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Quiver Quantitative
Representative Jerry Nadler just said:
"Members of Congress should be doing what’s best for their constituents, not what’s best for their stock portfolios."
We have not seen Nadler trade any stock while in office. https://t.co/3DmaDIMknB
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Representative Jerry Nadler just said:
"Members of Congress should be doing what’s best for their constituents, not what’s best for their stock portfolios."
We have not seen Nadler trade any stock while in office. https://t.co/3DmaDIMknB
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Stock Analysis Compilation
Baron Opportunity Fund on Atlassian Corporation $TEAM US
Thesis: Atlassian Corporation Plc is a leading software company that, after successfully migrating to the cloud, is well-positioned to cross-sell innovative products to a broader user base, anticipating growth despite a challenging macro environment.
(Extract from their Q3 letter)
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Baron Opportunity Fund on Atlassian Corporation $TEAM US
Thesis: Atlassian Corporation Plc is a leading software company that, after successfully migrating to the cloud, is well-positioned to cross-sell innovative products to a broader user base, anticipating growth despite a challenging macro environment.
(Extract from their Q3 letter)
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Offshore
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Quiver Quantitative
BREAKING: Lockheed Martin, $LMT, has unfollowed @elonmusk, per @BigTechAlert.
A casualty of DOGE? https://t.co/vUMo7nHeev
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BREAKING: Lockheed Martin, $LMT, has unfollowed @elonmusk, per @BigTechAlert.
A casualty of DOGE? https://t.co/vUMo7nHeev
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Investing visuals
Data center revenue overtook gaming as the biggest revenue source for $AMD in 2024.
Here's a full breakdown of what $AMD's revenue mix looks like today👇 https://t.co/qE8Cvp9jWp
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Data center revenue overtook gaming as the biggest revenue source for $AMD in 2024.
Here's a full breakdown of what $AMD's revenue mix looks like today👇 https://t.co/qE8Cvp9jWp
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator Ed Markey is introducing the "Extend the TikTok Deadline Act".
It would delay the TikTok ban by 270 days.
Follow here for updates. https://t.co/lp7DWSd0G4
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RT @QuiverCongress: JUST IN: Senator Ed Markey is introducing the "Extend the TikTok Deadline Act".
It would delay the TikTok ban by 270 days.
Follow here for updates. https://t.co/lp7DWSd0G4
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Quiver Quantitative
RT @QuiverCongress: BREAKING: Representative @chiproytx (R) and @SethMagaziner (D) have re-introduced the "TRUST in Congress Act".
It would require members of Congress to place certain investments into a qualified blind trust.
Follow here for updates. https://t.co/h59DtCVhPJ
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RT @QuiverCongress: BREAKING: Representative @chiproytx (R) and @SethMagaziner (D) have re-introduced the "TRUST in Congress Act".
It would require members of Congress to place certain investments into a qualified blind trust.
Follow here for updates. https://t.co/h59DtCVhPJ
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Quiver Quantitative
Rep. Seth Magaziner just said:
"Trust in Congress is at an all-time low...
Today, I’m leading 44 Members of Congress with @RepChipRoy in introducing a bipartisan bill that would ban Members of Congress from trading stocks."
We have not seen any trades from Magaziner or Roy. https://t.co/n3AFG3Jl0D
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Rep. Seth Magaziner just said:
"Trust in Congress is at an all-time low...
Today, I’m leading 44 Members of Congress with @RepChipRoy in introducing a bipartisan bill that would ban Members of Congress from trading stocks."
We have not seen any trades from Magaziner or Roy. https://t.co/n3AFG3Jl0D
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Stock Analysis Compilation
Polen Capital on Applied Industrial Technologies $AIT US
Thesis: Applied Industrial Technologies is a leading industrial distributor with strong capital allocation and expected low-double-digit earnings growth across diverse markets.
(Extract from their Q3 letter) https://t.co/weNQCRBSNh
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Polen Capital on Applied Industrial Technologies $AIT US
Thesis: Applied Industrial Technologies is a leading industrial distributor with strong capital allocation and expected low-double-digit earnings growth across diverse markets.
(Extract from their Q3 letter) https://t.co/weNQCRBSNh
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Offshore
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Quiver Quantitative
Senator Josh Hawley just argued in favor of expanding the child tax credit on the Senate floor.
“The Republican Party has too often spoken up for corporate interests instead of the interests of families” https://t.co/YkrzH7Wzxr
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Senator Josh Hawley just argued in favor of expanding the child tax credit on the Senate floor.
“The Republican Party has too often spoken up for corporate interests instead of the interests of families” https://t.co/YkrzH7Wzxr
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchases at $AVDL
Two directors at $AVDL have just reported purchasing company stock, ~$310k between the two.
There was also a string of smaller purchases by several directors and executives in late December.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchases at $AVDL
Two directors at $AVDL have just reported purchasing company stock, ~$310k between the two.
There was also a string of smaller purchases by several directors and executives in late December.
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