⁠Stock Analysis Compilation
Artemis on Smurfit Westrock $SW US

Thesis: Smurfit Westrock's merger unlocks efficiencies, with leadership poised to drive improved returns in the dominant global packaging industry

(Extract from their Q3 letter) https://t.co/aStjGO5ldx
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AkhenOsiris
Which tech executive will have dinner with Trump next?
- Bezos/Jassy
- Nadella
- Pichai
- Huang
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AkhenOsiris
Was that the shortest amount of time a country has endured martial law, wtf was that 😂
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AkhenOsiris
Almost forgot what it was like when AMZN didn't need a damn green market to outperform
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⁠Stock Analysis Compilation
Artisan on Tetra Tech $TTEK US

Thesis: Tetra Tech leads sustainable infrastructure growth, capitalizing on water regulation reforms and global investment tailwinds

(Extract from their Q3 letter) https://t.co/GNUnJvKDms
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⁠Quiver Quantitative
Senator Bernie Sanders has said:

"We can cut military spending by targeting massive waste & fraud from defense contractors."

Sanders is one of the few senators who we have not seen taking money from corporate PACs. https://t.co/VHb7Nrs5cc
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⁠Quiver Quantitative
Representative Ro Khanna just said:

"...saving taxpayer money is not a partisan issue.

We need to work with @elonmusk and @DOGE to...hold defense contractors accountable."

Khanna is one of the few members of Congress who we have not seen taking corporate PAC money. https://t.co/fTHFhhMrbp
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⁠Quiver Quantitative
I built a trading bot that buys stock in the companies that are ramping up lobbying spending.

The portfolio has risen 40% since being released on Autopilot in April.

Here’s a thread of some stocks it is currently holding, and what they are lobbying on: https://t.co/bP3zn5PllB
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⁠Quiver Quantitative
BREAKING: Nancy Pelosi's portfolio just hit ANOTHER all-time high.

We estimate that she is now worth $266M.

You can track politicians' portfolios on Quiver: https://t.co/5Gpj6xqYg0
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⁠Quiver Quantitative
What is going on.

$SKI has now risen 47% since we posted this report this morning.

Representative Mike Collins just posted this image: https://t.co/ltEYZ0hyIn
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⁠App Economy Insights
$CRM Salesforce Q3 FY25 (October quarter):

• Current RPO +10% Y/Y to $26.4B.
• Revenue +8% Y/Y to $9.4B ($90M beat).
• Operating margin 20% (+3pp Y/Y).
• Non-GAAP EPS $2.41 ($0.04 miss).

FY25 guidance (slightly raised):
• Revenue +9% Y/Y to $38B.
• Operating margin 20%. https://t.co/gDbDX6PpIV
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