⁠Dimitry Nakhla | Babylon Capital®
$PYPL

#stocks #investing https://t.co/INP4Ftt9pN

~14 months ago I published the bull case for $PYPL on Benzinga

Perhaps my favorite part is where I suggested flipping “the script”

These narratives often highlight Mr. Market & his emotional craziness often driven by fear & greed

#stocks #investing
___

https://t.co/P8QYF9LbRP https://t.co/H2BJMOlXtC - Dimitry Nakhla | Babylon Capital®
tweet

⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase

The CEO of $ALLE has reported the purchase of ~$1M of the company's stock, increasing his ownership stake by 7%.

He is a frequent inside buyer, but this is his largest purchase since February.
tweet

⁠Quiver Quantitative
RT @InsiderRadar: In October, we reported on a large insider purchase by the CEO of $MRVL.

Today they had a huge earnings beat, and the stock skyrocketed 23%.

It is now up 47% in total since our insider buy alert.

Here are the three largest insider purchases that have already been filed this morning (as of 10am EST):

Marvell Technology, $MRVL - $1m purchase by CEO
Neogen Corp, $NEOG - $200k purchase by CEO
Worthington, $WOR - $100k purchase by EVP/CFO - Insider Radar
tweet

⁠Stock Analysis Compilation
Mobius CP on CTOS $CTOS MK

Thesis: CTOS Digital’s market leadership and ASEAN expansion solidify its position as a premier credit reporting firm

(Extract from their Q3 letter) https://t.co/j3Wt0j8IKv
tweet

⁠Stock Analysis Compilation
Horos AM on Pluxee $PLX FP

Thesis: Pluxee’s strong market position and float-based revenue model offer significant upside despite short-term macro challenges.

(Extract from their Q3 letter) https://t.co/HzO7lCTVjV
tweet

⁠Hidden Value Gems
An interesting fact - 9% of US customers account for almost half of sales at Watches of Switzerland. This type of customers own more than 7 luxury watches.

$WOSG.L https://t.co/32fHfnGiA5
tweet

⁠Ahmad Jivraj
It was the best of times,
It was the worst of times,
It was the age of wisdom,
It was the age of foolishness,
It was the epoch of belief,
It was the epoch of incredulity,
It was the season of Light.

It was Dec 4 2024:
The day $BTC hit $100K

God save the Coin!

Long live the Coin! https://t.co/I3l1877N39 - Bitstein
tweet

⁠Startup Archive
Jeff Bezos: “Thinking small is a self-fulfilling prophecy”

Bezos is asked where he gets the confidence to even attempt to build companies of such massive scale, like Amazon and Blue Origin.

He responds:

“I think it’s generally human nature to overestimate risk and underestimate opportunity. And so I think entrepreneurs in general would be well-advised to try and bias against that. The risks are probably not as big as you perceive, and the opportunities may be bigger than you perceive… You say it’s confidence, but maybe I’m just accepting that human bias and trying to compensate against it. The second thing I would point out is that thinking small is a self-fulfilling prophecy.”

Video source: @nytimesevents (2024)
tweet

⁠Stock Analysis Compilation
Lindsell Train on RELX $RELX LN

Thesis: RELX’s AI-driven transformation and leadership in data analytics make it a standout in legal and risk services.

(Extract from their Q3 letter) https://t.co/4LcvCdtKT2
tweet

⁠Startup Archive
RT @GerberKawasaki: Some more truth from Bezos. Go for it!!! $amzn

Jeff Bezos: “Thinking small is a self-fulfilling prophecy”

Bezos is asked where he gets the confidence to even attempt to build companies of such massive scale, like Amazon and Blue Origin.

He responds:

“I think it’s generally human nature to overestimate risk and underestimate opportunity. And so I think entrepreneurs in general would be well-advised to try and bias against that. The risks are probably not as big as you perceive, and the opportunities may be bigger than you perceive… You say it’s confidence, but maybe I’m just accepting that human bias and trying to compensate against it. The second thing I would point out is that thinking small is a self-fulfilling prophecy.”

Video source: @nytimesevents (2024) - Startup Archive
tweet