⁠App Economy Insights
🏦 Big US banks just had their best quarter in years.

🏆 $JPM Record year.
💸 $BAC Investment banking surge.
🏢 $WFC Efficiency in focus.
💹 $MS Trading dominance.
📈 $GS Doubling down.
💼 $C Momentum builds.

📊 Let's visualize their earnings ⬇️
https://t.co/fbql5uDahW
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⁠InsideArbitrage
First Busey $BUSE Receives Federal Reserve Approval to Acquire CrossFirst Bankshares $CFB -
💰Busey and CrossFirst intend to close the holding company merger on March 1, 2025.
💰The transaction has also been approved by the Kansas Office of the State Bank Commissioner.
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⁠Quiver Quantitative
JUST IN: Representative Jonathan Jackson just disclosed a sale of up to $50K of General Dynamics stock, $GD.

General Dynamics is a defense contractor.

The sale was made on December 16th.

Jackson sits on the House Committee on Foreign Affairs. https://t.co/TyoVl8dEPf
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative Vince Fong has introduced legislation to advance research into the development of hypersonic weapons. https://t.co/62T0GGbDpz
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⁠Stock Analysis Compilation
Stock Analysis Compilation #72 is in your inbox 🔥
(link in bio)

39 stock pitches from the best hedge funds & newsletters :
$ANF $ATZ $AMD $BX $AVGO $UUUU $HALO $MELI $MIND $NUE $PRCT $RAD $TLRY $TMO $TMDX $UBER $VLN and many more https://t.co/brURmkpepX
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⁠Quiver Quantitative
BREAKING: The US Supreme Court just upheld the TikTok ban.

Also, another member of Congress just disclosed a purchase of Facebook stock, $META.
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⁠Dimitry Nakhla | Babylon Capital®
15 Quality Compounders With An Annual ROIC >20% For Last 5 Consecutive Years (Average) 💸

💳 Visa $V (30%)
🚘 Copart $CPRT (24%)
🏢 NVR Inc $NVR (39%)
🏦 Fair Isaac $FICO (44%)
💵 Mastercard $MA (52%)
📠 KLA Corp $KLAC (35%)
☁️ Microsoft $MSFT (30%)
🤖 Taiwan Semi $TSM (25%)
🧬 Novo Nordisk $NVO (67%)
🖨️ Lam Research $LRCX (36%)
🧾 Automatic Data $ADP (50%)
☀️ ASML Holding $ASML (40%)
📸 Meta Platforms $META (27%)
💿 Applied Materials $AMAT (35%)
🚛 Old Dominion Freight $ODFL (34%)
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⁠Quiver Quantitative
RT @QuiverCongress: The Senate just voted to advance the Laken Riley Act, introduced by @SenKatieBritt. https://t.co/tAXMxIOzdl
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⁠Stock Analysis Compilation
Praetorian Capital on Valaris $VAL US

Thesis: Valaris is a compelling investment opportunity due to its strong asset base, potential for significant cash flow growth, and downside protection from a robust backlog and balance sheet.

(Extract from their Q4 letter) https://t.co/Mk24bdSg6J
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @vadzim_huchok Sorry to hear that Vadzim — I still don’t find $NVO entirely attractive here but would consider it closer to $70-$72 (that’s a price where I’d start to feel there is enough of a margin of safety to compensate me for the inherent risks in the biotech sector)
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