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Quiver Quantitative
We just received data on Kash Patel's portfolio, via Business Insider.
He owns up to:
- $115K of Bitcoin
- $100K of $CORZ, a Bitcoin mining company
- $100K of Palantir
- $15K of Rumble
- $15K of PublicSquare https://t.co/fJiFQjU7J1
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We just received data on Kash Patel's portfolio, via Business Insider.
He owns up to:
- $115K of Bitcoin
- $100K of $CORZ, a Bitcoin mining company
- $100K of Palantir
- $15K of Rumble
- $15K of PublicSquare https://t.co/fJiFQjU7J1
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App Economy Insights
💻 Microsoft is spending $80B on Capex this year.
But DeepSeek just made AI way cheaper.
Is Big Tech’s massive bet in trouble—or will AI demand surge?
Satya Nadella bets on the latter. Here’s why: 👇
https://t.co/v6trhuqoyJ
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💻 Microsoft is spending $80B on Capex this year.
But DeepSeek just made AI way cheaper.
Is Big Tech’s massive bet in trouble—or will AI demand surge?
Satya Nadella bets on the latter. Here’s why: 👇
https://t.co/v6trhuqoyJ
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Quiver Quantitative
We noticed Nancy Pelosi buying Tempus AI call options last week.
$TEM has now risen 88% since her trade. https://t.co/fNchjgDLkO
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We noticed Nancy Pelosi buying Tempus AI call options last week.
$TEM has now risen 88% since her trade. https://t.co/fNchjgDLkO
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Stock Analysis Compilation
Greenlight Capital on CNH Industrial $CNHI US
Thesis: CNH is a leading agricultural equipment manufacturer poised for a recovery despite current downturns, with an estimated bottom earnings of $1 per share, an attractive entry price, and ongoing shareholder returns through dividends and stock buybacks.
(Extract from their Q4 letter)
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Greenlight Capital on CNH Industrial $CNHI US
Thesis: CNH is a leading agricultural equipment manufacturer poised for a recovery despite current downturns, with an estimated bottom earnings of $1 per share, an attractive entry price, and ongoing shareholder returns through dividends and stock buybacks.
(Extract from their Q4 letter)
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Startup Archive
Naval Ravikant on why you don’t need to be secretive with your startup idea
“You can always recognize the first-timers because they’re too secretive. And you can always recognize the experienced ones because they don’t care. Once you’ve done these a few times, you realize how much execution, difficulty, and risk there is, and how hard it is to get people to listen to you and believe you. Eventually you end up shouting your idea from the rooftops, just in the hope that somebody will actually use the product. So you end up with the opposite problem.”
Video source: @gigaom (2010)
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Naval Ravikant on why you don’t need to be secretive with your startup idea
“You can always recognize the first-timers because they’re too secretive. And you can always recognize the experienced ones because they don’t care. Once you’ve done these a few times, you realize how much execution, difficulty, and risk there is, and how hard it is to get people to listen to you and believe you. Eventually you end up shouting your idea from the rooftops, just in the hope that somebody will actually use the product. So you end up with the opposite problem.”
Video source: @gigaom (2010)
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InsideArbitrage
📢 $PIPR Piper Sandler Companies reports Q4 and
full Year 2024 results - delivers second strongest year on record with over $1.5 billion of net revenues
▪️ Declares Special Dividend of $3.00/Share - ~3x the special dividends of 2024 & 2023
💵 Payable: March 14; Ex-div: March 3, 2025
💰💰Returned $140 million to shareholders during 2024 through share repurchases and dividends.
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📢 $PIPR Piper Sandler Companies reports Q4 and
full Year 2024 results - delivers second strongest year on record with over $1.5 billion of net revenues
▪️ Declares Special Dividend of $3.00/Share - ~3x the special dividends of 2024 & 2023
💵 Payable: March 14; Ex-div: March 3, 2025
💰💰Returned $140 million to shareholders during 2024 through share repurchases and dividends.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: On 11/15/24 I stated that $TMO is more attractive than $DHR given their respective valuations at that time 💵
Since then?
$TMO +12.30% 📈
$DHR +0.26% 🟰 https://t.co/DfPKQQbuEQ
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RT @DimitryNakhla: On 11/15/24 I stated that $TMO is more attractive than $DHR given their respective valuations at that time 💵
Since then?
$TMO +12.30% 📈
$DHR +0.26% 🟰 https://t.co/DfPKQQbuEQ
@investsavuri I prefer $DHR over $TMO (in general), yet given today’s valuations relative to growth I prefer $TMO tweet
Quiver Quantitative
Pretty crazy how many of the cabinet nominees and new members of Congress hold Rumble stock, $RUM.
Here are our estimates for how much they hold.
Senator Dave McCormick: $3,000,000
Howard Lutnick: $3,000,000
Representative Brandon Gill: $407,000
Tulsi Gabbard: $65,000
JD Vance: $175,000
Kash Patel: $8,000
We had never seen any member of Congress holding Rumble stock until now.
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Pretty crazy how many of the cabinet nominees and new members of Congress hold Rumble stock, $RUM.
Here are our estimates for how much they hold.
Senator Dave McCormick: $3,000,000
Howard Lutnick: $3,000,000
Representative Brandon Gill: $407,000
Tulsi Gabbard: $65,000
JD Vance: $175,000
Kash Patel: $8,000
We had never seen any member of Congress holding Rumble stock until now.
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Startup Archive
RT @mpawlo: . @naval on the money here // however, you might want to play your unit economics quite close to your chest when you start to get traction
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RT @mpawlo: . @naval on the money here // however, you might want to play your unit economics quite close to your chest when you start to get traction
Naval Ravikant on why you don’t need to be secretive with your startup idea
“You can always recognize the first-timers because they’re too secretive. And you can always recognize the experienced ones because they don’t care. Once you’ve done these a few times, you realize how much execution, difficulty, and risk there is, and how hard it is to get people to listen to you and believe you. Eventually you end up shouting your idea from the rooftops, just in the hope that somebody will actually use the product. So you end up with the opposite problem.”
Video source: @gigaom (2010) tweet