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Quiver Quantitative
We recently caught a STOCK Act violation by Senator Markwayne Mullin.
He bought stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
The stock has now risen 39% since his trade. https://t.co/SKvrpIb0vm
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We recently caught a STOCK Act violation by Senator Markwayne Mullin.
He bought stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
The stock has now risen 39% since his trade. https://t.co/SKvrpIb0vm
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made $2.3M in the stock market so far today, per our estimates.
We estimate that she is now worth $264M: https://t.co/HhBcG3gosS
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BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made $2.3M in the stock market so far today, per our estimates.
We estimate that she is now worth $264M: https://t.co/HhBcG3gosS
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Investing visuals
I get regularly asked which (data) tool I use to make side-by-side visuals like $NVDA vs $AMD.
My go to source is TIKR (link in comments) which I find the easiest and most complete tool for side-by-side comparisons.
I don't recommend tools often, but give this one a try! https://t.co/XIz2BZeQ4W
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I get regularly asked which (data) tool I use to make side-by-side visuals like $NVDA vs $AMD.
My go to source is TIKR (link in comments) which I find the easiest and most complete tool for side-by-side comparisons.
I don't recommend tools often, but give this one a try! https://t.co/XIz2BZeQ4W
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Quiver Quantitative
RT @mattgaetz: Now that I’m not in congress I’m just going to follow Quiver and get rich!
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RT @mattgaetz: Now that I’m not in congress I’m just going to follow Quiver and get rich!
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made $2.3M in the stock market so far today, per our estimates.
We estimate that she is now worth $264M: https://t.co/HhBcG3gosS tweet
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Stock Analysis Compilation
Brandes on LKQ $LKQ US
Thesis: LKQ stands as a strong value play amid industry challenges, leveraging shareholder returns and market share gains, while a potential recovery in the auto repair market offers further upside
(Extract from their Q3 letter) https://t.co/d1ryqurIpE
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Brandes on LKQ $LKQ US
Thesis: LKQ stands as a strong value play amid industry challenges, leveraging shareholder returns and market share gains, while a potential recovery in the auto repair market offers further upside
(Extract from their Q3 letter) https://t.co/d1ryqurIpE
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Offshore
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Startup Archive
Jony Ive: “Ideas are always fragile”
“Ideas, by definition, are always fragile. If they were resolved, they wouldn’t be ideas. They would be products that were ready to ship.”
The legendary designer reflects on what he learned at Apple:
“I’ve come to learn that you have to make an extraordinary effort not to focus on the problems, which are implicated with any new idea. These problems are known. They’re quantifiable and understood. But you have to focus on the actual idea, which is partial, tentative, and unproven. If you don't actively suspend your disbelief — if you don't believe there is a solution to the problems — of course you will lose faith in your idea.”
He continues:
“That is why criticism and focusing on the problems can be so damaging, particularly in the absence of a constructive idea. Remember, opinions are not ideas. Opinions are not as important as ideas. Opinions are just opinions.”
Video source: @CACollegeofArts (2021)
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Jony Ive: “Ideas are always fragile”
“Ideas, by definition, are always fragile. If they were resolved, they wouldn’t be ideas. They would be products that were ready to ship.”
The legendary designer reflects on what he learned at Apple:
“I’ve come to learn that you have to make an extraordinary effort not to focus on the problems, which are implicated with any new idea. These problems are known. They’re quantifiable and understood. But you have to focus on the actual idea, which is partial, tentative, and unproven. If you don't actively suspend your disbelief — if you don't believe there is a solution to the problems — of course you will lose faith in your idea.”
He continues:
“That is why criticism and focusing on the problems can be so damaging, particularly in the absence of a constructive idea. Remember, opinions are not ideas. Opinions are not as important as ideas. Opinions are just opinions.”
Video source: @CACollegeofArts (2021)
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Stock Analysis Compilation
TCW on Seagate Technology $STX US
Thesis: Seagate’s focus on innovation, cost management, and rising demand for high-capacity storage driven by AI growth offer substantial potential for margin expansion and stock appreciation
(Extract from their Q3 letter) https://t.co/19kS0hruLT
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TCW on Seagate Technology $STX US
Thesis: Seagate’s focus on innovation, cost management, and rising demand for high-capacity storage driven by AI growth offer substantial potential for margin expansion and stock appreciation
(Extract from their Q3 letter) https://t.co/19kS0hruLT
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Investing visuals
It's beautiful, isn't it: Crowdstrike's $CRWD & Palantir's $PLTR revenue growth over the past 5 years. Top notch👌
Who's your favorite of these two? https://t.co/2DBVnZlXNO
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It's beautiful, isn't it: Crowdstrike's $CRWD & Palantir's $PLTR revenue growth over the past 5 years. Top notch👌
Who's your favorite of these two? https://t.co/2DBVnZlXNO
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AkhenOsiris
Fed like the rest of us, good at covering their ass...how the fuck is this a headline...the universe of choices are A or B...we may do A or B depending on the data...thanks.
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Fed like the rest of us, good at covering their ass...how the fuck is this a headline...the universe of choices are A or B...we may do A or B depending on the data...thanks.
FED: SOME SAW PAUSE OR FASTER CUTS AS OPTIONS DEPENDING ON DATA - *Walter Bloombergtweet
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Dimitry Nakhla | Babylon Capital®
Dev Kantesaria on the importance of temperament & managing emotions as an investor 💸
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#stocks #investing https://t.co/BaQYSaZsZh
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Dev Kantesaria on the importance of temperament & managing emotions as an investor 💸
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#stocks #investing https://t.co/BaQYSaZsZh
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