⁠Quiver Quantitative
Wisconsin's Senate race is now a toss-up.

The GOP challenger, Eric Hovde, might be the first member of WallStreetBets in Congress.

He had capital gains of up to $2M from GameStop, $GME, last year.

He had gains of up to $3.1M from $AMC.

He also traded stock in Bed, Bath, and Beyond and PacWest Bank.

It looks like he has sold almost all of his GameStop and AMC stock.

We estimate that his net worth is ~$320M.

You can track politicians' portfolios live on Quiver.
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⁠Stock Analysis Compilation
Broyhill AM on Baxter $BAX US

Thesis: Baxter’s durable portfolio and expected 4-5% organic growth present a significant re-rating opportunity, as the stock is trading at a substantial discount to peers.

(Extract from their Q2 letter) https://t.co/8HpT74g7Vz
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨Insider Trading Alert

Shattuck Labs Inc, $STTK, sees large insider buy:

🔹CEO: ~$44,220 purchase on Oct 7
🔹Largest insider purchase by the CEO in 3+ years

Shares are up 14.16% today since the purchase https://t.co/MNxQ02E2zA
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⁠Librarian Capital
Asset mgmt. businesses are driven by AUM
Alpha's only one of many ways to get AUM

Ideas pitched by promoters often crash, because they are typically bad stockpickers

But they may have made the right decision in which skill to develop

That said, you don't have to listen to them
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⁠Quiver Quantitative
Hindenburg Research just shorted Roblox stock and called it a “hellscape for kids”

Nancy Pelosi owns $160K of Roblox stock, per our estimates.

This could be interesting. https://t.co/BlOSaQfnHq
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AkhenOsiris
Hurricane Dimon:

- Crypto is bullshit
- AI is very real
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AkhenOsiris
Smallcap trade is dead because *gasp*, the economy is stronger than we thought 😥
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⁠Stock Analysis Compilation
Artisan Partners on Oracle $ORCL US

Thesis: Oracle’s cloud infrastructure growth, driven by strong AI demand, positions it as a top player in enterprise software, with significant future upside.

(Extract from their Q2 letter) https://t.co/dmUL6frzkT
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⁠Stock Analysis Compilation
Clearbridge on Parex $PXT CN

Thesis: Parex’s stable free cash flow, shareholder returns, and exploration success make it a solid energy play with upside from future production growth

(Extract from their Q2 letter) https://t.co/xxY6W5NHqq
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⁠Quiver Quantitative
We tracked over $7 billion in stock purchases by corporate insiders over the last quarter.

We trained a bot on top of this data, making trading decisions based on the amount and type of insider purchases at each company.

It's been beating the market: https://t.co/kicTGCieLt
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⁠Librarian Capital
Kansas City, Missouri, proposing to ban all flavored nicotine products (vapes, pouches, etc.)

Missouri not among the states listed by $BATS as having passed "directory" laws against illicit vapes

Ban on flavored vapes and laws against illicits continue to have little overlap https://t.co/29zAyX92t4

KANSAS CITY, MISSOURI:

Total ban on flavored vapes, Zyn / pouches, and all other nicotine and tobacco products to be heard in city committee tomorrow.

Zoom testimony allowed.

https://t.co/rBX09dKgo9 - Gregory Conley
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