⁠Finding Compounders
Great piece by Charlie Munger

The Art of Soft Picking https://t.co/A8kAEB64rp
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AkhenOsiris
APP DOWN 5% FROM ATH 😱
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⁠Quiver Quantitative
Senator Josh Hawley just spoke on Sam Altman and big tech's "liability shield".

Do you agree with him? https://t.co/2cO37LykQN
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⁠Stock Analysis Compilation
Alger Mid Cap Growth Fund on Monolithic Power Systems $MPWR US

Thesis: Monolithic Power Systems is a high-performance power management solutions provider with a fabless model, vital to Nvidia's AI chips, despite concerns over potential share loss being viewed as overstated.

(Extract from their Q4 letter)
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⁠Investing visuals
$HIMS stock is absolutely flying after Forbes ranked their Super Bowl ad as the 2nd most effective of this year.

This is how $HIMS makes money👇 https://t.co/Di4wTnoTyn
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⁠Quiver Quantitative
Three members of Congress have disclosed purchases of Palantir stock in the last two days.

One of them sits on the House Armed Services Committee.

One of them sits on the Committee on Homeland Security.

Approximately half of $PLTR revenue comes from the US government.
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⁠Investing visuals
Should I make a business battle between $HIMS and $PLTR just for the fun of it?🤔
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⁠Quiver Quantitative
Here's how much money different politicians have made in the last month, per our estimates.

The annual congressional salary is $174K/year: https://t.co/SyQNVUgUam
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⁠Stock Analysis Compilation
Artemis Funds Leading Consumer Brands fund on American Express $AXP US

Thesis: American Express is positioned for growth due to its strong brand, rewarding partnerships, increasing card fees, and a robust ecosystem enhancing its network value.

(Extract from their Q4 letter) https://t.co/QFxTsfstvN
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⁠Quiver Quantitative
Facebook stock, $META, has risen 28% since Representative Marjorie Taylor Greene started buying it.

It has now risen on 19 straight days. https://t.co/yEaKW5KR0y
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⁠App Economy Insights
$ABNB Airbnb Q4 FY24:

💵 GBV +13% Y/Y to $17.6B.
🛌 Nights booked +12% Y/Y to 111M.

• Revenue +12% Y/Y to $2.5B ($60M beat).
• Operating margin 17% (+40pp Y/Y).
• EPS $0.73 ($0.15 beat).
• FCF TTM $4.5B (40% margin).
• Q1'25 revenue $2.25B (+8% Y/Y fxn). https://t.co/sMByEtsKdN
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