Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: A quality valuation analysis on $NVO ๐ง๐ฝโโ๏ธ โขNTM P/E Ratio: 22.11 โข10-Year Mean: 25.29x โขNTM FCF Yield: 3.31% โข10-Year Mean: 3.72% As you can see, $NVO appears to be trading near fair value Going forwardโฆ
๐๐ซ๐๐ง๐ญ๐๐๐ ๐๐ฌ ๐ญ๐จ ๐๐จ๐ฆ๐ฉ๐ฅ๐๐ญ๐๐ง๐๐ฌ๐ฌ ๐จ๐ซ ๐๐๐๐ฎ๐ซ๐๐๐ฒ.
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โ Quiver Quantitative
RT @InsiderRadar: The Chief Risk Officer of United Fire Group, $UFCS, has just reported purchasing ~$50k of the company's stock.
$UFCS stock dropped 15% over the last month, in the wake of the Los Angeles wildfires.
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RT @InsiderRadar: The Chief Risk Officer of United Fire Group, $UFCS, has just reported purchasing ~$50k of the company's stock.
$UFCS stock dropped 15% over the last month, in the wake of the Los Angeles wildfires.
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Offshore
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โ Stock Analysis Compilation
Royce Invest on Arcosa $ACA US
Thesis: Arcosa is poised for future growth due to solid Q3 results, pricing power in aggregates, increasing infrastructure spending, strong orders in its Engineered Structures segment, and a strategic acquisition of Stavola.
(Extract from their article)
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Royce Invest on Arcosa $ACA US
Thesis: Arcosa is poised for future growth due to solid Q3 results, pricing power in aggregates, increasing infrastructure spending, strong orders in its Engineered Structures segment, and a strategic acquisition of Stavola.
(Extract from their article)
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โ Quiver Quantitative
If someone bought stock in the companies with the largest quarterly increases in lobbying spending, they would have outperformed the market by 3,727% since 2009, per our estimates.
Lobbying paysโliterally. https://t.co/SwA7iCq5ZF
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If someone bought stock in the companies with the largest quarterly increases in lobbying spending, they would have outperformed the market by 3,727% since 2009, per our estimates.
Lobbying paysโliterally. https://t.co/SwA7iCq5ZF
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โ Stock Analysis Compilation
Praetorian Capital on The St. Joe Company $JOE US
Thesis: The company JOE is poised for significant growth due to its extensive land ownership and business operations in rapidly developing Florida counties, with the potential for a 67% appreciation in net asset value next year.
(Extract from their Q4 letter)
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Praetorian Capital on The St. Joe Company $JOE US
Thesis: The company JOE is poised for significant growth due to its extensive land ownership and business operations in rapidly developing Florida counties, with the potential for a 67% appreciation in net asset value next year.
(Extract from their Q4 letter)
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โ Quiver Quantitative
Representative Angie Craig just said:
โAllowing lawmakers to profit off insider information is just plain wrong.โ
She has cosponsored a bill to ban congressional stock trading.
We have not seen @RepAngieCraig trade any stock while in office. https://t.co/lz2A5iwoUH
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Representative Angie Craig just said:
โAllowing lawmakers to profit off insider information is just plain wrong.โ
She has cosponsored a bill to ban congressional stock trading.
We have not seen @RepAngieCraig trade any stock while in office. https://t.co/lz2A5iwoUH
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AkhenOsiris
RT @JerryCap: #BanXiaohongshu
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RT @JerryCap: #BanXiaohongshu
im not joking when I say that Xiaohongshuโs accelerated cultural diffusion might completely swing the pendulum of public support toward an easing of US-China tensions - Hunter SPX Thompson โtweet
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โ Quiver Quantitative
RT @QuiverCongress: Senator Chuck Schumer just said:
We must protect TikTokโs future, while also protecting American national security.
Follow here for updates https://t.co/TDyjzcb3BI
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RT @QuiverCongress: Senator Chuck Schumer just said:
We must protect TikTokโs future, while also protecting American national security.
Follow here for updates https://t.co/TDyjzcb3BI
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