⁠Stock Analysis Compilation
Vulcan Value Partners on Colliers International $CIGI

Thesis: CIGI’ diversified earnings and asset-light model provide strong cash flow stability, with improving real estate transactions and earnings growth supported by recent interest rate cuts

(Extract from their Q3 letter) https://t.co/b3SfEEZVbh
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⁠App Economy Insights
📺 US TV Time October 2024:

Streaming 40.5% (+3.9pp Y/Y).

• YouTube 10.6% (+1.5pp Y/Y).
• Netflix 7.5% (+0.3pp Y/Y).
• Prime Video 3.5% (-0.1pp Y/Y).
• Disney+ 2.4% (+0.5pp Y/Y).
• Hulu 2.4% (-0.7pp Y/Y).

Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/JtwCYkWgwC
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⁠Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.

She has made $1.8M in the stock market today, per our estimates.

We estimate that she is now worth $263M: https://t.co/yynMGrT2nj
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New CEO Insider Purchase

The CEO of $BRKR just reported the purchase of ~$5M of the company's stock.

This is the first inside buy we have seen at the company in over 2 years. https://t.co/LyQ1xrchP8
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⁠Quiver Quantitative
BREAKING: Nebraska Independent Dan Osborn is launching a PAC to elect working-class candidates.

We looked into Osborn's portfolio:

It's all mutual funds, worth just $320K by our estimates.

He still owes up to $500K on his mortgage.

He told Politico that he had to go back to work as a steamfitter after losing the Nebraska Senate election, in order to pay his bills.
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⁠Capital Employed
Nearly 100 Q3 Fund Letters have now been added.

This is a treasure trove of insights and ideas 💡

The latest letters from @CrossroadsOnX @AtaiCapital @Fairlight_Cap have all been added this week 👇

https://t.co/z8VTurKKQI https://t.co/Dpx9XpLfc7
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⁠Investing visuals
Interesting portfolio for tech investors to keep an eye on👀

And great visualisation by @carbonfinancex!🤩👌

Billionaire Chase Coleman continues to be a huge Tech bull.

Here is his latest portfolio:

*Top Holdings: $META, $MSFT, $GOOGL, $APO, $SE, $UNH, $AMZN, $NVDA, $TTWO, $LLY

*Buys: $FLUT, $SHW, $CPNG
*Adds: $TSM, $CPAY, $LLY, $TTWO, $AMZN, $UNH, $FWONK, $AVGO
*Reduced: $UBER, $JD, $STNE
*Sold: $DXCM, $ALAB

*Notable Changes:
Coleman entered FanDuel parent $FLUT as well as $SHW, and exited $DXCM. - carbonfinance
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⁠Hidden Value Gems
Another warning of imminent underperformance of highly rated stocks by Trivariate Research.

Stocks that eclipse 50x forward earnings start to lag the market after around 10 months 👇🏼

via @FT https://t.co/vMerh8BIAC
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