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Quiver Quantitative
Update:

Marjorie Taylor Greene bought stock in Palantir on April 8th.

On April 17th, it was announced that Palantir would build "ImmigrationOS" for ICE.

Greene sits on the House Committee on Homeland Security.

$PLTR has now risen 53% since her purchase. https://t.co/iKVajJdqsn
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Quiver Quantitative
Nancy Pelosi is up almost $7M in the stock market in the last week, per our estimates. https://t.co/9SbZd67lRB
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Hidden Value Gems
Not in #Omaha this year but I can almost feel the value vibe from a few thousand miles 😄

Enjoy it if you are there!

Planning to visit it next year!

#BRK https://t.co/O8kCSJhNJA
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Dimitry Nakhla | Babylon Capital®
RT @Fred_Abyss: @DimitryNakhla You are a valuation wizard man.
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Investing visuals
$META's quarterly revenue has accelerated significantly since 2022.

Impressive execution👌 https://t.co/gTHyRrfzLE
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Dimitry Nakhla | Babylon Capital®
RT @Fred_Abyss: @DimitryNakhla You deserve this! A lot of efforts are going in to your post. We read it in like 2-5 minutes but I appreciate all the hours you put in to basically support your followers with valuable inputs!
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Investing visuals
April Portfolio Update 📊

🔹 Portfolio: +4.2% vs $QQQ –2.6%
🔹 YTD: Portfolio –8.2% vs $QQQ –16.4%
🔹 YTD outperformance: +8.2%*
🔹 Portfolio value: €99,865

*Based on money-weighted rate of return.

Buys & Sells 💸
• Added significantly to five positions and trimmed one I believe is overvalued right now.

Just shared my full April portfolio update and thoughts with the X-subs group🫡
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$ABNB Q1 Earnings 🚨

• EPS: $0.24 vs $0.24 Est.
• Revenue: $2.27B vs. $2.26B Est
• Gross Booking Value (GBV): $24.5B (miss)

Q2 Revenue Guidance: $2.99B–$3.05B vs. $3.04B est

Stock is down 🔻4% https://t.co/HJbwiQBu89
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$AMZN Q1 Earnings 🚨

• Revenue $155.7B vs $155.16B Est.
• EPS $1.59 vs $1.36 Est.
• AWS sales $29.27B vs $29.36B Est.

Stock is down 🔻3% https://t.co/hJfyBcNNSq
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Dimitry Nakhla | Babylon Capital®
Amazon $AMZN Reports a Strong Q1 🎯

Rev: $155.67B vs $155.03B (est) | +9% YoY

EPS: $1.59 vs $1.36 (est) | +62% YoY

☁️ AWS net sales $29.27B, +17% YoY

💵 Ads net sales $13.92B, + 18% YoY https://t.co/JzIqoRKRAN
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