Offshore
Video
Quiver Quantitative
Wow.
Back in November, we reported extensively on a curious purchase of Viasat stock by a member of Congress.
$VSAT is now up 50% since our reports.
It's up another 7% today.
Look at this: https://t.co/rbwjWnFy1l
tweet
Wow.
Back in November, we reported extensively on a curious purchase of Viasat stock by a member of Congress.
$VSAT is now up 50% since our reports.
It's up another 7% today.
Look at this: https://t.co/rbwjWnFy1l
tweet
Offshore
Photo
Quiver Quantitative
👀
Last month, we noticed Representative Robert Bresnahan buying stock in the Chinese company Alibaba.
$BABA has now risen 48% since he bought in.
The U.S. stock market has fallen 6% over that period. https://t.co/tybmEckRiK
tweet
👀
Last month, we noticed Representative Robert Bresnahan buying stock in the Chinese company Alibaba.
$BABA has now risen 48% since he bought in.
The U.S. stock market has fallen 6% over that period. https://t.co/tybmEckRiK
tweet
Offshore
Photo
Stock Analysis Compilation
Signia on Uranium Royalty $UROY US
Thesis: Uranium Royalty is a $300 million market cap company utilizing a royalty and streaming business model to profit from high-quality uranium mines while minimizing operational risks.
(Extract from their Q4 letter) https://t.co/L027cOjgpQ
tweet
Signia on Uranium Royalty $UROY US
Thesis: Uranium Royalty is a $300 million market cap company utilizing a royalty and streaming business model to profit from high-quality uranium mines while minimizing operational risks.
(Extract from their Q4 letter) https://t.co/L027cOjgpQ
tweet
Offshore
Photo
Finding Compounders
How a Group of Business Students Sold Enron a Year Before The Collapse https://t.co/eWoeT1un0k
tweet
How a Group of Business Students Sold Enron a Year Before The Collapse https://t.co/eWoeT1un0k
tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: The share of US small businesses saying it is a good time to expand over the next 3 months declined by 5 percentage points in February, to 12%.
This marked the largest drop in expansion plans since the 2020 pandemic, according to the NFIB survey.
At the same time, the Uncertainty Index rose 4 points, to 104, the second-highest reading on record.
Small businesses mentioned labor quality, inflation, and labor costs as their most important problems.
Small firms are a major driver of the US economy reflecting ~43.5% of GDP.
Uncertainty is skyrocketing.
tweet
BREAKING: The share of US small businesses saying it is a good time to expand over the next 3 months declined by 5 percentage points in February, to 12%.
This marked the largest drop in expansion plans since the 2020 pandemic, according to the NFIB survey.
At the same time, the Uncertainty Index rose 4 points, to 104, the second-highest reading on record.
Small businesses mentioned labor quality, inflation, and labor costs as their most important problems.
Small firms are a major driver of the US economy reflecting ~43.5% of GDP.
Uncertainty is skyrocketing.
tweet