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Dimitry Nakhla | Babylon Capital®
RT @OptionsMustang: My first time trading $MCD, since your post, I learnt your analysis, so on Aug 12, I enter $275C Nov 24 expiry. My enter point was on 4 hour when it reclaim 34-50 ema and VWAP, sold it today $310. I watch hourly and on 10 mins. It always found support at 34-50 ema. THANK YOU 🙏 https://t.co/MN4lpzq1ZO
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RT @OptionsMustang: My first time trading $MCD, since your post, I learnt your analysis, so on Aug 12, I enter $275C Nov 24 expiry. My enter point was on 4 hour when it reclaim 34-50 ema and VWAP, sold it today $310. I watch hourly and on 10 mins. It always found support at 34-50 ema. THANK YOU 🙏 https://t.co/MN4lpzq1ZO
Less than 3 months ago I suggested that $MCD appears to be a worthwhile consideration for investment at $261💵
Since then, $MCD is up +18% ✅
As I stated:
“As you can see, $MCD appears to have attractive return potential IF we assume >22x earnings, a multiple below its 10-year mean & a multiple that’s not too far off from 20x which is where $MCD has a history of bottoming at — implying a decent margin of safety
Today at $261💵 $MCD appears to be a worthwhile consideration for investment, especially for investors looking to establish a position in a strong dividend grower with relatively low volatility” 🎯
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#stocks #investing tweet
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Quiver Quantitative
This keeps getting wilder.
We posted this report on a suspicious stock purchase by Representative Josh Gottheimer back in May.
$FICO has now risen 79% since the trade: https://t.co/oDgvjSmkVO
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This keeps getting wilder.
We posted this report on a suspicious stock purchase by Representative Josh Gottheimer back in May.
$FICO has now risen 79% since the trade: https://t.co/oDgvjSmkVO
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Stock Analysis Compilation
Clearbridge on IDEXX Laboratories $IDXX US
Thesis: IDEXX’s dominant position in the growing animal diagnostics market and potential for margin expansion make it an attractive investment.
(Extract from their Q2 letter) https://t.co/iySpJ1XVIf
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Clearbridge on IDEXX Laboratories $IDXX US
Thesis: IDEXX’s dominant position in the growing animal diagnostics market and potential for margin expansion make it an attractive investment.
(Extract from their Q2 letter) https://t.co/iySpJ1XVIf
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Quiver Quantitative
In August, 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.
He bought up to $50K of it.
It has now risen 163% since his purchase.
Up another 17% this week. https://t.co/rHWfPVayoY
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In August, 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.
He bought up to $50K of it.
It has now risen 163% since his purchase.
Up another 17% this week. https://t.co/rHWfPVayoY
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Quiver Quantitative
Another one.
In June, we posted this report on a stock trade by Representative María Salazar that caught our attention.
$DTM has now risen 40% since her trade. https://t.co/leuNYg2hsP
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Another one.
In June, we posted this report on a stock trade by Representative María Salazar that caught our attention.
$DTM has now risen 40% since her trade. https://t.co/leuNYg2hsP
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Stock Analysis Compilation
Diamond Hill on Civitas Resources $CIVI US
Thesis: Civitas Resources’ low-cost drilling operations and strategic acquisitions make it an undervalued energy play with solid cash-generation potential.
(Extract from their Q2 letter) https://t.co/WEs5ob5rBu
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Diamond Hill on Civitas Resources $CIVI US
Thesis: Civitas Resources’ low-cost drilling operations and strategic acquisitions make it an undervalued energy play with solid cash-generation potential.
(Extract from their Q2 letter) https://t.co/WEs5ob5rBu
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Quiver Quantitative
I built a bot which buys stocks that are being bought by politicians.
It has been beating the market.
Some of the trades it mimics are very suspicious.
Here are a few of them:
LOCKHEED MARTIN, $LMT
On October 17th of 2022, the strategy entered a position in Lockheed Martin.
This came after purchases of up to $115K of Lockheed stock by Representative Scott Franklin.
The day after the strategy entered this position, Lockheed announced better-than-expected quarterly revenue due to increased demand for its F-35 fighter jets.
Representative Scott Franklin sits on the House Committee on Appropriations, which oversees government expenditures.
Lockheed rose over 18% in the following two months.
