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Quiver Quantitative
We posted this video yesterday.
$TEM is up 26% this morning, after news of Pelosi’s trade: https://t.co/2Sxsv64taS
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We posted this video yesterday.
$TEM is up 26% this morning, after news of Pelosi’s trade: https://t.co/2Sxsv64taS
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App Economy Insights
📱 AppLovin $APP surged 713% in 2024! 📈
AI hype? Maybe. A business transformation? Definitely.
From gaming king to ad tech powerhouse, now it's targeting e-commerce.
Sustainable rally or inflated expectations?
🔎 Full breakdown. 👇
https://t.co/JjkiLJ8kel
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📱 AppLovin $APP surged 713% in 2024! 📈
AI hype? Maybe. A business transformation? Definitely.
From gaming king to ad tech powerhouse, now it's targeting e-commerce.
Sustainable rally or inflated expectations?
🔎 Full breakdown. 👇
https://t.co/JjkiLJ8kel
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Dimitry Nakhla | Babylon Capital®
One of the UK’s most successful hedge funds just added ONE new stock to their holdings that I recently stated was a good buy 💸
The stock?
$TMO 🔬
As of their latest 13F filing, Lindsell Train allocated 5.30% of the fund to $TMO (at a higher reported price than my suggestion) https://t.co/wkOcIFkNhC
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One of the UK’s most successful hedge funds just added ONE new stock to their holdings that I recently stated was a good buy 💸
The stock?
$TMO 🔬
As of their latest 13F filing, Lindsell Train allocated 5.30% of the fund to $TMO (at a higher reported price than my suggestion) https://t.co/wkOcIFkNhC
Two months ago I stated:
“I’d be more interested in $TMO closer to $500💵 (8% below today’s price) where I can reasonably expect ~11% to ~12% CAGR while assuming a 23x - 24x end multiple, ensuring a margin of safety”
$TMO traded at my target price for less than 24 hours 📈 https://t.co/r2awaMkY7L tweet
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Legislation has been introduced to repeal the TikTok ban.
Introduced by @RepRoKhanna and @RepThomasMassie.
Follow here for updates. https://t.co/LxUswXlsAs
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RT @QuiverCongress: JUST IN: Legislation has been introduced to repeal the TikTok ban.
Introduced by @RepRoKhanna and @RepThomasMassie.
Follow here for updates. https://t.co/LxUswXlsAs
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Quiver Quantitative
Wow.
Two months ago, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
Viasat was just selected for a $4.8B government contract.
$VSAT is now up 53% since our reports.
Look at this: https://t.co/lCwoWA9Zno
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Wow.
Two months ago, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
Viasat was just selected for a $4.8B government contract.
$VSAT is now up 53% since our reports.
Look at this: https://t.co/lCwoWA9Zno
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App Economy Insights
📺 US TV Time December 2024:
Streaming 43.3% (+7.4pp Y/Y).
• YouTube 11.1% (+2.6pp Y/Y).
• Netflix 8.5% (+0.8pp Y/Y).
• Prime Video 4.0% (+0.7pp Y/Y).
• Hulu 2.5% (-0.1pp Y/Y).
• Disney+ 2.1% (+0.2pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/euxCrhbolI
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📺 US TV Time December 2024:
Streaming 43.3% (+7.4pp Y/Y).
• YouTube 11.1% (+2.6pp Y/Y).
• Netflix 8.5% (+0.8pp Y/Y).
• Prime Video 4.0% (+0.7pp Y/Y).
• Hulu 2.5% (-0.1pp Y/Y).
• Disney+ 2.1% (+0.2pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/euxCrhbolI
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Quiver Quantitative
RT @QuiverCongress: The House has passed 10 bills.
Here is what they do:
1. Laken Riley Act
Requires the Department of Homeland Security to detain aliens who have been arrested for theft. Authorizes states to sue the federal government for decisions related to immigration enforcement. Introduced by Representative Mike Collins.
2. Illegitimate Court Counteraction Act
Imposes sanctions on ICC officials who investigate, arrest, detain, or prosecute any protected person of the US and its allies. Introduced by Representative Chip Roy.
3. Amtrak Executive Bonus Disclosure Act
Requires Amtrak to publicly disclose bonuses for its executives. Introduced by Representative David Rouzer.
