Analysis Compilation
Clearbridge on Construction Partners $ROAD US
Thesis: Construction Partners’ strong exposure to high-growth infrastructure markets and impressive EBITDA growth make it a top performer in the construction sector.
(Extract from their Q2 letter) https://t.co/npbyY586CW
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Clearbridge on Construction Partners $ROAD US
Thesis: Construction Partners’ strong exposure to high-growth infrastructure markets and impressive EBITDA growth make it a top performer in the construction sector.
(Extract from their Q2 letter) https://t.co/npbyY586CW
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