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Stock Analysis Compilation
Stock Analysis Compilation #59 is in your inbox 🔥(link below)
40 free analyses from the best hedge funds & newsletters :
$CDMO $CELH $PLAY $DIS $DUOL $FFBB $FND $GENK $GXO $KINS $LULU $MEDP $ONON $ORCL $PEN $PFE $PACK $RELY $RHI $RBLX $SKAS $SEG $FOUR $SBUX $TSLA $PATH $UG $PRKS $SEAT and many more
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Stock Analysis Compilation #59 is in your inbox 🔥(link below)
40 free analyses from the best hedge funds & newsletters :
$CDMO $CELH $PLAY $DIS $DUOL $FFBB $FND $GENK $GXO $KINS $LULU $MEDP $ONON $ORCL $PEN $PFE $PACK $RELY $RHI $RBLX $SKAS $SEG $FOUR $SBUX $TSLA $PATH $UG $PRKS $SEAT and many more
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Quiver Quantitative
🚨 UPDATE: We posted this report last month.
$HL has now risen 34% since the trade.
It's up again today.
Congressional stock trading is still legal. https://t.co/NNYgovMFPI
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🚨 UPDATE: We posted this report last month.
$HL has now risen 34% since the trade.
It's up again today.
Congressional stock trading is still legal. https://t.co/NNYgovMFPI
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Stock Analysis Compilation
Bonhoeffer Fund on FFB Bancorp $FFBB US
Thesis: FFB Bancorp’s strong historical growth and ambitious future targets offer an opportunity for substantial upside and high returns.
(Extract from their Q2 letter, link to the full analysis in SAC#59) https://t.co/wpSV7XFLmx
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Bonhoeffer Fund on FFB Bancorp $FFBB US
Thesis: FFB Bancorp’s strong historical growth and ambitious future targets offer an opportunity for substantial upside and high returns.
(Extract from their Q2 letter, link to the full analysis in SAC#59) https://t.co/wpSV7XFLmx
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Librarian Capital
RT @TVietor08: NYT on how Elon Musk is trying to buy the election for Trump:
- Spending $140-180MM on Trump super PAC
- Twitter coordinating with the Trump camp to throttle links to leaked campaign documents
- Musk rallying other billionaires to support Trump
- Musk temporarily moving to PA
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RT @TVietor08: NYT on how Elon Musk is trying to buy the election for Trump:
- Spending $140-180MM on Trump super PAC
- Twitter coordinating with the Trump camp to throttle links to leaked campaign documents
- Musk rallying other billionaires to support Trump
- Musk temporarily moving to PA
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Librarian Capital
Elon Musk already took Twitter away from us
Don't let him buy the election with his money too
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Elon Musk already took Twitter away from us
Don't let him buy the election with his money too
NYT on how Elon Musk is trying to buy the election for Trump:
- Spending $140-180MM on Trump super PAC
- Twitter coordinating with the Trump camp to throttle links to leaked campaign documents
- Musk rallying other billionaires to support Trump
- Musk temporarily moving to PA tweet
twitter.com
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Value Spotlight (Andrew Sather)
Shortcut for Calculating ROIC with a Complex Balance Sheet (Tutorial)
$MA https://t.co/O758nMturh
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Shortcut for Calculating ROIC with a Complex Balance Sheet (Tutorial)
$MA https://t.co/O758nMturh
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Quiver Quantitative
Nancy Pelosi has now made $23,000,000 in the stock market in 2024, per our estimates.
Here's how that compares to the rest of Congress: https://t.co/N5ASKyS9R0
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Nancy Pelosi has now made $23,000,000 in the stock market in 2024, per our estimates.
Here's how that compares to the rest of Congress: https://t.co/N5ASKyS9R0
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App Economy Insights
Tesla's "We, Robot" event in a nutshell.
$TSLA $UBER https://t.co/QTBEacXcOs
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Tesla's "We, Robot" event in a nutshell.
$TSLA $UBER https://t.co/QTBEacXcOs
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: At what price is Mastercard $MA a buy? Well, it depends on your required rate of return* 👇🏽
1️⃣ Starting Price $490 🟠
31x P/E:$600.16💵 … ~10.05% CAGR
30x P/E: $580.80💵 … ~8.46% CAGR
29x P/E: $561.44💵 … ~6.83% CAGR
___
2️⃣ Starting Price $470 🟡
31x P/E:$600.16💵 … ~12.12% CAGR
30x P/E: $580.80💵 … ~10.49% CAGR
29x P/E: $561.44💵 … ~8.83% CAGR
___
3️⃣ Starting Price $450 🟢
31x P/E:$600.16💵 … ~14.32% CAGR
30x P/E: $580.80💵 … ~12.66% CAGR
29x P/E: $561.44💵 … ~10.97% CAGR
___
*Assumptions: Fiscal Year ending in 2026, using 2026 EPS Estimate of $19.36 🧮
#stocks #investing
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RT @DimitryNakhla: At what price is Mastercard $MA a buy? Well, it depends on your required rate of return* 👇🏽
1️⃣ Starting Price $490 🟠
31x P/E:$600.16💵 … ~10.05% CAGR
30x P/E: $580.80💵 … ~8.46% CAGR
29x P/E: $561.44💵 … ~6.83% CAGR
___
2️⃣ Starting Price $470 🟡
31x P/E:$600.16💵 … ~12.12% CAGR
30x P/E: $580.80💵 … ~10.49% CAGR
29x P/E: $561.44💵 … ~8.83% CAGR
___
3️⃣ Starting Price $450 🟢
31x P/E:$600.16💵 … ~14.32% CAGR
30x P/E: $580.80💵 … ~12.66% CAGR
29x P/E: $561.44💵 … ~10.97% CAGR
___
*Assumptions: Fiscal Year ending in 2026, using 2026 EPS Estimate of $19.36 🧮
#stocks #investing
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Stock Analysis Compilation
Voss Capital on United Parks & Resorts $PRKS US
Thesis: PRKS's significant upside potential, based on a conservative valuation, offers compelling value in the theme park sector.
(Extract from their Q2 letter, link to the full analysis in SAC#59) https://t.co/elljlgbdHE
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Voss Capital on United Parks & Resorts $PRKS US
Thesis: PRKS's significant upside potential, based on a conservative valuation, offers compelling value in the theme park sector.
(Extract from their Q2 letter, link to the full analysis in SAC#59) https://t.co/elljlgbdHE
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