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Quiver Quantitative
RT @JoinAutopilot_: A couple months ago, Quiver Quant launched strategies you'd never be able to create on your own

Their strategies just passed $15,000,000 in "AUM"

Here's their portfolios and why they're cool 🧵 https://t.co/jSKMLiTj3v
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Quiver Quantitative
Wow.

Earlier this year, we reported on a purchase of Agios Pharmaceutical stock by Representative Josh Gottheimer.

It looked suspicious to us at the time.

The stock has now risen 187% since his trade. https://t.co/Hx0Komi3xY
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Stock Analysis Compilation
Greenlight on Green Brick Partners $GRBK US

Thesis: GRBK’s focus on owning its land and maintaining a low-leverage balance sheet has led to superior gross margins and return on equity, positioning the company for continued outperformance

(Extract from their Q3 letter) https://t.co/jvV6aQnaWi
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Investing visuals
$AXON is firing on all cylinders and is up +140% year-to-date. Here's a snapshot of the company: https://t.co/cj5a0yb9LO
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Ahmad Jivraj
1/15Trump: The Bitcoin President

From last week's newsletter:

One of Trump’s campaign points was that he would “Protect Bitcoin.”
Well, with Trump’s victory, Bitcoin and crypto had a great day post Election:
• Bitcoin was up ~9%
• Ethereum was up ~11%
• Solana was up ~15%
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AkhenOsiris
RT @SaaSletter: 👀👀👀 at the implications of many aspects of this @theinformation article on slowing AI model improvement

Especially the 10x cost per query increase theinformation.com/articles/…

Via @steph_palazzolo @amir @erinkwoo
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Quiver Quantitative
Dave McCormick just won the PA Senate election.

He was previously the CEO of Bridgewater Associates, a hedge fund founded by Ray Dalio.

We've got data on his portfolio up on Quiver.

His largest stock holding today is a $4M position in Rumble, $RUM, per our estimates. https://t.co/HWQUdGqm0D
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Stock Analysis Compilation
Conestoga on Vita Coco $COCO US

Thesis: Vita Coco’s dominant position in the fast-growing coconut water market and expanding global reach provide strong growth opportunities in the beverage industry.

(Extract from their Q3 letter) https://t.co/HK1demMTm4
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Quiver Quantitative
UPDATE: JD Vance now has up to $490K in Bitcoin, $BTC

BREAKING: JD Vance now has up to $400K in Bitcoin, $BTC.

You can track his portfolio on Quiver. https://t.co/h0BfhEGxjL
- Quiver Quantitative
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