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Stock Analysis Compilation
Donville Kent on Zedcore $ZDC CN
Thesis: Zedcor is an emerging leader in security technology, with significant growth potential driven by its innovative solutions and expanding market share, making it a compelling long-term investment
(Extract from their Q2 letter) https://t.co/YsuZga842c
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Donville Kent on Zedcore $ZDC CN
Thesis: Zedcor is an emerging leader in security technology, with significant growth potential driven by its innovative solutions and expanding market share, making it a compelling long-term investment
(Extract from their Q2 letter) https://t.co/YsuZga842c
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Investing visuals
A visual every investor should know: long term, revenue drives stock performance👇 https://t.co/ttnEMEL0CS
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A visual every investor should know: long term, revenue drives stock performance👇 https://t.co/ttnEMEL0CS
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Stock Analysis Compilation
Munro on SharkNinja $SN US
Thesis: SharkNinja is poised for significant growth in the global appliance market, driven by relentless innovation and strategic branding initiatives
(Extract from their Q2 letter) https://t.co/qTsHtEdKX6
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Munro on SharkNinja $SN US
Thesis: SharkNinja is poised for significant growth in the global appliance market, driven by relentless innovation and strategic branding initiatives
(Extract from their Q2 letter) https://t.co/qTsHtEdKX6
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Quiver Quantitative
There's a new report on attacks against a public company founded by Montana Senate candidate Tim Sheehy.
A single stock has become a battleground.
It could impact one of the most important races in 2024.
We track politicians' finances, and found some insights in our data: https://t.co/hd9FuXursK
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There's a new report on attacks against a public company founded by Montana Senate candidate Tim Sheehy.
A single stock has become a battleground.
It could impact one of the most important races in 2024.
We track politicians' finances, and found some insights in our data: https://t.co/hd9FuXursK
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Quiver Quantitative
Without taking any side in the Loomer vs. Marjorie Taylor Greene fight:
I don't know where the claim that MTG got rich from trading stocks is coming from.
We literally just posted a report on how poorly timed some of her trades have been.
Here's a thread of some examples: https://t.co/svs0a386Hd
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Without taking any side in the Loomer vs. Marjorie Taylor Greene fight:
I don't know where the claim that MTG got rich from trading stocks is coming from.
We literally just posted a report on how poorly timed some of her trades have been.
Here's a thread of some examples: https://t.co/svs0a386Hd
tweet
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Stock Analysis Compilation
Baron Capital on Cummins India $KKC IN
Thesis: Cummins India is set to capitalize on India's growing power demands, leveraging its market dominance and technological edge to fuel strong earnings growth
(Extract from their Q2 letter) https://t.co/CbAzg0ykQA
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Baron Capital on Cummins India $KKC IN
Thesis: Cummins India is set to capitalize on India's growing power demands, leveraging its market dominance and technological edge to fuel strong earnings growth
(Extract from their Q2 letter) https://t.co/CbAzg0ykQA
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Hidden Value Gems
Somehow I missed this: Ajit Jain sold half of his stake in Berkshire this week (worth $139mn). He now holds 61 Class A shares directly, 55 through a trust and another 50 is held by the the non-profit Jain Foundation.
Personal circumstances? 🤔
$BRK.B https://t.co/VYZZq1uwM0
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Somehow I missed this: Ajit Jain sold half of his stake in Berkshire this week (worth $139mn). He now holds 61 Class A shares directly, 55 through a trust and another 50 is held by the the non-profit Jain Foundation.
Personal circumstances? 🤔
$BRK.B https://t.co/VYZZq1uwM0
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Stock Analysis Compilation
Baron Capital on ASPEED Technology $3225 TT
Thesis: ASPEED Technology is poised to thrive as a key player in AI-driven server growth, leveraging its market dominance and innovative BMC technology to sustain exceptional growth and profitability
(Extract from their Q2 letter) https://t.co/gCEwkwPdMv
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Baron Capital on ASPEED Technology $3225 TT
Thesis: ASPEED Technology is poised to thrive as a key player in AI-driven server growth, leveraging its market dominance and innovative BMC technology to sustain exceptional growth and profitability
(Extract from their Q2 letter) https://t.co/gCEwkwPdMv
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