⁠Quiver Quantitative
We posted this yesterday.

$BABA has risen another 6% today.

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 - Quiver Quantitative
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase

The CEO of $KMT has just reported purchasing $217K of the company's stock, increasing his ownership stake by 15%.
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⁠Finding Compounders
Why Shareholders Are Wild About Return On Invested Capital https://t.co/am0cYlAXqD
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⁠App Economy Insights
💰 The AI arms race is heating up.

Big Tech is pouring billions into infrastructure.

FY25 CapEx estimates:
🟠 $AMZN: $100B+
⚫️ $MSFT: $80B
🔴 $GOOG: $75B
🔵 $META: $63B

Who’s in the best position to win? https://t.co/3Lqvf9O9MA
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⁠Stock Analysis Compilation
Mairs and Power Growth Fund on Clearfield $CLFD US

Thesis: Clearfield’s fiber solutions are well-positioned to benefit from rising telecom investments and government-funded broadband expansion

(Extract from their Q4 letter) https://t.co/GE61sMkQPg
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⁠Value Spotlight (Andrew Sather)
Update to Uber's ROIC after latest earnings.

Crazy stuff man https://t.co/ySKfNChTif
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⁠Quiver Quantitative
We have now seen multiple members of Congress selling off stock in Canadian pipeline and shipping companies: https://t.co/9eaQFMg8yt
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⁠Stock Analysis Compilation
Baron Focused Growth Fund on Live Nation Entertainment, Inc. $LYV US

Thesis: Live Nation Entertainment, Inc. is a leading company in live concert management with significant competitive advantages, strong growth potential, and attractive valuation despite economic concerns.

(Extract from their Q4 letter)
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