⁠Hidden Value Gems
Unexpected trajectory if you zoom out - no real decline in alcohol consumption?

h/t Troy Asset Management

https://t.co/EwBq94Vh2D https://t.co/DO70EjTag6

Missed this news on $DGE.L - apparently considering the sale / IPO of Guinness (est. $10bn) and its 34% interest in Moet Hennessy (JV with LVMH).

With so much pessimism over this sector, looks like it is worth doing more work on the name/sector... https://t.co/4do6oLWiYR - Hidden Value Gems
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⁠Quiver Quantitative
Representative Tim Burchett just said:

"Congress shouldn’t own individual stocks."

Burchett is one of the few members of Congress without any individual stocks in his portfolio.

His page on Quiver is pretty empty: https://t.co/NK8UYwD4KE
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⁠InsideArbitrage
Barnes Group Inc. $B announced the completion of it's acquisition by funds managed by affiliates of Apollo Global Management $APO. It took 111 days for this deal to complete. https://t.co/AYdCWzAxrD
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⁠Dimitry Nakhla | Babylon Capital®
A turbulent day in the stock market, yet Visa $V & Mastercard $MA keep doing their thing 💸 https://t.co/1trdOPt9qI
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⁠Stock Analysis Compilation
Upslope Capital Management on Charles River $CRL US

Thesis: Charles River’s strong market position and improving fundamentals suggest potential upside as the biotech cycle turns

(Extract from their Q4 letter) https://t.co/wYxsOVrleC
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⁠InsideArbitrage
Israel Acquisitions Corp. $ISRL and Gadfin Ltd; an Israeli technology company specializing in all-weather, long range, heavy-duty, drone delivery for essential cargo, announced the entry into a definitive business combination agreement for an equity value USD 200 million. https://t.co/oB9jZ3ARcZ
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⁠Investing visuals
After a massive run, semi’s like $NVDA, $ASML, $AVGO are on sale today following the DeepSeek news.

Opportunity or healthy correction?🤔 https://t.co/6lj8OxIGKh
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