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Quiver Quantitative
Representative Mike Collins has been buying up a meme coin called "Ski Mask Dog" recently.
It's up 33% today, on the announcement of a U.S. Crypto Reserve. https://t.co/YLVtGxtXpO
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Representative Mike Collins has been buying up a meme coin called "Ski Mask Dog" recently.
It's up 33% today, on the announcement of a U.S. Crypto Reserve. https://t.co/YLVtGxtXpO
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Offshore
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Stock Analysis Compilation
Baron Discovery Fund on Brunello Cucinelli S.p.A. $BCW IM
Thesis: Brunello Cucinelli S.p.A. is a well-positioned luxury brand expected to achieve at least 10% annual revenue growth through store expansion, new product introductions, and price increases, making it resilient in uncertain economic conditions.
(Extract from their Q4 letter)
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Baron Discovery Fund on Brunello Cucinelli S.p.A. $BCW IM
Thesis: Brunello Cucinelli S.p.A. is a well-positioned luxury brand expected to achieve at least 10% annual revenue growth through store expansion, new product introductions, and price increases, making it resilient in uncertain economic conditions.
(Extract from their Q4 letter)
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Offshore
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The Kobeissi Letter
The Kobeissi Letter for the week of March 3rd has been published and may be viewed through the link below:
https://t.co/6TDuawkxql
The Chart of the Week for the week of March 3rd has been published. View or sign up for FREE through the link below:
https://t.co/jCCx3iTj1h
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The Kobeissi Letter for the week of March 3rd has been published and may be viewed through the link below:
https://t.co/6TDuawkxql
The Chart of the Week for the week of March 3rd has been published. View or sign up for FREE through the link below:
https://t.co/jCCx3iTj1h
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AkhenOsiris
WSJ:
Consulting firms meet with Trump administration officials to defend their government contracts.
GSA has asked procurement officials to list and justify consulting contracts from 10 companies, including Booz Allen, Accenture, Guidehouse and others.
Consulting firms are being asked to “defend the spend,” by explaining which of their existing projects they see as mission critical to the government’s goals, and which could be cut.
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WSJ:
Consulting firms meet with Trump administration officials to defend their government contracts.
GSA has asked procurement officials to list and justify consulting contracts from 10 companies, including Booz Allen, Accenture, Guidehouse and others.
Consulting firms are being asked to “defend the spend,” by explaining which of their existing projects they see as mission critical to the government’s goals, and which could be cut.
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The Kobeissi Letter
Crypto Markets in 2025:
1. President Trump launches his own memecoin
2. SEC drops lawsuits against Coinbase and others
3. SEC says that memecoins are not securities
4. US considers moving spending to blockchain
5. President Trump says US should be leader in crypto
6. US establishes first ever Strategic Crypto Reserve
Is this the biggest sentiment shift in crypto's history?
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Crypto Markets in 2025:
1. President Trump launches his own memecoin
2. SEC drops lawsuits against Coinbase and others
3. SEC says that memecoins are not securities
4. US considers moving spending to blockchain
5. President Trump says US should be leader in crypto
6. US establishes first ever Strategic Crypto Reserve
Is this the biggest sentiment shift in crypto's history?
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Offshore
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App Economy Insights
RT @EconomyApp: 📊 This Week in Visuals:
$BRK $CRM $INTU $DELL $WDAY $ADSK $SNOW $CPNG $HPQ $ZM $NTNX $DUOL $DPZ $AS $CART $ESTC $HIMS $AI $DOCN $DLO $DCBO $AMC $OLO
Check out the latest earnings 👇
https://t.co/qDKEGR1Wig https://t.co/B42aL9Vg0j
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RT @EconomyApp: 📊 This Week in Visuals:
$BRK $CRM $INTU $DELL $WDAY $ADSK $SNOW $CPNG $HPQ $ZM $NTNX $DUOL $DPZ $AS $CART $ESTC $HIMS $AI $DOCN $DLO $DCBO $AMC $OLO
Check out the latest earnings 👇
https://t.co/qDKEGR1Wig https://t.co/B42aL9Vg0j
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Hidden Value Gems
Not bad for $CPRI if the deal goes through.
Prada close to offer €1.5B for Versace (20% of Capri's Sales and negative contribution to earnings). Versace has been loss-making for the past 3 quarters. Should be highly accretive for $CPRI.
Capri bought Versace for €1.85B in 2018, its recent asking price was €3B.
“Everyone is looking” at Versace - Miuccia Prada.
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Not bad for $CPRI if the deal goes through.
Prada close to offer €1.5B for Versace (20% of Capri's Sales and negative contribution to earnings). Versace has been loss-making for the past 3 quarters. Should be highly accretive for $CPRI.
Capri bought Versace for €1.85B in 2018, its recent asking price was €3B.
“Everyone is looking” at Versace - Miuccia Prada.
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Offshore
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Hidden Value Gems
US market performance and valuation by sector. Healthcare is one of the cheapest, especially if you remove $LLY (over 70x P/E)/.
#Stocks #StockMarket https://t.co/r1rd4CTglY
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US market performance and valuation by sector. Healthcare is one of the cheapest, especially if you remove $LLY (over 70x P/E)/.
#Stocks #StockMarket https://t.co/r1rd4CTglY
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Offshore
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Hidden Value Gems
A stock for Asian investors to investigate - Mixue $2097.HK
Operates 45,000 stores across Asia and Australia, more than doubled its locations in 3 years, becoming the world’s biggest food-and-beverage chain by number of locations, topping McDonald’s and Starbucks.
"Mixue features ice cream and drinks priced at 6 Chinese yuan, about 83 cents."
"Mixue was founded in 1997 by Zhang Hongchao, who opened a store selling shaved ice in Henan, a Chinese heartland province."
"Its blistering expansion can be explained by the simplicity of its bright red stores, often stalls wedged next to phone-repair kiosks or dumpling shops."
cc @MikeFritzell @HaydenCapital
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A stock for Asian investors to investigate - Mixue $2097.HK
Operates 45,000 stores across Asia and Australia, more than doubled its locations in 3 years, becoming the world’s biggest food-and-beverage chain by number of locations, topping McDonald’s and Starbucks.
"Mixue features ice cream and drinks priced at 6 Chinese yuan, about 83 cents."
"Mixue was founded in 1997 by Zhang Hongchao, who opened a store selling shaved ice in Henan, a Chinese heartland province."
"Its blistering expansion can be explained by the simplicity of its bright red stores, often stalls wedged next to phone-repair kiosks or dumpling shops."
cc @MikeFritzell @HaydenCapital
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