Offshore
Photo
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)
tweet
Offshore
Photo
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 pays—literally. https://t.co/SwA7iCq5ZF
tweet
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.
tweet
Offshore
Photo
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)
tweet
Offshore
Photo
Quiver Quantitative
Representative Angie Craig just said:

“Allowing lawmakers to profit off insider information is just plain wrong.”

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
tweet
AkhenOsiris
$NTDOY

Nintendo posts Switch 2 trailer: nintendo.com/successor/ja-jp…
tweet
AkhenOsiris
Bessent uses the old school yellow pencil ✏️ with the shitty pink eraser on top. Read from that what you will.
tweet
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
tweet
Offshore
Photo
AkhenOsiris
RT @JerryCap: #BanXiaohongshu

im not joking when I say that Xiaohongshu’s accelerated cultural diffusion might completely swing the pendulum of public support toward an easing of US-China tensions - Hunter SPX Thompson
tweet
Offshore
Photo
Quiver Quantitative
RT @QuiverCongress: Senator Chuck Schumer just said:

We must protect TikTok’s future, while also protecting American national security.

Follow here for updates https://t.co/TDyjzcb3BI
tweet
Offshore
Photo
Quiver Quantitative
Representative Michael McCaul recently bought up to $100K of stock in Fortinet, $FTNT.

Fortinet is a cybersecurity company.

McCaul sits on the House Committee on Homeland Security. https://t.co/uFELxPxF1G
tweet
Dimitry Nakhla | Babylon Capital®
“Good investment opportunities aren’t going to come along too often and won’t last too long. So you’ve got to be ready to act.”

— Charlie Munger 🗣️
tweet