⁠Quiver Quantitative
Seeing many claims that the DOGE Clock on the US Debt Clock is tracking live savings.

It's not.

It's tracking the "real-time savings objective".

So it's presumably a pre-set counter that will count up to the savings goal over the course of the year.

Might work on writing code to track spending under the Trump vs. Biden, adjusting for inflation, to provide a more accurate savings metric - if there is interest.
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⁠Stock Analysis Compilation
Kerrisdale Capital on Red Cat Holdings $RCAT US

Thesis: Red Cat’s overstated military contracts and projections cast doubt on its growth prospects

(Extract from their Q4 letter) https://t.co/aOuBLjqUXB
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⁠InsideArbitrage
RT @AsifSuria: Postmortems are useful in multiple fields to understand what happened, what went wrong and what the failure could potentially teach us to avoid in the future.

Mergers & Acquisitions are no different and about a year ago we decided to start doing deal postmortems of key deals that failed.

Today we published our fourth postmortem about the failed merger of two grocery chain behemoths in the U.S., Albertsons $ACI and Kroger $KR

You can check out the full article from the link below.

In case reading a long article is not your cup of tea, a Google NotebookLLM generated podcast of the article is also included. I find it amazing that this podcast was auto-generated by AI in a couple of minutes.

https://t.co/xJway4bcdf
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator Ed Markey just introduced legislation to prevent any US president from launching a nuclear first strike without Congressional approval.

Do you support this?

Poll below. https://t.co/XAb1aHIFuy
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⁠Dimitry Nakhla | Babylon Capital®
Didn’t get to post the $ICE analysis in time but last week at $143 it was one of my top 5 considerations … hoping for another opportunity🤞🏽 https://t.co/TroXWXXANl

@jblan010 I like $ICE here - Dimitry Nakhla | Babylon Capital®
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase

The CEO of $MXF (The Mexico Fund), a fund investing in stocks listed on the Mexican Stock Exchange, has just reported purchasing $203k of the fund's stock.

This increases his ownership stake by 15%, and is the first insider purchase we have ever seen him report.
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⁠Quiver Quantitative
Wow.

We posted this report on Monday.

$TEM has now risen 72% since her trade

Up another 5% today. https://t.co/e8tPrvx4xW
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⁠Quiver Quantitative
JUST IN: Facebook, $META, just disclosed $5.6M of new lobbying.

They just broke their record for annual lobbying spending.

Screenshot from Quiver: https://t.co/jklIuCiR7m
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⁠Stock Analysis Compilation
Merion Road Capital on Monarch Cement $MCEM US

Thesis: Monarch Cement is a straightforward investment opportunity in a single cement facility with promising future margins due to recent capital investments, including a $35 million solar project.

(Extract from their Q4 letter) https://t.co/7hFkSXGs8i
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Stocks EPS CAGR >12% Last 5 Years & Forward 3-Year EPS CAGR >12% 💸

📦 Amazon $AMZN
•5-Year EPS CAGR: 35%
•Forward EPS CAGR: 21%

🧬 Novo Nordisk $NVO
•5-Year EPS CAGR: 23%
•Forward EPS CAGR: 15%

🤖 Nvidia $NVDA
•5-Year EPS CAGR: 82%
•Forward EPS CAGR: 28%

☁️ Alphabet $GOOG
•5-Year EPS CAGR: 25%
•Forward EPS CAGR: 14%

📊 Intuit $INTU
•5-Year EPS CAGR: 20%
•Forward EPS CAGR: 14%

💳 Visa $V
•5-Year EPS CAGR: 13%
•Forward EPS CAGR: 12%

💵 Mastercard $MA
•5-Year EPS CAGR: 13%
•Forward EPS CAGR: 15%

📸 Meta Platforms $META
•5-Year EPS CAGR: 21%
•Forward EPS CAGR: 13%

☀️ ASML Holding $ASML
•5-Year EPS CAGR: 25%
•Forward EPS CAGR: 24%

🏦 Fair Isaac $FICO
•5-Year EPS CAGR: 26%
•Forward EPS CAGR: 24%
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