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Quiver Quantitative
We sent out a notification on Pelosi's purchase of Tempus AI call options in January.
$TEM has now risen 115% since her trade. https://t.co/Ghjrs9B9QZ
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We sent out a notification on Pelosi's purchase of Tempus AI call options in January.
$TEM has now risen 115% since her trade. https://t.co/Ghjrs9B9QZ
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Stock Analysis Compilation
Rowan Street on Shopify $SHOP US
Thesis: Shopify is expected to achieve revenue and gross profit growth exceeding 20% annually over the next two years, with strong operational cash flow, offering the potential for respectable double-digit annual returns despite high valuation multiples.
(Extract from their Q4 letter)
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Rowan Street on Shopify $SHOP US
Thesis: Shopify is expected to achieve revenue and gross profit growth exceeding 20% annually over the next two years, with strong operational cash flow, offering the potential for respectable double-digit annual returns despite high valuation multiples.
(Extract from their Q4 letter)
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $LFUS has just reported purchasing $4.1M of the company's stock, increasing his ownership stake by 32%.
This is the first insider purchase we have seen at the company in over 4 years.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $LFUS has just reported purchasing $4.1M of the company's stock, increasing his ownership stake by 32%.
This is the first insider purchase we have seen at the company in over 4 years.
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Dimitry Nakhla | Babylon Capital®
“Peloton sales surge..”
“Peloton soared 350% & here’s why the stock will keep rising..”
Since these headlines? -95% 📉
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$PTON is a prime example why investors should look beyond sensational headlines & focus on businesses that exhibit quality fundamental characteristics 💵 https://t.co/RxWPwRJsls
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“Peloton sales surge..”
“Peloton soared 350% & here’s why the stock will keep rising..”
Since these headlines? -95% 📉
___
$PTON is a prime example why investors should look beyond sensational headlines & focus on businesses that exhibit quality fundamental characteristics 💵 https://t.co/RxWPwRJsls
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InsideArbitrage
RT @BillAckman: Beginning in early January, we began acquiring a position in @Uber. Today, we own 30.3 million shares.
I have been a long-term customer and admirer of Uber beginning when Edward Norton showed me the app in its early days. I was also fortunate to be a day-one investor in the company through a small investment in a venture fund.
While a great business, Uber suffered from erratic management. Since he joined the company in 2017, Dara Khosrowshahi CEO has done a superb job in transforming the company into a highly profitable and cash-generative growth machine.
We believe that Uber is one of the best managed and highest quality businesses in the world. Remarkably, it can still be purchased at a massive discount to its intrinsic value. This favorable combination of attributes is extremely rare, particularly for a large cap company.
We will have more to share about our thinking on the company shortly.
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RT @BillAckman: Beginning in early January, we began acquiring a position in @Uber. Today, we own 30.3 million shares.
I have been a long-term customer and admirer of Uber beginning when Edward Norton showed me the app in its early days. I was also fortunate to be a day-one investor in the company through a small investment in a venture fund.
While a great business, Uber suffered from erratic management. Since he joined the company in 2017, Dara Khosrowshahi CEO has done a superb job in transforming the company into a highly profitable and cash-generative growth machine.
We believe that Uber is one of the best managed and highest quality businesses in the world. Remarkably, it can still be purchased at a massive discount to its intrinsic value. This favorable combination of attributes is extremely rare, particularly for a large cap company.
We will have more to share about our thinking on the company shortly.
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Investing visuals
If you're interested in Palantir $PLTR, here are 5 visuals you should know🧵👇
1 - How $PLTR makes money🫰 https://t.co/NIngUovmBA
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If you're interested in Palantir $PLTR, here are 5 visuals you should know🧵👇
1 - How $PLTR makes money🫰 https://t.co/NIngUovmBA
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