Offshore
Photo
Quiver Quantitative
We posted this yesterday.
$BABA has risen another 6% today.
tweet
We posted this yesterday.
$BABA has risen another 6% today.
BREAKING: Representative Josh Gottheimer just disclosed a purchase of Alibaba stock, $BABA.
Alibaba is a Chinese tech company.
Gottheimer sits on the House Intelligence Committee. https://t.co/UlqKrp89eY tweet
Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $KMT has just reported purchasing $217K of the company's stock, increasing his ownership stake by 15%.
tweet
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $KMT has just reported purchasing $217K of the company's stock, increasing his ownership stake by 15%.
tweet
Offshore
Photo
Finding Compounders
Why Shareholders Are Wild About Return On Invested Capital https://t.co/am0cYlAXqD
tweet
Why Shareholders Are Wild About Return On Invested Capital https://t.co/am0cYlAXqD
tweet
Offshore
Photo
App Economy Insights
💰 The AI arms race is heating up.
Big Tech is pouring billions into infrastructure.
FY25 CapEx estimates:
🟠 $AMZN: $100B+
⚫️ $MSFT: $80B
🔴 $GOOG: $75B
🔵 $META: $63B
Who’s in the best position to win? https://t.co/3Lqvf9O9MA
tweet
💰 The AI arms race is heating up.
Big Tech is pouring billions into infrastructure.
FY25 CapEx estimates:
🟠 $AMZN: $100B+
⚫️ $MSFT: $80B
🔴 $GOOG: $75B
🔵 $META: $63B
Who’s in the best position to win? https://t.co/3Lqvf9O9MA
tweet
Offshore
Photo
Stock Analysis Compilation
Mairs and Power Growth Fund on Clearfield $CLFD US
Thesis: Clearfield’s fiber solutions are well-positioned to benefit from rising telecom investments and government-funded broadband expansion
(Extract from their Q4 letter) https://t.co/GE61sMkQPg
tweet
Mairs and Power Growth Fund on Clearfield $CLFD US
Thesis: Clearfield’s fiber solutions are well-positioned to benefit from rising telecom investments and government-funded broadband expansion
(Extract from their Q4 letter) https://t.co/GE61sMkQPg
tweet
Offshore
Video
Value Spotlight (Andrew Sather)
Update to Uber's ROIC after latest earnings.
Crazy stuff man https://t.co/ySKfNChTif
tweet
Update to Uber's ROIC after latest earnings.
Crazy stuff man https://t.co/ySKfNChTif
tweet
Offshore
Photo
Quiver Quantitative
We have now seen multiple members of Congress selling off stock in Canadian pipeline and shipping companies: https://t.co/9eaQFMg8yt
tweet
We have now seen multiple members of Congress selling off stock in Canadian pipeline and shipping companies: https://t.co/9eaQFMg8yt
tweet
Offshore
Photo
Stock Analysis Compilation
Baron Focused Growth Fund on Live Nation Entertainment, Inc. $LYV US
Thesis: Live Nation Entertainment, Inc. is a leading company in live concert management with significant competitive advantages, strong growth potential, and attractive valuation despite economic concerns.
(Extract from their Q4 letter)
tweet
Baron Focused Growth Fund on Live Nation Entertainment, Inc. $LYV US
Thesis: Live Nation Entertainment, Inc. is a leading company in live concert management with significant competitive advantages, strong growth potential, and attractive valuation despite economic concerns.
(Extract from their Q4 letter)
tweet
Quiver Quantitative
The net worth numbers on this 38M view post appear to be made up.
Nancy Pelosi is actually worth significantly more: $269M by our estimates.
McConnell, Warren, and Schumer are all worth significantly less.
I'd encourage people to use Quiver for politician portfolio tracking, because there are a lot of celebrity net worth sites that just make up numbers.
tweet
The net worth numbers on this 38M view post appear to be made up.
Nancy Pelosi is actually worth significantly more: $269M by our estimates.
McConnell, Warren, and Schumer are all worth significantly less.
I'd encourage people to use Quiver for politician portfolio tracking, because there are a lot of celebrity net worth sites that just make up numbers.
Nancy Pelosi
Annual salary: $223,000
Net worth: $202 million
Mitch McConnell
Annual salary: $200,000
Net worth: $95 million
Chuck Schumer
Annual salary: $210,000
Net worth: $75 million
Elizabeth Warren
Annual salary: $285,000
Net worth: $67 million
@elonmusk @DOGE tweet
twitter.com
undefined
undefined