Quiver Quantitative
JUST IN: The California State Teacher's Retirement System has added ~$400K of Trump Media stock to their holdings.

Full portfolio up on Quiver.
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Wall St Engine
$COIN responds to NYT report: Chief Legal Officer says the SEC probe is “a hold-over from the prior administration” tied to a user metric Coinbase stopped reporting 2.5 years ago.
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Offshore
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Quiver Quantitative
Wow.

We recently posted a report on Marjorie Taylor Greene's purchase of Impinj stock, $PI.

It caught our eye, because it was a small company that no one in Congress had traded for years.

The stock has now risen 64% since her purchase last month.

Look at this graph: https://t.co/SvFktRTKsh
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Wall St Engine
RUSSIA DEPLOYS 640,000 TROOPS IN WAR AGAINST UKRAINE: MILITARY
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Quiver Quantitative
JUST IN: Kat Abughazaleh, a 26-year-old progressive influencer running for Congress, just filed her financial disclosures.

She has approximately $45K in assets.

This would make her the wealthiest zoomer in Congress by our estimates, passing @RepMaxwellFrost. https://t.co/5XAfVTzDCe
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Want to improve as an investor?

Here’s a simple trick:

Relentlessly evaluate what defines a quality company and don’t compromise for “attractive valuations.”

Predictability.

While $UNH appeared cheap, you can’t say it’s a better co than $V $MA $ICE $SPGI etc. so why bother?
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Investing visuals
$UNH is down 🔻55% in 5 days, meanwhile:

🔹Revenue grew 10% to $317B
🔹Free cash flow grew 1037% to $4.5B
🔹Trades at 9x price-forward FCF

BUT:
⚠️ CEO resigned
⚠️ Guidance is withdrawn
⚠️ Investigated due to possible fraud

Is it is broken stock or broken business? https://t.co/qpdYDsgTTA
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Wall St Engine
THE UAE LIT UP THE BURJ KHALIFA — THE WORLD’S TALLEST BUILDING — WITH THE AMERICAN FLAG. https://t.co/CevHLKkWl5
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Wall St Engine
DOJ PROBING IF HARVARD ADMISSIONS DEFRAUDED GOVERNMENT: NYT
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Wall St Engine
US-UAE AI CAMPUS WILL PARTNER WITH SEVERAL US COMPANIES
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Offshore
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Quiver Quantitative
JUST IN: Kat Abughazaleh, a 26-year-old progressive influencer running for Congress, just filed her financial disclosures.

She has less than $45K in assets.

This would make her one of the poorest members of Congress, if elected.

Funnily enough though, this still more than the only other zoomer currently in office - @RepMaxwellFrost.
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Wall St Engine
WORST S&P 500 STOCKS YTD:

$UNH -48% 🔻
$MRNA -44% 🔻
$DECK -38% 🔻
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