Offshore
Photo
Stock Analysis Compilation
Stock Analysis Compilation #52 is in your inbox 🔥
(link below)
39 free analyses from the best hedge funds & newsletters :
$ABNB $AMPY $AXR $ANET $AXON $DQ $EL $GOGO $MELI $NOVOB $NTDY $OTIS $PAYC $QRHC $TPB $VEEV $WISE $ZBRA and many more https://t.co/xUTfWkqryx
tweet
Stock Analysis Compilation #52 is in your inbox 🔥
(link below)
39 free analyses from the best hedge funds & newsletters :
$ABNB $AMPY $AXR $ANET $AXON $DQ $EL $GOGO $MELI $NOVOB $NTDY $OTIS $PAYC $QRHC $TPB $VEEV $WISE $ZBRA and many more https://t.co/xUTfWkqryx
tweet
Offshore
Photo
Capital Employed
A fresh batch of Q2 fund letters added including excellent letters from...
@JonCukierwar
@gatorcapital
@Fairlight_Cap
@HorizonKinetics
Plus many more 👇
https://t.co/0KI2PTSjEh https://t.co/vaGjeAhusu
tweet
A fresh batch of Q2 fund letters added including excellent letters from...
@JonCukierwar
@gatorcapital
@Fairlight_Cap
@HorizonKinetics
Plus many more 👇
https://t.co/0KI2PTSjEh https://t.co/vaGjeAhusu
tweet
Offshore
Photo
Stock Analysis Compilation
Asheville Capital on Wise $WISE LN
Thesis: Wise's potential to exceed 15% annual earnings growth, coupled with significant interest income and growing market share, presents a compelling long-term growth opportunity
(Extract from their Q2 letter, link in SAC#52) https://t.co/RPfrhe0lGd
tweet
Asheville Capital on Wise $WISE LN
Thesis: Wise's potential to exceed 15% annual earnings growth, coupled with significant interest income and growing market share, presents a compelling long-term growth opportunity
(Extract from their Q2 letter, link in SAC#52) https://t.co/RPfrhe0lGd
tweet
Offshore
Photo
Quiver Quantitative
RT @QuiverQuant: 🚨 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
tweet
RT @QuiverQuant: 🚨 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
tweet
Offshore
Photo
Stock Analysis Compilation
Deep Sail Capital on Kraken Robotics $PNG
Thesis: Kraken Robotics' unique battery and sonar technologies position it as a leader in the growing autonomous underwater vehicle market, offering a rare and valuable product monopoly
(Extract from their Q2 letter, link in SAC#52) https://t.co/7vb0yplXu1
tweet
Deep Sail Capital on Kraken Robotics $PNG
Thesis: Kraken Robotics' unique battery and sonar technologies position it as a leader in the growing autonomous underwater vehicle market, offering a rare and valuable product monopoly
(Extract from their Q2 letter, link in SAC#52) https://t.co/7vb0yplXu1
tweet
Offshore
Photo
Finding Compounders
It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong — George Soros
I just released a new newsletter post on Positon Sizing .
The link is in my bio.
Recommended read https://t.co/cKdK5o0sOP
tweet
It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong — George Soros
I just released a new newsletter post on Positon Sizing .
The link is in my bio.
Recommended read https://t.co/cKdK5o0sOP
tweet
Offshore
Photo
Stock Analysis Compilation
Maran CM on Turning Point Brands $TPB US
Thesis: Turning Point Brands is poised for strong returns, driven by solid core brands and the underappreciated potential of its nicotine pouch product, FRE.
(Extract from their Q2 letter, link in SAC#52) https://t.co/l7nYJc2z0F
tweet
Maran CM on Turning Point Brands $TPB US
Thesis: Turning Point Brands is poised for strong returns, driven by solid core brands and the underappreciated potential of its nicotine pouch product, FRE.
(Extract from their Q2 letter, link in SAC#52) https://t.co/l7nYJc2z0F
tweet