Offshore
โ Dimitry Nakhla | Babylon Capitalยฎ RT @DimitryNakhla: A quality valuation analysis on $NVO ๐Ÿง˜๐Ÿฝโ€โ™‚๏ธ โ€ขNTM P/E Ratio: 22.11 โ€ข10-Year Mean: 25.29x โ€ขNTM FCF Yield: 3.31% โ€ข10-Year Mean: 3.72% As you can see, $NVO appears to be trading near fair value Going forwardโ€ฆ
๐š๐ซ๐š๐ง๐ญ๐ž๐ž๐ ๐š๐ฌ ๐ญ๐จ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ.
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โ Quiver Quantitative
RT @InsiderRadar: The Chief Risk Officer of United Fire Group, $UFCS, has just reported purchasing ~$50k of the company's stock.

$UFCS stock dropped 15% over the last month, in the wake of the Los Angeles wildfires.
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Offshore
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โ Stock Analysis Compilation
Royce Invest on Arcosa $ACA US

Thesis: Arcosa is poised for future growth due to solid Q3 results, pricing power in aggregates, increasing infrastructure spending, strong orders in its Engineered Structures segment, and a strategic acquisition of Stavola.

(Extract from their article)
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โ Quiver Quantitative
If someone bought stock in the companies with the largest quarterly increases in lobbying spending, they would have outperformed the market by 3,727% since 2009, per our estimates.

Lobbying paysโ€”literally. https://t.co/SwA7iCq5ZF
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โ Quiver Quantitative
JUST IN: The FTC is suing John Deere, claiming that the company restricted access to software needed to repair equipment, forcing farmers to rely on them.

We saw John Deere spend $150K lobbying on right to repair last year.
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โ Stock Analysis Compilation
Praetorian Capital on The St. Joe Company $JOE US

Thesis: The company JOE is poised for significant growth due to its extensive land ownership and business operations in rapidly developing Florida counties, with the potential for a 67% appreciation in net asset value next year.

(Extract from their Q4 letter)
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โ Quiver Quantitative
Representative Angie Craig just said:

โ€œAllowing lawmakers to profit off insider information is just plain wrong.โ€

She has cosponsored a bill to ban congressional stock trading.

We have not seen @RepAngieCraig trade any stock while in office. https://t.co/lz2A5iwoUH
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AkhenOsiris
$NTDOY

Nintendo posts Switch 2 trailer: nintendo.com/successor/ja-jpโ€ฆ
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AkhenOsiris
Bessent uses the old school yellow pencil โœ๏ธ with the shitty pink eraser on top. Read from that what you will.
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AkhenOsiris
RT @Retail_Guru: At $JPM & $C, Q4 y/y card spend ticked up +200bp on US consumer strength, with $JPM +9%! 30-90 day delinquencies lower but 90-day up, leading to total rising for second straight Q. But not alarming. Notably, card loan growth eased at both. $XLF $XLY $COF $BAC $AXP
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AkhenOsiris
RT @JerryCap: #BanXiaohongshu

im not joking when I say that Xiaohongshuโ€™s accelerated cultural diffusion might completely swing the pendulum of public support toward an easing of US-China tensions - Hunter SPX Thompson โŽ
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โ Quiver Quantitative
RT @QuiverCongress: Senator Chuck Schumer just said:

We must protect TikTokโ€™s future, while also protecting American national security.

Follow here for updates https://t.co/TDyjzcb3BI
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