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Stock Analysis Compilation
Alger on Celsius $CELH US

Thesis: Celsius’s potential for market share gains in the energy and soft drink sectors remains robust, despite short-term headwinds from industry inventory adjustments.

(Extract from their Q3 letter) https://t.co/6FgEMEjDfD
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Stock Analysis Compilation
Hedge funds' best ideas #16 is in your inbox 🔥
(link below)
Including links to the Q3 letters from Appalaches Capital / Aristotle / Clearbridge / Heartland Advisors / Infuse AM / Kingdom Capital Advisors / O'Keefe Stevens / Palm Harbour Capital / Patient Capital Management / Pernas Research / Platinium / Plural Investing / Sandon Capital / Timesquare CM
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Quiver Quantitative
🚨 Donald Trump's net worth has fallen by $1.2 billion so far today, per our estimates.

Trump Media stock, $DJT, has dropped 20%.

That is over 4 Pelosis of net worth. https://t.co/xtiQ3JoLnL
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Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/HM58FsHryg
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Offshore
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Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/QFqYZiX580
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Offshore
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Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/YURshdzXy5
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Offshore
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Value Spotlight (Andrew Sather)
Using ROIC to find Yellow Flags (Tutorial): https://t.co/HNqFTXEl6d
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Quiver Quantitative
RT @InsiderRadar: 🚨 New $1M Insider Purchase

A director at $SKYH, Alex Buffett Rozek, just reported the purchase of ~$1M of the company's stock.

Alex Rozek is Warren Buffett's grandnephew.
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Dimitry Nakhla | Babylon Capital®
Visa $V Reported a Strong Yesterday Q4 🎯

Revenue: $9.62B vs $9.49B (est)

Adjusted EPS: $2.71 vs $2.58 (est)

#stocks #investing

$MA to report today After Hours https://t.co/KhoC9ZNkyc
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Stock Analysis Compilation
Clearbridge on MSCI $MSCI US

Thesis: MSCI’s strong market position in ESG and indexing, combined with recurring revenue and robust demand, positions it for sustained profit growth.

(Extract from their Q3 letter) https://t.co/IRdKcFYar8
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