⁠Stock Analysis Compilation
Artisan Partners on Modine Manufacturing $MOD US

Thesis: Modine’s transformation into new growth markets like EV solutions and data centers drives an attractive profit cycle

(Extract from their Q3 letter) https://t.co/s7MR1TC3Ip
tweet

⁠InsideArbitrage
The InsideArbitrage Friday Wrap is out!

"A Flip Flopper Special"

👉Full Article link in the final tweet.

🧵1/10 https://t.co/Is283lnO02
tweet

⁠Investing visuals
If the market would drop over 10%, which stock would you buy hand over fist?
tweet

⁠Quiver Quantitative
RT @InsiderRadar: We have seen an average return of 7.4% for the trades we reported on this week.

Another very strong week for insider buyers, despite the market dip.

- $1M in purchases of $TDW by CEO and director on 12/16. Since our report, the stock is up 4%.

- $1M purchase of $FANG by director on 12/17. Since our report, the stock is down 3%.

- $900K purchase of $FREY by CFO on 12/16. Since our report, the stock is up 40%.

- $670K purchase of $GPN by director on 12/16. Since our report, the stock is down 2%.

- $490K purchase of $XPRO by CEO on 12/17. Since our report, the stock is up 3%.

- $230K purchase of $DDD by CEO on 12/18. Since our report, the stock is flat.

- $143K purchase of $HPP by CEO on 12/20. Since our report, the stock is up 10%.
tweet

⁠InsideArbitrage
RT @AsifSuria: Christmas came early for me!

I got a chance to be on with not one but two amazing podcasts this month including this one with @AndrewRangeley where we discuss the luxury hotel REIT Pebblebrook Hotel Trust $PEB

In a past life, every few weeks, I used to drive from the San Francisco Bay Area to Sacramento to visit a few clinics and meet doctors in the Sacramento region.

For the 2+ hour drive each way, I used to queue up some podcasts, and more often than not, they were Yet Another Value Podcasts by Andrew Walker.

Listening to them back then, I never imagined I would one day get to be a guest on his podcast and twice in the same year.

Thank you for having me on Andrew!

Podcast #281 is up!

@AsifSuria discusses some very interesting insider buying at $PEB

https://t.co/KoE557Xp7s - Yet Another Value Empire
tweet

⁠Stock Analysis Compilation
Diamond Hill on Willis Towers Watson $WTW US

Thesis: Willis Towers Watson’s resilience, global diversification, and fee-driven income offer stability and strong upside potential

(Extract from their Q3 letter) https://t.co/Nyq0CQd5cg
tweet

⁠Dimitry Nakhla | Babylon Capital®
This will surprise you $GOOG $GOOGL ‼️

$GOOG is expected to accelerate its EPS growth from 2024-2027, outpacing its already impressive growth from 2021-2024

Best of all, $GOOG is 17% cheaper today than it was at the end of 2021 🤯 https://t.co/qiDIcr2q9U
tweet

⁠Quiver Quantitative
Representative Cory Mills just said:

“If the House is so easy to add things like COLA for Congress and exemptions for Congress to the Obamacare registration to the CR. Then let’s add banning of stock market trades for members and their spouses.” https://t.co/dONkarz4j4
tweet

⁠Quiver Quantitative
RT @InsiderRadar: Last month, we reported a massive purchase in $LCID by the Public Investment Fund of Saudi Arabia (who hold a board seat at the company).

The stock is up 35% since that trade was reported, and rose 15% today. https://t.co/wJJvllo3f8

🚨 Massive New Purchase of $LCID

The Public Investment Fund of Saudi Arabia just reported purchasing $1 BILLION of the company's stock.

They are a >10% investor in the electric vehicle company, and hold a board seat.

This purchase took place through a private placement deal, which was announced in mid-October. - Insider Radar
tweet

⁠Quiver Quantitative
The House will reportedly vote this afternoon on a bill that’s the same as yesterday’s bill, minus a suspension of the debt limit.

It removes an item requested by Trump, but it’s the same item that many of the GOP “nay” votes objected to yesterday.
tweet