Offshore
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App Economy Insights
🔮 Fortune’s 'Future 50' is out.
Let's visualize 3 of the 2024 winners.
Can they keep the momentum? 📈
What sets them apart?
Let’s dive in 👇 $TEAM $RBLX $KVYO
https://t.co/isLWOzlOdv
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🔮 Fortune’s 'Future 50' is out.
Let's visualize 3 of the 2024 winners.
Can they keep the momentum? 📈
What sets them apart?
Let’s dive in 👇 $TEAM $RBLX $KVYO
https://t.co/isLWOzlOdv
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Offshore
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Stock Analysis Compilation
Stock Analysis Compilation #68 is in your inbox 🔥
(link below)
35 stock pitches from the best hedge funds & newsletters : $AVGO $CPRT $COST $EVO $RACE $JBI $KLAC $MSFT $NMM $NU $OKTA $BTU $RPID $SEZL $TELO $TSM $UBER $UNH $DIS and many more https://t.co/kvD02RAhgY
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Stock Analysis Compilation #68 is in your inbox 🔥
(link below)
35 stock pitches from the best hedge funds & newsletters : $AVGO $CPRT $COST $EVO $RACE $JBI $KLAC $MSFT $NMM $NU $OKTA $BTU $RPID $SEZL $TELO $TSM $UBER $UNH $DIS and many more https://t.co/kvD02RAhgY
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Offshore
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InsideArbitrage
RT @pulte: After careful consideration, we are most compelled to support one prospective buyer for Virtu Financial: Apollo Global Management and we are prepared to commit up to $100 million in their potential take-private.
$VIRT $APO
Activist, Pulte, Sends Letter to Virtu Board of Directors and Commits up to $100 Million in Potential Take Private by Apollo https://t.co/2oYOzRhuhu
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RT @pulte: After careful consideration, we are most compelled to support one prospective buyer for Virtu Financial: Apollo Global Management and we are prepared to commit up to $100 million in their potential take-private.
$VIRT $APO
Activist, Pulte, Sends Letter to Virtu Board of Directors and Commits up to $100 Million in Potential Take Private by Apollo https://t.co/2oYOzRhuhu
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Offshore
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Investing visuals
From 212 followers to 40.000 in ONE YEAR! 🤯
Today I've reached the 40.000 follower milestone. I’m truly blown away by how much this account has grown over the past year. And I've loved every step of the way.
From the bottom of me heart: thank YOU dear follower for being part of this incredible journey 🙏
For me, this account is the golden combination of two of my greatest passions: investing and graphic design. I create everything myself and manage this account alone while at the same time working full-time as an IT consultant.
Next year, I’m cutting back on work hours to take this account to the next level. There's a lot of stuff in the works and I'm really excited to share this in the months to come! ✨
Love🫶
~ Jan | InvestingVisuals
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From 212 followers to 40.000 in ONE YEAR! 🤯
Today I've reached the 40.000 follower milestone. I’m truly blown away by how much this account has grown over the past year. And I've loved every step of the way.
From the bottom of me heart: thank YOU dear follower for being part of this incredible journey 🙏
For me, this account is the golden combination of two of my greatest passions: investing and graphic design. I create everything myself and manage this account alone while at the same time working full-time as an IT consultant.
Next year, I’m cutting back on work hours to take this account to the next level. There's a lot of stuff in the works and I'm really excited to share this in the months to come! ✨
Love🫶
~ Jan | InvestingVisuals
tweet
Offshore
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Stock Analysis Compilation
RS Investments on Keurig Dr Pepper $KDP US
Thesis: Keurig Dr Pepper’s leadership in beverages and coffee, combined with stabilization trends, makes it an undervalued Consumer Staples leader
(Extract from their Q3 letter) https://t.co/Qna9spAr1S
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RS Investments on Keurig Dr Pepper $KDP US
Thesis: Keurig Dr Pepper’s leadership in beverages and coffee, combined with stabilization trends, makes it an undervalued Consumer Staples leader
(Extract from their Q3 letter) https://t.co/Qna9spAr1S
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Quiver Quantitative
BREAKING: The GOP is reportedly likely to split the bill into separate pieces, per Punchbowl.
- CR
- Debt limit
- Farm bill
- Disaster relief
Don't see how the debt limit suspension has any chance, if this is the case.
Does the GOP still hold a vote on disaster relief, if the CR vote fails?
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BREAKING: The GOP is reportedly likely to split the bill into separate pieces, per Punchbowl.
- CR
- Debt limit
- Farm bill
- Disaster relief
Don't see how the debt limit suspension has any chance, if this is the case.
Does the GOP still hold a vote on disaster relief, if the CR vote fails?
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Offshore
Video
Startup Archive
Larry Ellison on what made Steve Jobs great
“Steve was my best friend for about 25 years. We were neighbors in Woodside and his peacock wandered onto my property and woke me up. His girlfriend had given him a peacock and I came over to complain.”
Steve replied: “You don’t like that bird either?”
