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Quiver Quantitative
🚨 BREAKING: We just caught STOCK Act violations by Representative Jared Moskowitz.
He also bought Lockheed Martin stock on July 1st.
It has risen 16% since then, while the market has fallen.
Moskowitz sits on the House Committee on Foreign Affairs.
Trade list up on Quiver. https://t.co/C3xBdZRk3R
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🚨 BREAKING: We just caught STOCK Act violations by Representative Jared Moskowitz.
He also bought Lockheed Martin stock on July 1st.
It has risen 16% since then, while the market has fallen.
Moskowitz sits on the House Committee on Foreign Affairs.
Trade list up on Quiver. https://t.co/C3xBdZRk3R
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Hidden Value Gems
Haven't looked at $GLEN.L for some time now, but I think more cash returns are crucial for their investment case. If they are running down assets, why not return more? The worst is another acquisition.
Why don't they use the US coal playbook (eg $CEIX or $HCC )? https://t.co/aDxkkt561p
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Haven't looked at $GLEN.L for some time now, but I think more cash returns are crucial for their investment case. If they are running down assets, why not return more? The worst is another acquisition.
Why don't they use the US coal playbook (eg $CEIX or $HCC )? https://t.co/aDxkkt561p
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Offshore
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Quiver Quantitative
🚨 BREAKING: We just caught ANOTHER STOCK Act violation by a member of the House Ethics Committee.
Representative David Joyce just disclosed a sale of Boeing stock that was made over a year ago.
The House Ethics Committee is in charge of enforcing the STOCK Act.
Look at this: https://t.co/5w1pPaYcAo
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🚨 BREAKING: We just caught ANOTHER STOCK Act violation by a member of the House Ethics Committee.
Representative David Joyce just disclosed a sale of Boeing stock that was made over a year ago.
The House Ethics Committee is in charge of enforcing the STOCK Act.
Look at this: https://t.co/5w1pPaYcAo
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Invest In Assets 📈
Fortinet is up +27% after its Q2 earnings
• Revenue +11% Y/Y
• Product rev: -4.4%
• Service rev +19.8%
• Op. Margin +35.2% (26.9%)
• Net Income +46%
• EPS +39%
Great quarter 💎 https://t.co/IjY6NUGwoC
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Fortinet is up +27% after its Q2 earnings
• Revenue +11% Y/Y
• Product rev: -4.4%
• Service rev +19.8%
• Op. Margin +35.2% (26.9%)
• Net Income +46%
• EPS +39%
Great quarter 💎 https://t.co/IjY6NUGwoC
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Librarian Capital
"Rightmove: Did H1 Results, OpenRent Loss Cause 10% Fall in August?"
$RMV shares are now at 20x 2023 Underlying earnings; we believe there can be 73% upside by end of 2027 (cc: $CSGP)
https://t.co/uFN48UBF6C https://t.co/VbcfCfxoHN
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"Rightmove: Did H1 Results, OpenRent Loss Cause 10% Fall in August?"
$RMV shares are now at 20x 2023 Underlying earnings; we believe there can be 73% upside by end of 2027 (cc: $CSGP)
https://t.co/uFN48UBF6C https://t.co/VbcfCfxoHN
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Quiver Quantitative
U.S. Senator Jon Ossoff just posted this video on the bipartisan effort to ban congressional stock trading:
https://t.co/okTiRXWWBX
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U.S. Senator Jon Ossoff just posted this video on the bipartisan effort to ban congressional stock trading:
https://t.co/okTiRXWWBX
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Hidden Value Gems
An unusual guest at @NorgesBank podcast - probably the world’s best ever chess player @MagnusCarlsen on what investors can learn from chess.
🧵👇🏼
✅ “I think playing chess at an early age certainly teaches you to solve complex problems in a limited amount of time.
Continuing to only play chess probably will not get you far in business, but I think it's a good start.”
1/5
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An unusual guest at @NorgesBank podcast - probably the world’s best ever chess player @MagnusCarlsen on what investors can learn from chess.
🧵👇🏼
✅ “I think playing chess at an early age certainly teaches you to solve complex problems in a limited amount of time.
Continuing to only play chess probably will not get you far in business, but I think it's a good start.”
1/5
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Hidden Value Gems
Quote of the day #61
Li Lu on becoming a better investor 👇🏼 https://t.co/h9WyjoNB5M
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Quote of the day #61
Li Lu on becoming a better investor 👇🏼 https://t.co/h9WyjoNB5M
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