Yellowbrick Investing
$RXO short

$RXO short thesis in 2-minutes. https://t.co/YIXsKtns3u - Keith Dalrymple
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Capital Employed
4 more Q3 fund letters just added. Including @alluvialcapital @lukewinchester9 and many more --->

https://t.co/wUDSfhTdYl https://t.co/be20InF58S
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Hidden Value Gems
Looks like the last bulls on $EVO are capitulating 🤔

Results are horrible for sure, but at least expectations and sentiment are now more than realistic.
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Capital Employed
Our regular quarterly post... 👇

What stock are you most bullish on sub $2 million?

(Please do re-tweet this so we can get as many ideas as possible. Thanks 🙏).
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Yellowbrick Investing
$1970.HK

$IMAX $1970hk Logic quickly being validated. This is an incredible business worth paying up for as it captures a wildly disproportionate share of value in the industry:
- 50% EBITDA margin, >20% profit margin;
- IMAX box office +29% domestically and 50% globally notwithstanding overall box office declining 11% YoY (>5% share domestically)
- Given the above demand, no surprise systems installs are booming - exhibitors and studios both need IMAX to draw crowds (hence the huge royalty IMAX can extract on both ends). Loads of white space still: - Dylan Marrello
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Investing visuals
From their peak:
• $CRWV is down -33%
• $NBIS is down -27%
• $IREN is down -25%

Year-to-date:
• $CRWV is up +203%
• $NBIS is up +223%
• $IREN is up +395%

Zoom out, pullbacks are healthy. https://t.co/6p2tm2PoSN
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Yellowbrick Investing
Quantum closes red today
- yay
- nay
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Quiver Quantitative
Things are heating up with Venezuela and we just saw a US congressman buy up shares in a defense contractor. https://t.co/NHwnseAT5t
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ToffCap
Just published 👇

Check it out (no paywall) $HCO https://t.co/rGUgbl1CM6
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Quiver Quantitative
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 over 200% since her purchase.

Look at this graph: https://t.co/zDDw3s7328
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