⁠Hidden Value Gems
European banks outperforming Mag 7 since 2023. I guess the takeaways are:

1⃣ Valuation matters.
2⃣ Be careful when investing in something highly popular. https://t.co/5J7Icbw53F
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⁠Capital Employed
67 Q1 2025 fund letters now uploaded.

A superb treasure trove of insights and potential investment ideas... 👇

https://t.co/lJZP1lUdTx https://t.co/7quBKUeE5u
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⁠App Economy Insights
$SOFI SoFi Q1 FY25:

• Members +34% to 10.9M.
• Revenue +20% Y/Y to $772M.
• Adjusted revenue +33% Y/Y ($32M beat).
• Adjusted EBITDA +46% Y/Y to $210M.
• Non-GAAP EPS $0.06 ($0.03 beat).
• FY25 adj. revenue $3.27B ($35M raise). https://t.co/jTjBlbf8dd
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⁠Investing visuals
Business breakdown of $META ahead of tomorrow’s earnings.

What are your expectations for their Q1 2025 results? https://t.co/hbRclwTThe
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⁠Quiver Quantitative
BREAKING: Representative Robert Bresnahan just filed over 50 new stock trades.

They were ALL sales.

Up to a million dollars of stock sold.

Full trade list up on Quiver. https://t.co/RpQFPN7w7v
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⁠App Economy Insights
$SOFI SoFi's Contribution Profit by Segment. https://t.co/TZS4WDNKr2
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⁠Capital Employed
Best Stock Pitches newsletter hitting inboxes tomorrow.

You don't want to miss this one - so many good ideas >

https://t.co/jEccgMyfbM
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⁠Quiver Quantitative
BREAKING: Representative Tim Burchett just said that he hopes members of Congress are arrested for corrupt stock trades.

"Congress is hogs at the trough" https://t.co/1UrrUIu4FZ
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⁠Quiver Quantitative
This is pretty wild.

Marjorie Taylor Greene bought stock in Palantir on April 8th.

On April 17th, a $30M deal between Palantir and ICE was announced.

Greene sits on the House Committee on Homeland Security.

The stock has now risen 48% in the three weeks since her purchase. https://t.co/HDqcwJk5Jf
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⁠Investing visuals
All eyes on $MSFT earnings tomorrow!

• Est. Revenue: $68.4B
• Est. EPS: $3.22 https://t.co/fkDHKbUXfk
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