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Quiver Quantitative
Michael Burry just filed an update on his stock holdings.

Here's his portfolio: https://t.co/JEIoWIadfi
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Dimitry Nakhla | Babylon Capital®
“You can be highly successful as an investor without having the slightest ability to value an option. What students should be learning as how to value a business. That’s what investing is all about.”

— Warren Buffett 🗣️

#stocks #investing
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AkhenOsiris
Solar running because the EV tax credit chop news was isolated and nothing re: solar was announced (yet). God I love this market 😂
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Offshore
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Quiver Quantitative
RT @InsiderRadar: $SEDG is up 6% on the day, and up 15% in total since we reported on their insider purchase yesterday.

$OSCR, which we also reported on last night, is up 15% today.

Great timing from both of those insiders. https://t.co/xrIW4PEMHn

🚨 JUST IN: New Insider Purchase

The Chairman of the Board at $SEDG just reported the purchase of ~$2.1M of the company's stock.

This comes after the stock has fallen ~87% YTD. https://t.co/uAbN3Hx3AF
- Insider Radar
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Offshore
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Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New CEO Insider Purchase

The CEO of $LYFT just reported the purchase of ~$250K of the company's stock.

This is his third insider purchase in the last 2 years, amidst a wave of sales by other insiders at the company. https://t.co/hDgFZziF7d
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Dimitry Nakhla | Babylon Capital®
Valley Forge Capital | Holdings Q3 2024💵

Notable Adds: $ASML

Notable Trims: $FICO

Dev Kantesaria with minimal activity. As Warren Buffett states:

“Activity is the enemy of investment returns”

#stocks #investing

$FICO $SPGI $MA $MCO $INTU $V $ASML $AZPN

Source: dataroma https://t.co/YtFSlnKqZt
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Offshore
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Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New CEO Insider Purchase

The CEO of $BH, Sardar Biglari, just reported the purchase of ~$6M of the company's stock.

Biglari is a frequent insider buyer at $BH, but this is his largest purchase in over 4 years. https://t.co/SDCRknk4AP
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Quiver Quantitative
RT @InsiderRadar: 🚨 Massive New Insider Purchase

The Chairman of the Board at $SATS just reported the purchase of ~$44M of the company's stock.

This is the first insider purchase that we have ever seen reported by the Chairman.
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Offshore
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Capital Employed
37 Stock Pitches (1st-15th November)💡

From Ben Graham style net-nets to distributors of shell eggs.

Many interesting ‘fresh-off-the-press’ stock pitches for subscribers to work through! 👇

https://t.co/kJUnPu2lLA https://t.co/DJeDbLqOXf
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Hidden Value Gems
Interesting, $BRK.B opened two new positions during Q3: $POOL and $DOM

Probably Todd or Ted, given the small size (1.3m Domino’s shares and 404k Pool shares) https://t.co/7cf1sjPoBm
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Stock Analysis Compilation
Cleabridge on Asics $7936 JP

Thesis: With a renewed focus on profitability and strong brand recognition, Asics is poised for significant earnings growth driven by improved operational strategies and expanded product offerings.

(Extract from their Q3 letter) https://t.co/75CcymTDZx
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