⁠Quiver Quantitative
JUST IN: Newly elected Representative Brad Knott has filed his first stock trades.

He bought stock in CompoSecure, $CMPO.

The company has a market cap of just $1.5B, and makes metal credit cards.

He is the first member of Congress that we have seen trading this stock. https://t.co/SkxJDoygi1
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⁠Mads Capital
The Juice is long $APP
About 10% of his portfolio
Maybe he "obviously sold it" yesterday?
Maybe his IBKR portfolio YTD is finally working again? https://t.co/voQq4vKEeU
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⁠Mads Capital
"I’m confident that free markets and personal liberties are right for America. I also believe these viewpoints are underserved in the current market of ideas and news opinion. I’m excited for us together to fill that void."
- Jeff https://t.co/dgjBVPSJUB

I shared this note with the Washington Post team this morning:

I’m writing to let you know about a change coming to our opinion pages.

We are going to be writing every day in support and defense of two pillars: personal liberties and free markets. We’ll cover other topics too of course, but viewpoints opposing those pillars will be left to be published by others.

There was a time when a newspaper, especially one that was a local monopoly, might have seen it as a service to bring to the reader’s doorstep every morning a broad-based opinion section that sought to cover all views. Today, the internet does that job.

I am of America and for America, and proud to be so. Our country did not get here by being typical. And a big part of America’s success has been freedom in the economic realm and everywhere else. Freedom is ethical — it minimizes coercion — and practical — it drives creativity, invention, and prosperity.

I offered David Shipley, whom I greatly admire, the opportunity to lead this new chapter. I suggested to him that if the answer wasn’t “hell yes,” then it had to be “no.” After careful consideration, David decided to step away. This is a significant shift, it won’t be easy, and it will require 100% commitment — I respect his decision. We’ll be searching for a new Opinion Editor to own this new direction.

I’m confident that free markets and personal liberties are right for America. I also believe these viewpoints are underserved in the current market of ideas and news opinion. I’m excited for us together to fill that void.

Jeff - Jeff Bezos
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⁠Mads Capital
THE JUICE ALMOST HEDGED $APP PERFECTLY:
"Of course I can get mad at myself for not selling all my $APP at $520 but it's pretty hard to time the tops perfectly"
"I sold 75-80% of my shares from $200 to $500, now a -40% pullback off the highs so I might start adding soon" https://t.co/eNchzI17Uw

The Juice is long $APP
About 10% of his portfolio
Maybe he "obviously sold it" yesterday?
Maybe his IBKR portfolio YTD is finally working again? https://t.co/voQq4vKEeU - Mads Capital
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⁠Quiver Quantitative
JUST IN: Representative Michael Baumgartner has proposed a bill to ban prop bets on student athletes. https://t.co/KLwaY4XdW1
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⁠Dimitry Nakhla | Babylon Capital®
Today at 3PM EST I will be posting my quality valuation analysis on a specific stock 👀

I’ve been following this stock for several years, and today it finally reached my price target where I’d feel comfortable adding the first tranche of shares 🤞🏽

Don’t miss it 🔔
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⁠Investing visuals
$NVDA it’s that time again https://t.co/JJxA9JHeIu
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⁠Mads Capital
This is why Puru started a research firm https://t.co/izMLMFuglB
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⁠Hidden Value Gems
Found this 632-page “Bible” - a collection of 20 most important papers by AQR over the past 20 years, with a a foreword by the legendary John Bogle.

Thank you for putting this together 🙏
@CliffordAsness

Unfortunately it was published in 2018. Is there a chance we could get an updated version perhaps? Any particular paper worth reading after 2018?
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⁠Quiver Quantitative
Ukraine has reportedly agreed to a mineral deal with the United States.

We're keeping an eye on politicians' portfolios.

Here are some stocks which could stand to benefit: https://t.co/CJvXRUHhiP
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