⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative Warren Davidson has introduced legislation to require the CBO to make publicly available the models used for bill cost estimates.

Do you support this?

Poll below. https://t.co/W2nE9P9C4B
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⁠Stock Analysis Compilation
Nightview Capital on MGM Resorts $MGM US

Thesis: MGM Resorts is transforming its business model by prioritizing luxury experiences and global expansion, making it a leader in the hospitality sector.

(Extract from their Q4 letter) https://t.co/DZB2MTTsOC
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⁠Stock Analysis Compilation
Nightview Capital on Amazon $AMZN US

Thesis: Amazon is poised for growth and profitability through retail margin expansion, a rapidly growing advertising business, and the continued dominance of Amazon Web Services (AWS).

(Extract from their Q4 letter) https://t.co/HVvQAqTG0b
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AkhenOsiris
BREAKING: India to release SuckDeep as the race for commoditized AI heats up
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AkhenOsiris
If DeepSeek had decided to "hand off" their model to a Singapore-based proxy, the reaction in the West would have been interesting to see.
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Remember how many accounts were calling $CELH a steal & an excellent opportunity most of last year?

$CELH is down -52% in the past year & -73% from its highs 📉

After its large drop, now you rarely see $CELH posts with the same frequency

I wonder why that is 🤷🏽‍♂️ https://t.co/FeeQrAOGcU
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AkhenOsiris
RT @EricJhonsa: IMO, there's too much focus on what DeepSeek spent to develop its models (clearly far more than $6M, esp. for R1) and not enough on how their open-sourced advances (which OpenAI, $META, $GOOG, etc. will likely adopt) could make cutting-edge reasoning models far more accessible.
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⁠Ahmad Jivraj
Interesting stocks to add your research list
Didn’t realize life 360 was a$3.5B company!

Tired of hearing about the same stocks over and over?

Here are 10 small-cap stocks flying under the radar that you probably haven’t heard of before: 👇🏻🧵

1) $TBBB

• Market cap: $3.5B

Tiendas 3B is a rapidly growing discount grocery chain in Mexico, targeting cost-conscious consumers with a no-frills, high-value approach. Its business model focuses on offering essential goods at competitive prices, leveraging streamlined operations and efficient supply chains.

With a strong presence in underserved markets and growing consumer demand for affordable options, Tiendas 3B is well-positioned to capitalize on demographic trends and economic pressures. Its focus on small-format stores allows for expansion in urban and rural areas with lower overhead costs, providing significant room for growth and margin expansion. - M. V. Cunha
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⁠Capital Employed
Essential Sunday reading.

For the latest issue we have the pleasure of interviewing Dave Waters from Alluvial Capital Management to discuss his new venture Tactile Fund LP.

https://t.co/sxHRN0ZwhR https://t.co/dCXPUH9VDi
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⁠Stock Analysis Compilation
Platinium AM on Galderma $GAL SW

Thesis: Galderma is our largest single holding, showing strong growth in injectable aesthetics and skincare, with the potential for significant earnings boost from its newly approved eczema drug, Nemolizumab, set to launch in 2025.

(Extract from their Q4 letter)
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⁠Capital Employed
RT @capitalemployed: FRESH OFF THE PRESS 🔥

Investor interview #106 with Dave Waters from @alluvialcapital

We discuss his new venture Tactile Fund LP,
diversification, currency debasement, AI,
2 stocks that are in the fund + much more. 👇

https://t.co/sxHRN0ZwhR https://t.co/D0lOOXvtbm
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