Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
$AXON is firing on all cylinders and is up +140% year-to-date. Here's a snapshot of the company: https://t.co/cj5a0yb9LO
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
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
tweet
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
tweet
Offshore
Photo
Quiver Quantitative
UPDATE: JD Vance now has up to $490K in Bitcoin, $BTC
tweet
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 tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Trump has chosen former congressman Lee Zeldin to run the EPA.
We estimate that Zeldin currently has a net worth of less than $800K.
We did not see him trade any stocks while in office. https://t.co/dOJmBJ5kRx
tweet
BREAKING: Trump has chosen former congressman Lee Zeldin to run the EPA.
We estimate that Zeldin currently has a net worth of less than $800K.
We did not see him trade any stocks while in office. https://t.co/dOJmBJ5kRx
tweet
Dimitry Nakhla | Babylon Capital®
“ if you don’t feel comfortable owning a stock for 10 years, then don’t own it for 10 minutes.”
— Warren Buffett 🗣️
#stocks #investing
tweet
“ if you don’t feel comfortable owning a stock for 10 years, then don’t own it for 10 minutes.”
— Warren Buffett 🗣️
#stocks #investing
tweet