Hidden Value Gems
A good interview, haven’t read the book yet 👇🏼 https://t.co/I9MOxTMw6m
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Quiver Quantitative
JUST IN: A Polymarket trader just bet almost $20K that that Venezuelan leader Nicholas Maduro will be removed from power by the end of the year.

Odds are currently at 25%. https://t.co/WfnkUvL5tF
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Dimitry Nakhla | Babylon Capital®
RT @marcos_galperin: @Mercadolibre is the only public company in the world (out of +83,000 public companies) to grow more than 22 consecutive quarters in a row at a yearly rate greater than 30%. Currently 27 consecutive quarters.

@Mercadolibre es la única compañía en el mundo (de 83 mil empresas cotizantes) que crece 22 trimestres consecutivos por encima del 30% anual. Actualmente 27 trimestres consecutivos.
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Hidden Value Gems
Going through many Q3 earnings, there could be a link between the length of the earnings calls and the attractiveness of the investment case.

A lot of quality share cannibals have really short calls. The less attention, the more shares they can buy.

I mean $CNX and $AER in particular.

Tankers have also very short calls but not much buybacks at these levels unfortunately.
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App Economy Insights
📊 This Week in Visuals:
$AAPL $META $LLY $V $MA $SAMSUNG $ABBV $UNH $MRK $NOW $BA $BKNG $VZ $KLA $MELI $CDNS $COIN $RBLX $MDLZ $NET $UPS $FI $PYPL $CMG $TEAM $RDDT $ADIDAS $HSY $SOFI $KHC $CFLT $ETSY $APPF
https://t.co/GiY1DS5YTt
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App Economy Insights
$BRK Berkshire Hathaway Q3 FY25.

• Net profit $30.9B.
• Operating margin 15% (+1pp Y/Y).
• Investment gains (unrealized) $21.9B.
• Cash and short-term securities $382B. https://t.co/h4dmqUomoU
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App Economy Insights
🗓️ Another massive earnings week ahead!

• Monday: $PLTR $HIMS
• Tuesday: $AMD $SHOP $UBER $CPNG $TOST $PINS $SPOT $HOOD $ANET $AXON $NTDOY
• Wednesday: $APP $HUBS $DUOL $PAYC $SNAP $LYFT $QCOM $ARM
• Thursday: $ABNB $DDOG $TTD $XYZ

All visualized in our newsletter. https://t.co/0W7mSkG9to
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Dimitry Nakhla | Babylon Capital®
A short 2-minute video breaking down the incredible precision behind ASML’s lithography machines — the technology that makes advanced chips possible

$ASML https://t.co/Y5FAc3OIRe
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Clark Square Capital
Here are the responses from the thread: "What's your favorite Japanese stock?"

Thanks to everyone who shared an idea! 🙏 https://t.co/AUZH4hPVfN

Idea thread #1!

What's your favorite Japanese stock? (Any market cap/style).

Add a sentence explaining why you like it + valuation.

As usual, I will compile the responses and share them with everyone.

Please retweet for visibility. Thx in advance! 🙏 - Clark Square Capital
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Clark Square Capital
Here are the responses from the thread: "What's your favorite special situation?"

Thanks to everyone who shared an idea! 🙏 https://t.co/ZAi46IBLHF

Idea thread #2!

What's your favorite special situation? (Spin/m&a/etc any market cap).

Add a sentence explaining why you like it + valuation.

I will compile the responses and share them with everyone.

Please retweet for visibility. Thx in advance! 🙏 - Clark Square Capital
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