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Librarian Capital
Real business people support Harris/Walz. Vote!
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Real business people support Harris/Walz. Vote!
I voted for @KamalaHarris without hesitation. When it comes to policy and personal integrity, the contrast could not be clearer, and I hope undecided voters with a history of supporting candidates in both parties join me. https://t.co/BpMWe9Hx6u https://t.co/HvVLkh9dCU tweet
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Stock Analysis Compilation
1 Main Capital on ParkerVision $PRKR
Thesis: PRKR's potential multi-billion-dollar win against Qualcomm, supported by compelling evidence, and its upcoming cases against tech giants offer a high-risk, high-reward opportunity for exponential gains.
(Extract from their Q3 letter) https://t.co/aBqNueaBDI
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1 Main Capital on ParkerVision $PRKR
Thesis: PRKR's potential multi-billion-dollar win against Qualcomm, supported by compelling evidence, and its upcoming cases against tech giants offer a high-risk, high-reward opportunity for exponential gains.
(Extract from their Q3 letter) https://t.co/aBqNueaBDI
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Librarian Capital
RT @John_Hempton: Shows what I understand... I went to bed having read the Regeneron results. Soft beat from a company that doesn't guide much anyway.
Dupixent shooting the lights out (as expected), the Eylea franchise flat against strong competition but high dose growing almost thirty percent.
Solid double digit earnings growth that should continue for some time.
I wake up. Stock off ten percent. News fit around the stock price move.
It is a big position for me, so this hurts, but if someone can explain the market angst I would like it.
DMs are open.
$REGN
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RT @John_Hempton: Shows what I understand... I went to bed having read the Regeneron results. Soft beat from a company that doesn't guide much anyway.
Dupixent shooting the lights out (as expected), the Eylea franchise flat against strong competition but high dose growing almost thirty percent.
Solid double digit earnings growth that should continue for some time.
I wake up. Stock off ten percent. News fit around the stock price move.
It is a big position for me, so this hurts, but if someone can explain the market angst I would like it.
DMs are open.
$REGN
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Quiver Quantitative
Here's how politicians did in the stock market this month.
Track their portfolios on Quiver: https://t.co/4mHiGk0QzY
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Here's how politicians did in the stock market this month.
Track their portfolios on Quiver: https://t.co/4mHiGk0QzY
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Dimitry Nakhla | Babylon Capital®
Why is $IDXX down -40% from its highs?
Multiple compression.
Be cautious of hefty multiples not supported by strong earnings growth.
80x for a business forecasted to grow earnings at <15% annually for next several years … not the most optimal investment
#stocks #investing https://t.co/kctlejqkz3
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Why is $IDXX down -40% from its highs?
Multiple compression.
Be cautious of hefty multiples not supported by strong earnings growth.
80x for a business forecasted to grow earnings at <15% annually for next several years … not the most optimal investment
#stocks #investing https://t.co/kctlejqkz3
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Quiver Quantitative
RT @InsiderRadar: $SEPN stock has now risen 12% on the day after this insider purchase, which we flagged last night https://t.co/3mUHBgtTvl
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RT @InsiderRadar: $SEPN stock has now risen 12% on the day after this insider purchase, which we flagged last night https://t.co/3mUHBgtTvl
🚨 Massive New Insider Purchase
Ra Capital Management, who has a board seat at $SEPN, just reported the purchase of $75M of the company's stock.
This comes shortly after the company's IPO, which happened last Friday. tweet