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Quiver Quantitative
I built a trading bot that buys stock in the companies that are ramping up lobbying spending.
The portfolio has risen 40% since being released on Autopilot in April.
Here’s a thread of some stocks it is currently holding, and what they are lobbying on: https://t.co/bP3zn5PllB
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I built a trading bot that buys stock in the companies that are ramping up lobbying spending.
The portfolio has risen 40% since being released on Autopilot in April.
Here’s a thread of some stocks it is currently holding, and what they are lobbying on: https://t.co/bP3zn5PllB
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit ANOTHER all-time high.
We estimate that she is now worth $266M.
You can track politicians' portfolios on Quiver: https://t.co/5Gpj6xqYg0
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BREAKING: Nancy Pelosi's portfolio just hit ANOTHER all-time high.
We estimate that she is now worth $266M.
You can track politicians' portfolios on Quiver: https://t.co/5Gpj6xqYg0
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Quiver Quantitative
What is going on.
$SKI has now risen 47% since we posted this report this morning.
Representative Mike Collins just posted this image: https://t.co/ltEYZ0hyIn
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What is going on.
$SKI has now risen 47% since we posted this report this morning.
Representative Mike Collins just posted this image: https://t.co/ltEYZ0hyIn
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App Economy Insights
$CRM Salesforce Q3 FY25 (October quarter):
• Current RPO +10% Y/Y to $26.4B.
• Revenue +8% Y/Y to $9.4B ($90M beat).
• Operating margin 20% (+3pp Y/Y).
• Non-GAAP EPS $2.41 ($0.04 miss).
FY25 guidance (slightly raised):
• Revenue +9% Y/Y to $38B.
• Operating margin 20%. https://t.co/gDbDX6PpIV
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$CRM Salesforce Q3 FY25 (October quarter):
• Current RPO +10% Y/Y to $26.4B.
• Revenue +8% Y/Y to $9.4B ($90M beat).
• Operating margin 20% (+3pp Y/Y).
• Non-GAAP EPS $2.41 ($0.04 miss).
FY25 guidance (slightly raised):
• Revenue +9% Y/Y to $38B.
• Operating margin 20%. https://t.co/gDbDX6PpIV
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Dimitry Nakhla | Babylon Capital®
RT @Benioff: Q3 Results
Salesforce Growth:
FY25 $38.0B (guidance)
FY24 $34.9B
FY23 $31.4B
FY22 $26.5B
FY21 $21.3B
FY20 $17.1B
FY19 $13.3B
FY18 $10.5B
FY17 $8.4B
FY16 $6.7B
FY15 $5.4B
FY14 $4.1B
Salesforce Margin:
FY25 32.9% (guidance)
FY24 30.5%
FY23 22.5%
FY22 18.7%
FY21 17.7%
FY20 16.8%
Salesforce Operating Cash Flow:
FY25 $12.9B (guidance)
FY24 $10.2B
FY23 $7.1B
FY22 $6.0B
FY21 $4.8B
FY20 $4.3B
FY19 $3.4B
FY18 $2.7B
FY17 $2.2B
FY16 $1.7B
FY15 $1.2B
FY14 $0.9B
https://t.co/qUsE9HPP4H
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RT @Benioff: Q3 Results
Salesforce Growth:
FY25 $38.0B (guidance)
FY24 $34.9B
FY23 $31.4B
FY22 $26.5B
FY21 $21.3B
FY20 $17.1B
FY19 $13.3B
FY18 $10.5B
FY17 $8.4B
FY16 $6.7B
FY15 $5.4B
FY14 $4.1B
Salesforce Margin:
FY25 32.9% (guidance)
FY24 30.5%
FY23 22.5%
FY22 18.7%
FY21 17.7%
FY20 16.8%
Salesforce Operating Cash Flow:
FY25 $12.9B (guidance)
FY24 $10.2B
FY23 $7.1B
FY22 $6.0B
FY21 $4.8B
FY20 $4.3B
FY19 $3.4B
FY18 $2.7B
FY17 $2.2B
FY16 $1.7B
FY15 $1.2B
FY14 $0.9B
https://t.co/qUsE9HPP4H
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Quiver Quantitative
This morning, we reported on a memecoin purchase by U.S. Representative Mike Collins.
It has now risen 70% since then.
Collins just posted an image of Pepe the frog.
Is this bullish or bearish for crypto? https://t.co/yAsjAexPh3
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This morning, we reported on a memecoin purchase by U.S. Representative Mike Collins.
It has now risen 70% since then.
Collins just posted an image of Pepe the frog.
Is this bullish or bearish for crypto? https://t.co/yAsjAexPh3
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Hidden Value Gems
That would be nice 🙂
John Elkann plans to appoint Luca Maestri, the outgoing CFO of Apple, as the new CEO of Stellantis.
$STLA
#Exor
via @Reuters https://t.co/wGx5u9Gwaj
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That would be nice 🙂
John Elkann plans to appoint Luca Maestri, the outgoing CFO of Apple, as the new CEO of Stellantis.
$STLA
#Exor
via @Reuters https://t.co/wGx5u9Gwaj
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Stock Analysis Compilation
Artisan Partners on BIM $BIMAS TI
Thesis: BIM’s private-label dominance positions it as a key beneficiary of Turkey’s economic reform trajectory.
(Extract from their Q3 letter) https://t.co/PAozXuK2jo
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Artisan Partners on BIM $BIMAS TI
Thesis: BIM’s private-label dominance positions it as a key beneficiary of Turkey’s economic reform trajectory.
(Extract from their Q3 letter) https://t.co/PAozXuK2jo
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Stock Analysis Compilation
Hotchkis & Wiley on Unilever $ULVR LN
Thesis: Unilever’s strategic focus on efficiency and spin-offs positions it for steady growth and shareholder returns
(Extract from their Q3 letter) https://t.co/6124cvlQCf
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Hotchkis & Wiley on Unilever $ULVR LN
Thesis: Unilever’s strategic focus on efficiency and spin-offs positions it for steady growth and shareholder returns
(Extract from their Q3 letter) https://t.co/6124cvlQCf
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