Offshore
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Stock Analysis Compilation
Harris Associates on Nasdaq $NDAQ
Thesis: Nasdaq's successful transformation into a tech-driven platform with strong recurring revenue and growth potential presents a compelling value, especially after a market overreaction to recent acquisitions
(Extract from their Q2 letter) https://t.co/4UnWorvWTH
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Harris Associates on Nasdaq $NDAQ
Thesis: Nasdaq's successful transformation into a tech-driven platform with strong recurring revenue and growth potential presents a compelling value, especially after a market overreaction to recent acquisitions
(Extract from their Q2 letter) https://t.co/4UnWorvWTH
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Quiver Quantitative
🚨 This is wild.
We posted this report last week.
$HL has now risen 26% since Debbie Wassmeran Schultz' purchase.
It's up another 8% so far today. https://t.co/iAurb3LnW2
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🚨 This is wild.
We posted this report last week.
$HL has now risen 26% since Debbie Wassmeran Schultz' purchase.
It's up another 8% so far today. https://t.co/iAurb3LnW2
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Offshore
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Librarian Capital
"Bill Ackman reposted"
"Haitian voodoo is in fact real"
$PSH $PSUS https://t.co/RA075r7p3k
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"Bill Ackman reposted"
"Haitian voodoo is in fact real"
$PSH $PSUS https://t.co/RA075r7p3k
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AkhenOsiris
CNBC grabbing Jensen off the street near White House for 5mins was more informative than D-Sol crap at GS yesterday
Adding video link: cnbc.com/video/2024/09/12/nv…
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CNBC grabbing Jensen off the street near White House for 5mins was more informative than D-Sol crap at GS yesterday
Adding video link: cnbc.com/video/2024/09/12/nv…
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Offshore
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Ahmad Jivraj
Have you heard of the Night Effect?
#TIL The Night Effect = Money invested in US stocks overnight outperforms US stock returns during the day.
It's visualized below. https://t.co/s8tQAHrLaz
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Have you heard of the Night Effect?
#TIL The Night Effect = Money invested in US stocks overnight outperforms US stock returns during the day.
It's visualized below. https://t.co/s8tQAHrLaz
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Offshore
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Quiver Quantitative
BREAKING: Nancy Pelosi just invested in a new LLC, which is acquiring this property in San Francisco.
She has bought into several properties in the SF area.
Full holding list up on Quiver. https://t.co/cYozpdpule
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BREAKING: Nancy Pelosi just invested in a new LLC, which is acquiring this property in San Francisco.
She has bought into several properties in the SF area.
Full holding list up on Quiver. https://t.co/cYozpdpule
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Offshore
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Stock Analysis Compilation
Conestoga on Agilysys $AGYS US
Thesis: Agilysys is set to accelerate growth with its robust software offerings for the hospitality industry, underpinned by a strong subscription model and key client wins
(Extract from their Q2 letter) https://t.co/k902KwrEMW
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Conestoga on Agilysys $AGYS US
Thesis: Agilysys is set to accelerate growth with its robust software offerings for the hospitality industry, underpinned by a strong subscription model and key client wins
(Extract from their Q2 letter) https://t.co/k902KwrEMW
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: Business biographies have usually more insights than annual reports or analyst notes.
Here are 9 lessons that I picked up from reading Shoe Dog by Phil Knight.
🧵👇🏽
#founders #entrepreneurs #Investors
1/11 https://t.co/UdPJ4gCOAm
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RT @HiddenValueGems: Business biographies have usually more insights than annual reports or analyst notes.
Here are 9 lessons that I picked up from reading Shoe Dog by Phil Knight.
🧵👇🏽
#founders #entrepreneurs #Investors
1/11 https://t.co/UdPJ4gCOAm
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