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Quiver Quantitative
BREAKING: Nancy Pelosi has made $6.7M in the stock market in the last two days, per our estimates.
Her portfolio keeps hitting new all-time highs.
We estimate that she is now worth $261M. https://t.co/ctMJ1nJNcb
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BREAKING: Nancy Pelosi has made $6.7M in the stock market in the last two days, per our estimates.
Her portfolio keeps hitting new all-time highs.
We estimate that she is now worth $261M. https://t.co/ctMJ1nJNcb
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Stock Analysis Compilation
White Brook Capital on Green Plains $GPRE US
Thesis: Green Plains is under increasing pressure from activist shareholders to sell the company, with a potential sale expected to unlock significant value in the short term
(Extract from their Q3 letter) https://t.co/YzB7wsbZ2N
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White Brook Capital on Green Plains $GPRE US
Thesis: Green Plains is under increasing pressure from activist shareholders to sell the company, with a potential sale expected to unlock significant value in the short term
(Extract from their Q3 letter) https://t.co/YzB7wsbZ2N
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Dimitry Nakhla | Babylon Capital®
“Fund consultants like to require style boxes such as long-term, macro, international equities.
At Berkshire our only style box is smart.”
— Warren Buffett 🗣️
#stocks #investing
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“Fund consultants like to require style boxes such as long-term, macro, international equities.
At Berkshire our only style box is smart.”
— Warren Buffett 🗣️
#stocks #investing
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Investing visuals
Tesla $TSLA is up nearly +25% in the past month. Now, let's zoom out. Here's a snapshot of the key metrics from the past 5 years👇 https://t.co/lXoWcBCWsy
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Tesla $TSLA is up nearly +25% in the past month. Now, let's zoom out. Here's a snapshot of the key metrics from the past 5 years👇 https://t.co/lXoWcBCWsy
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Quiver Quantitative
Just found something interesting in our data.
Representative Josh Gottheimer bought stock in a company called DISCO Corp, $DSCSY
It’s a Japanese company that makes laser saws to cut semiconductor wafers.
First time we have ever seen a member of Congress buy this stock. https://t.co/Sd9McHHIYC
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Just found something interesting in our data.
Representative Josh Gottheimer bought stock in a company called DISCO Corp, $DSCSY
It’s a Japanese company that makes laser saws to cut semiconductor wafers.
First time we have ever seen a member of Congress buy this stock. https://t.co/Sd9McHHIYC
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Quiver Quantitative
RT @InsiderRadar: 🚨 BREAKING: New CEO Insider Purchase
The CEO of $MEC just reported the purchase of ~$100K of the company's stock.
This comes shortly after the stock suffered a 25% drop-off this week. https://t.co/xDUwD0MFjL
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RT @InsiderRadar: 🚨 BREAKING: New CEO Insider Purchase
The CEO of $MEC just reported the purchase of ~$100K of the company's stock.
This comes shortly after the stock suffered a 25% drop-off this week. https://t.co/xDUwD0MFjL
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Stock Analysis Compilation
Clearbridge on Meritage Homes $MTH US
Thesis: Meritage Homes is well-positioned to benefit from a systemic housing shortage in the U.S., with higher historical returns and the potential for strong growth as interest rates decline
(Extract from their Q3 letter) https://t.co/f5mIwRhy7x
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Clearbridge on Meritage Homes $MTH US
Thesis: Meritage Homes is well-positioned to benefit from a systemic housing shortage in the U.S., with higher historical returns and the potential for strong growth as interest rates decline
(Extract from their Q3 letter) https://t.co/f5mIwRhy7x
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App Economy Insights
$ABNB Airbnb Q3 FY24:
💵 GBV +10% Y/Y to $20.1B.
🛌 Nights booked +8% Y/Y to 123M.
• Revenue +10% Y/Y to $3.7B ($10M beat).
• Operating margin 41% (-3pp Y/Y).
• EPS $2.13 ($0.02 miss).
• FCF +29% Y/Y to $1.1B.
• Q4 revenue outlook 8% to 10%. https://t.co/JqusiuVVRt
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$ABNB Airbnb Q3 FY24:
💵 GBV +10% Y/Y to $20.1B.
🛌 Nights booked +8% Y/Y to 123M.
• Revenue +10% Y/Y to $3.7B ($10M beat).
• Operating margin 41% (-3pp Y/Y).
• EPS $2.13 ($0.02 miss).
• FCF +29% Y/Y to $1.1B.
• Q4 revenue outlook 8% to 10%. https://t.co/JqusiuVVRt
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