⁠Quiver Quantitative
RT @QuiverCongress: BREAKING: Representative @chiproytx (R) and @SethMagaziner (D) have re-introduced the "TRUST in Congress Act".

It would require members of Congress to place certain investments into a qualified blind trust.

Follow here for updates. https://t.co/h59DtCVhPJ
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⁠Quiver Quantitative
Rep. Seth Magaziner just said:

"Trust in Congress is at an all-time low...

Today, I’m leading 44 Members of Congress with @RepChipRoy in introducing a bipartisan bill that would ban Members of Congress from trading stocks."

We have not seen any trades from Magaziner or Roy. https://t.co/n3AFG3Jl0D
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⁠Stock Analysis Compilation
Polen Capital on Applied Industrial Technologies $AIT US

Thesis: Applied Industrial Technologies is a leading industrial distributor with strong capital allocation and expected low-double-digit earnings growth across diverse markets.

(Extract from their Q3 letter) https://t.co/weNQCRBSNh
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⁠Quiver Quantitative
Senator Josh Hawley just argued in favor of expanding the child tax credit on the Senate floor.

“The Republican Party has too often spoken up for corporate interests instead of the interests of families” https://t.co/YkrzH7Wzxr
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchases at $AVDL

Two directors at $AVDL have just reported purchasing company stock, ~$310k between the two.

There was also a string of smaller purchases by several directors and executives in late December.
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⁠Quiver Quantitative
Legislation was introduced today which would ban congressional stock trading.

Congress made $204M in the stock market last year, per our estimates.

Nancy Pelosi alone made $39M.

Bearish on the bill being passed, but we will keep you updated. https://t.co/5BAEasCr4L
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⁠Dimitry Nakhla | Babylon Capital®
A valuable lesson from $MRNA stock 📈📉

$MRNA soared by 2000%, but after plummeting 92%, it’s now up ~85% all-time 🤯

This dramatic swing teaches us a valuable lesson: even as long-term investors, we shouldn’t hold onto stocks indefinitely *without reevaluation*

When a stock’s valuation becomes excessively high, far beyond even the most optimistic growth projections, it’s prudent to consider selling some or all of your shares & looking for better opportunities elsewhere 📊

$MRNA is a unique case, with its rapid rise and fall in revenue due to the unique circumstances of its COVID-19 vaccine

Yet, many bought at its peak near $400, expecting continued growth 🎰

This serves as an extreme but clear example that even with rare events, understanding when to sell is just as crucial as knowing when to buy

Remember, no investment should be held *blindly* forever 🧘🏽‍♂️
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⁠Ahmad Jivraj
Great choices.

If I had to pick one it would be $MELI…a fantastically dynamic company.

The S&P 500 is extremely concentrated.

It's not as safe of an investment as it once was.

Instead, here's 5 core stocks that you should own for the next decade 👇They're safe and undervalued.

1/ ASML | $ASML

- The strongest moat out of all moats. Did you know that $ASML's machines are as precise as this:
Directing a laser beam from your house and hitting a ping pong ball on the moon.
- There's no company with the technology that $ASML has.
- As the likes of $AMZN and $GOOG reduce their reliance on foundry companies like $NVDA, $ASML will have a much more diverse revenue mix.
- The US will also be $ASML's key market by 2030. - Oliver | MMMT Wealth (CPA)
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⁠Capital Employed
Another batch of quarterly letters just added. 39 added so far.

An excellent source for insights and potential stock ideas...

Q4 2024 Fund Letters Round-Up has just been published.

Some amazing annual performances. One fund achieved a 101% return 😲

https://t.co/Dndl7wcMwK https://t.co/unsqIkpdep - Capital Employed
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