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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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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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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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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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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!🤩👌
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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. tweet
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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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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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Stock Analysis Compilation
Brandes on Haier Smart Home $6690 HK
Thesis: Haier’s strategic acquisitions and strong market positioning make it a compelling choice for investors seeking robust international growth and premiumization potential
(Extract from their Q3 letter) https://t.co/wMANAOKp7D
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Brandes on Haier Smart Home $6690 HK
Thesis: Haier’s strategic acquisitions and strong market positioning make it a compelling choice for investors seeking robust international growth and premiumization potential
(Extract from their Q3 letter) https://t.co/wMANAOKp7D
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Stock Analysis Compilation
Focus Capital on Burford Capital $BUR LN
Thesis: Burford’s significant legal victories and growing potential payout from the YPF case offer a compelling upside, while the current valuation underestimates the firm’s portfolio and future gains
(Extract from their Q3 letter) https://t.co/w03sXUwN1d
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Focus Capital on Burford Capital $BUR LN
Thesis: Burford’s significant legal victories and growing potential payout from the YPF case offer a compelling upside, while the current valuation underestimates the firm’s portfolio and future gains
(Extract from their Q3 letter) https://t.co/w03sXUwN1d
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