⁠Finding Compounders
How to play by Warren’s rules https://t.co/fxkGdetF0g
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⁠App Economy Insights
🍿 Streaming Earnings Visualized:

🦚 $CMCSA Peacock: Olympics Boost.
🏰 $DIS Disney: Streaming in the Black.
🏀 $WBD Warner Bros: NBA Impairment.
🏔️ $PARA Paramount: Merger & Job Cuts.

https://t.co/ltXuZcsnEc
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⁠Stock Analysis Compilation
Stock Analysis Compilation #52 is in your inbox 🔥
(link below)

39 free analyses from the best hedge funds & newsletters :

$ABNB $AMPY $AXR $ANET $AXON $DQ $EL $GOGO $MELI $NOVOB $NTDY $OTIS $PAYC $QRHC $TPB $VEEV $WISE $ZBRA and many more https://t.co/xUTfWkqryx
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⁠Capital Employed
A fresh batch of Q2 fund letters added including excellent letters from...

@JonCukierwar
@gatorcapital
@Fairlight_Cap
@HorizonKinetics

Plus many more 👇

https://t.co/0KI2PTSjEh https://t.co/vaGjeAhusu
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⁠Stock Analysis Compilation
Asheville Capital on Wise $WISE LN

Thesis: Wise's potential to exceed 15% annual earnings growth, coupled with significant interest income and growing market share, presents a compelling long-term growth opportunity

(Extract from their Q2 letter, link in SAC#52) https://t.co/RPfrhe0lGd
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⁠Quiver Quantitative
RT @QuiverQuant: 🚨 BREAKING: We just caught STOCK Act violations by Representative Jared Moskowitz.

He also bought Lockheed Martin stock on July 1st.

It has risen 16% since then, while the market has fallen.

Moskowitz sits on the House Committee on Foreign Affairs.

Trade list up on Quiver. https://t.co/C3xBdZRk3R
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⁠Stock Analysis Compilation
Deep Sail Capital on Kraken Robotics $PNG

Thesis: Kraken Robotics' unique battery and sonar technologies position it as a leader in the growing autonomous underwater vehicle market, offering a rare and valuable product monopoly

(Extract from their Q2 letter, link in SAC#52) https://t.co/7vb0yplXu1
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⁠Finding Compounders
It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong — George Soros

I just released a new newsletter post on Positon Sizing .

The link is in my bio.

Recommended read https://t.co/cKdK5o0sOP
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⁠Stock Analysis Compilation
Maran CM on Turning Point Brands $TPB US

Thesis: Turning Point Brands is poised for strong returns, driven by solid core brands and the underappreciated potential of its nicotine pouch product, FRE.

(Extract from their Q2 letter, link in SAC#52) https://t.co/l7nYJc2z0F
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