⁠Quiver Quantitative
JUST IN: The FTC is suing John Deere, claiming that the company restricted access to software needed to repair equipment, forcing farmers to rely on them.

We saw John Deere spend $150K lobbying on right to repair last year.
tweet

⁠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)
tweet

⁠Quiver Quantitative
Representative Angie Craig just said:

“Allowing lawmakers to profit off insider information is just plain wrong.”

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
tweet

AkhenOsiris
$NTDOY

Nintendo posts Switch 2 trailer: nintendo.com/successor/ja-jp…
tweet

AkhenOsiris
Bessent uses the old school yellow pencil ✏️ with the shitty pink eraser on top. Read from that what you will.
tweet

AkhenOsiris
RT @Retail_Guru: At $JPM & $C, Q4 y/y card spend ticked up +200bp on US consumer strength, with $JPM +9%! 30-90 day delinquencies lower but 90-day up, leading to total rising for second straight Q. But not alarming. Notably, card loan growth eased at both. $XLF $XLY $COF $BAC $AXP
tweet

AkhenOsiris
RT @JerryCap: #BanXiaohongshu

im not joking when I say that Xiaohongshu’s accelerated cultural diffusion might completely swing the pendulum of public support toward an easing of US-China tensions - Hunter SPX Thompson ❎
tweet

⁠Quiver Quantitative
RT @QuiverCongress: Senator Chuck Schumer just said:

We must protect TikTok’s future, while also protecting American national security.

Follow here for updates https://t.co/TDyjzcb3BI
tweet

⁠Quiver Quantitative
Representative Michael McCaul recently bought up to $100K of stock in Fortinet, $FTNT.

Fortinet is a cybersecurity company.

McCaul sits on the House Committee on Homeland Security. https://t.co/uFELxPxF1G
tweet

⁠Dimitry Nakhla | Babylon Capital®
“Good investment opportunities aren’t going to come along too often and won’t last too long. So you’ve got to be ready to act.”

— Charlie Munger 🗣️
tweet

⁠Quiver Quantitative
We’ve been writing code to track politicians’ portfolios.

This new trade caught our attention: https://t.co/0xH9UjZMJ9
tweet

⁠InsideArbitrage
📢 Elevator & escalator manufacturer - $OTIS Otis Worldwide Announces $2B Buyback! 💰

Otis has launched a new $2 billion share repurchase program, effective immediately, equal to ~5% of its market cap at announcement.

🔄 Alongside this, the Board canceled the remaining $100M from the prior buyback plan, approved on Dec 1, 2022.

📉 The firm has been gradually buying back, reducing its shares outstanding by ~6% over the last 3 yrs
tweet