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Quiver Quantitative
We noticed a VERY suspect trade made by a member of Congress...
Here's our report: https://t.co/OKcdmgbf0Q
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We noticed a VERY suspect trade made by a member of Congress...
Here's our report: https://t.co/OKcdmgbf0Q
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Offshore
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Stock Analysis Compilation
Alger Mid Cap Growth Fund on AppLovin $APP US
Thesis: AppLovin is an advertising technology company leveraging AI to enhance app marketing and monetization, expanding beyond mobile gaming while gaining a competitive edge through its data-driven platform.
(Extract from their Q4 letter)
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Alger Mid Cap Growth Fund on AppLovin $APP US
Thesis: AppLovin is an advertising technology company leveraging AI to enhance app marketing and monetization, expanding beyond mobile gaming while gaining a competitive edge through its data-driven platform.
(Extract from their Q4 letter)
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AkhenOsiris
NVDA, PLTR, and now APP...the first and the last, shorts are convinced margins will die (history says that's a good argument). PLTR trading at levels where they need to sustain like 50% growth for the next 5-7 yrs 😂
The problem, as always, is timing. My PLTR puts have already gone to waste. NVDA/GPUs was supposed to peak in early 2024 (go read 2023 posts, seems laughable now). Can't even count anymore how many times the NVDA top has been called.
APP? I hope it keeps running so Larry Balik goes insolvent. After that, let it crash and burn 🔥
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NVDA, PLTR, and now APP...the first and the last, shorts are convinced margins will die (history says that's a good argument). PLTR trading at levels where they need to sustain like 50% growth for the next 5-7 yrs 😂
The problem, as always, is timing. My PLTR puts have already gone to waste. NVDA/GPUs was supposed to peak in early 2024 (go read 2023 posts, seems laughable now). Can't even count anymore how many times the NVDA top has been called.
APP? I hope it keeps running so Larry Balik goes insolvent. After that, let it crash and burn 🔥
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AkhenOsiris
Zuck toying with the street now, pushing the expense envelope to see if market gives him a pass.
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Zuck toying with the street now, pushing the expense envelope to see if market gives him a pass.
META PLANS MAJOR INVESTMENT INTO AI-POWERED HUMANOID ROBOTS. - FinancialJuicetweet
AkhenOsiris
Markets are broken, took TSM a whole 3-4 mins to react to this.
Did all you whiny alpha whores take advantage?
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Markets are broken, took TSM a whole 3-4 mins to react to this.
Did all you whiny alpha whores take advantage?
🔴 TSMC CONSIDERS OPERATING US INTEL FACTORIES AFTER TRUMP REQUEST. - FinancialJuicetweet
Offshore
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Stock Analysis Compilation
Baron Health Care Fund on Natera, Inc. $NTRA US
Thesis: Natera, Inc. is a diagnostics company focused on women’s health and oncology, offering a promising blood-based DNA test called Signatera that detects residual cancer DNA to inform treatment decisions and monitor recurrence, showing strong growth potential in a $20 billion market.
(Extract from their Q4 letter)
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Baron Health Care Fund on Natera, Inc. $NTRA US
Thesis: Natera, Inc. is a diagnostics company focused on women’s health and oncology, offering a promising blood-based DNA test called Signatera that detects residual cancer DNA to inform treatment decisions and monitor recurrence, showing strong growth potential in a $20 billion market.
(Extract from their Q4 letter)
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Quiver Quantitative
Another multimillion view post with wildly inaccurate net worth numbers.
There is no need to rely on made up numbers to show that many politicians are making millions in the stock market.
You can see live net worth estimates for members of Congress on Quiver.
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Another multimillion view post with wildly inaccurate net worth numbers.
There is no need to rely on made up numbers to show that many politicians are making millions in the stock market.
You can see live net worth estimates for members of Congress on Quiver.
Congresswoman Jasmine Crockett has a reported net worth of $9 million despite being paid $174,000/year.
Jasmine Crockett owns
$2M townhouse in Dallas
$1.5M loft in Austin, Texas
$1.5M lakefront cabin in Galveston, Texas.
Crockett’s net worth grew substantially last year during the 2024 election.
Do you think members of Congress use their positions to self enrich themselves? tweet
Dimitry Nakhla | Babylon Capital®
“Having a margin of safety is like an insurance policy that helps prevent us from overpaying— it mitigates the damage caused by over optimistic estimates.”
— Pat Dorsey 🗣️
Ensuring you have a margin of safety when investing leads to:
Heads I win; Tails I win, but not as much.
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“Having a margin of safety is like an insurance policy that helps prevent us from overpaying— it mitigates the damage caused by over optimistic estimates.”
— Pat Dorsey 🗣️
Ensuring you have a margin of safety when investing leads to:
Heads I win; Tails I win, but not as much.
tweet
Offshore
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Quiver Quantitative
BREAKING: Warren Buffett just filed a portfolio update.
He opened a new position in Constellation Brands, $STZ.
Full holdings up on Quiver. https://t.co/ZX7NCZSiVN
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BREAKING: Warren Buffett just filed a portfolio update.
He opened a new position in Constellation Brands, $STZ.
Full holdings up on Quiver. https://t.co/ZX7NCZSiVN
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