⁠Stock Analysis Compilation
Aristotle on Broadcom $AVGO US

Thesis: Broadcom's strategic focus on AI, cloud computing, and critical infrastructure software sets the stage for strong, sustained growth

(Extract from their Q2 letter) https://t.co/LprfjMTRHZ
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨Insider Trading Alert

Yum China, $YUMA, the largest restaurant chain in China, sees major buys:

🔹General Manager, KFC: ~$128,266 purchase on Aug 16

🔹CTO:  ~$133,429 purchase on Aug 15

Largest insider purchases in 5 years. https://t.co/UOJHgafoAL
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⁠Hidden Value Gems
RT @HiddenValueGems: Energy consumption at the big tech has outpaced sales growth. As a result, Microsoft, for example, requires 63% more energy to generate one dollar of revenue today than six years ago.

$MSFT $GOOG $META https://t.co/uKMW9kddMl

Just published a piece on the electricity sector with a particular focus on the demand factors and the growing investments into the grid. A few companies stand to benefit from this long-term trend, which I will discuss in Part II.

Link in bio. https://t.co/biKKtZLA7J - Hidden Value Gems
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⁠Quiver Quantitative
🚨 UPDATE

Earlier this year, we posted a report on a suspicious purchase of Agios Pharmaceuticals stock by Representative Josh Gottheimer.

The stock has now risen 111% since his trade: https://t.co/KGk1hDn2Wx
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⁠Stock Analysis Compilation
Polen Capital on Installed Building Products $IBP US

Thesis: Installed Building Products is positioned for steady growth driven by new home construction and smart capital allocation in a fragmented market

(Extract from their Q2 letter) https://t.co/JscUiIsd6t
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⁠Matt McGarry
Here's the real reason newsletters are getting subscribers from meta ads for $0.50-$1.00 or less:

1. What Matt said, targeting India and Asia

2. Very low ad spend. It's easy to get low CPAs spending $50/day.

3. Incentivizing sign ups with a giveaway.

4. The newsletter is written by a famous person and appeals to a broad audience.

5. The person running the ads is very good. GrowLetter has been able to achieve <$1-$1.50

Whenever someone says "I am getting leads from Meta for my newsletter for $1.00 CPL", I just assume they are buying a bunch of sign-ups from east Asia that will never buy anything. - Matt Paulson
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AkhenOsiris
$AMZN

Champions League on Amazon Prime will be using AI to offer a recap of key moments, with AI generating highlights in real time.
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⁠Hidden Value Gems
Wondering if anyone has looked into the model’s track record, have actual returns tracked forecasts?

GMO seed negative 7-year returns for both US large-caps and small-caps 👇🏼 https://t.co/96HEqgwpzz
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