⁠Stock Analysis Compilation
Alluvial on Bahnhof AB $BAHNB SS

Thesis: Bahnhof AB is a highly efficient Swedish internet service provider with impressive revenue growth and negative working capital that supports its investment needs.

(Extract from their Q3 letter) https://t.co/8EUQ0esuoG
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⁠InsideArbitrage
$HALO Halozyme (+3.59% pre market) Reiterates 2024 Financial Guidance and Raises 2025 and Multi-Year Financial Guidance; Announces New $250 million Accelerated Share Repurchase under its previously announced $750 million share repurchase program
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⁠InsideArbitrage
The InsideArbitrage Buyback Wednesdays is out!

"Dave & Buster’s Spins the Wheel With a $100 Million Stock Repurchase"

👉 Full Article link in the final tweet!

🧵1/n https://t.co/58bXRgD56j
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⁠Hidden Value Gems
Will EU sanction US businessmen and freeze US assets in Europe ? 🤔

JUST IN - European Union will "not tolerate" a takeover of Greenland by the United States: France warned Trump against threatening the bloc's "sovereign borders" — Telegraph - Disclose.tv
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative David Schweikert just introduced legislation to let authorized AI models prescribe drugs.

Follow here for updates. https://t.co/bjrDgI7Zez
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⁠Investing visuals
Palantir $PLTR quarterly revenue per employee is $192.000 as of Q3 '24 and the highest it's ever been.

That's $768.000 on a yearly basis🤯 https://t.co/C2uuzQA8ag
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⁠Quiver Quantitative
JUST IN: Representative Virginia Foxx just disclosed a sale of up to $100K of stock in Pembina Pipeline, $PBA.

$PBA is a Canadian pipeline company.

Probably bearish for trade between the US and Canada. https://t.co/wGXkoGFrQw
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⁠InsideArbitrage
Transcarent to Acquire Accolade $ACCD for $621 Million -
✴️Transcarent will acquire Accolade for $7.03 per share in cash, representing a premium of 109.85% from the stock’s last close.
✴️Once the acquisition is completed, expected in Q2 2025, Accolade will become a privately owned company.
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⁠Stock Analysis Compilation
Hedge funds' best ideas #26 is in your inbox 🔥
(link in bio)

Includes links to the Q3 letters & articles from Artisan Partners / Hotchkis & Wiley / Liontrust / Madison funds / Mar Vista / Mayar Capital / Newbridge AM / Orbis / Parnassus / Perritt CM / Polen Capital / Rewey AM / Riverwater Partners / Royal London AM / Royce IP / RS Investments / THB AM
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: @SenTedCruz has introduced legislation to create congressional term limits.

Follow here for updates. https://t.co/j3L8msY9jW
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