Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $MTCH has just reported purchasing $2M of the company's stock, his first insider purchase since taking over as CEO last week.
One of the company's directors also reported purchasing $100k of stock, increasing his ownership stake by 10%.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The CEO of $MTCH has just reported purchasing $2M of the company's stock, his first insider purchase since taking over as CEO last week.
One of the company's directors also reported purchasing $100k of stock, increasing his ownership stake by 10%.
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Offshore
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Stock Analysis Compilation
Maran Capital on Clarus Corporation $CLAR US
Thesis: Clarus is undervalued with a strong balance sheet, accelerating profitability, and trading at significantly lower multiples compared to peers.
(Extract from their Q4 letter) https://t.co/3nO5Ac1cCA
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Maran Capital on Clarus Corporation $CLAR US
Thesis: Clarus is undervalued with a strong balance sheet, accelerating profitability, and trading at significantly lower multiples compared to peers.
(Extract from their Q4 letter) https://t.co/3nO5Ac1cCA
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Offshore
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InsideArbitrage
RT @AsifSuria: After we received this wonderful shoutout from Turtle Capital last week, we recorded the fifth episode of our podcast with renewed enthusiasm.
We also considered renaming it "The Elliott Management Tracking Show" considering how frequently we are discussing the activist firm's actions.
This week it is on account of Elliott's battle with Emerson Electric $EMR to get a higher price for Emerson’s $265 per share all cash acquisition of Aspen Technology $AZPN
And because Honeywell finally decided to act on Elliott's proposed playbook of separating into multiple companies. $HON
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RT @AsifSuria: After we received this wonderful shoutout from Turtle Capital last week, we recorded the fifth episode of our podcast with renewed enthusiasm.
We also considered renaming it "The Elliott Management Tracking Show" considering how frequently we are discussing the activist firm's actions.
This week it is on account of Elliott's battle with Emerson Electric $EMR to get a higher price for Emerson’s $265 per share all cash acquisition of Aspen Technology $AZPN
And because Honeywell finally decided to act on Elliott's proposed playbook of separating into multiple companies. $HON
shoutout @AsifSuria for this awesome special sits podcast he’s doing with his daughter while she attends UCLA … v cool to do that together, and content is great
Poison Pills in Hostile Acquisitions - The Special Situations Report Epi... https://t.co/gCUw3pZKfC via @YouTube tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks Trading PEG <2.00x 📈
☁️ microsoft $msft
•ntm p/e: 29.70x
•peg: 1.86x
🤖 nvidia $nvda
•ntm p/e: 33.07x
•peg: 1.85x
🫱🏼🫲🏻 mercadolibre $meli
•ntm p/e: 56.43x
•peg: 1.61x
📦 amazon $amzn
•ntm p/e: 36.47x
•peg: 1.61x
📸 meta platofrms $meta
•ntm p/e: 28.31x
•peg: 1.51x
✈️ booking holdings $bkng
•ntm p/e: 24.19x
•peg: 1.50x
🖨️ asml holding $asml
•ntm p/e: 29.29x
•peg: 1.44x
🖱️ alphabet $goog $googl
•ntm p/e: 20.82x
•peg: 1.42x
🧬 novo nordisk $nvo
•ntm p/e: 22.62x
•peg: 1.20x
🚙 uber $uber
•ntm p/e: 22.71x
•peg: 1.05x
*peg calculated by taking 2026 - 2027 eps estimates since ntm p/e used (which is based on 2025 eps estimates)
**$nvda ntm based on 2026 eps estimates since fy ends january 2026, 2027 - 2028 eps estimates used for peg)
#stocks #investing
_______
*data from tikr
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RT @DimitryNakhla: 10 Quality Stocks Trading PEG <2.00x 📈
☁️ microsoft $msft
•ntm p/e: 29.70x
•peg: 1.86x
🤖 nvidia $nvda
•ntm p/e: 33.07x
•peg: 1.85x
🫱🏼🫲🏻 mercadolibre $meli
•ntm p/e: 56.43x
•peg: 1.61x
📦 amazon $amzn
•ntm p/e: 36.47x
•peg: 1.61x
📸 meta platofrms $meta
•ntm p/e: 28.31x
•peg: 1.51x
✈️ booking holdings $bkng
•ntm p/e: 24.19x
•peg: 1.50x
🖨️ asml holding $asml
•ntm p/e: 29.29x
•peg: 1.44x
🖱️ alphabet $goog $googl
•ntm p/e: 20.82x
•peg: 1.42x
🧬 novo nordisk $nvo
•ntm p/e: 22.62x
•peg: 1.20x
🚙 uber $uber
•ntm p/e: 22.71x
•peg: 1.05x
*peg calculated by taking 2026 - 2027 eps estimates since ntm p/e used (which is based on 2025 eps estimates)
**$nvda ntm based on 2026 eps estimates since fy ends january 2026, 2027 - 2028 eps estimates used for peg)
#stocks #investing
_______
*data from tikr
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Offshore
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Read
RT @wallstengine: OpenAI made its Super Bowl debut with a $14 million ad for ChatGPT. https://t.co/NbUhaPNP4t
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RT @wallstengine: OpenAI made its Super Bowl debut with a $14 million ad for ChatGPT. https://t.co/NbUhaPNP4t
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Finding Compounders
Li Lu has held a single company’s stock for over 22 years
During this period , the stock has dropped more than 50% up to 6 times !
“Only then is your circle of competence truly tested “ https://t.co/Qshzn309JJ
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Li Lu has held a single company’s stock for over 22 years
During this period , the stock has dropped more than 50% up to 6 times !
“Only then is your circle of competence truly tested “ https://t.co/Qshzn309JJ
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