𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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⁠App Economy Insights
Bill Ackman just bet $2.3B on $UBER.

It reignited the autonomy debate.

🚖 Is Uber doomed in a driverless world?
🤖 Will $TSLA ’s robotaxis change everything?

Let’s break it down. 👇
https://t.co/zD1Oz2TdVc
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⁠Stock Analysis Compilation
Aoris on Compass Group $CPG LN

Thesis: Compass Group is the world's largest contract catering firm, benefiting from a growing trend of outsourcing catering services and gaining market share, particularly in the US and Western Europe.

(Extract from their Q4 letter) https://t.co/lJtPuRK4Um
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⁠Finding Compounders
Li Lu when asked on how we understand if a company is cheap .

“Cheap - is a multidimensional concept” https://t.co/efT5Iu0gGF
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⁠Quiver Quantitative
This is getting RIDICULOUS.

Last month we sent out a notification on Pelosi's purchase of Tempus AI call options.

$TEM has now risen 145% since the purchase.

145%.

It's been like a month.

It has risen almost every day.

Up another 14% today. https://t.co/ughX41PNly
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⁠Investing visuals
Gentle reminder that successful investing is about figuring out what is below the surface. Stock prices are just noise. https://t.co/pmfTrqVEwc
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⁠Quiver Quantitative
BREAKING: Representative Josh Gottheimer just disclosed a purchase of Alibaba stock, $BABA.

Alibaba is a Chinese tech company.

Gottheimer sits on the House Intelligence Committee. https://t.co/UlqKrp89eY
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⁠App Economy Insights
$SHOP Shopify Q4 FY24

📦 GMV +26% to $94.5B ($1.5B beat).
📊 MRR +24% to $178M ($4M miss).

• Revenue +31% Y/Y to $2.8B ($80M beat).
• Operating margin 17% (+3pp Y/Y).
• Q1 FY25 growth: mid-20s (in-line). https://t.co/YIqBWkhJev
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative Jason Smith has proposed legislation to extend the statute of limitations on pandemic unemployment fraud.

Do you support this?

Poll below. https://t.co/HRAQzq4BKl
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