ToffCap
Daitron $7609is an interesting company, selling electronic components and semiconductor processing equipment.
~55% of market cap in current assets - total liabilities, most of which cash.
After a few years with slowing growth, the topline seemed to have regained momentum over the recent quarters.
Trading at ~3.5x ev/ebitda, Daitron recently started to buy back shares, buying back almost 5% in a quarter alone.
Pretty clean register it seems.
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Daitron $7609is an interesting company, selling electronic components and semiconductor processing equipment.
~55% of market cap in current assets - total liabilities, most of which cash.
After a few years with slowing growth, the topline seemed to have regained momentum over the recent quarters.
Trading at ~3.5x ev/ebitda, Daitron recently started to buy back shares, buying back almost 5% in a quarter alone.
Pretty clean register it seems.
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Yellowbrick Investing
The prominent short sellers’ desires to short the highest momentum stocks while they are on a tear is baffling.
The stocks don’t even turn red on the reports
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The prominent short sellers’ desires to short the highest momentum stocks while they are on a tear is baffling.
The stocks don’t even turn red on the reports
We're short $BMNR. Report at https://t.co/3bqQCVvys0. The DAT playbook has become basic & unoriginal: as near-identical copycats overwhelm the market, premiums are collapsing and the ability to issue shares well above NAV to boost ETH-per-share is disappearing. RIP DATs🪦🥲 1/8 tweet
X (formerly Twitter)
Kerrisdale Capital (@KerrisdaleCap) on X
We're short $BMNR. Report at https://t.co/3bqQCVvys0. The DAT playbook has become basic & unoriginal: as near-identical copycats overwhelm the market, premiums are collapsing and the ability to issue shares well above NAV to boost ETH-per-share is disappearing.…
Offshore
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Investing visuals
$NFLX vs $SPOT: two of the best streaming businesses in recent years and strong compounders.
Which one would you rather own? https://t.co/rNkVhkLI8g
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$NFLX vs $SPOT: two of the best streaming businesses in recent years and strong compounders.
Which one would you rather own? https://t.co/rNkVhkLI8g
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Offshore
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Quiver Quantitative
UPDATE: Early this year, Jack Schlossberg, JFK’s only grandson, announced that he bought gold, $GLD.
$GLD is now up 52% YTD.
It has had its biggest rally since the 1970s. https://t.co/SIFMuWslun
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UPDATE: Early this year, Jack Schlossberg, JFK’s only grandson, announced that he bought gold, $GLD.
$GLD is now up 52% YTD.
It has had its biggest rally since the 1970s. https://t.co/SIFMuWslun
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Offshore
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Quiver Quantitative
JUST IN: Nancy Pelosi is up over $1,100,000 in the stock market today, per our estimates.
Track live on Quiver: https://t.co/3x01lRgieJ
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JUST IN: Nancy Pelosi is up over $1,100,000 in the stock market today, per our estimates.
Track live on Quiver: https://t.co/3x01lRgieJ
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Offshore
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Quiver Quantitative
[UPDATE]
We sent out an alert when Nancy Pelosi filed a purchase of Tempus AI call options in January.
$TEM has now risen 210% since the trade.
Up another 7% today. https://t.co/4lH6lSyiGc
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[UPDATE]
We sent out an alert when Nancy Pelosi filed a purchase of Tempus AI call options in January.
$TEM has now risen 210% since the trade.
Up another 7% today. https://t.co/4lH6lSyiGc
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Offshore
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Quiver Quantitative
Senator Hawley on Amazon, $AMZN:
"Amazon's President earned $40.1M in compensation...only problem is that their average worker is making $36K" https://t.co/H1QeFaWjlZ
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Senator Hawley on Amazon, $AMZN:
"Amazon's President earned $40.1M in compensation...only problem is that their average worker is making $36K" https://t.co/H1QeFaWjlZ
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AkhenOsiris
$FLUT $DKNG $GENI $SRAD
BTIG spoke with Flutter CEO Peter Jackson on sidelines of G2E and came away with impression that company is preparing for simultaneous launch of financial and sports contracts at some stage in 4Q25 (BTIG's read of answers rather than explicit statement made by Flutter).
We believe the company has engaged with key constituents (state regulators, tribes, etc) to form/telegraph a plan that will see the company expand into new states via prediction offerings in order to avoid impacting existing states.
h/t @TMTBreakout chat
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$FLUT $DKNG $GENI $SRAD
BTIG spoke with Flutter CEO Peter Jackson on sidelines of G2E and came away with impression that company is preparing for simultaneous launch of financial and sports contracts at some stage in 4Q25 (BTIG's read of answers rather than explicit statement made by Flutter).
We believe the company has engaged with key constituents (state regulators, tribes, etc) to form/telegraph a plan that will see the company expand into new states via prediction offerings in order to avoid impacting existing states.
h/t @TMTBreakout chat
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