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Quiver Quantitative
Rep. Pat Fallon and the acting Secret Service director just got HEATED.

Watch this: https://t.co/8ZSZoC7h9g
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Startup Archive
Naval Ravikant’s advice to startup founders: “Stay small until you’ve figured out what’s working”

“Stay small until you’ve figured out what’s working. Steve Blank, who teaches at Stanford and started Epiphany among many other companies, defines a startup very nicely. He says a startup is a search for a scalable and repeatable business model. And so what you’re really doing is you’re searching, and until you’ve found that business model that you can repeat and you can scale, you should stay very, very small and very, very cheap.”
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Quiver Quantitative
We’ve been writing code to track government spending.

Here are our estimates of awards to publicly traded companies over the last 8 years.

Broken down by administration.

Working on building new tools to help breakdown where exactly new spending has been going.

Will be posting updates - stay tuned.

CC: @elonmusk, @DOGE, @VivekGRamaswamy
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Offshore
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Quiver Quantitative
We’ve been writing code to track government spending.

Here are our estimates of awards to publicly traded companies over the last 8 years.

Broken down by administration.

Working on building new tools to help breakdown where exactly new spending has been going.

Will be posting updates - stay tuned.

CC: @elonmusk, @DOGE, @VivekGRamaswamy
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Stock Analysis Compilation
Macquarie on Sunrun $RUN US

Thesis: Sunrun’s shift from rapid growth to cash flow generation positions it for long-term value creation in the solar market

(Extract from their Q3 letter) https://t.co/VwH2NTJlmk
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.

We estimate that she is now worth $270M.

Track politicians' portfolios here:
https://t.co/HWjy13y9Hx https://t.co/xtK6NINgVn
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Stock Analysis Compilation
Artisan Partners on Sea $SE US

Thesis: Sea combines growth in e-commerce, gaming, and payments while holding its ground against TikTok’s market challenges

(Extract from their Q3 letter) https://t.co/XFuX2erX9p
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Dimitry Nakhla | Babylon Capital®
Dev Kantesaria on Rarely Selling 🧘🏽‍♂️

“ …the lack of turnover is really nothing other than a natural outcome of how we think about business quality and wanting to own a business that has great quality and sustainability for the next 10 years, 20 years… ”

#stocks #investing https://t.co/HvNerHcwDr
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: 2 C-Suite Insider Purchases at $DMLP

The CEO and CFO of $DMLP have each reported the purchase of over $400k of the company's stock.

These are the largest insider buys that either of them have ever reported.
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Stock Analysis Compilation
Mobius CP on FPT $FPT VN

Thesis: FPT’s cost advantages and international expansion make it a leader in Vietnam’s technology sector with strong growth prospects

(Extract from their Q3 letter) https://t.co/VfZIUlNp1u
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