⁠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.
tweet

⁠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
tweet

⁠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
tweet

⁠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
tweet

⁠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%
tweet

⁠Quiver Quantitative
Two months ago, we reported on a suspicious purchase of Viasat stock by a member of Congress.

$VSAT is now up 65% since our reports.

It's up another 7% today.

Look at this: https://t.co/UpG57JwvQA
tweet

⁠Quiver Quantitative
RT @QuiverCongress: BREAKING: President Trump is reportedly signing an executive order to create a national crypto stockpile.

Do you support this?

Poll below.
tweet

⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 4 Signs a Company’s Quality may be Declining‼️

1. Unexplained pressure on margins

2. Poor growth execution

3. Discussions of competitive pressures

4. Increasing debt coupled with declining FCF

A few examples: $WBA $INTC $BDX $HRL $BF.B $DEO $MDT

Share some more below 👇🏽
tweet

⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative Andy Ogles is reportedly proposing an amendment to the constitution to allow Trump to serve a third term.

Follow here for updates. https://t.co/WYvZP5iW73
tweet

⁠InsideArbitrage
🚀 Twilio Shares Soar! (+14.81% After-Hours)

💰 Strong Guidance + New $2B Stock Buyback (thru Dec 31, 2027)

📊 The buyback equals ~11.5% of its current market cap, replacing the prior program (expired Dec 2024)

📉 Aggressive Buyback: Has reduced shares outstanding by ~15% over the last 6 qtrs

💵 9M ended Sep 30, 2024: Twilio repurchased 32M shares for $1.9B

💼 As of Sep 30, 2024, $412M remained available under prior authorizations
tweet

⁠Capital Employed
FRESH OFF THE PRESS 🔥

Investor interview #106 with Dave Waters from @alluvialcapital

We discuss his new venture Tactile Fund LP,
diversification, currency debasement, AI,
2 stocks that are in the fund + much more. 👇

https://t.co/sxHRN0ZwhR https://t.co/D0lOOXvtbm
tweet