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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.”

"Emulate Chefs" by @jasonfried & @dhh https://t.co/VziianOM9e
- The Founders' Tribune
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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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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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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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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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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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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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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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