⁠Stock Analysis Compilation
Bell Global Emerging Companies Fund on Clean Harbors $CLH US

Thesis: Clean Harbors is expected to experience strong growth due to increasing environmental regulations, asset scarcity, onshoring of manufacturing, and market underappreciation of its value.

(Extract from their Q4 letter)
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⁠Quiver Quantitative
RT @QuiverCongress: Senator Ron Johnson has said that he would only support a "DOGE Dividend" if the budget is balanced.

Do you agree?

Poll below. https://t.co/J6vfNZOuhB
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AkhenOsiris
NTDOY has broken out from a $10 to $15 range that lasted almost 5 years.
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AkhenOsiris
AMZN was late to AI (but has since been considered on the right path as a provider and consolidator), and now they are "late" to Quantum. As long as they monetize it properly, who cares early or late (it's still ridiculously early).
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⁠Value Spotlight (Andrew Sather)
What creates buyback machines? Super high ROIC?

Yep. https://t.co/6nuccC2OxL
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⁠Quiver Quantitative
Last year, we noticed a US politician buying stock in a German arms manufacturer.

The stock has now risen 69% since we posted this video: https://t.co/7M0MPOL0IK
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⁠App Economy Insights
Quantum computers in years, not decades?

Microsoft CEO Satya Nadella:
"The future of computing just changed."

$MSFT's Majorana 1 chip:
✅ Topological qubits stable & scalable.
🎯 Million-qubit processors within reach.
🌍 Solving problems beyond today's computers" https://t.co/1Ax47DDC63
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⁠Stock Analysis Compilation
Baron Real Estate Income Fund on Equity Residential $EQR US

Thesis: Equity Residential is well-positioned for growth due to its valuable coastal apartment portfolio, favorable market dynamics, strong resident profiles, housing undersupply, attractive pricing, and low leverage.

(Extract from their Q4 letter)
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⁠Quiver Quantitative
Senate Majority Leader John Thune was just asked questions on Ukraine: https://t.co/yuNCAPM0VW
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⁠Stock Analysis Compilation
Brown Advisory on Zoetis $ZTS US

Thesis: Zoetis is the global leader in animal health, excelling in R&D and innovation, with a strong market position that offers competitive advantages in a less crowded and regulated industry.

(Extract from their Q4 letter) https://t.co/L5Cuw6NtwU
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⁠Quiver Quantitative
BREAKING: Trump has ordered the Pentagon to plan 8% cuts to the defense budget in each of the next 5 years, per The Washington Post.
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