⁠Stock Analysis Compilation
Langdon on Aritzia $ATZ CN

Thesis: Aritzia’s thoughtful growth strategy and investments in talent position it for continued success in U.S. and international markets.

(Extract from their Q3 letter) https://t.co/Yhnxbap8ZX
tweet

⁠Quiver Quantitative
RT @InsiderRadar: $IMNM has risen 8% today, and is up over 50% since we reported on these insider trades two weeks ago https://t.co/g9mj9wVP72

🚨 JUST IN: 3 New Insider Purchases at $IMNM

- $960K purchase by CEO
- $150K purchase by Chief Medical Officer
- $200K purchase by CTO

All three of these trades were filed this morning, shortly before market open. - Insider Radar
tweet

⁠Stock Analysis Compilation
Artisan Partners on Oracle $ORCL US

Thesis: Oracle’s cloud-driven growth strategy and ambitious revenue targets make it a compelling tech investment

(Extract from their Q3 letter) https://t.co/5LCEW4kYUw
tweet

⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: 2 Insider Purchases at $TREE

- $500K purchase by CEO
- $145K purchase by CTO

These are the first insider purchases they have reported in over a year.
tweet

⁠Quiver Quantitative
RT @InsiderRadar: $PETS has ended the day up 15%, after this insider purchase was reported pre-market https://t.co/kzx6TbPwKR

🚨 New Director Insider Purchase

A director of $PETS has reported the purchase of ~$320K of the company's stock.

This is the first insider purchase she has ever reported, and increases her ownership stake by 109%. - Insider Radar
tweet

⁠Quiver Quantitative
RT @InsiderRadar: $TREE skyrocketed after these trades were reported, with a 7% spike in the last 30min before market close https://t.co/rPjTLVR7JO

🚨BREAKING: 2 Insider Purchases at $TREE

- $500K purchase by CEO
- $145K purchase by CTO

These are the first insider purchases they have reported in over a year. - Insider Radar
tweet

⁠App Economy Insights
$ORCL Oracle Q2 FY25 (November quarter).

• RPO +50% Y/Y fx neutral to $97B.

CEO Safra Catz:

"Record level AI demand drove Oracle Cloud Infrastructure revenue up 52% in Q2, a much higher growth rate than any of our hyperscale cloud infrastructure competitors."

• Revenue +9% Y/Y to $14.1B ($20M miss).
• Non-GAAP EPS $1.47 ($0.01 miss).
• Dividend $0.40/share (unchanged).

Cloud revenue +24% Y/Y to $5.9B:
• Application (SaaS) +10% Y/Y to $3.5B.
• Infrastructure (IaaS) +52% Y/Y to $2.4B.
tweet

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

A director at $RVMD has just reported buying $60M of the company's stock. This purchase was made through a venture fund where he is the managing partner.

This is the first insider purchase he has made in over a year.
tweet

⁠Hidden Value Gems
Interesting 👇🏼

“For decades, Nvidia employees have been sending notes known as T5Ts, or Top-5 Things—things they’re working on, things they’re thinking about, things they’re noticing in their corners of the business.”

“Every morning, the man who built one of the world’s most valuable companies scrolls through his inbox and looks at 100 of the most important emails that he’ll see all day. And on Sunday nights, he pours himself a glass of his favorite Scotch and reads even more of them.”

$NVDA

via @WSJ
tweet

⁠Hidden Value Gems
An important milestone! More patience is needed though before we see the actual impact on financials
#GAW $GAW.L https://t.co/kacxq9c4Ew
tweet

⁠Stock Analysis Compilation
Artisan Partners on Unilever $ULVR LN

Thesis: Unilever’s transformation under new leadership positions it for a profit cycle driven by growth and strategic focus

(Extract from their Q3 letter) https://t.co/L3SLZhQ3Lb
tweet

⁠Stock Analysis Compilation
Crossroads Capital on Vistry $VTY LN

Thesis: Vistry’s capital-light model and partnerships-driven approach position it as the leader in UK affordable housing with a strong valuation upside.

(Extract from their Q3 letter) https://t.co/Z6tLU0Qw07
tweet