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Stock Analysis Compilation
Davis fund on Humana $HUM US
Thesis: Humana offers a compelling long-term growth opportunity in Medicare Advantage, poised to rebound strongly as industry-wide cost pressures stabilize
(Extract from their Q2 letter) https://t.co/MybOMntbur
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Davis fund on Humana $HUM US
Thesis: Humana offers a compelling long-term growth opportunity in Medicare Advantage, poised to rebound strongly as industry-wide cost pressures stabilize
(Extract from their Q2 letter) https://t.co/MybOMntbur
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Librarian Capital
Broyhill (@ChrisPavese) on Philip Morris
"The stock’s rally over the last quarter was enough to put it ahead of both the S&P and the Nasdaq for the past three years ... 14.5x FY25 consensus estimates (which are likely too low)"
$PM is #1 position at Broyhill Equity (~16%) https://t.co/GmcF0NKcqs
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Broyhill (@ChrisPavese) on Philip Morris
"The stock’s rally over the last quarter was enough to put it ahead of both the S&P and the Nasdaq for the past three years ... 14.5x FY25 consensus estimates (which are likely too low)"
$PM is #1 position at Broyhill Equity (~16%) https://t.co/GmcF0NKcqs
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Librarian Capital
ZYN in the UK: You can buy it online from Sainsbury, at £6.50/can, but not Tesco*
$HAYPP headline price is £2.99/can, but at 10 at a time
But you can buy 1 for £6.99 with VEEV
NB. $SBRY in-store products display gives more prominence to $PM; $TSCO to $BATS
* may differ locally https://t.co/UuKi7GjmNj
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ZYN in the UK: You can buy it online from Sainsbury, at £6.50/can, but not Tesco*
$HAYPP headline price is £2.99/can, but at 10 at a time
But you can buy 1 for £6.99 with VEEV
NB. $SBRY in-store products display gives more prominence to $PM; $TSCO to $BATS
* may differ locally https://t.co/UuKi7GjmNj
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Quiver Quantitative
RT @InsiderRadar: 🚨🚨
Prospect Capital Corporation, $PSEC, sees major buys by CEO:
🔹Sept 03: ~$3,877,500 purchase
🔹Sept 04: ~$3,922,500 purchase
🔹Sept 05: ~$1,151,283 purchase
🔹Sept 06: ~$3,945,000 purchase
👤 COO also conducted string of buys
Second largest insider purchase in 5 years. https://t.co/RsLlSrEfIS
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RT @InsiderRadar: 🚨🚨
Prospect Capital Corporation, $PSEC, sees major buys by CEO:
🔹Sept 03: ~$3,877,500 purchase
🔹Sept 04: ~$3,922,500 purchase
🔹Sept 05: ~$1,151,283 purchase
🔹Sept 06: ~$3,945,000 purchase
👤 COO also conducted string of buys
Second largest insider purchase in 5 years. https://t.co/RsLlSrEfIS
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Investing visuals
Tesla $TSLA is the only stock among the magnificent 7 that is down year to date. Will it finish the year in the green? https://t.co/jiXFXo7yOm
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Tesla $TSLA is the only stock among the magnificent 7 that is down year to date. Will it finish the year in the green? https://t.co/jiXFXo7yOm
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Offshore
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Stock Analysis Compilation
Harris Associates on Nasdaq $NDAQ
Thesis: Nasdaq's successful transformation into a tech-driven platform with strong recurring revenue and growth potential presents a compelling value, especially after a market overreaction to recent acquisitions
(Extract from their Q2 letter) https://t.co/4UnWorvWTH
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Harris Associates on Nasdaq $NDAQ
Thesis: Nasdaq's successful transformation into a tech-driven platform with strong recurring revenue and growth potential presents a compelling value, especially after a market overreaction to recent acquisitions
(Extract from their Q2 letter) https://t.co/4UnWorvWTH
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Quiver Quantitative
🚨 This is wild.
We posted this report last week.
$HL has now risen 26% since Debbie Wassmeran Schultz' purchase.
It's up another 8% so far today. https://t.co/iAurb3LnW2
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🚨 This is wild.
We posted this report last week.
$HL has now risen 26% since Debbie Wassmeran Schultz' purchase.
It's up another 8% so far today. https://t.co/iAurb3LnW2
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Librarian Capital
"Bill Ackman reposted"
"Haitian voodoo is in fact real"
$PSH $PSUS https://t.co/RA075r7p3k
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"Bill Ackman reposted"
"Haitian voodoo is in fact real"
$PSH $PSUS https://t.co/RA075r7p3k
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AkhenOsiris
CNBC grabbing Jensen off the street near White House for 5mins was more informative than D-Sol crap at GS yesterday
Adding video link: cnbc.com/video/2024/09/12/nv…
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CNBC grabbing Jensen off the street near White House for 5mins was more informative than D-Sol crap at GS yesterday
Adding video link: cnbc.com/video/2024/09/12/nv…
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Ahmad Jivraj
Have you heard of the Night Effect?
#TIL The Night Effect = Money invested in US stocks overnight outperforms US stock returns during the day.
It's visualized below. https://t.co/s8tQAHrLaz
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Have you heard of the Night Effect?
#TIL The Night Effect = Money invested in US stocks overnight outperforms US stock returns during the day.
It's visualized below. https://t.co/s8tQAHrLaz
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