⁠Quiver Quantitative
RT @InsiderRadar: On October 10, we posted an alert on a large new insider purchase by Dave and Buster's CEO.

The stock has literally risen every day since then.

In total, the stock is now up 20% since October 10.

It is up another 4.8% today. https://t.co/bUjjvkglJZ

The CEO of Dave and Buster’s, $PLAY, just disclosed a purchase of ~$500K of stock https://t.co/4DxbcDHAbm - Insider Radar
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⁠Stock Analysis Compilation
Night Watch IM on Seaport Entertainment Group $SEG

Thesis: Seaport Entertainment Group (SEG), with prime real estate in New York, offers an attractive asymmetric opportunity as a recent spinoff with potential for strong upside and limited downside

(Extract from their Q3 letter) https://t.co/W9qqLOMDnk
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⁠Investing visuals
$NFLX earnings are out 📜

🔹 Revenue: $9.83B (1% beat ✅)
🔹 Earnings per share: $5.40 (5% beat ✅)

Netflix added 5.07M subscribers last quarter, above expectations of 4M.

📈 Stock is up +1%

Netflix $NFLX earnings preview (reporting on Thursday after-hours) 👇
🔹 Revenue: $9.77B (+14%)
🔹 Earnings per share: $5.13 (+37%)

Key metrics to watch 👀
🔹Payed membership additions
🔹Total streaming revenue - Investing visuals
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⁠App Economy Insights
$NFLX Netflix Q3 FY24:

• Members +5M Q/Q to 283M.
• Ads tier membership +35% Q/Q.
• Revenue +15% Y/Y to $9.8B ($50M beat).
• Operating margin 30% (+7pp Y/Y).
• EPS $5.40 ($0.28 beat).

Q4 FY24 Guidance:
• Revenue +15% Y/Y.
• Operating magin 22%. https://t.co/ukEYqU1i7o
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⁠Quiver Quantitative
Nancy Pelosi bought up to $5M of Broadcom, $AVGO, call options in June.

The stock has now risen 16% since then.

It rose another 3.5% today: https://t.co/Lg0ZfgRJpl
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 Big insider purchases in Upstream Bio following IPO

3 insiders at $UPB just reported new multimillion dollar stock purchases.

These are the first insider trades that have been reported since the company's IPO earlier this week. https://t.co/D5sugvqwhs
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⁠Quiver Quantitative
Look at this trade.

$PLAY is up another 5% today: https://t.co/WnrsLWQsG9
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⁠Dimitry Nakhla | Babylon Capital®
RT @finkmoney_: If you like money, you'll take a look at ASML...

Charlie Munger...

"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin."

$ASML

Have some balls. Be brave. Actual earnings call today 👀 https://t.co/KL0tfCgzGI
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⁠Dimitry Nakhla | Babylon Capital®
RT @QualityInvest5: Current $ASML Price: $689
200W Moving Average: $687🤯

You would've MASSIVLEY outperformed the market ever-time $ASML has came in contact with the 200W MA. To prove it? Here is every time this happened, and your return 1 year later 👇

1) Aug 30, 2010➡️Aug 29, 2011
+40% in 364 days

2) Jan 19, 2016➡️Aug 17, 2017
+63% in 364 Days

3) Note: Dec 2018 and March 2020 came within 10% of 200W MA but they never touched -- They returned 107% and 153% respectively 🤯

4) Jul 11, 2022➡️Jul 10, 2023
+86% in 364 Days

5) Note: All of October 2023 it was within a few % of the 200W MA as well. your return 360 days later was about 50%

Conclusion?
You've had a handful of opportunities for a day like today. To buy arguably the most important company in all of semiconductors on a STEEP discount from its historical valuations. Both technically speaking and fundamentally

Of course, never financial advice, but I think its quite obvious the opportunity that lays ahead of us here. Cheers and happy investing
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⁠Stock Analysis Compilation
Upslope capital on Mitsubishi Heavy Industries $7011 JP

Thesis: Mitsubishi Heavy, with leading positions in Japanese defense, nuclear power, and gas turbines, offers strong long-term growth potential, especially after a sharp share price drop

(Extract from their Q3 letter) https://t.co/yUNmjn6fxE
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