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Stock Analysis Compilation
Montaka on Alphabet $GOOGL US
Thesis: Alphabet’s dominance in Search is not weakening but strengthening, as AI enhances Google’s core business and widens its competitive moat.
(Extract from their article) https://t.co/5Z3n6igSaq
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Montaka on Alphabet $GOOGL US
Thesis: Alphabet’s dominance in Search is not weakening but strengthening, as AI enhances Google’s core business and widens its competitive moat.
(Extract from their article) https://t.co/5Z3n6igSaq
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Stock Analysis Compilation
Hedge funds' best ideas #23 is in your inbox 🔥
(link below)
Includes links to the Q3 letters from Artisan Partners / Bronte Capital / Distillate Capital / Edgepoint / Fairlight Capital / FPA / Heartland Advisors / Hotchkis & Wiley / Lindsell Train / Liontrust / Loomis Sayles / Macquarie / Madison Funds / Mar Vista / Montaka / Silver Ring VP / SouthernSun
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Hedge funds' best ideas #23 is in your inbox 🔥
(link below)
Includes links to the Q3 letters from Artisan Partners / Bronte Capital / Distillate Capital / Edgepoint / Fairlight Capital / FPA / Heartland Advisors / Hotchkis & Wiley / Lindsell Train / Liontrust / Loomis Sayles / Macquarie / Madison Funds / Mar Vista / Montaka / Silver Ring VP / SouthernSun
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Quiver Quantitative
The spending bill released last night would include a raise for members of Congress.
Members are currently paid $174K/year.
Members made an average of $366K in the stock market last year, per our estimates.
This number is skewed by some outliers: https://t.co/d29OTDVGDk
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The spending bill released last night would include a raise for members of Congress.
Members are currently paid $174K/year.
Members made an average of $366K in the stock market last year, per our estimates.
This number is skewed by some outliers: https://t.co/d29OTDVGDk
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Offshore
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Stock Analysis Compilation
Pernas Research on BGSF Inc $BGSF US
Thesis: BGSF, trading at depressed levels, offers a compelling speculative opportunity with strong insider buying and significant upside potential.
(Extract from their Stock Sonar report) https://t.co/wipD39btUh
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Pernas Research on BGSF Inc $BGSF US
Thesis: BGSF, trading at depressed levels, offers a compelling speculative opportunity with strong insider buying and significant upside potential.
(Extract from their Stock Sonar report) https://t.co/wipD39btUh
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Investing visuals
While $AMD operates in the shadow of $NVDA, its data center revenue growth over the past four years has been impressive. https://t.co/Odq6HWuBxL
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While $AMD operates in the shadow of $NVDA, its data center revenue growth over the past four years has been impressive. https://t.co/Odq6HWuBxL
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Quiver Quantitative
Senator John Boozman has disclosed a purchase of an Asia (excluding Japan) ETF, $AAXJ.
First time we've ever seen a politician buy this ETF.
Largest holdings include:
- TSM
- Tencent
- Samsung
- Alibaba https://t.co/QCbbxaIBA3
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Senator John Boozman has disclosed a purchase of an Asia (excluding Japan) ETF, $AAXJ.
First time we've ever seen a politician buy this ETF.
Largest holdings include:
- TSM
- Tencent
- Samsung
- Alibaba https://t.co/QCbbxaIBA3
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Ahmad Jivraj
$AMD getting no love these days by the market"
While $AMD operates in the shadow of $NVDA, its data center revenue growth over the past four years has been impressive. https://t.co/Odq6HWuBxL "- Investing visuals
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$AMD getting no love these days by the market"
While $AMD operates in the shadow of $NVDA, its data center revenue growth over the past four years has been impressive. https://t.co/Odq6HWuBxL "- Investing visuals
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Video
Startup Archive
Sam Altman: “The best founders are generalists all the way through”
Sam continues:
“Maybe you’re a specialist in a particular technology that you develop… But when you transition from building a product to building a company, you have to specialize in generalization starting that day and never look back.”
Video source: @GreylockVC (2015)
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Sam Altman: “The best founders are generalists all the way through”
Sam continues:
“Maybe you’re a specialist in a particular technology that you develop… But when you transition from building a product to building a company, you have to specialize in generalization starting that day and never look back.”
Video source: @GreylockVC (2015)
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Offshore
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Stock Analysis Compilation
Royce Invest on FirstService $FSV CN
Thesis: FirstService combines resilient recurring revenue with strong growth opportunities, positioning it as a leader in essential property services
(Extract from their article) https://t.co/6A69YqkRVr
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Royce Invest on FirstService $FSV CN
Thesis: FirstService combines resilient recurring revenue with strong growth opportunities, positioning it as a leader in essential property services
(Extract from their article) https://t.co/6A69YqkRVr
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Quiver Quantitative
RT @InsiderRadar: $FREY stock is up another 18% this morning, now up 35% in total since we reported their CFO's insider purchase on Monday https://t.co/pVwogEALCt"
$FREY stock ended today up 12%, following last night's insider trade https://t.co/EwwJzCk4ZO "- Insider Radar
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RT @InsiderRadar: $FREY stock is up another 18% this morning, now up 35% in total since we reported their CFO's insider purchase on Monday https://t.co/pVwogEALCt"
$FREY stock ended today up 12%, following last night's insider trade https://t.co/EwwJzCk4ZO "- Insider Radar
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