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Librarian Capital
Bill Ackman reposted tweet from Naomi Wolf
Yes, that Naomi Wolf
They both want you to vote Trump
Please consider why and act accordingly. Vote! https://t.co/qw35JupQga
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Bill Ackman reposted tweet from Naomi Wolf
Yes, that Naomi Wolf
They both want you to vote Trump
Please consider why and act accordingly. Vote! https://t.co/qw35JupQga
tweet
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Librarian Capital
Simon Edelsten in-depth interview in Citywire
Discussion on new Goshawk fund set-up
Has "decent amount of money in" personally
Doesn't think all of Mag 7 are expensive
Likes $META, $NVDA (but has "taken a lot of profits")
Time to "having a bit" in China
https://t.co/NMpQUryU14 https://t.co/brk08F0rhs
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Simon Edelsten in-depth interview in Citywire
Discussion on new Goshawk fund set-up
Has "decent amount of money in" personally
Doesn't think all of Mag 7 are expensive
Likes $META, $NVDA (but has "taken a lot of profits")
Time to "having a bit" in China
https://t.co/NMpQUryU14 https://t.co/brk08F0rhs
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Librarian Capital
$MSFT CEO Satya Nadella
"We are not actually selling raw GPUs for other people to train. In fact, that’s a business we turn away ... There’s a huge adverse selection problem today where ... it’s just a bunch of tech companies still using VC money to buy a bunch of GPUs" (FY25Q1) https://t.co/ejiTUAI57P
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$MSFT CEO Satya Nadella
"We are not actually selling raw GPUs for other people to train. In fact, that’s a business we turn away ... There’s a huge adverse selection problem today where ... it’s just a bunch of tech companies still using VC money to buy a bunch of GPUs" (FY25Q1) https://t.co/ejiTUAI57P
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Quiver Quantitative
RT @InsiderRadar: Here's a round-up on all of the new insider buys that we reported on this week:
$75M purchase by $SEPN board seat holder on 10/30. Since then the stock has risen 14%.
$1M purchase by $BYON executive chairman on 10/28. Since then the stock has fallen 2%.
$1M purchase by $CSGP CEO on 10/28. Since then the stock has fallen 3%.
$1M purchase by $SKYH director on 10/30. Since then the stock has fallen 2%.
$250k purchase by $CROX director on 10/30. Since then the stock has fallen 1%.
$150k purchase by $MRTN director on 10/31. Since then the stock has risen 3%.
$138k purchase by $WGO CEO on 10/29. Since then the stock has risen 4%.
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RT @InsiderRadar: Here's a round-up on all of the new insider buys that we reported on this week:
$75M purchase by $SEPN board seat holder on 10/30. Since then the stock has risen 14%.
$1M purchase by $BYON executive chairman on 10/28. Since then the stock has fallen 2%.
$1M purchase by $CSGP CEO on 10/28. Since then the stock has fallen 3%.
$1M purchase by $SKYH director on 10/30. Since then the stock has fallen 2%.
$250k purchase by $CROX director on 10/30. Since then the stock has fallen 1%.
$150k purchase by $MRTN director on 10/31. Since then the stock has risen 3%.
$138k purchase by $WGO CEO on 10/29. Since then the stock has risen 4%.
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Quiver Quantitative
Do companies that donate to election winners outperform the market?
We will see.
We just rolled out "Trump Donors" and "Kamala Donors" portfolios on Autopilot.
Here are some of the largest holdings for each: https://t.co/X2WJ1htdmX
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Do companies that donate to election winners outperform the market?
We will see.
We just rolled out "Trump Donors" and "Kamala Donors" portfolios on Autopilot.
Here are some of the largest holdings for each: https://t.co/X2WJ1htdmX
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Stock Analysis Compilation
White Falcon Capital on Endava $DAVA
Thesis: Endava’s high margins and growth potential in digital services make it an attractive prospect with potential to double in value amid digital transformation trends.
(Extract from their Q3 letter, link to the full analysis in SAC#62) https://t.co/ZI60q2gXrk
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White Falcon Capital on Endava $DAVA
Thesis: Endava’s high margins and growth potential in digital services make it an attractive prospect with potential to double in value amid digital transformation trends.
(Extract from their Q3 letter, link to the full analysis in SAC#62) https://t.co/ZI60q2gXrk
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Librarian Capital
WSJ Editorial Board on Trump
"Mr. Trump’s attempt to overturn the election was appalling, and for many Americans is disqualifying for a second term. We thought he shouldn’t win the nomination again"
"Trump also surrounds himself with grifters and provocateurs who flatter him" https://t.co/P1Ewn1mSzR
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WSJ Editorial Board on Trump
"Mr. Trump’s attempt to overturn the election was appalling, and for many Americans is disqualifying for a second term. We thought he shouldn’t win the nomination again"
"Trump also surrounds himself with grifters and provocateurs who flatter him" https://t.co/P1Ewn1mSzR
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