Larry recalls how Steve made him watch 73 different versions of Toy Story:
“I said I’m not coming over if you make me watch Toy Story again… Now I know the new version is 4% better than the one I saw last week, but I’m not watching this thing again. And he’d say: ‘Larry, you won’t believe how different the shadows look.’ But that was Steve. Until it was perfect. And then once it was perfect, he moved onto the next problem.”
Larry believes obsessing over a product until it was perfect was a huge part of what made Steve Jobs great:
“If you want to know you’re like Steve Jobs, it’s very simple. You’re unable to think about anything other than serious problems at work. That’s all you can do, and you obsess about it until you solve it. And then you move on to the next thing. And you obsess about that until you solve it… If you have that kind of obsession combined with Picasso’s aesthetic and Edison’s inventiveness, then you are the next Steve Jobs.”
He continues:
“Apple became the most valuable company on earth and it wasn’t even one of Steve’s goals. He wasn’t trying to be rich. He wasn’t trying to be famous. He wasn’t trying to be powerful. He was obsessed with the creative process and building something beautiful.”
Video source: @WSJ (2012)
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Larry Ellison on what made Steve Jobs great
“Steve was my best friend for about 25 years. We were neighbors in Woodside and his peacock wandered onto my property and woke me up. His girlfriend had given him a peacock and I came over to complain.”
Steve replied: “You don’t like that bird either?”
Larry recalls how Steve made him watch 73 different versions of Toy Story:
“I said I’m not coming over if you make me watch Toy Story again… Now I know the new version is 4% better than the one I saw last week, but I’m not watching this thing again. And he’d say: ‘Larry, you won’t believe how different the shadows look.’ But that was Steve. Until it was perfect. And then once it was perfect, he moved onto the next problem.”
Larry believes obsessing over a product until it was perfect was a huge part of what made Steve Jobs great:
“If you want to know you’re like Steve Jobs, it’s very simple. You’re unable to think about anything other than serious problems at work. That’s all you can do, and you obsess about it until you solve it. And then you move on to the next thing. And you obsess about that until you solve it… If you have that kind of obsession combined with Picasso’s aesthetic and Edison’s inventiveness, then you are the next Steve Jobs.”
He continues:
“Apple became the most valuable company on earth and it wasn’t even one of Steve’s goals. He wasn’t trying to be rich. He wasn’t trying to be famous. He wasn’t trying to be powerful. He was obsessed with the creative process and building something beautiful.”
Video source: @WSJ (2012)
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Offshore
Photo
Stock Analysis Compilation
Artisan Partners on Modine Manufacturing $MOD US
Thesis: Modine’s transformation into new growth markets like EV solutions and data centers drives an attractive profit cycle
(Extract from their Q3 letter) https://t.co/s7MR1TC3Ip
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Artisan Partners on Modine Manufacturing $MOD US
Thesis: Modine’s transformation into new growth markets like EV solutions and data centers drives an attractive profit cycle
(Extract from their Q3 letter) https://t.co/s7MR1TC3Ip
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Offshore
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InsideArbitrage
The InsideArbitrage Friday Wrap is out!
"A Flip Flopper Special"
👉Full Article link in the final tweet.
🧵1/10 https://t.co/Is283lnO02
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The InsideArbitrage Friday Wrap is out!
"A Flip Flopper Special"
👉Full Article link in the final tweet.
🧵1/10 https://t.co/Is283lnO02
tweet
Quiver Quantitative
RT @InsiderRadar: We have seen an average return of 7.4% for the trades we reported on this week.
Another very strong week for insider buyers, despite the market dip.
- $1M in purchases of $TDW by CEO and director on 12/16. Since our report, the stock is up 4%.
- $1M purchase of $FANG by director on 12/17. Since our report, the stock is down 3%.
- $900K purchase of $FREY by CFO on 12/16. Since our report, the stock is up 40%.
- $670K purchase of $GPN by director on 12/16. Since our report, the stock is down 2%.
- $490K purchase of $XPRO by CEO on 12/17. Since our report, the stock is up 3%.
- $230K purchase of $DDD by CEO on 12/18. Since our report, the stock is flat.
- $143K purchase of $HPP by CEO on 12/20. Since our report, the stock is up 10%.
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RT @InsiderRadar: We have seen an average return of 7.4% for the trades we reported on this week.
Another very strong week for insider buyers, despite the market dip.
- $1M in purchases of $TDW by CEO and director on 12/16. Since our report, the stock is up 4%.
- $1M purchase of $FANG by director on 12/17. Since our report, the stock is down 3%.
- $900K purchase of $FREY by CFO on 12/16. Since our report, the stock is up 40%.
- $670K purchase of $GPN by director on 12/16. Since our report, the stock is down 2%.
- $490K purchase of $XPRO by CEO on 12/17. Since our report, the stock is up 3%.
- $230K purchase of $DDD by CEO on 12/18. Since our report, the stock is flat.
- $143K purchase of $HPP by CEO on 12/20. Since our report, the stock is up 10%.
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