Offshore
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Stock Analysis Compilation
Artemis on Plus 500 $PLUS LN
Thesis: Plus 500’s cash-generative CFD business and growing presence in the US futures market offer significant growth potential, especially as a hedge in volatile markets
(Extract from their Q2 letter) https://t.co/6pfLELf7bh
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Artemis on Plus 500 $PLUS LN
Thesis: Plus 500’s cash-generative CFD business and growing presence in the US futures market offer significant growth potential, especially as a hedge in volatile markets
(Extract from their Q2 letter) https://t.co/6pfLELf7bh
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Librarian Capital
RT @LibrarianCap: "British American Tobacco: Fun While It Lasted? Looking Beyond Rally" $BATS $BTI
Shares have fallen back after a multi-month rally, and structural concerns may be returning in H2
cc: $MO $PM $IMB
https://t.co/axUW3tph51 https://t.co/nvliEMCCwf
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RT @LibrarianCap: "British American Tobacco: Fun While It Lasted? Looking Beyond Rally" $BATS $BTI
Shares have fallen back after a multi-month rally, and structural concerns may be returning in H2
cc: $MO $PM $IMB
https://t.co/axUW3tph51 https://t.co/nvliEMCCwf
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Offshore
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Value Spotlight (Andrew Sather)
The Next Step: ROIC to estimate future Growth Rate (Tutorial):
$COST https://t.co/z55GnlCfg9
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The Next Step: ROIC to estimate future Growth Rate (Tutorial):
$COST https://t.co/z55GnlCfg9
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Offshore
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Quiver Quantitative
Corporations spend hundreds of millions of dollars on election donations.
They often donate to both sides, buying political favor.
We've been writing code to collect data on this.
Here are some of the companies who have spent the most so far in the 2024 election cycle: https://t.co/EKji1hcZ3p
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Corporations spend hundreds of millions of dollars on election donations.
They often donate to both sides, buying political favor.
We've been writing code to collect data on this.
Here are some of the companies who have spent the most so far in the 2024 election cycle: https://t.co/EKji1hcZ3p
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Stock Analysis Compilation
Hedge funds' best ideas #11 is in your inbox 🔥
(link below)
Arauca Capital / Artisan Partners / Azagala Capital / Emeth Value Capital / Greenhaven Road / Guinness / Harris Associates / Montaka / Orbis / Regal Partners / River Oaks Capital / Saga Partners / Saltlight Capital / Smithson / The London Company / VGI Partners
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Hedge funds' best ideas #11 is in your inbox 🔥
(link below)
Arauca Capital / Artisan Partners / Azagala Capital / Emeth Value Capital / Greenhaven Road / Guinness / Harris Associates / Montaka / Orbis / Regal Partners / River Oaks Capital / Saga Partners / Saltlight Capital / Smithson / The London Company / VGI Partners
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Offshore
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Stock Analysis Compilation
Langdon on TerraVest Industries $TVK
Thesis: TerraVest Industries, a consolidator of businesses in fragmented industries, is positioned for continued growth through strategic acquisitions, supported by strong management and increasing cash flow
(Extract from their Q2 letter) https://t.co/r4lTMVkzWm
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Langdon on TerraVest Industries $TVK
Thesis: TerraVest Industries, a consolidator of businesses in fragmented industries, is positioned for continued growth through strategic acquisitions, supported by strong management and increasing cash flow
(Extract from their Q2 letter) https://t.co/r4lTMVkzWm
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Quiver Quantitative
🚨 POLITICIANS' STOCK MARKET PROFITS
I've been writing code to track politicians portfolios.
Several members of Congress have already made millions of dollars in the stock market in 2024: https://t.co/Z8UuJbloGS
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🚨 POLITICIANS' STOCK MARKET PROFITS
I've been writing code to track politicians portfolios.
Several members of Congress have already made millions of dollars in the stock market in 2024: https://t.co/Z8UuJbloGS
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