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Quiver Quantitative
With the House Ethics Committee in the news:
We have caught four of the committee’s ten members violating the STOCK Act.
Here’s who we caught:
John Rutherford: 152 violations
David Joyce: 136 violations
Michael Guest (Chairman): 2 violations
Deborah Ross: 1 violation
You can track their portfolios live on Quiver.
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With the House Ethics Committee in the news:
We have caught four of the committee’s ten members violating the STOCK Act.
Here’s who we caught:
John Rutherford: 152 violations
David Joyce: 136 violations
Michael Guest (Chairman): 2 violations
Deborah Ross: 1 violation
You can track their portfolios live on Quiver.
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Stock Analysis Compilation
Vulcan Value Partners on Colliers International $CIGI
Thesis: CIGI’ diversified earnings and asset-light model provide strong cash flow stability, with improving real estate transactions and earnings growth supported by recent interest rate cuts
(Extract from their Q3 letter) https://t.co/b3SfEEZVbh
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Vulcan Value Partners on Colliers International $CIGI
Thesis: CIGI’ diversified earnings and asset-light model provide strong cash flow stability, with improving real estate transactions and earnings growth supported by recent interest rate cuts
(Extract from their Q3 letter) https://t.co/b3SfEEZVbh
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App Economy Insights
📺 US TV Time October 2024:
Streaming 40.5% (+3.9pp Y/Y).
• YouTube 10.6% (+1.5pp Y/Y).
• Netflix 7.5% (+0.3pp Y/Y).
• Prime Video 3.5% (-0.1pp Y/Y).
• Disney+ 2.4% (+0.5pp Y/Y).
• Hulu 2.4% (-0.7pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/JtwCYkWgwC
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📺 US TV Time October 2024:
Streaming 40.5% (+3.9pp Y/Y).
• YouTube 10.6% (+1.5pp Y/Y).
• Netflix 7.5% (+0.3pp Y/Y).
• Prime Video 3.5% (-0.1pp Y/Y).
• Disney+ 2.4% (+0.5pp Y/Y).
• Hulu 2.4% (-0.7pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/JtwCYkWgwC
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Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made $1.8M in the stock market today, per our estimates.
We estimate that she is now worth $263M: https://t.co/yynMGrT2nj
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BREAKING: Nancy Pelosi's portfolio just hit another all-time high.
She has made $1.8M in the stock market today, per our estimates.
We estimate that she is now worth $263M: https://t.co/yynMGrT2nj
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Quiver Quantitative
RT @InsiderRadar: 🚨 JUST IN: New CEO Insider Purchase
The CEO of $BRKR just reported the purchase of ~$5M of the company's stock.
This is the first inside buy we have seen at the company in over 2 years. https://t.co/LyQ1xrchP8
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RT @InsiderRadar: 🚨 JUST IN: New CEO Insider Purchase
The CEO of $BRKR just reported the purchase of ~$5M of the company's stock.
This is the first inside buy we have seen at the company in over 2 years. https://t.co/LyQ1xrchP8
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Quiver Quantitative
BREAKING: Nebraska Independent Dan Osborn is launching a PAC to elect working-class candidates.
We looked into Osborn's portfolio:
It's all mutual funds, worth just $320K by our estimates.
He still owes up to $500K on his mortgage.
He told Politico that he had to go back to work as a steamfitter after losing the Nebraska Senate election, in order to pay his bills.
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BREAKING: Nebraska Independent Dan Osborn is launching a PAC to elect working-class candidates.
We looked into Osborn's portfolio:
It's all mutual funds, worth just $320K by our estimates.
He still owes up to $500K on his mortgage.
He told Politico that he had to go back to work as a steamfitter after losing the Nebraska Senate election, in order to pay his bills.
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Capital Employed
Nearly 100 Q3 Fund Letters have now been added.
This is a treasure trove of insights and ideas 💡
The latest letters from @CrossroadsOnX @AtaiCapital @Fairlight_Cap have all been added this week 👇
https://t.co/z8VTurKKQI https://t.co/Dpx9XpLfc7
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Nearly 100 Q3 Fund Letters have now been added.
This is a treasure trove of insights and ideas 💡
The latest letters from @CrossroadsOnX @AtaiCapital @Fairlight_Cap have all been added this week 👇
https://t.co/z8VTurKKQI https://t.co/Dpx9XpLfc7
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