𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. "- Dimitry Nakhla | Babylon Capital®
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⁠Stock Analysis Compilation
Montaka on Alphabet $GOOGL US

Thesis: Alphabet’s dominance in Search is not weakening but strengthening, as AI enhances Google’s core business and widens its competitive moat.

(Extract from their article) https://t.co/5Z3n6igSaq
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⁠Stock Analysis Compilation
Hedge funds' best ideas #23 is in your inbox 🔥
(link below)

Includes links to the Q3 letters from Artisan Partners / Bronte Capital / Distillate Capital / Edgepoint / Fairlight Capital / FPA / Heartland Advisors / Hotchkis & Wiley / Lindsell Train / Liontrust / Loomis Sayles / Macquarie / Madison Funds / Mar Vista / Montaka / Silver Ring VP / SouthernSun
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⁠Quiver Quantitative
The spending bill released last night would include a raise for members of Congress.

Members are currently paid $174K/year.

Members made an average of $366K in the stock market last year, per our estimates.

This number is skewed by some outliers: https://t.co/d29OTDVGDk
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⁠Stock Analysis Compilation
Pernas Research on BGSF Inc $BGSF US

Thesis: BGSF, trading at depressed levels, offers a compelling speculative opportunity with strong insider buying and significant upside potential.

(Extract from their Stock Sonar report) https://t.co/wipD39btUh
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⁠Investing visuals
While $AMD operates in the shadow of $NVDA, its data center revenue growth over the past four years has been impressive. https://t.co/Odq6HWuBxL
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⁠Quiver Quantitative
Senator John Boozman has disclosed a purchase of an Asia (excluding Japan) ETF, $AAXJ.

First time we've ever seen a politician buy this ETF.

Largest holdings include:
- TSM
- Tencent
- Samsung
- Alibaba https://t.co/QCbbxaIBA3
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⁠Ahmad Jivraj
$AMD getting no love these days by the market"

While $AMD operates in the shadow of $NVDA, its data center revenue growth over the past four years has been impressive. https://t.co/Odq6HWuBxL "- Investing visuals
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⁠Startup Archive
Sam Altman: “The best founders are generalists all the way through”

Sam continues:

“Maybe you’re a specialist in a particular technology that you develop… But when you transition from building a product to building a company, you have to specialize in generalization starting that day and never look back.”

Video source: @GreylockVC (2015)
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⁠Stock Analysis Compilation
Royce Invest on FirstService $FSV CN

Thesis: FirstService combines resilient recurring revenue with strong growth opportunities, positioning it as a leader in essential property services

(Extract from their article) https://t.co/6A69YqkRVr
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