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Quiver Quantitative
Wow.
Before the election, we released portfolios of some of the top donors to each candidate.
Palantir was in both portfolios, with employees who had made large donations to both parties.
$PLTR has now risen 150% since we posted this: https://t.co/4dSbLxtVa6
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Wow.
Before the election, we released portfolios of some of the top donors to each candidate.
Palantir was in both portfolios, with employees who had made large donations to both parties.
$PLTR has now risen 150% since we posted this: https://t.co/4dSbLxtVa6
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Startup Archive
RT @foundertribune: "Emulate Chefs" by @jasonfried & @dhh https://t.co/VziianOM9e
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RT @foundertribune: "Emulate Chefs" by @jasonfried & @dhh https://t.co/VziianOM9e
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Startup Archive
“You’ve probably heard of Emeril Lagasse, Mario Batali, Bobby Flay...
They’re great chefs, but there are a lot of great chefs out there. So why do you know these few better than others?
Because they share everything they know.”
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“You’ve probably heard of Emeril Lagasse, Mario Batali, Bobby Flay...
They’re great chefs, but there are a lot of great chefs out there. So why do you know these few better than others?
Because they share everything they know.”
"Emulate Chefs" by @jasonfried & @dhh https://t.co/VziianOM9e tweet
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InsideArbitrage
$REGN Regeneron Pharmaceuticals beats top-line and bottom-line estimates; Declares its first-ever dividend of $0.88, announces $3 billion share buyback (~4% of its current market cap) - Brings total share repurchase capacity to ~$4.5 Billion
CFO: "2024 was another year of top- and bottom-line growth for Regeneron. This strong financial performance, coupled with the strength of our balance sheet, allows us to initiate a quarterly cash dividend program as well as increase our current share repurchase capacity to approximately $4.5 billion"
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$REGN Regeneron Pharmaceuticals beats top-line and bottom-line estimates; Declares its first-ever dividend of $0.88, announces $3 billion share buyback (~4% of its current market cap) - Brings total share repurchase capacity to ~$4.5 Billion
CFO: "2024 was another year of top- and bottom-line growth for Regeneron. This strong financial performance, coupled with the strength of our balance sheet, allows us to initiate a quarterly cash dividend program as well as increase our current share repurchase capacity to approximately $4.5 billion"
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Quiver Quantitative
Two weeks ago, we sent out a notification on Nancy Pelosi's purchase of Tempus AI call options.
$TEM has now risen 81% since then. https://t.co/fJ5A5l8Hue
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Two weeks ago, we sent out a notification on Nancy Pelosi's purchase of Tempus AI call options.
$TEM has now risen 81% since then. https://t.co/fJ5A5l8Hue
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Investing visuals
Palantir $PLTR needed a top-notch quarter with a massive beat and raise -- and they delivered! Congrats to all $PLTR shareholders! 🙌🔥
$PLTR full Q4 2024 breakdown👇 https://t.co/dZnZJBVcJE
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Palantir $PLTR needed a top-notch quarter with a massive beat and raise -- and they delivered! Congrats to all $PLTR shareholders! 🙌🔥
$PLTR full Q4 2024 breakdown👇 https://t.co/dZnZJBVcJE
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Josh Hawley and Bernie Sanders are introducing a bipartisan bill to put a 10% cap on credit card interest rates.
Follow here for updates. https://t.co/nQBiqTtqyh
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RT @QuiverCongress: JUST IN: Josh Hawley and Bernie Sanders are introducing a bipartisan bill to put a 10% cap on credit card interest rates.
Follow here for updates. https://t.co/nQBiqTtqyh
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Marjorie Taylor Greene is introducing a bill to abolish USAID.
Follow here for updates. https://t.co/9x8QgXrl72
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RT @QuiverCongress: JUST IN: Marjorie Taylor Greene is introducing a bill to abolish USAID.
Follow here for updates. https://t.co/9x8QgXrl72
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InsideArbitrage
Swiss giant $UBS posts Q4 results, beats estimates -Plans up to a $3 billion share buyback (~3% of its current market cap) - $1 billion in H1 and $2 billion in H2 of 2025
- Completed its planned $1 billion worth of share repurchases in Q4 2024
On track to substantially complete integration by end-2026 and deliver $13 billion in gross cost saves - "We are continuing our disciplined execution of the Credit Suisse integration and remain on track to substantially complete it by end-2026"
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Swiss giant $UBS posts Q4 results, beats estimates -Plans up to a $3 billion share buyback (~3% of its current market cap) - $1 billion in H1 and $2 billion in H2 of 2025
- Completed its planned $1 billion worth of share repurchases in Q4 2024
On track to substantially complete integration by end-2026 and deliver $13 billion in gross cost saves - "We are continuing our disciplined execution of the Credit Suisse integration and remain on track to substantially complete it by end-2026"
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Stock Analysis Compilation
Greenlight Capital on Peloton Interactive, Inc. $PTON US
Thesis: Peloton is a company with a loyal customer base that, despite a 98% stock decline from its peak, has potential for significant upside through cost-cutting and improved profitability.
(Extract from their Q4 letter) https://t.co/rh78wtoM4i
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Greenlight Capital on Peloton Interactive, Inc. $PTON US
Thesis: Peloton is a company with a loyal customer base that, despite a 98% stock decline from its peak, has potential for significant upside through cost-cutting and improved profitability.
(Extract from their Q4 letter) https://t.co/rh78wtoM4i
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