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Stock Analysis Compilation
Baron International Growth Fund on Meituan $3690 HK
Thesis: Meituan is a leading Chinese food delivery platform with over 70% market share and a strong local services super app, expected to deliver over 20% compound earnings growth over the next three to four years.
(Extract from their Q3 letter)
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Baron International Growth Fund on Meituan $3690 HK
Thesis: Meituan is a leading Chinese food delivery platform with over 70% market share and a strong local services super app, expected to deliver over 20% compound earnings growth over the next three to four years.
(Extract from their Q3 letter)
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Investing visuals
The market has seen quite some red day lately. Remember to zoom out though! https://t.co/t9oyyx8zfs
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The market has seen quite some red day lately. Remember to zoom out though! https://t.co/t9oyyx8zfs
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative @ZachNunn just introduced legislation that says it would:
- Ban insider trading by Congress
- Extend the ban on members becoming lobbyists
- Repeal pay raises for members of Congress
Follow here for updates: https://t.co/FlLIubWCu6
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RT @QuiverCongress: JUST IN: Representative @ZachNunn just introduced legislation that says it would:
- Ban insider trading by Congress
- Extend the ban on members becoming lobbyists
- Repeal pay raises for members of Congress
Follow here for updates: https://t.co/FlLIubWCu6
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Quiver Quantitative
RT @QuiverCongress: JUST IN: @RepDavidRouzer has introduced legislation to abolish the Department of Education.
Follow here for updates: https://t.co/6Ae429ZLEz
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RT @QuiverCongress: JUST IN: @RepDavidRouzer has introduced legislation to abolish the Department of Education.
Follow here for updates: https://t.co/6Ae429ZLEz
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Quiver Quantitative
Look at this graph.
We published this report on politicians' purchase of DT Midstream stock back in June.
$DTM has now risen 70% since the trade was made. https://t.co/FutKxo8MrI
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Look at this graph.
We published this report on politicians' purchase of DT Midstream stock back in June.
$DTM has now risen 70% since the trade was made. https://t.co/FutKxo8MrI
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InsideArbitrage
The merger of Arch Resources $ARCH with Consol Energy $CEIX was completed on January 14, 2025. It took 146 days for the deal to be completed. https://t.co/pRaJhMqIzd
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The merger of Arch Resources $ARCH with Consol Energy $CEIX was completed on January 14, 2025. It took 146 days for the deal to be completed. https://t.co/pRaJhMqIzd
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App Economy Insights
🤖 CES 2025, the world's biggest tech expo, just wrapped up in Las Vegas.
From NVIDIA to AMD, Intel, Samsung, Sony, and LG—here’s a visual breakdown of the biggest announcements and their business impact.
https://t.co/TlNHnKAMbE
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🤖 CES 2025, the world's biggest tech expo, just wrapped up in Las Vegas.
From NVIDIA to AMD, Intel, Samsung, Sony, and LG—here’s a visual breakdown of the biggest announcements and their business impact.
https://t.co/TlNHnKAMbE
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Stock Analysis Compilation
Baron Global Advantage Fund on Illumina $ILMN US
Thesis: Illumina, Inc. is a dominant provider of next-generation sequencing instruments and consumables, poised for double-digit growth by reducing sequencing costs and offering an integrated workflow ecosystem in genetic analysis.
(Extract from their Q3 letter)
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Baron Global Advantage Fund on Illumina $ILMN US
Thesis: Illumina, Inc. is a dominant provider of next-generation sequencing instruments and consumables, poised for double-digit growth by reducing sequencing costs and offering an integrated workflow ecosystem in genetic analysis.
(Extract from their Q3 letter)
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