Offshore
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naiive
if crypto exchange was a city https://t.co/zBj3YCW6U1
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Offshore
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naiive
me celebrating bitcoin hits $125k https://t.co/ccHb60y2Hh
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Evan
JPMorgan today raised its price target on Google $GOOGL to $260 up from $232 while maintaining its Overweight rating

Bank of America today raised its price target on Google $GOOGL to $252 up from $217 while maintaining its Buy rating

Needham today raised its price target on Google $GOOGL to $260 up from $220 while maintaining its Buy rating

Rosenblatt today raised its price target on Google $GOOGL to $224 up from $191 while maintaining its Neutral rating

Wedbush today raised its price target on Google $GOOGL to $245 up from $225 while maintaining its Outperform rating

Deutsche Bank today raised its price target on Google $GOOGL to $260 up from $215 while maintaining its Buy rating

JMP Securities today raised its price target on Google $GOOGL to $250 up from $225 while maintaining its Market Outperform rating

Barclays today raised its price target on Google $GOOGL to $250 up from $235 while maintaining its Overweight rating

KeyBanc today raised its price target on Google $GOOGL to $265 up from $230 while maintaining its Overweight rating
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Evan
🇺🇸 FED'S WALLER JUST SAID:

- WE SHOULD CUT AT THE NEXT MEETING

- TARIFFS AREN'T GOING TO CAUSE LONG-RUN INFLATION, WE KNOW WE'LL HAVE A BLIP OF INFLATION BUT IT WON'T BE PERMANENT
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Offshore
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Gainify
$CRM reports 2Q’25 earnings today after the close.

Market expects: $10.14B revenue.

Revenue growth has slowed 14 straight quarters in row.

Will we finally see an uptick in 2Q’25 and potential rerating? https://t.co/hmvgOjj7FD
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Offshore
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Evan
PAYPAL X PERPLEXITY

PayPal $PYPL just announced that Venmo and PayPal customers in the US and select global markets will be able to skip the waitlist and receive early access to Perplexity's new AI-powered Comet browser. Through a new offer that includes a free 12-month trial of Perplexity Pro valued at $200
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Offshore
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naiive
life after taking the orange pill https://t.co/trPOX3Riuh
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Offshore
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ToffCap
$LINDEX completed its corporate restructuring program, which (finally) paves the way for the divestment of the loss making Stockmann department store business.

An announcement is expected over the next few months.

(Stockmann 🤢🤢) https://t.co/gHQ029TmpT
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ToffCap
This is exactly what we do.

We track a LOT of insider buying and buybacks + performance since. Most of the time its a useless signal.

But combine an interesting insider purchase / buyback (eg relatively large, first in a long time, funds, etc) with some basic stock analysis, and just that subset alone beats the market by a wide margin.

Now imagine using that subset to dive deeper into the most interesting ones...

A brief thought on insider buying

I review insider buying activities every week, and I’ve come to realize it’s generally overrated.

Plenty of insiders buy at valuations that make little sense, which makes the signal close to useless if they’re not investors themselves with a solid understanding of valuation.

However, insider buying becomes far more meaningful when it comes from someone who actually understands how to value a business.

Think about this: most operators are usually not financial experts, but have a different background.

This means, they’ll buy shares but they’ve no understanding of what the business is and should actually be worth. They’re speculators, not investors.

At the same time, for example, if you’ve an activist investor who’s topping up their holding, this could mean a much stronger signal.

I found that: generally low valuation
+ Management with understanding for valuation + insider purchases (or buybacks)

Is a very strong signal.
- Paul, not a CFA
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Quiver Quantitative
JUST IN: Senator Mike Johnson just said that he supports a ban on congressional stock trading, but hasn't pushed for it because others feel differently.

He said lots of members of Congress rely on the outside source of income.

Per @JakeSherman from Punchbowl News.
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Quiver Quantitative
JUST IN: Speaker Mike Johnson just said that he supports a ban on congressional stock trading, but hasn't pushed for it because others feel differently.

He said lots of members of Congress rely on the outside source of income.

Per Jake Sherman from Punchbowl News.
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Evan
The United Kingdom 🇬🇧 government is considering banning the sale of high-caffeine energy drinks to consumers under the age of 16
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