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Stock Analysis Compilation
Greenhaven Road Capital on PAR Technology $PAR US
Thesis: With strong recurring revenue growth, major client wins like Burger King, and a solid acquisition strategy, PAR Technology is on track to scale profitably—potentially becoming a "Rule of 40" company in 2025.
(Extract from their Q4 letter)
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Greenhaven Road Capital on PAR Technology $PAR US
Thesis: With strong recurring revenue growth, major client wins like Burger King, and a solid acquisition strategy, PAR Technology is on track to scale profitably—potentially becoming a "Rule of 40" company in 2025.
(Extract from their Q4 letter)
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Quiver Quantitative
RT @Stocktwits: BREAKING: Jerome Powell is speaking LIVE...
Watch now and join the chat on Stocktwits: https://t.co/LY6N1TH9bM https://t.co/DJQ6oNHxO2
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RT @Stocktwits: BREAKING: Jerome Powell is speaking LIVE...
Watch now and join the chat on Stocktwits: https://t.co/LY6N1TH9bM https://t.co/DJQ6oNHxO2
BREAKING: The Federal Reserve has kept interest rates unchanged, as expected...
Watch Jerome Powell's press conference LIVE on Stocktwits: https://t.co/LY6N1TGBme https://t.co/N26MWhL9Di tweet
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Alvin
Apple (Probably): Symmetry is good and it symbolises quality.
Samsung: https://t.co/v55lEuEsz8
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Apple (Probably): Symmetry is good and it symbolises quality.
Samsung: https://t.co/v55lEuEsz8
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The Kobeissi Letter
SUMMARY OF FED CHAIR POWELL'S STATEMENT (3/19/25):
1. Economy is strong, inflation remains "somewhat elevated"
2. Tariffs have driven inflation expectations higher
3. Fed is not "in a hurry" and will await further clarity
4. If the labor market weakens, Fed can ease if needed
5. If economy remains strong, policy restraint can be maintained
6. Made technical decision to slow balance sheet decline
The Fed remains in "wait and see" mode.
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SUMMARY OF FED CHAIR POWELL'S STATEMENT (3/19/25):
1. Economy is strong, inflation remains "somewhat elevated"
2. Tariffs have driven inflation expectations higher
3. Fed is not "in a hurry" and will await further clarity
4. If the labor market weakens, Fed can ease if needed
5. If economy remains strong, policy restraint can be maintained
6. Made technical decision to slow balance sheet decline
The Fed remains in "wait and see" mode.
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The Kobeissi Letter
You can't make this up:
Fed Chair Powell was just asked if tariff inflation is "transitory."
"That's the base case," he responded.
How did we end up back at "inflation is transitory?" https://t.co/53Jr2dE11b
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You can't make this up:
Fed Chair Powell was just asked if tariff inflation is "transitory."
"That's the base case," he responded.
How did we end up back at "inflation is transitory?" https://t.co/53Jr2dE11b
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The Kobeissi Letter
BREAKING: The S&P 500 surges +60 points to a new high of the day following the Fed’s interest rate decision. https://t.co/1DH498o5m2
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BREAKING: The S&P 500 surges +60 points to a new high of the day following the Fed’s interest rate decision. https://t.co/1DH498o5m2
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The Kobeissi Letter
BREAKING: The S&P 500 adds +$500 billion of market cap today as the Fed extends their rate cut pause for the 2nd straight meeting. https://t.co/948U2U7gKe
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BREAKING: The S&P 500 adds +$500 billion of market cap today as the Fed extends their rate cut pause for the 2nd straight meeting. https://t.co/948U2U7gKe
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Stock Analysis Compilation
Highwood Value Partners on JZ Capital Partners $JZCP LN
Thesis: JZ Capital Partners is a UK-listed closed-end private equity fund in liquidation, focused on returning capital to shareholders with significant assets and a compelling expected IRR despite current share price not reflecting full Net Asset Value.
(Extract from their Q4 letter)
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Highwood Value Partners on JZ Capital Partners $JZCP LN
Thesis: JZ Capital Partners is a UK-listed closed-end private equity fund in liquidation, focused on returning capital to shareholders with significant assets and a compelling expected IRR despite current share price not reflecting full Net Asset Value.
(Extract from their Q4 letter)
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