⁠Stock Analysis Compilation
Stock Analysis Compilation #57 is in your inbox 🔥
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45 free analyses from the best hedge funds & newsletters :
$ADBE $ABNB $APP $BAESY $BUR $CDLX $CNK $INFY $INOD $INTU $LRCX $LB $NFLX $PLTR $PDD $METC $SUI $TEM $HCC
and many more https://t.co/lRygi7UanG
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⁠Quiver Quantitative
🇺🇸 CONGRESSMAN MAKES 135% PROFIT OFF CRYPTO TRADE

Last month, we reported on a purchase of a crypto token called Aerodrome by U.S. Representative Mike Collins.

He WAS the only politician we had ever seen trade it.

It's now risen 135% since his purchase.

Up 50% this week.
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⁠Investing visuals
Battle of the energy drinks: Celsius $CELH vs Monster $MNST 🥊⚡️
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⁠Dimitry Nakhla | Babylon Capital®
RT @trading_adrian: @DimitryNakhla You are by far the best investor I know here. Thanks for all your hard work. I learnt a lot from you and still learning!
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⁠Librarian Capital
Rightmove $RMV: Among top shareholders listed in 2023 annual, 4 are active investors who have been owners who also appeared in 2012

They've there for 10+ years, incl. in 2021 when RMV hit ~800p

Together the 4 own ~19% of shares
Lindsell Train, known to support mgmt., owns ~7% https://t.co/Dtchh767f4
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⁠Stock Analysis Compilation
Horizon Kinetics on LandBridge $LB

Thesis: strategic position in the Permian Basin offers a compelling opportunity for IT and AI infrastructure development, with significant royalty-type revenue potential

(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/GPzIJfAil8
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⁠Librarian Capital
% of consumers preferring to buy insurance online is highest in the UK (76%) among 17 markets surveyed

US is about average (48%), offset by a above-average portion of "don't know" (13%)

Italy, Spain and France are meaningfully lower at ~40%

re $ADM $PGR https://t.co/5prtrOlEJ2
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⁠Stock Analysis Compilation
Hayden Capital on Applovin $APP US

Thesis: AppLovin's high-margin ad platform is driving massive revenue growth, with significant future potential in AI-driven advertising and a highly efficient data model

(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/tio3bU5DzB
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⁠Librarian Capital
Vitaliy Katsenelson on Charter $CHTR

"Fixed wireless has taken all the share it will take"
Easier for cable to add wireless subs. than vice versa
Verizon Frontier acq. "sign of supreme desperation"
CEO: "We build the company for our grandchildren"
IMA sees 2028 FCF/share $48-60

My latest thoughts on Charter Communications (CHTR) and Liberty Broadband. https://t.co/bavL14MHpW - Vitaliy Katsenelson
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⁠Quiver Quantitative
BREAKING: Donald Trump just said that he plans to request Google prosecution when elected.

We have seen Marjorie Taylor Greene buy up to $30K of Google stock this month. https://t.co/L7Zx2UWewC
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