⁠Stock Analysis Compilation
Broyhill AM on Nice Ltd $NICE US

Thesis: Nice Ltd.’s AI-driven solutions strengthen its market position in cloud-based customer engagement software

(Extract from their Q3 letter) https://t.co/x3hqkjwNLQ
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⁠Quiver Quantitative
Congress Wrapped 2024: https://t.co/C7rS5urRa7
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⁠Dimitry Nakhla | Babylon Capital®
$PYPL

#stocks #investing https://t.co/INP4Ftt9pN

~14 months ago I published the bull case for $PYPL on Benzinga

Perhaps my favorite part is where I suggested flipping “the script”

These narratives often highlight Mr. Market & his emotional craziness often driven by fear & greed

#stocks #investing
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https://t.co/P8QYF9LbRP https://t.co/H2BJMOlXtC - Dimitry Nakhla | Babylon Capital®
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase

The CEO of $ALLE has reported the purchase of ~$1M of the company's stock, increasing his ownership stake by 7%.

He is a frequent inside buyer, but this is his largest purchase since February.
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⁠Quiver Quantitative
RT @InsiderRadar: In October, we reported on a large insider purchase by the CEO of $MRVL.

Today they had a huge earnings beat, and the stock skyrocketed 23%.

It is now up 47% in total since our insider buy alert.

Here are the three largest insider purchases that have already been filed this morning (as of 10am EST):

Marvell Technology, $MRVL - $1m purchase by CEO
Neogen Corp, $NEOG - $200k purchase by CEO
Worthington, $WOR - $100k purchase by EVP/CFO - Insider Radar
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⁠Stock Analysis Compilation
Mobius CP on CTOS $CTOS MK

Thesis: CTOS Digital’s market leadership and ASEAN expansion solidify its position as a premier credit reporting firm

(Extract from their Q3 letter) https://t.co/j3Wt0j8IKv
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⁠Stock Analysis Compilation
Horos AM on Pluxee $PLX FP

Thesis: Pluxee’s strong market position and float-based revenue model offer significant upside despite short-term macro challenges.

(Extract from their Q3 letter) https://t.co/HzO7lCTVjV
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⁠Hidden Value Gems
An interesting fact - 9% of US customers account for almost half of sales at Watches of Switzerland. This type of customers own more than 7 luxury watches.

$WOSG.L https://t.co/32fHfnGiA5
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⁠Ahmad Jivraj
It was the best of times,
It was the worst of times,
It was the age of wisdom,
It was the age of foolishness,
It was the epoch of belief,
It was the epoch of incredulity,
It was the season of Light.

It was Dec 4 2024:
The day $BTC hit $100K

God save the Coin!

Long live the Coin! https://t.co/I3l1877N39 - Bitstein
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