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Quiver Quantitative
BREAKING: Senator Markwayne Mullin just disclosed new purchases of up to $100K of Stride stock, $LRN.
Stride is for-profit education company.
Mullin sits on the Senate Committee on Education.
We previously reported on his July purchases of this stock.
It has risen 77% since. https://t.co/M3D4cO26EF
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BREAKING: Senator Markwayne Mullin just disclosed new purchases of up to $100K of Stride stock, $LRN.
Stride is for-profit education company.
Mullin sits on the Senate Committee on Education.
We previously reported on his July purchases of this stock.
It has risen 77% since. https://t.co/M3D4cO26EF
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InsideArbitrage
The acquisition of Heartland Financial USA $HTLF by UMB Financial $UMBF was completed on January 31, 2025.
It took 277 days for the deal to be completed. https://t.co/K0qLoJ3RQK
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The acquisition of Heartland Financial USA $HTLF by UMB Financial $UMBF was completed on January 31, 2025.
It took 277 days for the deal to be completed. https://t.co/K0qLoJ3RQK
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InsideArbitrage
RT @business: United Airlines said it’s not in talks with another carrier for an acquisition or other transaction, in an attempt to dispel rumors that had been circulating online in recent days https://t.co/jDOvxc94ZZ
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RT @business: United Airlines said it’s not in talks with another carrier for an acquisition or other transaction, in an attempt to dispel rumors that had been circulating online in recent days https://t.co/jDOvxc94ZZ
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Investing visuals
January 2025 portfolio update! 📊
🔹Portfolio is up +6.47% vs $QQQ +1.8%
🔹Most of the gains are driven by 3 positions that where up > +15%
Buys 💸
• Added to 3 positions I consider undervalued right now and great long term picks
Sells 👋
None! I've only been buying in January
Reflecting on January🪞
I'm very pleased with the results so far. Some of my holdings have already posted their Q4 earning, ranging from okay to absolutely crushing it.
Up and onward! 🙏
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January 2025 portfolio update! 📊
🔹Portfolio is up +6.47% vs $QQQ +1.8%
🔹Most of the gains are driven by 3 positions that where up > +15%
Buys 💸
• Added to 3 positions I consider undervalued right now and great long term picks
Sells 👋
None! I've only been buying in January
Reflecting on January🪞
I'm very pleased with the results so far. Some of my holdings have already posted their Q4 earning, ranging from okay to absolutely crushing it.
Up and onward! 🙏
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Offshore
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Investing visuals
It’s been a busy earnings week!
In case you missed anything, here’s a breakdown of 9 companies that reported -- covering $ASML, $MSFT, $AAPL, $V, $MA, $INTC, $TSLA, $NFLX & $META 🧵👇
#1 $ASML Q4 2024 breakdown https://t.co/LZX0ahn7Zj
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It’s been a busy earnings week!
In case you missed anything, here’s a breakdown of 9 companies that reported -- covering $ASML, $MSFT, $AAPL, $V, $MA, $INTC, $TSLA, $NFLX & $META 🧵👇
#1 $ASML Q4 2024 breakdown https://t.co/LZX0ahn7Zj
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Offshore
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Startup Archive
Ben Horowitz on the ideal founding team for a startup
Ben looks for two people on a founding team:
1. The inventor. “It’s the inventor’s job to build a product that’s 10x better than anything that’s available to solve that problem.”
2. The entrepreneur. “The entrepreneur’s job is to take the market.”
When Ben and Marc Andreessen founded Opsware, Ben was the entrepreneur and Marc was the inventor.
“What helped us a lot was that - as an entrepreneur - I’ve got a master’s degree in computer science, so I understood invention. And I understood how to drive the company around continuous innovation. And that’s really, really important. And Marc, although he invented the browser and a lot of important things, he knows a lot about business, markets and competition.”
Ben continues:
“The best thing to do is to have two people who know how to do both, but at least one person who’s world-class in each. And that’s how you think about the founding team.”
Video source: @UCBerkeley (2009)
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Ben Horowitz on the ideal founding team for a startup
Ben looks for two people on a founding team:
1. The inventor. “It’s the inventor’s job to build a product that’s 10x better than anything that’s available to solve that problem.”
2. The entrepreneur. “The entrepreneur’s job is to take the market.”
When Ben and Marc Andreessen founded Opsware, Ben was the entrepreneur and Marc was the inventor.
“What helped us a lot was that - as an entrepreneur - I’ve got a master’s degree in computer science, so I understood invention. And I understood how to drive the company around continuous innovation. And that’s really, really important. And Marc, although he invented the browser and a lot of important things, he knows a lot about business, markets and competition.”
Ben continues:
“The best thing to do is to have two people who know how to do both, but at least one person who’s world-class in each. And that’s how you think about the founding team.”
Video source: @UCBerkeley (2009)
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Stock Analysis Compilation
Alluvial Capital on Titan Cement $TITC GA
Thesis: Titan Cement’s planned US IPO unlocks value, with shares trading at a discount despite strong global operations and financial stewardship
(Extract from their Q4 letter) https://t.co/zhYODpfFSh
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Alluvial Capital on Titan Cement $TITC GA
Thesis: Titan Cement’s planned US IPO unlocks value, with shares trading at a discount despite strong global operations and financial stewardship
(Extract from their Q4 letter) https://t.co/zhYODpfFSh
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App Economy Insights
📊 This Week in Visuals:
📱Apple $AAPL
♾ Meta $META
🚖 Tesla $TSLA
💳 Visa $V
💳 Mastercard $MA
👜 LVMH $LVMUY
☁️ SAP $SAP
💊 Abbvie $ABBV
and more!
https://t.co/1lOB8u7cro
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📊 This Week in Visuals:
📱Apple $AAPL
♾ Meta $META
🚖 Tesla $TSLA
💳 Visa $V
💳 Mastercard $MA
👜 LVMH $LVMUY
☁️ SAP $SAP
💊 Abbvie $ABBV
and more!
https://t.co/1lOB8u7cro
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Stock Analysis Compilation
Massif Capital on Harbour Energy $HBR LN
Thesis: Harbour Energy is well-positioned for growth and value generation through strategic acquisitions and strong cash flow, particularly following its recent expansion into diverse international markets and increased natural gas exposure.
(Extract from their Q4 letter)
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Massif Capital on Harbour Energy $HBR LN
Thesis: Harbour Energy is well-positioned for growth and value generation through strategic acquisitions and strong cash flow, particularly following its recent expansion into diverse international markets and increased natural gas exposure.
(Extract from their Q4 letter)
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