⁠App Economy Insights
RT @EconomyApp: 📱 AppLovin $APP surged 713% in 2024! 📈

AI hype? Maybe. A business transformation? Definitely.

From gaming king to ad tech powerhouse, now it's targeting e-commerce.

Sustainable rally or inflated expectations?

🔎 Full breakdown. 👇
https://t.co/JjkiLJ8kel
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⁠Quiver Quantitative
BREAKING: Newly elected Representative Julie Johnson just disclosed dozens of new stock trades.

She bought stock in Palantir, $PLTR, on January 15th.

The stock is up 72% since then.

She sits on the House Committee on Homeland Security. https://t.co/DM5OBnHDaR
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⁠Quiver Quantitative
JUST IN: Renaissance Technologies just filed a portfolio update.

Here are some of the largest additions: https://t.co/2pzMRFX6JM
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⁠Stock Analysis Compilation
Baron Health Care Fund on HealthEquity, Inc. $HQY US

Thesis: HealthEquity, Inc. is a leading provider of health savings accounts (HSAs) with significant competitive advantages, growing assets and revenues, and potential for market expansion due to proposed legislation.

(Extract from their Q4 letter)
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⁠Quiver Quantitative
Incredible.

Last month, we sent out a notification on Pelosi's purchase of Tempus AI call options.

$TEM has now risen 159% since the purchase.

159%.

It's been a month. https://t.co/vUiA41u7s7
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⁠Investing visuals
theTradedesk $TTD is down -31% after their first miss in 32 quarters 🤯

As CEO Jeff Green notes: "due to a series of small execution missteps (...) but we see a larger and faster-growing market than we originally expected.”

What are your thoughts on $TTD? 👇
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⁠Investing visuals
Applovin $APP is up +31% after a blowout quarter, massively beating on both revenue and raising their outlook.

The stock is now up +1000% in ONE year🤯 https://t.co/Lj1aptwkfo
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⁠Finding Compounders
Warren Buffett lists the three ways that they can increase the value of the shareholders investment at Berkshire. https://t.co/ezLH3Yzy5B
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⁠Capital Employed
Recently update this list. 130 companies now listed...

https://t.co/MsuSPF4YAg https://t.co/rJd8DZylZB
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⁠Quiver Quantitative
BREAKING: Senator Tina Smith has announced that she won't run for reelection in 2026.
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