� 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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⁠Stock Analysis Compilation
Baron Health Care Fund on Edgewise Therapeutics, Inc. $EWTX US

Thesis: Edgewise Therapeutics, Inc. is developing innovative drugs for muscle disorders, including sevasetment for Becker’s and Duchenne muscular dystrophies, and EDG-7500 for hypertrophic cardiomyopathy, showing promising early efficacy and potential market impact.

(Extract from their Q4 letter)
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⁠Finding Compounders
Reinvestment and ROIC are the compliments of new value creation https://t.co/KTknJBjfMp
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⁠App Economy Insights
$BRK Berkshire's stock portfolio end of 2024. https://t.co/QF1EeuJSO1
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase

A director of $JBHT has just reported purchasing $10M of the company's stock, increasing his ownership stake by 110%.

This is the first insider purchase we have seen him report in over 4 years.
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⁠Quiver Quantitative
RT @InsiderRadar: $JBLU stock is up 13% so far today, and now up over 22% since this insider purchase from two weeks ago https://t.co/tU0h8kt0kb

🚨BREAKING: New Insider Purchase

A director of $JBLU has just reported purchasing $614K of the company's stock, increasing his ownership stake by 608%.

This is the first insider purchase we have seen at the company in over 3 years. - Insider Radar
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⁠Hidden Value Gems
RT @HiddenValueGems: Stock screens can occasionally bring up some interesting ideas. Here is what I got with the following parameters:

1⃣ Sales 10Y CAGR > 5%
2⃣ EPS 5Y CAGR>10%
3⃣ ROE>20%
4⃣ ROA>5%
5⃣ PE<20

scroll below for some extra charts 🧵👇

1/3 https://t.co/ldwvgdrclt
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⁠Quiver Quantitative
RT @InsiderRadar: $ARDX stock is up 10% today, and almost 30% in total since we reported this insider purchase last month https://t.co/0EYZYD7M9q

🚨BREAKING: New Insider Purchase

A director of $ARDX, a biotech company, has just reported purchasing $1M of the company's stock.

This is the 3rd insider purchase we have seen him report in the last two months, each for $1M. - Insider Radar
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AkhenOsiris
Checked in with a couple of my semi/AI buyside skeptics today. They have been nervous about CY26 since middle of last year (and positioned accordingly). Less nervous as of this moment, have yet to put any significant money back into names outside of TSM.
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AkhenOsiris
RT @trader_53: Cantor with some great insights on the $INTC $TSM developments
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⁠Stock Analysis Compilation
Baron Health Care Fund on Arcellx, Inc. $ACLX US

Thesis: Arcellx, Inc. is a biotechnology company well positioned to capture a significant share of the $12 billion multiple myeloma cell therapy market, offering a competitive treatment with fewer risks and potential manufacturing advantages through its partnership with Gilead.

(Extract from their Q4 letter)
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