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Stock Analysis Compilation
Arar Funds on Gravity $GRVY US
Thesis: Gravity’s extremely low valuation and strong cash position offer a unique opportunity, with potential catalysts for unlocking value through dividends or strategic actions
(Extract from their May letter) https://t.co/DhMGPa5aek
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Arar Funds on Gravity $GRVY US
Thesis: Gravity’s extremely low valuation and strong cash position offer a unique opportunity, with potential catalysts for unlocking value through dividends or strategic actions
(Extract from their May letter) https://t.co/DhMGPa5aek
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Bourbon Capital
The most held stocks by hedge funds in Q2:
Microsoft Corporation $MSFT 5K funds
Apple $AAPL 4.9k funds
Amazon $AMZN 4.7k funds
Google $GOOG 4.3k funds
NVIDIA $NVDA 4.3k funds
JPMorgan Chase $JPM 4.1k funds
Meta Platforms $META 3.9k funds
Berkshire Hathaway $BRK.B 3.8k funds
Visa Inc. $V 3.6k funds
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The most held stocks by hedge funds in Q2:
Microsoft Corporation $MSFT 5K funds
Apple $AAPL 4.9k funds
Amazon $AMZN 4.7k funds
Google $GOOG 4.3k funds
NVIDIA $NVDA 4.3k funds
JPMorgan Chase $JPM 4.1k funds
Meta Platforms $META 3.9k funds
Berkshire Hathaway $BRK.B 3.8k funds
Visa Inc. $V 3.6k funds
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Bourbon Capital
RT @BourbonCap: A lot of great $BABA news this month:
1) China has concluded its antitrust review of the company.
2) Alibaba's Hong Kong-listed shares may soon be accessible to mainland Chinese investors through Stock Connect.
3) Michael Burry has increased his $BABA holdings by 24%, making it his largest position.
4) David Tepper continues to maintain a significant position in $BABA.
Despite this positive news, many funds are still shorting $BABA. Stronger revenue and earnings per share are essential to reverse this trend. The company's future success ultimately depends on its ability to deliver solid financial results
I still bullish and if the price goes below $70 I will add more
All the funds shorting $BABA:
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RT @BourbonCap: A lot of great $BABA news this month:
1) China has concluded its antitrust review of the company.
2) Alibaba's Hong Kong-listed shares may soon be accessible to mainland Chinese investors through Stock Connect.
3) Michael Burry has increased his $BABA holdings by 24%, making it his largest position.
4) David Tepper continues to maintain a significant position in $BABA.
Despite this positive news, many funds are still shorting $BABA. Stronger revenue and earnings per share are essential to reverse this trend. The company's future success ultimately depends on its ability to deliver solid financial results
I still bullish and if the price goes below $70 I will add more
All the funds shorting $BABA:
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Dimitry Nakhla | Babylon Capital®
To 30 Years 🙏🏽🍾
“Be present in all things and thankful for all things” — Maya Angelou https://t.co/LdFyTBcT7c
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To 30 Years 🙏🏽🍾
“Be present in all things and thankful for all things” — Maya Angelou https://t.co/LdFyTBcT7c
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Offshore
GIF
App Economy Insights
RT @EconomyApp: 📊 Earnings season visualized.
What surprised you this month?
Grab the latest report with 130+ visuals👇
https://t.co/7sGkUYA5Ce https://t.co/gDYf7XDMGw
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RT @EconomyApp: 📊 Earnings season visualized.
What surprised you this month?
Grab the latest report with 130+ visuals👇
https://t.co/7sGkUYA5Ce https://t.co/gDYf7XDMGw
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Quality Investing with Aria
RT @QualityInvest5: $PATH is a software company I have zero understanding of
BUT!!
Their FCF and SBC figures are moving in the right direction and I'd like to acknowledge that. Free cash flow is exploding quarter after quarter while SBC stays flat to slightly down
Well done management team 🙌 https://t.co/bCq3wugs4F
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RT @QualityInvest5: $PATH is a software company I have zero understanding of
BUT!!
Their FCF and SBC figures are moving in the right direction and I'd like to acknowledge that. Free cash flow is exploding quarter after quarter while SBC stays flat to slightly down
Well done management team 🙌 https://t.co/bCq3wugs4F
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Ahmad Jivraj
China Internet is Too Big To Ignore
China wants to become the world's largest economy. This will require innovation and productivity.
Although Chinese tech companies have been called "copy cats" in the past, today they are rapid innovators, and one can even argue that many developed market companies are not able to keep pace.
China recognizes this, and therefore I would be very surprised if China doesn’t champion their own companies, who now compete on a global scale.
As a result, it definitely feels like China Internet is Too Big To Ignore
$KWEB
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China Internet is Too Big To Ignore
China wants to become the world's largest economy. This will require innovation and productivity.
Although Chinese tech companies have been called "copy cats" in the past, today they are rapid innovators, and one can even argue that many developed market companies are not able to keep pace.
China recognizes this, and therefore I would be very surprised if China doesn’t champion their own companies, who now compete on a global scale.
As a result, it definitely feels like China Internet is Too Big To Ignore
$KWEB
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Bourbon Capital
Peloton’s $PTON former billionaire CEO says he’s lost all his money and had to sell his possessions
In 2023, Foley sold his Hamptons house for $51 million, at a $4 million loss and earlier this year he sold a Manhattan Townhouse for $35.5 Million, according to the Wall Street Journal
$86M its more than enough.....
Source: https://t.co/TLGOBuUmXK
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Peloton’s $PTON former billionaire CEO says he’s lost all his money and had to sell his possessions
In 2023, Foley sold his Hamptons house for $51 million, at a $4 million loss and earlier this year he sold a Manhattan Townhouse for $35.5 Million, according to the Wall Street Journal
$86M its more than enough.....
Source: https://t.co/TLGOBuUmXK
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