4. Federal Disaster Assistance Coordination Act
Amends the Disaster Recovery Reform Act of 2018 to develop a study regarding preliminary damage assessments. Introduced by Representative Mike Ezell.
5. Post-Disaster Assistance Online Accountability Act
Provides for an online repository for certain reporting requirements for recipients of Federal disaster assistance. Introduced by Representative Mike Ezell.
6. Protection of Women and Girls in Sports Act of 2025
Prohibits school athletic programs from allowing individuals whose biological sex at birth was male to participate in programs that are for women or girls. Introduced by Representative Greg Steube.
7. POWER Act of 2025
Authorizes Federal agencies to provide certain essential assistance for hazard mitigation for electric utilities. Introduced by Representative Val Hoyle.
8. Tennessee Valley Authority Salary Transparency Act
Expands reporting requirements for the Tennessee Valley Authority. Introduced by Representative Steve Cohen.
9. United States-Taiwan Expedited Double Tax Relief Act
Ends double taxation for individuals and businesses operating in both the U.S. & Taiwan. Introduced by Representative Jason Smith.
10. Preventing Violence Against Women by Illegal Aliens Act
Amends the Immigration and Nationality Act to provide that aliens who have been convicted of or who have committed sex offenses or domestic violence are inadmissible and deportable. Introduced by Representative Nancy Mace.
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RT @QuiverCongress: The House has passed 10 bills.
Here is what they do:
1. Laken Riley Act
Requires the Department of Homeland Security to detain aliens who have been arrested for theft. Authorizes states to sue the federal government for decisions related to immigration enforcement. Introduced by Representative Mike Collins.
2. Illegitimate Court Counteraction Act
Imposes sanctions on ICC officials who investigate, arrest, detain, or prosecute any protected person of the US and its allies. Introduced by Representative Chip Roy.
3. Amtrak Executive Bonus Disclosure Act
Requires Amtrak to publicly disclose bonuses for its executives. Introduced by Representative David Rouzer.
4. Federal Disaster Assistance Coordination Act
Amends the Disaster Recovery Reform Act of 2018 to develop a study regarding preliminary damage assessments. Introduced by Representative Mike Ezell.
5. Post-Disaster Assistance Online Accountability Act
Provides for an online repository for certain reporting requirements for recipients of Federal disaster assistance. Introduced by Representative Mike Ezell.
6. Protection of Women and Girls in Sports Act of 2025
Prohibits school athletic programs from allowing individuals whose biological sex at birth was male to participate in programs that are for women or girls. Introduced by Representative Greg Steube.
7. POWER Act of 2025
Authorizes Federal agencies to provide certain essential assistance for hazard mitigation for electric utilities. Introduced by Representative Val Hoyle.
8. Tennessee Valley Authority Salary Transparency Act
Expands reporting requirements for the Tennessee Valley Authority. Introduced by Representative Steve Cohen.
9. United States-Taiwan Expedited Double Tax Relief Act
Ends double taxation for individuals and businesses operating in both the U.S. & Taiwan. Introduced by Representative Jason Smith.
10. Preventing Violence Against Women by Illegal Aliens Act
Amends the Immigration and Nationality Act to provide that aliens who have been convicted of or who have committed sex offenses or domestic violence are inadmissible and deportable. Introduced by Representative Nancy Mace.
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Investing visuals
Which stock do you think will perform better under the Trump presidency: Palantir $PLTR or Snowflake $SNOW? https://t.co/cbCqKDSlL8
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Which stock do you think will perform better under the Trump presidency: Palantir $PLTR or Snowflake $SNOW? https://t.co/cbCqKDSlL8
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Stock Analysis Compilation
Black Bear value partners on Paramount Resources $POU CN
Thesis: Paramount Resources is a promising energy exploration and production company poised for growth after selling mature assets and distributing significant cash to shareholders, with a projected asset value of ~$18 per share against a stock price of $32.
(Extract from their Q4 letter)
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Black Bear value partners on Paramount Resources $POU CN
Thesis: Paramount Resources is a promising energy exploration and production company poised for growth after selling mature assets and distributing significant cash to shareholders, with a projected asset value of ~$18 per share against a stock price of $32.
(Extract from their Q4 letter)
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