⁠Investing visuals
$AXON is firing on all cylinders and is up +140% year-to-date. Here's a snapshot of the company: https://t.co/cj5a0yb9LO
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⁠Ahmad Jivraj
1/15Trump: The Bitcoin President

From last week's newsletter:

One of Trump’s campaign points was that he would “Protect Bitcoin.”
Well, with Trump’s victory, Bitcoin and crypto had a great day post Election:
• Bitcoin was up ~9%
• Ethereum was up ~11%
• Solana was up ~15%
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AkhenOsiris
Blue MNDY youtu.be/FYH8DsU2WCk?si=FsW1…
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AkhenOsiris
RT @SaaSletter: 👀👀👀 at the implications of many aspects of this @theinformation article on slowing AI model improvement

Especially the 10x cost per query increase theinformation.com/articles/…

Via @steph_palazzolo @amir @erinkwoo
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⁠Quiver Quantitative
Dave McCormick just won the PA Senate election.

He was previously the CEO of Bridgewater Associates, a hedge fund founded by Ray Dalio.

We've got data on his portfolio up on Quiver.

His largest stock holding today is a $4M position in Rumble, $RUM, per our estimates. https://t.co/HWQUdGqm0D
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⁠Stock Analysis Compilation
Conestoga on Vita Coco $COCO US

Thesis: Vita Coco’s dominant position in the fast-growing coconut water market and expanding global reach provide strong growth opportunities in the beverage industry.

(Extract from their Q3 letter) https://t.co/HK1demMTm4
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⁠Quiver Quantitative
UPDATE: JD Vance now has up to $490K in Bitcoin, $BTC

BREAKING: JD Vance now has up to $400K in Bitcoin, $BTC.

You can track his portfolio on Quiver. https://t.co/h0BfhEGxjL - Quiver Quantitative
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⁠Quiver Quantitative
BREAKING: Trump has chosen former congressman Lee Zeldin to run the EPA.

We estimate that Zeldin currently has a net worth of less than $800K.

We did not see him trade any stocks while in office. https://t.co/dOJmBJ5kRx
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⁠Dimitry Nakhla | Babylon Capital®
“ if you don’t feel comfortable owning a stock for 10 years, then don’t own it for 10 minutes.”

— Warren Buffett 🗣️

#stocks #investing
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