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Librarian Capital
Alex Wright, Fidelity Special Values $FSV (via Citywire):
"We have beaten the Nasdaq in 3 out of the last 4 years"
Last 5 years' return (£):
Fidelity Special Values: +7.5% p.a.
iShares NASDAQ 100 ETF: +20.2% p.a.
Do your own due diligence, people https://t.co/jbEwH75Pko
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Alex Wright, Fidelity Special Values $FSV (via Citywire):
"We have beaten the Nasdaq in 3 out of the last 4 years"
Last 5 years' return (£):
Fidelity Special Values: +7.5% p.a.
iShares NASDAQ 100 ETF: +20.2% p.a.
Do your own due diligence, people https://t.co/jbEwH75Pko
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Offshore
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Quiver Quantitative
Look at this.
Last month, we saw a trade from Representative Debbie Wasserman Schultz that stood out to us.
We posted this report.
$HL has now risen 30% since the trade. https://t.co/TJIFNZ4PjY
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Look at this.
Last month, we saw a trade from Representative Debbie Wasserman Schultz that stood out to us.
We posted this report.
$HL has now risen 30% since the trade. https://t.co/TJIFNZ4PjY
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Quiver Quantitative
Reminder that we have caught almost half of the House Ethics Committee violating the STOCK Act.
The Ethics Committee is in charge of enforcing the STOCK Act.
They rarely do.
Here's who we caught:
Representative John Rutherford: 152 violations
Representative David Joyce: 136 violations
Representative Michael Guest (Chairman): 2 violations
Representative Deborah Ross: 1 violation
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Reminder that we have caught almost half of the House Ethics Committee violating the STOCK Act.
The Ethics Committee is in charge of enforcing the STOCK Act.
They rarely do.
Here's who we caught:
Representative John Rutherford: 152 violations
Representative David Joyce: 136 violations
Representative Michael Guest (Chairman): 2 violations
Representative Deborah Ross: 1 violation
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Stock Analysis Compilation
Diamond Hill on Labcorp $LH US
Thesis: Labcorp’s leading market position, smart M&A strategy, and growth potential in diagnostics make it a high-quality investment.
(Extract from their Q2 letter) https://t.co/qLyawqeb9e
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Diamond Hill on Labcorp $LH US
Thesis: Labcorp’s leading market position, smart M&A strategy, and growth potential in diagnostics make it a high-quality investment.
(Extract from their Q2 letter) https://t.co/qLyawqeb9e
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Librarian Capital
CAB Payments receiving a bid at £1.45/share
$CABP IPO-ed at £3.35 back in Jul-23 ...
Great job, everyone! https://t.co/IiCpjKa0bJ
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CAB Payments receiving a bid at £1.45/share
$CABP IPO-ed at £3.35 back in Jul-23 ...
Great job, everyone! https://t.co/IiCpjKa0bJ
Bingo! CAB Payments announces circa £370 million bid from StoneX worth £1.45 a share - as predicted here earlier this week tweet
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App Economy Insights
$AMD CEO Lisa Su predicts the Data Center AI Accelerators TAM will skyrocket to $500B by 2028.
That's a 60% CAGR from $45B in 2023. 📈🤯 https://t.co/RyaUME1oAg
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$AMD CEO Lisa Su predicts the Data Center AI Accelerators TAM will skyrocket to $500B by 2028.
That's a 60% CAGR from $45B in 2023. 📈🤯 https://t.co/RyaUME1oAg
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Librarian Capital
How small blunders often play a role in great events
"Starboard had been planning to unveil its campaign in full on Oct-22", but one executive (D’Amelio) working with them accidentally sent blank e-mail to $PFE CEO, board and Starboard person on Sun
D'Amelio has now withdrawn https://t.co/rSe4ERCO1g
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How small blunders often play a role in great events
"Starboard had been planning to unveil its campaign in full on Oct-22", but one executive (D’Amelio) working with them accidentally sent blank e-mail to $PFE CEO, board and Starboard person on Sun
D'Amelio has now withdrawn https://t.co/rSe4ERCO1g
Starboard plotted a campaign against Pfizer’s chief. Then a blank email dropped in his inbox
Incredible behind the scenes reporting inside corporate America’s biggest drama right now
@mroliverbarnes @HeeterMaria @JFK_America https://t.co/f7p7BLI3Ay tweet
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Quiver Quantitative
RT @InsiderRadar: The CEO of Dave and Buster’s, $PLAY, just disclosed a purchase of ~$500K of stock https://t.co/4DxbcDHAbm
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RT @InsiderRadar: The CEO of Dave and Buster’s, $PLAY, just disclosed a purchase of ~$500K of stock https://t.co/4DxbcDHAbm
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