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Quiver Quantitative
I built a trading bot that tracks Michael Burry's reported portfolio holdings.

It has risen 21.86% over the last month.

Much of this growth has come from two Chinese tech stocks which have soared over the past few weeks. https://t.co/YlHyrte4z3
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Alex Bilzerian
RT @ChancesCards: Poker is hard, stressful, exhausting, and unbearable at times

Good

Wouldn’t have it any other way

It's what makes winning special.
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Offshore
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Value Spotlight (Andrew Sather)
Animated Guide: Return on Equity https://t.co/8VtZyhIVi3
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Stock Analysis Compilation
TCW on Walt Disney $DIS US

Thesis: Disney’s restructuring and strategic use of its IP will enhance profitability, positioning the company for long-term earnings growth and significant upside potential.

(Extract from their Q2 letter) https://t.co/IIGyHQLy0A
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Alex Bilzerian
RT @FloridaPA27: Every single one of you dorks who trashed this man, who has been calm and collected all season long, owe him apologies in 6 packs…

Take a very close at the center point of where this convection is flaring up. You will see extremely fast pulses of changing colors. This indicates that most likely a very small, tight vortex has formed. If this vortex can persist, it can lead to rapid intensification. https://t.co/N5YvGmgGVs
- Bryan Maxwell
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Alex Bilzerian
RT @AlderLaneEggs: His goons twisted my arm and hurt my shoulder.. Thats problematic for him and I am not only not going away but pissed.. I told his thugs not to twist my arm behind my back but they did it harder.. https://t.co/PADBeA0SxG

@AlderLaneEggs @SheehyforMT Marc, I saw the video of you getting removed from his event. I do want to thank you for your efforts and advocacy.
Montanans don’t need, or want people like Tim shaping the future of our state. Things will get worse for us and he will take whatever he can while in office.
- Stephan Cardella
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Alex Bilzerian
RT @rushtropicalwx: I'm still in disbelief. The mood is somber. I didnt see this coming. Not many of us did. It was suppose to be quiet after Kirk amd Leslie. Hopefully a downtrend is looming. https://t.co/oSb8o6RBaV
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Alex Bilzerian
RT @rohanpaul_ai: A really nice 628 page textbook for Mathematics from Carnegie Mellon University.

I like the Author's description

"The goal of this book is to help the reader make the transition from being a consumer of mathematics to a producer of it. This is what is meant by ‘pure’ mathematics. While a consumer of mathematics might learn the chain rule and use it to compute a derivative, a producer of mathematics might derive the chain rule from the rigorous definition of a derivative, and then prove more abstract versions of the chain rule in more general contexts (such as multivariate analysis).
Consumers of mathematics are expected to say how they used their tools to find their answers. Producers of mathematics, on the other hand, have to do much more: they must be able to keep track of definitions and hypotheses, piece together facts in new and interesting ways, and make their own definitions of mathematical concepts."
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App Economy Insights
Earnings season is back!

What are you watching this week?

• Tuesday: $PEP.
• Thursday: $DAL, $DPZ, $TLRY.
• Friday: $JPM, $WFC, $BLK.

All visualized in our PRO coverage next Saturday. https://t.co/tKC4D0Mh8J
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Stock Analysis Compilation
Broyhill AM on Philip Morris $PM US

Thesis: Philip Morris’ shift to smoke-free products presents significant growth potential, making it an attractive long-term investment despite current valuations.

(Extract from their Q2 letter) https://t.co/j6nebxJb7n
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AkhenOsiris
No idea why but sounds bullish NVDA

⚠️ INTERNATIONAL LONGSHOREMEN'S ASSOCIATION AND USMX HAVE REACHED A TENTATIVE AGREEMENT ON WAGES- UNION FB POST

**ILA - EFFECTIVE IMMEDIATELY, ALL CURRENT JOB ACTIONS WILL CEASE AND ALL WORK COVERED BY THE MASTER CONTRACT WILL RESUME - FB POST

**ILA AND AGREED TO EXTEND THE MASTER CONTRACT UNTIL JAN 15, 2025 TO RETURN TO BARGAINING TABLE TO NEGOTIATE ALL OTHER OUTSTANDING ISSUES- UNION FB POST
- PiQ
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