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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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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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Stock Analysis Compilation
Aoris on L’Oréal $OR FP
Thesis: L’Oréal is poised for long-term growth with strong earnings and market share gains globally, despite recent softness in China.
(Extract from their Q4 letter) https://t.co/Xq7hchShY7
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Aoris on L’Oréal $OR FP
Thesis: L’Oréal is poised for long-term growth with strong earnings and market share gains globally, despite recent softness in China.
(Extract from their Q4 letter) https://t.co/Xq7hchShY7
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 6 Quality Stocks ROIC >20% Annually Last 5 Years | <$50b10% From Highs 💵
🏦 Fair Isaac $FICO
•LTM ROIC: 58%
•Market Cap: $45B
•% Down: -22%
🏢 NVR Inc $NVR
•LTM ROIC: 41%
•Market Cap: $27B
•% Down: -24%
🚿 A O Smith $AOS
•LTM ROIC: 34%
•Market Cap: $9B
•% Down: -30%
🐕 IDEXX Labs $IDXX
•LTM ROIC: 46%
•Market Cap: $38B
•% Down: -34%
📊 Manhattan Associates $MANH
•LTM ROIC: 74%
•Market Cap: $12B
•% Down: -35%
🏊🏼♂️ Pool Corp $POOL
•LTM ROIC: 23%
•Market Cap: $13B
•% Down: -43%
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RT @DimitryNakhla: 6 Quality Stocks ROIC >20% Annually Last 5 Years | <$50b10% From Highs 💵
🏦 Fair Isaac $FICO
•LTM ROIC: 58%
•Market Cap: $45B
•% Down: -22%
🏢 NVR Inc $NVR
•LTM ROIC: 41%
•Market Cap: $27B
•% Down: -24%
🚿 A O Smith $AOS
•LTM ROIC: 34%
•Market Cap: $9B
•% Down: -30%
🐕 IDEXX Labs $IDXX
•LTM ROIC: 46%
•Market Cap: $38B
•% Down: -34%
📊 Manhattan Associates $MANH
•LTM ROIC: 74%
•Market Cap: $12B
•% Down: -35%
🏊🏼♂️ Pool Corp $POOL
•LTM ROIC: 23%
•Market Cap: $13B
•% Down: -43%
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Offshore
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Startup Archive
Airbnb founder Brian Chesky on why they took months to hire their first employee
“I felt your first engineer was like bringing DNA into your company. If we were successful, there were going to be 1,000 people just like him or her in the company. And so it wasn’t a matter of getting somebody to build the next three features we needed to ship for our users. There was something much more long-term and much more enduring, which was, do I want to work with 100 or 1,000 more people like this?”
Video source: @ycombinator (2014)
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Airbnb founder Brian Chesky on why they took months to hire their first employee
“I felt your first engineer was like bringing DNA into your company. If we were successful, there were going to be 1,000 people just like him or her in the company. And so it wasn’t a matter of getting somebody to build the next three features we needed to ship for our users. There was something much more long-term and much more enduring, which was, do I want to work with 100 or 1,000 more people like this?”
Video source: @ycombinator (2014)
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Offshore
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Stock Analysis Compilation
Aristotle Small Mid Cap Equity on Healthpeak Properties $DOC US
Thesis: Healthpeak Properties (DOC) is a healthcare-focused REIT positioned to benefit from improved lease rates and financial performance due to industry supply/demand dynamics and a stable portfolio in senior housing and medical office buildings.
(Extract from their Q4 letter)
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Aristotle Small Mid Cap Equity on Healthpeak Properties $DOC US
Thesis: Healthpeak Properties (DOC) is a healthcare-focused REIT positioned to benefit from improved lease rates and financial performance due to industry supply/demand dynamics and a stable portfolio in senior housing and medical office buildings.
(Extract from their Q4 letter)
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Finding Compounders
Here is an article/ interview of Walter Schloss.
In it, he suggests that separating emotions from investing is often impossible. https://t.co/Z96WnNKlhs
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Here is an article/ interview of Walter Schloss.
In it, he suggests that separating emotions from investing is often impossible. https://t.co/Z96WnNKlhs
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Quiver Quantitative
Representative Jared Moskowitz just disclosed sales of up to $45K of Canadian National Railway stock, $CNI.
This is the first time we have seen him sell the stock.
Moskowitz sits on the House Committee on Foreign Affairs. https://t.co/AvIp8fk0B5
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Representative Jared Moskowitz just disclosed sales of up to $45K of Canadian National Railway stock, $CNI.
This is the first time we have seen him sell the stock.
Moskowitz sits on the House Committee on Foreign Affairs. https://t.co/AvIp8fk0B5
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Offshore
Video
Quiver Quantitative
Joe Rogan just said:
“When you look at the amount of money that some of those congresspeople are worth…you tell me how”
Pull up Quiver’s politician portfolio tracker Jamie! https://t.co/Pvg4J21W6a
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Joe Rogan just said:
“When you look at the amount of money that some of those congresspeople are worth…you tell me how”
Pull up Quiver’s politician portfolio tracker Jamie! https://t.co/Pvg4J21W6a
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Stock Analysis Compilation
Aristotle Small Mid Cap Equity on Insights Enterprises $NSIT US
Thesis: Insights Enterprises (NSIT) is a global technology solutions integrator poised for growth due to rising demand for complex IT solutions, cloud transition, and AI adoption, alongside improving financial performance from strategic investments and acquisitions.
(Extract from their Q4 letter)
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Aristotle Small Mid Cap Equity on Insights Enterprises $NSIT US
Thesis: Insights Enterprises (NSIT) is a global technology solutions integrator poised for growth due to rising demand for complex IT solutions, cloud transition, and AI adoption, alongside improving financial performance from strategic investments and acquisitions.
(Extract from their Q4 letter)
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