⁠Quiver Quantitative
Trump’s cabinet just gave @elonmusk a round of applause, when asked how he was doing: https://t.co/S6ka9TFIzf
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⁠The Investing for Beginners Podcast
What is the biggest value in a DCF?

Surprise, it's terminal value

But most investors don’t understand the importance of terminal value

Here is how to calculate terminal value: 🧵⬇️ https://t.co/CwMzvrw8Yu
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⁠Mads Capital
Juicegate Update:
The Juice is now up 4.2% today and it might go higher
He's unstoppable, his hedges too powerful https://t.co/s6sctOf0bN
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⁠Quiver Quantitative
RFK Jr. was just asked about a recent measles outbreak: https://t.co/5WBOapcdKM
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⁠Mads Capital
does nothing
wins again https://t.co/zlVwi93CeQ

Trump: I will not comment on whether China should not take Taiwan by force. - unusual_whales
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⁠Stock Analysis Compilation
Conestoga on Kadant, Inc. (KAI) $KAI US

Thesis: Kadant, Inc. is a leading supplier of engineered parts for critical industries, with a strong market position, consistent recurring revenue, and a management team known for delivering long-term above-market returns.

(Extract from their Q4 letter)
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⁠The Investing for Beginners Podcast
Contrary to popular belief, Buffett hasn't paid up for businesses.

Back in 2014, Brooklyn Invester looked at some case studies of Buffett buys, including KO, AXP, BNSF, WFC, and IMB.

He found Buffett paid around 10x pre-tax = 14-15x PE after tax, depending on the tax rate.
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⁠Quiver Quantitative
New Tucker Carlson interview on congressional stock trading, with Chris Josephs from @JoinAutopilot_

Featuring discussion on trading by Nancy Pelsosi, Dan Crenshaw, and more.

Quiver gets a little mention near the 40 minute mark:

Congress is even more corrupt than you may understand. Chris Josephs runs Nancy Pelosi Stock Tracker on X and has all the details.

(0:00) The Man Behind the Famous X Account, Nancy Pelosi Stock Tracker
(2:53) The Senator Scandal That Started It All
(11:47) How Is Nancy Pelosi’s Net Worth So High?
(25:10) How Pelosi Outperforms Professional Stock Traders
(31:12) Dan Crenshaw Is Out of Control
(35:36) How Corrupt Politicians Rigged the System for Their Own Benefit
(48:18) Why Every Effort to Ban Insider Trading Has Failed
(55:26) Politicians That Own War Stocks and Push for War
(1:07:18) Why Is Jim Cramer So Horrible at His Job?
(1:12:02) Stop Investing in These Anti-American Companies

Includes paid partnerships. - Tucker Carlson
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⁠Alvin
RT @sondesix: Ask me ANYTHING about the Galaxy S25 Ultra. https://t.co/1ddf1rBx0X
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⁠Value Spotlight (Andrew Sather)
ROIC + Executive Compensation =Alpha?

Calculating ROIC for $INSW https://t.co/hxFtm3z1Js
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