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Investing visuals
New: Investing Visuals is now on Instagram!
Get a quick look at all my visuals in one place. Follow me there: @investingvisuals
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Quiver Quantitative
This is wild.

We posted a report on a suspicious purchase of Fair Isaac stock by Representative Josh Gottheimer in May.

$FICO has now risen 67% since the trade.

It's a credit scoring service.

Gottheimer sits on the House Financial Services Committee. https://t.co/7F5IfVNXac
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Quiver Quantitative
RT @InsiderRadar: 🚨Insider Trading Alert

New Fortress Energy Inc, $NFE, sees major insider buy:

🔹CEO: ~$49,999,993 purchase on Oct 1

Largest insider purchase in 5 years

The shares traded up 5.4% last Friday, but have dropped 4.5% this morning https://t.co/NE75u9uHCZ
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Stock Analysis Compilation
Artisan Partners on Argenx $ARGX US

Thesis: Argenx’s Vyvgart presents a significant growth opportunity, with blockbuster potential in multiple autoimmune conditions, making it a biotech leader to watch.

(Extract from their Q2 letter) https://t.co/NQwu4yLQgZ
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Librarian Capital
Weekly Update: trying this out next Monday (14-Oct)
https://t.co/mJT2dePHtQ
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Quiver Quantitative
🚨 Elon Musk's America PAC has been ramping up spending.

We estimate that $11M has already been spent so far this month.

Here's where that money has been going 🧵 https://t.co/2ZIIBkqAAf
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Stock Analysis Compilation
Third Point on Intercontinental Exchange $ICE US

Thesis: ICE’s powerful AI potential, combined with its dominant market position, presents a compelling long-term growth and value re-rating opportunity.

(Extract from their Q2 letter) https://t.co/x44kYgpndd
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Quiver Quantitative
Robinhood's Chief Legal Officer, Dan Gallagher, is reportedly favored to replace Gary Gensler, if Trump is elected.

We have seen Gallagher, and other Robinhood executives, donate thousands of dollars this election cycle.

Track live on Quiver. https://t.co/BB7uNpYiRm
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Stock Analysis Compilation
Harris Associates on Embotelladora Andina $ANDINAB CI

Thesis: Despite political headwinds, Andina’s stable earnings growth and strong market position in Latin America’s refillable bottle space present a unique value opportunity.

(Extract from their Q2 letter) https://t.co/NYu7QUP3PL
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