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?
tweet
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)
tweet
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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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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InsideArbitrage
RT @AsifSuria: Christmas came early for me!
I got a chance to be on with not one but two amazing podcasts this month including this one with @AndrewRangeley where we discuss the luxury hotel REIT Pebblebrook Hotel Trust $PEB
In a past life, every few weeks, I used to drive from the San Francisco Bay Area to Sacramento to visit a few clinics and meet doctors in the Sacramento region.
For the 2+ hour drive each way, I used to queue up some podcasts, and more often than not, they were Yet Another Value Podcasts by Andrew Walker.
Listening to them back then, I never imagined I would one day get to be a guest on his podcast and twice in the same year.
Thank you for having me on Andrew!
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RT @AsifSuria: Christmas came early for me!
I got a chance to be on with not one but two amazing podcasts this month including this one with @AndrewRangeley where we discuss the luxury hotel REIT Pebblebrook Hotel Trust $PEB
In a past life, every few weeks, I used to drive from the San Francisco Bay Area to Sacramento to visit a few clinics and meet doctors in the Sacramento region.
For the 2+ hour drive each way, I used to queue up some podcasts, and more often than not, they were Yet Another Value Podcasts by Andrew Walker.
Listening to them back then, I never imagined I would one day get to be a guest on his podcast and twice in the same year.
Thank you for having me on Andrew!
Podcast #281 is up!
@AsifSuria discusses some very interesting insider buying at $PEB
https://t.co/KoE557Xp7s tweet
Offshore
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Stock Analysis Compilation
Diamond Hill on Willis Towers Watson $WTW US
Thesis: Willis Towers Watson’s resilience, global diversification, and fee-driven income offer stability and strong upside potential
(Extract from their Q3 letter) https://t.co/Nyq0CQd5cg
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Diamond Hill on Willis Towers Watson $WTW US
Thesis: Willis Towers Watson’s resilience, global diversification, and fee-driven income offer stability and strong upside potential
(Extract from their Q3 letter) https://t.co/Nyq0CQd5cg
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Dimitry Nakhla | Babylon Capital®
This will surprise you $GOOG $GOOGL ‼️
$GOOG is expected to accelerate its EPS growth from 2024-2027, outpacing its already impressive growth from 2021-2024
Best of all, $GOOG is 17% cheaper today than it was at the end of 2021 🤯 https://t.co/qiDIcr2q9U
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This will surprise you $GOOG $GOOGL ‼️
$GOOG is expected to accelerate its EPS growth from 2024-2027, outpacing its already impressive growth from 2021-2024
Best of all, $GOOG is 17% cheaper today than it was at the end of 2021 🤯 https://t.co/qiDIcr2q9U
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Quiver Quantitative
Representative Cory Mills just said:
“If the House is so easy to add things like COLA for Congress and exemptions for Congress to the Obamacare registration to the CR. Then let’s add banning of stock market trades for members and their spouses.” https://t.co/dONkarz4j4
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Representative Cory Mills just said:
“If the House is so easy to add things like COLA for Congress and exemptions for Congress to the Obamacare registration to the CR. Then let’s add banning of stock market trades for members and their spouses.” https://t.co/dONkarz4j4
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