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

The CFO of $FLGT has just reported purchasing $1.6M of the company's stock, increasing his ownership stake by 40%.

This is the first insider purchase we have seen at the company in over 4 years.
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Offshore
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⁠Quiver Quantitative
Wow.

In May, we noticed a US politician buying stock in a German arms manufacturer.

Rheinmetall stock has now risen 122% since we posted this report. https://t.co/Yz78doy5OF
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Offshore
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⁠Capital Employed
RT @capitalemployed: 9 Cheap quality small caps to add to your research list... πŸ‘‡

https://t.co/PG7KIRLTgH https://t.co/By8CcAWuPA
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Offshore
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⁠Finding Compounders
Money Master: Buffett https://t.co/SEsSYKQyo8
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Offshore
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⁠Finding Compounders
Peter Lynch on whether the little guy can play with the big guy in the market https://t.co/CeRFOHlNKX
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Offshore
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⁠Finding Compounders
Mathematical example of why ROIC is beneficial .

Sourced from my newsletter. ( The link is in my bio ) https://t.co/UevrG4nDyX
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⁠Hidden Value Gems
Always great to see Warren Buffett speak these days as his public appearances have become so rare.

Planning to buy an autobiography by Katherine Graham.

https://t.co/hxUAvJAnFw
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Offshore
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⁠Hidden Value Gems
The top 10% richest Americans account for half of consumption compared to 36% 30 years ago.

"A stock market selloff or decline in home values that rattles the confidence of the top 10% and causes them to cut back would have a significant effect on the economy."

"Bank of America found that credit-card spending by their richest third of customers was growing than spending by the lowest-earning third. The top 5% of households spent more than 10% more on luxury goods abroad compared with a year earlier."
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⁠Alvin
I miss the old fun MWC, especially the 2010-2019 era.

This year is full of repetitive ideas that sound novel or truly new, even though most of them are not.

MWC 2025 is meh so far.
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Offshore
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⁠Hidden Value Gems
Admiral $ADM.L - a nice day to be a shareholder πŸ˜€

Double-digit growth across the board, a special dividend and an upbeat outlook!

"We move into the new year well-placed for continued positive results. There are one or two challenges for sure (a competitive market in UK motor and the need to restore profit in Italy to name two), but particularly noting the prudent claims reserves position in all lines of business at the end of 2024, we expect strong releases and profit to flow into 2025 and beyond. Subject to market conditions, we’re still hoping to grow in pretty much all our operations too."
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