AkhenOsiris
In the spring, he caught wind that Tabular, a popular data-management startup that was catching on with businesses, was in talks to sell itself to Snowflake. Ghodsi won the deal by offering the startup roughly $2 billion—more than triple what Snowflake proposed, according to people familiar with the deal.
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In the spring, he caught wind that Tabular, a popular data-management startup that was catching on with businesses, was in talks to sell itself to Snowflake. Ghodsi won the deal by offering the startup roughly $2 billion—more than triple what Snowflake proposed, according to people familiar with the deal.
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AkhenOsiris
RT @ScroogeCap: Wolfe Research is out for $AMD saying that ODM build plans indicate only modest quarterly growth next year compared to 4Q23 levels.
Their checks suggest AI revenue will reach just $7 billion in CY25, falling well short of bogey of $10 billion.
Reads bad.
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RT @ScroogeCap: Wolfe Research is out for $AMD saying that ODM build plans indicate only modest quarterly growth next year compared to 4Q23 levels.
Their checks suggest AI revenue will reach just $7 billion in CY25, falling well short of bogey of $10 billion.
Reads bad.
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Offshore
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Hidden Value Gems
It’s always good to be cautious and look for margin of safety, especially in times like this 👇🏼 https://t.co/IJfoBBUflg
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It’s always good to be cautious and look for margin of safety, especially in times like this 👇🏼 https://t.co/IJfoBBUflg
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $FANG has reported the purchase of ~$1M of the company's stock, increasing his ownership stake by 98%.
This is the second insider buy we have seen at the company in the last month, following over 4 years of nothing but sales.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $FANG has reported the purchase of ~$1M of the company's stock, increasing his ownership stake by 98%.
This is the second insider buy we have seen at the company in the last month, following over 4 years of nothing but sales.
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Offshore
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Quiver Quantitative
RT @InsiderRadar: $FREY stock ended today up 12%, following last night's insider trade https://t.co/EwwJzCk4ZO"
🚨BREAKING: New CFO Insider Purchase
The interim CFO of $FREY has reported the purchase of ~$900K of the company's stock, increasing his ownership stake by 421%.
The stock had fallen over 82% since its IPO in 2021. "- Insider Radar
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RT @InsiderRadar: $FREY stock ended today up 12%, following last night's insider trade https://t.co/EwwJzCk4ZO"
🚨BREAKING: New CFO Insider Purchase
The interim CFO of $FREY has reported the purchase of ~$900K of the company's stock, increasing his ownership stake by 421%.
The stock had fallen over 82% since its IPO in 2021. "- Insider Radar
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Offshore
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Quiver Quantitative
Biden just endorsed a ban on congressional stock trading.
In other news:
Nancy Pelosi has now made $44M in the stock market so far this year, per our estimates. https://t.co/x9bYU4MnXt
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Biden just endorsed a ban on congressional stock trading.
In other news:
Nancy Pelosi has now made $44M in the stock market so far this year, per our estimates. https://t.co/x9bYU4MnXt
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $XPRO has reported the purchase of ~$490K of the company's stock, increasing his ownership stake by 16%.
One of the company's directors also just reported the purchase of ~$200k of stock.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $XPRO has reported the purchase of ~$490K of the company's stock, increasing his ownership stake by 16%.
One of the company's directors also just reported the purchase of ~$200k of stock.
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Offshore
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Hidden Value Gems
Amazing that one of the best CEOs in the UK - Kevin Roundtree at #GAW - has no public photo!
The stock is up over 43x since he became the CEO in 2015, having started as assistant group accountant in 1998.
Just curious if there are other CEOs like that, with no photos? https://t.co/6kkJyeJjCJ
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Amazing that one of the best CEOs in the UK - Kevin Roundtree at #GAW - has no public photo!
The stock is up over 43x since he became the CEO in 2015, having started as assistant group accountant in 1998.
Just curious if there are other CEOs like that, with no photos? https://t.co/6kkJyeJjCJ
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Offshore
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Stock Analysis Compilation
Granular Capital on Alten $ATE FP
Thesis: Alten’s dominance in outsourced R&D, backed by skilled engineers and strong secular trends, offers compelling upside despite its undervalued price.
(Extract from their Q3 letter) https://t.co/i1J3dbcObE
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Granular Capital on Alten $ATE FP
Thesis: Alten’s dominance in outsourced R&D, backed by skilled engineers and strong secular trends, offers compelling upside despite its undervalued price.
(Extract from their Q3 letter) https://t.co/i1J3dbcObE
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