⁠Stock Analysis Compilation
Protean Funds on Essity $ESSITY SS

Thesis: Essity is a stronger company than the market recognizes, strategically exiting volatile sectors and focusing on high-margin products, with limited downside potential and an upcoming change in leadership.

(Extract from their Q4 letter) https://t.co/YG9NYLFqBZ
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⁠Quiver Quantitative
BREAKING: Senator Dave McCormick just disclosed a sale of his whole ~$5M position in Rumble stock, $RUM. https://t.co/RP3xXsGbsy
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⁠Quiver Quantitative
RT @QuiverCongress: Representative Josh Gottheimer has proposed legislation to ban the use of DeepSeek by executive agencies.

Do you support this?

Poll below. https://t.co/LPrwISYmHJ
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⁠InsideArbitrage
Merck KGaA, the German healthcare and technology group, is in advanced talks to acquire U.S. cancer and rare diseases drugmaker Springworks Therapeutics $SWTX, Reuters reported.
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⁠Quiver Quantitative
JUST IN: Representative Chris Deluzio appears to be re-introducing a bill which would invest $200B in high-speed rail across the United States. https://t.co/X6vbBQR6uv
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⁠Investing visuals
David $AMD vs Goliath $NVDA: an overview of how they stack up against each other👇 https://t.co/HJAaDaOezg
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⁠Stock Analysis Compilation
Aristotle Large Cap Growth on Amphenol $APH US

Thesis: Amphenol is poised for double-digit sales growth driven by increased demand for interconnect products in AI-enabled datacenters, supported by strong cash flow and diversified market exposure.

(Extract from their Q4 letter) https://t.co/eyXV9y1nYF
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⁠Quiver Quantitative
Viasat stock has now risen 63% since we posted this report: https://t.co/Jn4eXjW9YY
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