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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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Offshore
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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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Offshore
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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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Offshore
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Stock Analysis Compilation
ARAR Fund on Nippon Shindo $5753 JT
Thesis: Nippon Shindo is a Japanese Net-Net with significant cash on its balance sheet, a low P/E of 5, growing profits, and potential for future shareholder value creation amidst pressure to utilize its cash.
(Extract from their Q4 letter) https://t.co/8oxafkgJ7H
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ARAR Fund on Nippon Shindo $5753 JT
Thesis: Nippon Shindo is a Japanese Net-Net with significant cash on its balance sheet, a low P/E of 5, growing profits, and potential for future shareholder value creation amidst pressure to utilize its cash.
(Extract from their Q4 letter) https://t.co/8oxafkgJ7H
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Offshore
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Hidden Value Gems
Who would have guessed? European banks performed in line with Mag7 since 2021!
"The striking statistic is partly a reminder of the importance of choosing the right time series — go back to the start of 2015 and banking sector returns are pretty much static; the Mag 7 rises to 2,700%. Still, it does highlight that, sometimes, beaten down value stocks do rear their heads again."
h/t @NicholasMegaw
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Who would have guessed? European banks performed in line with Mag7 since 2021!
"The striking statistic is partly a reminder of the importance of choosing the right time series — go back to the start of 2015 and banking sector returns are pretty much static; the Mag 7 rises to 2,700%. Still, it does highlight that, sometimes, beaten down value stocks do rear their heads again."
h/t @NicholasMegaw
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