⁠Quiver Quantitative
Spirit Airlines stock, $SAVE, is down 27% today.

It has now fallen 75% since Dave Portnoy announced his massive purchase of the stock. https://t.co/6fpUgubJP9
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⁠Librarian Capital
Ulta Beauty $ULTA COO Kecia Steelman:

"We're starting to see more and more that these younger consumers, age of 9, 10, are actually educating their parents on what's new, and what's hot, and what they should be using." (Oppenheimer conference, Jun-24)

What?
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⁠Quiver Quantitative
RT @InsiderRadar: Space companies were awarded over $35m in NASA contracts in September 🚀

$LUNR: 5-year, $150m contract on 8/26, stock +41% since then

$AZPN: +6% last month after renewing a NASA contract for software

$NOC: $2.5m aerospace contract on 8/28, stock hit a 52-week high https://t.co/gP1GngNJLw
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⁠Stock Analysis Compilation
Orbis on Alphabet $GOOGL US

Thesis: Alphabet's current valuation is unusually low, offering strong long-term return potential with above-market growth prospects

(Extract from their Q2 letter, link to the full analysis in SAC#58) https://t.co/cFqkeIjFGF
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⁠Librarian Capital
"The FDA convinced the US Supreme Court to consider a case over whether an electronic cigarette manufacturer may seek review in a circuit where the company is not based"

This is British American Tobacco $BATS $BTI (RJ Reynolds)

The FDA convinced the US Supreme Court to consider a case over whether an electronic cigarette manufacturer may seek review in a circuit where the company is not based. https://t.co/rrUhff9AW6 - Nyah Phengsitthy
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⁠Librarian Capital
"What doesn't kill you makes you stronger"

We don't think this works when picking businesses to invest in, because LT investor return is driven by ROIC

For high ROIC, we want easy businesses

But we also want high barriers to entry; and these may make the sector look difficult
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⁠Quiver Quantitative
🚨 JUST IN: 🇺🇸 Representative Josh Gottheimer has disclosed a purchase of Crinetics Pharmaceuticals stock, $CRNX.

He appears to have bought in the day before they announced the submission of a new drug application to the FDA.

Gottheimer is the first politician we have seen trade this stock.

It's a fairly small company, with a market cap of just over $4B.

We'll be watching this.

Follow along for updates, or track politicians' portfolios on Quiver.
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⁠Stock Analysis Compilation
YCG Investments on Fair Isaac Corp $FICO US

Thesis: FICO's strong pricing power and underappreciated earnings potential make it an attractive investment for long-term returns

(Extract from their Q2 letter, link to the full analysis in SAC#58) https://t.co/b5vrpX4c1a
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⁠App Economy Insights
🇺🇸 How America Spends Money

Just like a company, the US government has financial statements:

💰 Money comes in (mainly through taxes).
💸 Money goes out (to fund various programs).

Check out our full breakdown. 👇
https://t.co/i56CLKGImw
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⁠Stock Analysis Compilation
Bonsai Partners on Ubiquiti $UI US

Thesis: Ubiquiti's disruptive pricing strategy and strong profitability provide a clear path to compounded growth, making it an exciting long-term opportunity

(Extract from their Q2 letter, link to the full analysis in SAC#58) https://t.co/PM0s72HAsD
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