Offshore
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Stock Analysis Compilation
Aristotle Small Mid Cap Equity on Healthpeak Properties $DOC US
Thesis: Healthpeak Properties (DOC) is a healthcare-focused REIT positioned to benefit from improved lease rates and financial performance due to industry supply/demand dynamics and a stable portfolio in senior housing and medical office buildings.
(Extract from their Q4 letter)
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Aristotle Small Mid Cap Equity on Healthpeak Properties $DOC US
Thesis: Healthpeak Properties (DOC) is a healthcare-focused REIT positioned to benefit from improved lease rates and financial performance due to industry supply/demand dynamics and a stable portfolio in senior housing and medical office buildings.
(Extract from their Q4 letter)
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Offshore
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Finding Compounders
Here is an article/ interview of Walter Schloss.
In it, he suggests that separating emotions from investing is often impossible. https://t.co/Z96WnNKlhs
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Here is an article/ interview of Walter Schloss.
In it, he suggests that separating emotions from investing is often impossible. https://t.co/Z96WnNKlhs
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Offshore
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Quiver Quantitative
Representative Jared Moskowitz just disclosed sales of up to $45K of Canadian National Railway stock, $CNI.
This is the first time we have seen him sell the stock.
Moskowitz sits on the House Committee on Foreign Affairs. https://t.co/AvIp8fk0B5
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Representative Jared Moskowitz just disclosed sales of up to $45K of Canadian National Railway stock, $CNI.
This is the first time we have seen him sell the stock.
Moskowitz sits on the House Committee on Foreign Affairs. https://t.co/AvIp8fk0B5
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Offshore
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Quiver Quantitative
Joe Rogan just said:
“When you look at the amount of money that some of those congresspeople are worth…you tell me how”
Pull up Quiver’s politician portfolio tracker Jamie! https://t.co/Pvg4J21W6a
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Joe Rogan just said:
“When you look at the amount of money that some of those congresspeople are worth…you tell me how”
Pull up Quiver’s politician portfolio tracker Jamie! https://t.co/Pvg4J21W6a
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Offshore
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Stock Analysis Compilation
Aristotle Small Mid Cap Equity on Insights Enterprises $NSIT US
Thesis: Insights Enterprises (NSIT) is a global technology solutions integrator poised for growth due to rising demand for complex IT solutions, cloud transition, and AI adoption, alongside improving financial performance from strategic investments and acquisitions.
(Extract from their Q4 letter)
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Aristotle Small Mid Cap Equity on Insights Enterprises $NSIT US
Thesis: Insights Enterprises (NSIT) is a global technology solutions integrator poised for growth due to rising demand for complex IT solutions, cloud transition, and AI adoption, alongside improving financial performance from strategic investments and acquisitions.
(Extract from their Q4 letter)
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Offshore
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Quiver Quantitative
JUST IN: DOGE is reportedly investigating federal employees with high net worth despite low pay.
In unrelated news, we have seen a spike in DC-based traffic to our politician portfolio tracker. https://t.co/2iBHnmP4fM
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JUST IN: DOGE is reportedly investigating federal employees with high net worth despite low pay.
In unrelated news, we have seen a spike in DC-based traffic to our politician portfolio tracker. https://t.co/2iBHnmP4fM
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Offshore
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Stock Analysis Compilation
Aristotle Small Cap Equity on Hexcel $HXL US
Thesis: Hexcel (HXL) is positioned for improved financial performance due to company-specific initiatives and a recovering outlook for commercial aircraft build rates.
(Extract from their Q4 letter) https://t.co/uEu0VeU5Lm
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Aristotle Small Cap Equity on Hexcel $HXL US
Thesis: Hexcel (HXL) is positioned for improved financial performance due to company-specific initiatives and a recovering outlook for commercial aircraft build rates.
(Extract from their Q4 letter) https://t.co/uEu0VeU5Lm
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $HP has just reported purchasing $550K of the company's stock, his first insider purchase in over 4 years.
One of the company's directors also reported purchasing $1M of the stock.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $HP has just reported purchasing $550K of the company's stock, his first insider purchase in over 4 years.
One of the company's directors also reported purchasing $1M of the stock.
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