⁠Quiver Quantitative
"Just ban it"

- @RepJoeNeguse https://t.co/xs5mcJWEeX
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⁠Dimitry Nakhla | Babylon Capital®
Want to improve as an investor?

Here’s a simple trick:

Relentlessly evaluate what defines a quality company and don’t compromise for “attractive valuations.”

Predictability.

While $UNH appeared cheap, you can’t say it’s a better co than $V $MA $ICE $SPGI etc. so why bother?
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⁠Capital Employed
42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇

https://t.co/pd1jpi63Tp https://t.co/TmOdie93hE
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⁠Wall St Engine
UnitedHealth $UNH says it hasn’t been notified by the DOJ about any criminal probe and calls WSJ’s reporting “deeply irresponsible.” The company strongly defends its Medicare Advantage program, adding that the article offers no clarity on alleged charges & cites unnamed sources https://t.co/uTGyu1qum4
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⁠Hidden Value Gems
Good numbers by $WOSG.L with H2 FY25 Revenue +12% (+19% in the US, +6% in the UK). However, they dont disclosre like-for-like sales which is quite impotant given that they are opening quite a few new stores.

Fwd P/E - 9.5x. https://t.co/HLixXY7NCC
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⁠Hidden Value Gems
Some further details by Buffett on what made him decide to step down.

"I will be useful here if there’s a panic in the market because I don’t get fearful when things go down in price or everybody else gets scared. And that really isn’t a function of age.”

Abel is the same way, Buffett said.

#brk2025
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⁠Wall St Engine
TRUMP: INDIA 🇮🇳 IS OFFERING US LITERALLY ZERO TARIFFS
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⁠Wall St Engine
Trump said he spoke with $AAPL CEO Tim Cook, thanked him for investing in the U.S., and told him there’s no need to build factories in India unless it’s to serve that market specifically. 'You can, but only to take care of India. I want you building here,' he told Cook. https://t.co/QuWr1KbujQ
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⁠Wall St Engine
TRUMP:

LUTNICK LIKES THE IDEA OF A SOVEREIGN WEALTH FUND... BUT I’D RATHER PAY DOWN THE DEBT BEFORE DOING A SOVEREIGN WEALTH FUND. BUT THE IDEA’S NOT BAD WITH THE KIND OF INCOME WE’RE GENERATING — IT’S JUST A LITTLE EARLY.
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⁠Wall St Engine
Today's Key Events (All EST) — 05/15/2025

08:30: US PPI
08:30: US Initial Jobless Claims
08:30: US Philly Fed Business Index
08:30: NY Fed Manufacturing
08:30: US Retail Sales
08:40: Fed's Powell Speaks on Framework Review
09:15: US Industrial Production
10:00: US NAHB Housing Market Index
10:00: US Business Inventories MoM
14:05: Fed's Barr Speaks
21:40: Fed's Daly Speaks

Before Open 👇
00:30: ZEEKR $ZK
03:30: NetEase, Inc. $NTES
05:25: Birkenstock Holding $BIRK
05:30: $NICE
05:35: Alibaba $BABA
06:00: KE Holdings $BEKE
06:05: Canadian Solar $CSIQ
06:20: Deere & Company $DE
06:40: Advanced Drainage Systems $WMS
06:55: Walmart Inc. $WMT

After Hours 👇
16:00: Applied Materials, Inc. $AMAT
16:00: Doximity, Inc. $DOCS
16:00: Gossamer Bio, Inc. $GOSS
16:05: Take-Two Interactive Software $TTWO
16:05: Beam Global $BEEM
16:05: Quantum-Si Incorporated $QSI
16:05: Virgin Galactic Holdings $SPCE
16:05: LightPath Technologies $LPTH
16:05: Expion360 Inc. $XPON
16:10: $CAVA
16:15: KULR Technology Group, Inc. $KULR
16:15: Globant $GLOB
16:15: RenovoRx, Inc. $RNXT
16:20: P3 Health Partners $PIII
16:20: Super League $SLE
16:30: Bit Digital, Inc. $BTBT
16:30: PLBY Group, Inc. $PLBY
17:00: ALPHA COGNITION $ACOG
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⁠Wall St Engine
$AZUL & its creditors are exploring restructuring options, including a possible Chapter 11 filing, as the Brazilian airline struggles with mounting debt. Talks are ongoing, and the company says operations will continue regardless of the outcome. https://t.co/RqgfLQ3ARb
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