ARTIVION, $AORT
On November 27th, the strategy entered a position in Artivion.
This came after purchases of up to $200K of Artivion stock by Senator Tina Smith.
Artivion is a small medical device company. Smith sits on the Senate Committee on Health.
The stock rose 25% within two weeks of the trade.
It has now risen 87% since the trade was made.
NGL ENERGY, $NGL
On April 10th, the strategy entered a position in NGL Energy.
This move was made as a result of Representative Mark Green’s March 24th purchase of up to $250K of NGL stock, which was disclosed on April 1st.
NGL rose 75% over the next 6 months.
We estimate that Representative Green made more money off of his NGL trading than he did from his congressional salary in 2023.
FINAL THOUGHTS
It’s worth noting that despite the performance of the Congress Buys Strategy, it may still be held back by weak disclosure regulations.
Members of Congress are given 45 days to disclose transactions, but the penalty for late disclosures is a mere $200.
Until Congress does manage to do a better job regulating itself, you can check out Quiver to see their most recent trades and track the strategy.
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I built a bot which buys stocks that are being bought by politicians.
It has been beating the market.
Some of the trades it mimics are very suspicious.
Here are a few of them:
LOCKHEED MARTIN, $LMT
On October 17th of 2022, the strategy entered a position in Lockheed Martin.
This came after purchases of up to $115K of Lockheed stock by Representative Scott Franklin.
The day after the strategy entered this position, Lockheed announced better-than-expected quarterly revenue due to increased demand for its F-35 fighter jets.
Representative Scott Franklin sits on the House Committee on Appropriations, which oversees government expenditures.
Lockheed rose over 18% in the following two months.
ARTIVION, $AORT
On November 27th, the strategy entered a position in Artivion.
This came after purchases of up to $200K of Artivion stock by Senator Tina Smith.
Artivion is a small medical device company. Smith sits on the Senate Committee on Health.
The stock rose 25% within two weeks of the trade.
It has now risen 87% since the trade was made.
NGL ENERGY, $NGL
On April 10th, the strategy entered a position in NGL Energy.
This move was made as a result of Representative Mark Green’s March 24th purchase of up to $250K of NGL stock, which was disclosed on April 1st.
NGL rose 75% over the next 6 months.
We estimate that Representative Green made more money off of his NGL trading than he did from his congressional salary in 2023.
FINAL THOUGHTS
It’s worth noting that despite the performance of the Congress Buys Strategy, it may still be held back by weak disclosure regulations.
Members of Congress are given 45 days to disclose transactions, but the penalty for late disclosures is a mere $200.
Until Congress does manage to do a better job regulating itself, you can check out Quiver to see their most recent trades and track the strategy.
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Librarian Capital
Union Pacific $UNP, 2023 vs. 2019 figures:
Track (miles): 52.1k vs. 51.7k
Locomotives: 7.2k vs. 7.7k
Revenue ton miles (bn): 413.3 vs. 423.4
Avg. revenue/car: $2.78k vs. $2.43k
Freight revenues: $22.6bn vs. $20.2bn
Op ratio: 62.3% vs. 60.6%
Op CF: $8.38bn vs. $8.61bn
Ex-growth? https://t.co/mg6MVCFLgC
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Union Pacific $UNP, 2023 vs. 2019 figures:
Track (miles): 52.1k vs. 51.7k
Locomotives: 7.2k vs. 7.7k
Revenue ton miles (bn): 413.3 vs. 423.4
Avg. revenue/car: $2.78k vs. $2.43k
Freight revenues: $22.6bn vs. $20.2bn
Op ratio: 62.3% vs. 60.6%
Op CF: $8.38bn vs. $8.61bn
Ex-growth? https://t.co/mg6MVCFLgC
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Capital Employed
46 Top Stock Pitches (1st-15th October)💡
This is the biggest and most epic one we have published yet.
46 interesting ‘fresh-off-the-press’ stock pitches for subscribers to work through!
https://t.co/Z8N7AKZNvy https://t.co/RFrYVcoxVK
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46 Top Stock Pitches (1st-15th October)💡
This is the biggest and most epic one we have published yet.
46 interesting ‘fresh-off-the-press’ stock pitches for subscribers to work through!
https://t.co/Z8N7AKZNvy https://t.co/RFrYVcoxVK
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