⁠Quiver Quantitative
BREAKING: Republican Rep. Ralph Norman just voted for Jim Jordan for speaker.

Almost certain now that Mike Johnson fails to get enough votes in the first round.
tweet

⁠Stock Analysis Compilation
Mar Vista on Linde PLC $LIN US

Thesis: Linde's leadership in industrial gases and hydrogen offers long-term growth amid short-term market weakness—discover why now is a great entry point

(Extract from their Q3 letter) https://t.co/gl12Xc3VJs
tweet

⁠InsideArbitrage
RT @kenmoriyasu: Oops.
White House copy-and-pastes from a previous presidential order on a Chinese real estate transaction and uses it for the Nippon Steel announcement. And forgets to delete the title. https://t.co/8ibeSYujxI
tweet

⁠InsideArbitrage
RT @SawyerMerritt: NEWS: Rivian delivered 14,183 vehicles in Q4 2024, compared with analyst estimates of 13,472. Q4 production was 12,727.

The company produced a total of 49,476 vehicles in 2024 and delivered 51,579. The stock is up 20% on the news. https://t.co/8JQglXFtBN
tweet

⁠Investing visuals
Who do you think will outperform in 2025: $AMD or $NVDA? https://t.co/O5MtGbs0vA
tweet

⁠InsideArbitrage
The InsideArbitrage Friday Wrap is out!

"U.S Steel Stays Local"

👉Full Article link in the final tweet.

🧵1/10 https://t.co/HsWcSYT3Zr
tweet

⁠Quiver Quantitative
BREAKING: Mike Johnson has been re-elected as Speaker of the House on the first ballot.

Republican Representatives Norman and Self just switched their votes after a meeting with Johnson.
tweet

⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 🧬 Thermo Fisher $TMO

$TMO is a dominant & diversified life sciences company. Its leadership in research, diagnostics, & analytics positions it for long-term success. As biotech drives the next wave of trillion-dollar co’s, $TMO is poised to benefit.

Attractive <$530💵 https://t.co/idika9w1uj
tweet

AkhenOsiris
Gotta love it, Saccs was negative/neutral on Apple for years and arguing multiple was too high. Now he has developed a framework where the multiple should be 32x! 😂

All his raised points, are they worthy of the multiple increasing by 50%?

Bernstein Raises PT on $AAPL to $260 from $240

Analyst comments: "We view Apple as a quality compounder, with mid-single-digit revenue growth, improving margins, disciplined capital returns, and double-digit EPS growth. AAPL’s strength is that it is increasingly a platform company—2.3B+ devices and nearly 1 billion unique, demographically attractive users.

That said, Apple’s valuation is at peak relative levels, the stock has a distinct seasonal trading pattern, and the iPhone 16 cycle is tepid and could disappoint—we would look to add to positions at $220 or below and/or in the February to April time frame. A full base for the stock would be $9 in EPS in FY26 at a 32x-33x multiple, or $290+/share."

Analyst: Toni Sacconaghi - Wall St Engine
tweet

⁠Stock Analysis Compilation
Madison funds on Honeywell $HON US

Thesis: Honeywell's innovation in recurring revenue streams and industrial automation positions it as a resilient growth and dividend powerhouse

(Extract from their Q3 letter) https://t.co/JXwIC0tJnz
tweet

⁠Dimitry Nakhla | Babylon Capital®
$MELI traded below my target accumulation price of $1,700 for less than 48 hours 🎯 https://t.co/QUeCkbQz0z

$MELI 😏 https://t.co/EaG2u1LviP - Dimitry Nakhla | Babylon Capital®
tweet