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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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Startup Archive
Reid Hoffman explains the Paypal Mafia’s unique hiring strategy
“The thing that was unique about the PayPal crew is typically when people start companies they’ll go: ‘I need to get people with a lot of experience at doing just this job’—you have a lot of experience coding, running a data center, marketing, selling, etc. But PayPal opted for very high-talent young people with the expectation that the high-talent young people would learn the jobs.”
He continues:
“So as opposed to hiring someone who has had a ton of experience doing an exact job, we said: we’re going to hire someone we think is a very fast learner, and we’re going to trust that they’re going to learn the job really fast… We’ll hire some experienced people too, but we had a huge predilection to [hiring fast learners].”
Video source: @khanacademy (2014)
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Reid Hoffman explains the Paypal Mafia’s unique hiring strategy
“The thing that was unique about the PayPal crew is typically when people start companies they’ll go: ‘I need to get people with a lot of experience at doing just this job’—you have a lot of experience coding, running a data center, marketing, selling, etc. But PayPal opted for very high-talent young people with the expectation that the high-talent young people would learn the jobs.”
He continues:
“So as opposed to hiring someone who has had a ton of experience doing an exact job, we said: we’re going to hire someone we think is a very fast learner, and we’re going to trust that they’re going to learn the job really fast… We’ll hire some experienced people too, but we had a huge predilection to [hiring fast learners].”
Video source: @khanacademy (2014)
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Hidden Value Gems
Stanley Druckenmiler on markets (20 Jan ‘25):
“I’ve been doing this for 49 years, and we’re probably going from the most anti-business administration to the opposite. We do a lot of talking to CEOs and companies on the ground. And I’d say CEOs are somewhere between relieved and giddy. So we’re a believer in animal spirits.”
“In terms of the markets, I would say it’s complicated. You’re going to have this push of a strong economy versus bond yields rising in response to that strong economy, and that kind of makes me not have a strong opinion one way or the other.”
“We have a fiscal problem, we need revenues. To me, tariffs are simply a consumption tax that foreigners pay for some of it. Now the risk is retaliation, but as long as we stay in the 10% range, ...I think the risks are overblown relative to the rewards, the rewards on high.”
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Stanley Druckenmiler on markets (20 Jan ‘25):
“I’ve been doing this for 49 years, and we’re probably going from the most anti-business administration to the opposite. We do a lot of talking to CEOs and companies on the ground. And I’d say CEOs are somewhere between relieved and giddy. So we’re a believer in animal spirits.”
“In terms of the markets, I would say it’s complicated. You’re going to have this push of a strong economy versus bond yields rising in response to that strong economy, and that kind of makes me not have a strong opinion one way or the other.”
“We have a fiscal problem, we need revenues. To me, tariffs are simply a consumption tax that foreigners pay for some of it. Now the risk is retaliation, but as long as we stay in the 10% range, ...I think the risks are overblown relative to the rewards, the rewards on high.”
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Quiver Quantitative
Nancy Pelosi disclosed a sale of $7.9M of Apple stock yesterday.
The stock has now fallen 11% since her sale.
Look at this screenshot from Quiver: https://t.co/2WzXJe2Hc1
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Nancy Pelosi disclosed a sale of $7.9M of Apple stock yesterday.
The stock has now fallen 11% since her sale.
Look at this screenshot from Quiver: https://t.co/2WzXJe2Hc1
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