⁠Value Spotlight (Andrew Sather)
How to Deal with Lumpy ROIC (Tutorial) - Simple Solutions

$PFE https://t.co/fM5BDMOtMc
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⁠Investing visuals
Data Platform Battle: Snowflake $SNOW vs. MongoDB $MDB 🥊👇

🔹 Snowflake $SNOW: Data warehousing and analytics
🔹 MongoDB $MDB: NoSQL data platform

What are your thoughts on these businesses?
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⁠Quiver Quantitative
🚨 UPDATE: Donald Trump's net worth has increased by ~$411M over the last week.

That is over a Pelosi (net worth: $252M) and a half of wealth.

Trump Media stock, $DJT, has risen 29% in that time.

Track politicians' portfolios live on Quiver: https://t.co/PZE9ovhNt1
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⁠Hidden Value Gems
RT @HiddenValueGems: Whats is investment moat in the age of AI? A few thoughts from @AswathDamodaran

1️⃣ “In a world of specialists operating in silos and exhibiting tunnel vision, AI will empower generalists, comfortable across disciplines, who can see the big picture.”

🧵👇

1/6
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⁠Capital Employed
Nice update by @wolfofharcourt on Auto Partner $APR

Still seems good value for it's future potential. 👇

https://t.co/EyBAAhQGRK
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⁠Stock Analysis Compilation
The London Company on DoubleVerify $DV US

Thesis: DoubleVerify, a leader in digital ad verification with high margins and minimal capital needs, is set to capitalize on growing demand for ad transparency in the digital space

(Extract from their Q2 letter) https://t.co/RNn1vtF8QJ
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⁠Investing visuals
China stocks have been rallying recently, with the China Internet ETF $KWEB up +34% in the last month.

Here’s a breakdown of the $KWEB ETF👇🔍 https://t.co/71gjChWbuS
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⁠Quiver Quantitative
🇺🇸 ELECTION CONTRIBUTIONS BY PUBLICLY TRADED COMPANIES

TRACK LIVE ON QUIVER
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⁠Alex Bilzerian
RT @alexbilz: One always hears academics whimpering about "impostor syndrome"—most of them actually happen to be imposters.

Fraud & incompetence in academia are more widespread than many realize.
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⁠App Economy Insights
RT @EconomyApp: 📊 Earnings season visualized.

200+ companies covered.

Grab the latest report.👇
https://t.co/Ou6l6FapAH https://t.co/dgM4wDsrus
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