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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
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💰 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
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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
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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
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Value Spotlight (Andrew Sather)
Update to Uber's ROIC after latest earnings.
Crazy stuff man https://t.co/ySKfNChTif
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Update to Uber's ROIC after latest earnings.
Crazy stuff man https://t.co/ySKfNChTif
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Quiver Quantitative
We have now seen multiple members of Congress selling off stock in Canadian pipeline and shipping companies: https://t.co/9eaQFMg8yt
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We have now seen multiple members of Congress selling off stock in Canadian pipeline and shipping companies: https://t.co/9eaQFMg8yt
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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)
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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)
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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.
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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
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
The Chief Commercial Officer of $AMD has just reported purchasing $500K of the company's stock, increasing his ownership stake by 16%.
This is the first insider purchase we have seen at the company in over 4 years.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
The Chief Commercial Officer of $AMD has just reported purchasing $500K of the company's stock, increasing his ownership stake by 16%.
This is the first insider purchase we have seen at the company in over 4 years.
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AkhenOsiris
Ok Larry Balik can fuck off now. The gaming thesis was bullshit.
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Ok Larry Balik can fuck off now. The gaming thesis was bullshit.
Too many Larry Balik posts, can APP just go up after earns - AkhenOsiristweet
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Quiver Quantitative
BREAKING: @elonmusk released the first version of a government-wide org chart on the @DOGE website.
You can view breakdowns of the federal workforce by agency, seeing the average employee wage, age, and tenure. https://t.co/jSUphmtgtp
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BREAKING: @elonmusk released the first version of a government-wide org chart on the @DOGE website.
You can view breakdowns of the federal workforce by agency, seeing the average employee wage, age, and tenure. https://t.co/jSUphmtgtp
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Hidden Value Gems
Abrams Capital (ex Baupost) increased its stake in Vistry to 10.2%
#Vistry $VTY.L https://t.co/yAaUuCYx5e
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Abrams Capital (ex Baupost) increased its stake in Vistry to 10.2%
#Vistry $VTY.L https://t.co/yAaUuCYx5e
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