⁠Quiver Quantitative
"Nancy Pelosi is the only member of Congress who has made suspicious stock trades"

Here are some of the trades we've seen, IN THE LAST MONTH: https://t.co/GSAVtAzHni
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⁠Quiver Quantitative
JUST IN: Mark Zuckerberg has reportedly been spotted at Mar-a-Lago.

We saw Marjorie Taylor Greene buy $META earlier this month. https://t.co/OArAKQK7fx
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⁠Capital Employed
RT @equitybaron: With an investment of around $4k per year you can get lots of compelling small/microcap/niche investment ideas direct to your inbox...

(Extremely good value compared to hiring a full-time analyst) 👇
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⁠Stock Analysis Compilation
Desert Lion on Calgro $CGR SJ

Thesis: Calgro's deep discount valuation, efficient capital management, and strong housing demand position it for multi-year growth

(Extract from their Q3 letter) https://t.co/OjA0F9ZbOY
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⁠Hidden Value Gems
Another good 🇬🇧 business is taken private 👇

$LGRS.L https://t.co/TLBYQ7saKG
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⁠Hidden Value Gems
And another bid, although this time 'opportunistic' and 'rejected'
$DLG.L
👇 https://t.co/vQj6MgMugd

Another good 🇬🇧 business is taken private 👇

$LGRS.L https://t.co/TLBYQ7saKG - Hidden Value Gems
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⁠Stock Analysis Compilation
Artemis on Beazley $BEZ LN

Thesis: Beazley offers a rare opportunity at a multi-year low valuation, backed by strong solvency and expertise in high-growth specialist insurance markets

(Extract from their Q3 letter) https://t.co/UuiMhjr0bh
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⁠Hidden Value Gems
Surprised so many #LVMH bears on X.

Used to be quite a popular quality compounder.

LVMH is down 19% YTD, still not too cheap, close to 20x fwd PE, but reasonable assuming luxury recovery, high ROIC/margins and its moat.

At what level would you buy it without any further thinking?

$MC.PA #LVMH
- I already own it
- Buying it now
- Not my type of business
- Under €500 - Hidden Value Gems
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