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#stocks #investing
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𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. "- Dimitry Nakhla | Babylon Capital®
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⁠Stock Analysis Compilation
Stock Analysis Compilation #57 is in your inbox 🔥
(link in bio)

45 free analyses from the best hedge funds & newsletters :
$ADBE $ABNB $APP $BAESY $BUR $CDLX $CNK $INFY $INOD $INTU $LRCX $LB $NFLX $PLTR $PDD $METC $SUI $TEM $HCC
and many more https://t.co/lRygi7UanG
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⁠Quiver Quantitative
🇺🇸 CONGRESSMAN MAKES 135% PROFIT OFF CRYPTO TRADE

Last month, we reported on a purchase of a crypto token called Aerodrome by U.S. Representative Mike Collins.

He WAS the only politician we had ever seen trade it.

It's now risen 135% since his purchase.

Up 50% this week.
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⁠Investing visuals
Battle of the energy drinks: Celsius $CELH vs Monster $MNST 🥊⚡️
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⁠Dimitry Nakhla | Babylon Capital®
RT @trading_adrian: @DimitryNakhla You are by far the best investor I know here. Thanks for all your hard work. I learnt a lot from you and still learning!
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⁠Librarian Capital
Rightmove $RMV: Among top shareholders listed in 2023 annual, 4 are active investors who have been owners who also appeared in 2012

They've there for 10+ years, incl. in 2021 when RMV hit ~800p

Together the 4 own ~19% of shares
Lindsell Train, known to support mgmt., owns ~7% https://t.co/Dtchh767f4
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⁠Stock Analysis Compilation
Horizon Kinetics on LandBridge $LB

Thesis: strategic position in the Permian Basin offers a compelling opportunity for IT and AI infrastructure development, with significant royalty-type revenue potential

(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/GPzIJfAil8
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⁠Librarian Capital
% of consumers preferring to buy insurance online is highest in the UK (76%) among 17 markets surveyed

US is about average (48%), offset by a above-average portion of "don't know" (13%)

Italy, Spain and France are meaningfully lower at ~40%

re $ADM $PGR https://t.co/5prtrOlEJ2
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⁠Stock Analysis Compilation
Hayden Capital on Applovin $APP US

Thesis: AppLovin's high-margin ad platform is driving massive revenue growth, with significant future potential in AI-driven advertising and a highly efficient data model

(Extract from their Q2 letter, link to the full analysis in SAC#57) https://t.co/tio3bU5DzB
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⁠Librarian Capital
Vitaliy Katsenelson on Charter $CHTR

"Fixed wireless has taken all the share it will take"
Easier for cable to add wireless subs. than vice versa
Verizon Frontier acq. "sign of supreme desperation"
CEO: "We build the company for our grandchildren"
IMA sees 2028 FCF/share $48-60

My latest thoughts on Charter Communications (CHTR) and Liberty Broadband. https://t.co/bavL14MHpW - Vitaliy Katsenelson
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