⁠Stock Analysis Compilation
Broyhill AM on Philip Morris $PM US

Thesis: Philip Morris’ shift to smoke-free products presents significant growth potential, making it an attractive long-term investment despite current valuations.

(Extract from their Q2 letter) https://t.co/j6nebxJb7n
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AkhenOsiris
No idea why but sounds bullish NVDA

⚠️ INTERNATIONAL LONGSHOREMEN'S ASSOCIATION AND USMX HAVE REACHED A TENTATIVE AGREEMENT ON WAGES- UNION FB POST

**ILA - EFFECTIVE IMMEDIATELY, ALL CURRENT JOB ACTIONS WILL CEASE AND ALL WORK COVERED BY THE MASTER CONTRACT WILL RESUME - FB POST

**ILA AND AGREED TO EXTEND THE MASTER CONTRACT UNTIL JAN 15, 2025 TO RETURN TO BARGAINING TABLE TO NEGOTIATE ALL OTHER OUTSTANDING ISSUES- UNION FB POST - PiQ
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AkhenOsiris
He's bullish AI folks

The pie is going to grow IMO but software about to become wildly competitive. Cost to enter new markets lower than it has ever been. Need to do it for survival never been higher. - Buck
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AkhenOsiris
ALERT: HURRICANE WARNING

Name: Jamie
Expected Landfall: Fri Oct 11, 655am ET
Location: NYC

Advisory: Residents asked to prepare for onslaught of how economy is in deep shit
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⁠Alex Bilzerian
RT @martinmrmar: So many math books... So little time. https://t.co/zoXyPLUPGd
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⁠Alex Bilzerian
RT @PavlosMsaouel: The perfect stats book for a book club reading. Opinionated, theatrical, and very rigorously argued. Have fun dissecting it!

'Probability Theory: The Logic of Science' - E. T. Jaynes (2003, PDF):
https://t.co/SovBvml2eH https://t.co/aglKnHZvrN - Alex Bilzerian
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⁠Alex Bilzerian
NOAA launching a weather balloon in Antarctica: https://t.co/TZs7qIxvCo
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⁠Alex Bilzerian
This is going to be an awkward email. https://t.co/3qdLsc1Cuc
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⁠Alex Bilzerian
RT @BackpirchCrew: The 5 pm EDT NHC cone takes #Milton directly into the city of Tampa as a Category 3 Major Hurricane 😬. https://t.co/5Te4zzDvzt
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⁠Alex Bilzerian
RT @alexbilz: There are 100s of fish species that are amphibious (they have adaptations that enable them to survive on land). Once on land, however, they face suffocation, drying up, and being hunted by land predators. My brother from @Cornell, Noah Bressman explains: https://t.co/9eOCJD2HJW https://t.co/WAhBhSJtqv
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