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Quiver Quantitative
We released "Trump Donors" and "Kamala Donors" portfolios on Autopilot at the start of this month.
Here's how some of the companies in each portfolio have done so far:
TRUMP
Tesla, $TSLA: +38%
Trump Media, $DJT: -7%
Palantir, $PLTR: +46%
Schwab, $SCHW: +8%
Home Depot, $HD: +4%
HARRIS:
Netflix, $NFLX: +6%
Microsoft, $MSFT: +2%
Apple, $AAPL: +0%
Palantir, $PLTR: +46%
Google, $GOOGL: +5%
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We released "Trump Donors" and "Kamala Donors" portfolios on Autopilot at the start of this month.
Here's how some of the companies in each portfolio have done so far:
TRUMP
Tesla, $TSLA: +38%
Trump Media, $DJT: -7%
Palantir, $PLTR: +46%
Schwab, $SCHW: +8%
Home Depot, $HD: +4%
HARRIS:
Netflix, $NFLX: +6%
Microsoft, $MSFT: +2%
Apple, $AAPL: +0%
Palantir, $PLTR: +46%
Google, $GOOGL: +5%
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Quiver Quantitative
RT @JoinAutopilot_: A couple months ago, Quiver Quant launched strategies you'd never be able to create on your own
Their strategies just passed $15,000,000 in "AUM"
Here's their portfolios and why they're cool 🧵 https://t.co/jSKMLiTj3v
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RT @JoinAutopilot_: A couple months ago, Quiver Quant launched strategies you'd never be able to create on your own
Their strategies just passed $15,000,000 in "AUM"
Here's their portfolios and why they're cool 🧵 https://t.co/jSKMLiTj3v
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Quiver Quantitative
Wow.
Earlier this year, we reported on a purchase of Agios Pharmaceutical stock by Representative Josh Gottheimer.
It looked suspicious to us at the time.
The stock has now risen 187% since his trade. https://t.co/Hx0Komi3xY
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Wow.
Earlier this year, we reported on a purchase of Agios Pharmaceutical stock by Representative Josh Gottheimer.
It looked suspicious to us at the time.
The stock has now risen 187% since his trade. https://t.co/Hx0Komi3xY
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Offshore
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Stock Analysis Compilation
Greenlight on Green Brick Partners $GRBK US
Thesis: GRBK’s focus on owning its land and maintaining a low-leverage balance sheet has led to superior gross margins and return on equity, positioning the company for continued outperformance
(Extract from their Q3 letter) https://t.co/jvV6aQnaWi
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Greenlight on Green Brick Partners $GRBK US
Thesis: GRBK’s focus on owning its land and maintaining a low-leverage balance sheet has led to superior gross margins and return on equity, positioning the company for continued outperformance
(Extract from their Q3 letter) https://t.co/jvV6aQnaWi
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Investing visuals
$AXON is firing on all cylinders and is up +140% year-to-date. Here's a snapshot of the company: https://t.co/cj5a0yb9LO
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$AXON is firing on all cylinders and is up +140% year-to-date. Here's a snapshot of the company: https://t.co/cj5a0yb9LO
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AkhenOsiris
RT @SaaSletter: 👀👀👀 at the implications of many aspects of this @theinformation article on slowing AI model improvement
Especially the 10x cost per query increase theinformation.com/articles/…
Via @steph_palazzolo @amir @erinkwoo
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RT @SaaSletter: 👀👀👀 at the implications of many aspects of this @theinformation article on slowing AI model improvement
Especially the 10x cost per query increase theinformation.com/articles/…
Via @steph_palazzolo @amir @erinkwoo
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Quiver Quantitative
Dave McCormick just won the PA Senate election.
He was previously the CEO of Bridgewater Associates, a hedge fund founded by Ray Dalio.
We've got data on his portfolio up on Quiver.
His largest stock holding today is a $4M position in Rumble, $RUM, per our estimates. https://t.co/HWQUdGqm0D
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Dave McCormick just won the PA Senate election.
He was previously the CEO of Bridgewater Associates, a hedge fund founded by Ray Dalio.
We've got data on his portfolio up on Quiver.
His largest stock holding today is a $4M position in Rumble, $RUM, per our estimates. https://t.co/HWQUdGqm0D
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Stock Analysis Compilation
Conestoga on Vita Coco $COCO US
Thesis: Vita Coco’s dominant position in the fast-growing coconut water market and expanding global reach provide strong growth opportunities in the beverage industry.
(Extract from their Q3 letter) https://t.co/HK1demMTm4
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Conestoga on Vita Coco $COCO US
Thesis: Vita Coco’s dominant position in the fast-growing coconut water market and expanding global reach provide strong growth opportunities in the beverage industry.
(Extract from their Q3 letter) https://t.co/HK1demMTm4
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