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Stock Analysis Compilation
Baron Opportunity Fund on PAR Technology $PAR US
Thesis: PAR Technology Corporation is poised for significant growth and profitability by providing a comprehensive software platform for the underinvested restaurant industry, with expectations of over 20% annual software revenue growth and first adjusted EBITDA profitability by Q3 2024.
(Extract from their Q3 letter)
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Baron Opportunity Fund on PAR Technology $PAR US
Thesis: PAR Technology Corporation is poised for significant growth and profitability by providing a comprehensive software platform for the underinvested restaurant industry, with expectations of over 20% annual software revenue growth and first adjusted EBITDA profitability by Q3 2024.
(Extract from their Q3 letter)
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Offshore
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Quiver Quantitative
Donald Trump's net worth has risen by $596M so far today, per our estimates.
Trump Media stock, $DJT, has risen 15%.
That is over two Pelosis of net worth: https://t.co/tSApUogYiF
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Donald Trump's net worth has risen by $596M so far today, per our estimates.
Trump Media stock, $DJT, has risen 15%.
That is over two Pelosis of net worth: https://t.co/tSApUogYiF
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Offshore
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Stock Analysis Compilation
Baron Focused Growth Fund on Interactive Brokers $IBKR US
Thesis: Interactive Brokers is leveraging automation and global reach to dominate the low-cost brokerage market, promising double-digit revenue and earnings growth
(Extract from their Q3 letter) https://t.co/LX26Lltceu
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Baron Focused Growth Fund on Interactive Brokers $IBKR US
Thesis: Interactive Brokers is leveraging automation and global reach to dominate the low-cost brokerage market, promising double-digit revenue and earnings growth
(Extract from their Q3 letter) https://t.co/LX26Lltceu
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Offshore
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Quiver Quantitative
RT @QuiverCongress: Representative @RoKhanna just spoke on the House floor, opposing the TikTok ban.
Follow here for updates on the ban: https://t.co/UzTzJ9z5DN
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RT @QuiverCongress: Representative @RoKhanna just spoke on the House floor, opposing the TikTok ban.
Follow here for updates on the ban: https://t.co/UzTzJ9z5DN
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AkhenOsiris
You read that Information article on NVDA and come away with the fact that AMD is getting absolutely nothing. Clients willing to buy older NVDA chips or standalone Blackwell or wait instead of pursuing non-NVDA options. Still reads pretty bullish NVDA (if the Information can be trusted at all, they have a bit of a spotty track record on NVDA)
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You read that Information article on NVDA and come away with the fact that AMD is getting absolutely nothing. Clients willing to buy older NVDA chips or standalone Blackwell or wait instead of pursuing non-NVDA options. Still reads pretty bullish NVDA (if the Information can be trusted at all, they have a bit of a spotty track record on NVDA)
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AkhenOsiris
Sports betting space, while the house struggled with unfavorable outcomes last cpl months, tides turned a bit during NFL wildcard weekend. Public was heavily on Steelers and the Over, and Overs in general in other games (mostly Unders hit). Texans and Commanders outright dog wins.
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Sports betting space, while the house struggled with unfavorable outcomes last cpl months, tides turned a bit during NFL wildcard weekend. Public was heavily on Steelers and the Over, and Overs in general in other games (mostly Unders hit). Texans and Commanders outright dog wins.
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AkhenOsiris
Re: The Information report today on NVDA Blackwell issues:
"However, data center orders are going as planned, and not undergoing any delays, according to a source close to the matter at Google.
An Nvidia spokesperson declined to comment on the issue. Seeking Alpha also reached out to Microsoft, Amazon and Meta regarding the report."
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Re: The Information report today on NVDA Blackwell issues:
"However, data center orders are going as planned, and not undergoing any delays, according to a source close to the matter at Google.
An Nvidia spokesperson declined to comment on the issue. Seeking Alpha also reached out to Microsoft, Amazon and Meta regarding the report."
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Quiver Quantitative
UPDATE: Donald Trump made $872M in the stock market today, per our estimates.
Trump Media stock, $DJT, has risen 21%.
That is over THREE Pelosis of net worth: https://t.co/mV4WGWVXiN
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UPDATE: Donald Trump made $872M in the stock market today, per our estimates.
Trump Media stock, $DJT, has risen 21%.
That is over THREE Pelosis of net worth: https://t.co/mV4WGWVXiN
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Offshore
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Stock Analysis Compilation
Baron Small Cap Fund on Ibotta $IBOT US
Thesis: Ibotta, Inc. is positioned for significant growth and profitability as a leader in consumer rewards, bolstered by strategic partnerships and an attractive valuation.
(Extract from their Q3 letter) https://t.co/0Y5rL0EDWZ
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Baron Small Cap Fund on Ibotta $IBOT US
Thesis: Ibotta, Inc. is positioned for significant growth and profitability as a leader in consumer rewards, bolstered by strategic partnerships and an attractive valuation.
(Extract from their Q3 letter) https://t.co/0Y5rL0EDWZ
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