Offshore
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App Economy Insights
Top companies globally (end of 2024):
📱 $AAPL
🤖 $NVDA
💻 $MSFT
🔍 $GOOG
📦 $AMZN
🛢️ $ARAMCO
🌐 $META
🚗 $TSLA
📈 $AVGO
⚙️ $TSM
Who will be at the top by the end of 2025? https://t.co/oKGYItF7gj
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Top companies globally (end of 2024):
📱 $AAPL
🤖 $NVDA
💻 $MSFT
🔍 $GOOG
📦 $AMZN
🛢️ $ARAMCO
🌐 $META
🚗 $TSLA
📈 $AVGO
⚙️ $TSM
Who will be at the top by the end of 2025? https://t.co/oKGYItF7gj
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Offshore
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Stock Analysis Compilation
Polen Capital on Insight Enterprises $NSIT US
Thesis: Insight Enterprises leverages strong customer relationships and cloud expertise for 18% EPS growth—explore its pivotal role in IT's next wave
(Extract from their Q3 letter) https://t.co/avbjGzFMgi
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Polen Capital on Insight Enterprises $NSIT US
Thesis: Insight Enterprises leverages strong customer relationships and cloud expertise for 18% EPS growth—explore its pivotal role in IT's next wave
(Extract from their Q3 letter) https://t.co/avbjGzFMgi
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Offshore
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Stock Analysis Compilation
Newbridge AM on McKesson Corporation $MCK US
Thesis: McKesson's specialty pharma growth and healthcare distribution leadership position it as a resilient player amid evolving industry trends
(Extract from their Q3 letter) https://t.co/ntB3V8czZP
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Newbridge AM on McKesson Corporation $MCK US
Thesis: McKesson's specialty pharma growth and healthcare distribution leadership position it as a resilient player amid evolving industry trends
(Extract from their Q3 letter) https://t.co/ntB3V8czZP
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Quiver Quantitative
BREAKING: Senator Markwayne Mullin has violated the STOCK Act again.
He just disclosed another July purchase of stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
Apparently he made multiple purchases of $LRN, and did not disclose any of them until months after the reporting deadline.
He also just disclosed that he sold his whole position in $LRN two week ago, after the stock rose over 38%.
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BREAKING: Senator Markwayne Mullin has violated the STOCK Act again.
He just disclosed another July purchase of stock in a company called Stride, $LRN.
It's a for-profit education company.
Mullin sits on the Senate Committee on Education.
Apparently he made multiple purchases of $LRN, and did not disclose any of them until months after the reporting deadline.
He also just disclosed that he sold his whole position in $LRN two week ago, after the stock rose over 38%.
tweet
Stock Analysis Compilation
Parnassus on CoStar Group $CSGP US
Thesis: CoStar's dominance in real estate data and marketplaces is poised to expand with strategic residential market investments
(Extract from their Q3 letter) https://t.co/oFntSssJOx
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Parnassus on CoStar Group $CSGP US
Thesis: CoStar's dominance in real estate data and marketplaces is poised to expand with strategic residential market investments
(Extract from their Q3 letter) https://t.co/oFntSssJOx
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Hidden Value Gems
The sentiment towards US market seems super bullish, another evidence from Deutsche and Gallup.
Two thirds of Americans expect further stock gains in the next six months 👇🏼 https://t.co/aOkFmucIVF
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The sentiment towards US market seems super bullish, another evidence from Deutsche and Gallup.
Two thirds of Americans expect further stock gains in the next six months 👇🏼 https://t.co/aOkFmucIVF
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Offshore
Video
Startup Archive
Elon Musk on the first thing to do when starting a company
“The goal with Tesla was really to try to show what electric cars can do because people had the wrong impression. We had to change people’s perception of an electric vehicle because they used to think of it as something that was slow and ugly with low range, kind of like a golf cart. That’s why we created the Tesla Roadster — to show that it can be fast, attractive, and long range… Until you actually have the physical object and they can drive it, it doesn’t really sink in for people.”
Elon believe this principle is something all startup founders should take note of:
“If you’re going to create a company, the first thing you should try to do is create a working prototype. Everything looks great on PowerPoint… But if you have an actual demonstration — even if it’s in primitive form — that’s much more effective for convincing people.”
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Elon Musk on the first thing to do when starting a company
“The goal with Tesla was really to try to show what electric cars can do because people had the wrong impression. We had to change people’s perception of an electric vehicle because they used to think of it as something that was slow and ugly with low range, kind of like a golf cart. That’s why we created the Tesla Roadster — to show that it can be fast, attractive, and long range… Until you actually have the physical object and they can drive it, it doesn’t really sink in for people.”
Elon believe this principle is something all startup founders should take note of:
“If you’re going to create a company, the first thing you should try to do is create a working prototype. Everything looks great on PowerPoint… But if you have an actual demonstration — even if it’s in primitive form — that’s much more effective for convincing people.”
tweet
Offshore
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InsideArbitrage
The acquisition of Manitex International $MNTX by Tadano was completed on January 2, 2025.
It took 112 days for the deal to be completed. https://t.co/zibTxLQ9Ke
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The acquisition of Manitex International $MNTX by Tadano was completed on January 2, 2025.
It took 112 days for the deal to be completed. https://t.co/zibTxLQ9Ke
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