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Quiver Quantitative
🚨 Nancy Pelosi is now worth $257,000,000, per our estimates.
She has made $12M in the stock market in just over a month. https://t.co/P7m02lqXLI
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🚨 Nancy Pelosi is now worth $257,000,000, per our estimates.
She has made $12M in the stock market in just over a month. https://t.co/P7m02lqXLI
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Investing visuals
Palantir $PLTR is a gem. It is also priced for perfection🤷♂️ https://t.co/04TZTZ4YFE
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Palantir $PLTR is a gem. It is also priced for perfection🤷♂️ https://t.co/04TZTZ4YFE
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Stock Analysis Compilation
Headwaters Capital on Medpace $MEDP US
Thesis: Medpace is leveraging cyclical downturns to repurchase shares aggressively, positioning itself to capitalize on long-term growth in the biotech sector
(Extract from their Q3 letter) https://t.co/4tMgrhzRYN
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Headwaters Capital on Medpace $MEDP US
Thesis: Medpace is leveraging cyclical downturns to repurchase shares aggressively, positioning itself to capitalize on long-term growth in the biotech sector
(Extract from their Q3 letter) https://t.co/4tMgrhzRYN
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App Economy Insights
$SAP SAP Q3 FY24:
• Cloud backlog +29% in cc to €15.4B.
• Revenue +9% to €8.5B (€0.1B beat).
• Adj. EPS +6% to €1.23 (€0.02 beat).
• FY24 revenue ~€29.7B (€0.4B raise).
Cloud revenue outlook unchanged:
• FY24: €17.0 to €17.3B (+25% Y/Y). https://t.co/uITRx3b6yg
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$SAP SAP Q3 FY24:
• Cloud backlog +29% in cc to €15.4B.
• Revenue +9% to €8.5B (€0.1B beat).
• Adj. EPS +6% to €1.23 (€0.02 beat).
• FY24 revenue ~€29.7B (€0.4B raise).
Cloud revenue outlook unchanged:
• FY24: €17.0 to €17.3B (+25% Y/Y). https://t.co/uITRx3b6yg
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Quiver Quantitative
🚨 UPDATE: Elon Musk's America PAC has now spent $47M so far this month, per our estimates.
You can track election spending live on Quiver, or follow along here for updates. https://t.co/Xf6Rc0cHQd
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🚨 UPDATE: Elon Musk's America PAC has now spent $47M so far this month, per our estimates.
You can track election spending live on Quiver, or follow along here for updates. https://t.co/Xf6Rc0cHQd
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Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: 10 new insider purchases at $HEI
Each member of Heico's board has just reported the purchase of ~$200k of company stock. https://t.co/ybi06SPFDu
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RT @InsiderRadar: 🚨 BREAKING: 10 new insider purchases at $HEI
Each member of Heico's board has just reported the purchase of ~$200k of company stock. https://t.co/ybi06SPFDu
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Hidden Value Gems
Corporate cannibals anyone? 😉
“There have been Rmb235bn ($33bn) in buybacks across mainland-listed shares so far in 2024, more than double last year’s total and far surpassing the previous record of Rmb133bn in 2022.”
via @FT https://t.co/OTFsvotf1U
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Corporate cannibals anyone? 😉
“There have been Rmb235bn ($33bn) in buybacks across mainland-listed shares so far in 2024, more than double last year’s total and far surpassing the previous record of Rmb133bn in 2022.”
via @FT https://t.co/OTFsvotf1U
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Hidden Value Gems
An interesting review of Ron Baron’s career and investment lessons in his latest quarterly letter.
Some highlights 🧵👇🏼
1️⃣ “On average, the buying power of our currency falls in half about every 14 to 15 years This is because our government spends more than it takes in, depreciating the value of the dollar 4% to 5% annually to pay for wars...to recover from pandemics...to pay for social services and to manage our economy. The United States’ economic model works. With just 4% of Planet Earth’s population, the United States’ share of our planet’s GDP approximates 25%!”
1/5
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An interesting review of Ron Baron’s career and investment lessons in his latest quarterly letter.
Some highlights 🧵👇🏼
1️⃣ “On average, the buying power of our currency falls in half about every 14 to 15 years This is because our government spends more than it takes in, depreciating the value of the dollar 4% to 5% annually to pay for wars...to recover from pandemics...to pay for social services and to manage our economy. The United States’ economic model works. With just 4% of Planet Earth’s population, the United States’ share of our planet’s GDP approximates 25%!”
1/5
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Stock Analysis Compilation
Protean funds on MOWI $MOWI NO
Thesis: Mowi’s significant capital investments are poised to pay off by 2025, providing an intriguing long-term opportunity in the salmon farming sector
(Extract from their Q3 letter) https://t.co/HlWYGxYd03
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Protean funds on MOWI $MOWI NO
Thesis: Mowi’s significant capital investments are poised to pay off by 2025, providing an intriguing long-term opportunity in the salmon farming sector
(Extract from their Q3 letter) https://t.co/HlWYGxYd03
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