𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase

The Chief Commercial Officer of $COGT, a biotech company, has just reported purchasing $332k of the company's stock.

This is the first insider purchase we have ever seen him report.
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⁠Investing visuals
You’re handed $100,000 to invest today in Palantir $PLTR or Crowdstrike $CRWD. Who are you picking? https://t.co/0NgryWVP8z
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⁠Startup Archive
RT @breckyunits: @StartupArchive_ "just iterating, step-by-step" - this seems to be the key. have 1 or 2 big ideas ("unlimited email storage space and you search don't sort"), and then tiny steps to get there. https://t.co/PpRS2NXNMf
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⁠App Economy Insights
$JPM JPMorganChase Q4 FY24.

CEO Jamie Dimon:
"The US economy has been resilient. Unemployment remains relatively low, and consumer spending stayed healthy, including during the holiday season."

• Net revenue +11% Y/Y to $42.8B ($2.1B beat).
• Net Income +50% Y/Y to $14.0B.
• EPS: $4.81 ($0.71 beat).
• Deposits and loans +1% Q/Q.
• FY25 NII ~$94B ($2.7B beat).
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⁠Stock Analysis Compilation
Hedge funds' best ideas #27 is in your inbox 🔥
(link in bio)

Includes links to the letters & articles from Alluvial / Arquitos CM / Baron Asset Fund / Baron Emerging Markets Fund / Baron Fifth Avenue Growth Fund / Baron Focused Growth Fund / Baron Global Advantage Fund / Baron International Growth Fund / Baron Opportunity Fund / Baron Real Estate Fund / Baron Small Cap Fund / Bell AM / Polen Capital
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⁠Quiver Quantitative
JUST IN: Representative Josh Gottheimer just disclosed up to $40M of new Microsoft stock options trades.

Gottheimer worked for Microsoft, before joining Congress.

Full trade list up on Quiver. https://t.co/zsE77RV4Na
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⁠InsideArbitrage
🏦 $C Citigroup shares rise (6.49%) after posting Q4 earnings beat; also authorized a new, multi-year $20 billion common stock repurchase program, beginning in the first quarter of 2025

▪️ This represents around 14.5% of its market cap at announcement

CEO Jane Fraser: “2024 was a critical year and our results show our strategy is delivering as intended and driving stronger performance in our businesses. Our net income was up nearly 40% to $12.7 billion and we exceeded our fullyear revenue target, including record years in Services, Wealth and U.S. Personal Banking. We delivered expenses within our guidance and improved our efficiency ratio while concluding a significant reorganization of our firm. We returned nearly $7 billion of capital to common shareholders"
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⁠Quiver Quantitative
Wow.

We caught these trades last week, and posted this report.

Ripple, $XRP, has now risen almost 30% since then. https://t.co/mY7lZfHPT6
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⁠Investing visuals
$TSM is kicking off earnings season for the semiconductor industry tomorrow. As a key player and sole supplier for $NVDA, $AAPL, and $QCOM, this one's big!

Earnings preview👇
🔹Est. Revenue: 26 Bln (+36.8%)
🔹Est. EPS: $0.43 (+55.8%)
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⁠Stock Analysis Compilation
Black Bear value partners on ARCH Resources, Inc. $ARCH US

Thesis: ARCH is well-positioned to benefit from a projected rise in met coal demand driven by economic growth in Asia, despite current valuation concerns, due to limited local supply and a looming shortage.

(Extract from their Q4 letter)
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