⁠Investing visuals
✨25,000 followers milestone! ✨

Time for a personal story about the journey that led me here. Grab a coffee, it’s a bit of a read. And if you’re in a hurry, there’s a short TLDR summary at the end😉👇
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⁠Stock Analysis Compilation
Clearbridge on Clean Harbors $CLH US

Thesis: Clean Harbors’ specialization in hazardous waste, combined with new environmental regulations, positions it for strong growth and returns, supported by its pricing power and barriers to entry

(Extract from their Q2 letter) https://t.co/nbZ1GzD2K3
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⁠App Economy Insights
$GOOG AI search summaries get ads.

Starting today, Google is rolling out sponsored product suggestions in AI Overviews when relevant.

The company has been testing it since May. 👇 https://t.co/Hf3iKTSaCx
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⁠Capital Employed
Interesting write-up by @value_invest12 on OUE REIT $LJ3 🇸🇬

Singapore trophy assets at a 45% NAV Discount 🔻

https://t.co/hthJwNg4Dd
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AkhenOsiris
Bloody recession

US ISM Services Index Sep: 54.9 (est 51.7; prev 51.5)
- Prices Paid: 59.4 (est 56.0; prev 57.3)
- Employment: 48.1 (est 50.0; prev 50.2)
- New Orders: 59.4 (est 52.5; prev 53.0) - LiveSquawk
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⁠Quiver Quantitative
Election betting is now legal in the United States.

Who do you think will be the first politician to bet on their own race? https://t.co/tgfqyKdDEz
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⁠Quiver Quantitative
Palantir stock hit an all-time high today.

We have only seen two politicians holding $PLTR:

Representative Suozzi (Homeland Security Committee)
Senator Hagerty (Foreign Relations Committee) https://t.co/ZVwJt3ruoG
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⁠Librarian Capital
"Home Depot: Rate Cuts Now Priced In, Downgrade to Neutral"

Shares are at a multi-year high after the Fed’s first rate cut in September, and investors may be too optimistic.

$HD $LOW $FERG
https://t.co/VL7H36d4jT https://t.co/qbROgbaAg1
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⁠Librarian Capital
Twitter vs. Threads: Comparing reach & audience quality with a poll

Poll: Will Elon Musk honour his promise to buy out Jack Dorsey TWTR stake at $54.20?

Twitter: 13k+ followers
1,610 views, 83 votes
82% no, 18% yes

Threads: 1.5k+ followers
393 views, 47 votes
98% no, 2% yes https://t.co/q1alV7yMND
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