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Quiver Quantitative
BREAKING: New politician meme coin purchase.

Representative Mike Collins just bought up to another $15K of "Ski Mask Dog".

It appears to have a market cap of less than $100M.

Track politicians' portfolios on Quiver. https://t.co/MhvQS1ESP8
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Stock Analysis Compilation
Clearbridge Mid Cap Strategy on Archrock $AROC US

Thesis: Archrock is a well-positioned energy infrastructure company poised to benefit from the growing demand for outsourced natural gas compression services.

(Extract from their Q4 letter) https://t.co/CYAuWrTd2q
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App Economy Insights
Hedge funds' top picks in Q4:

⚙️ Semiconductors: $ASML $AVGO
📱 Digital platforms: $RDDT $SPOT
💻 Software: $CRM $NOW $TEAM
☁️ Hyperscalers: $AMZN $GOOG
🏈 Sports betting: $FLUT
🏢 Real Estate: $CSGP

Dive in for some surprising finds!👇
https://t.co/I9NbNuDoOT
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Investing visuals
$MELI Q4 2024 overview 👇

Stellar quarter and impressive execution. A true compounder, one of my favorite businesses out there 💎
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Hidden Value Gems
Even if you broadly know what Buffett may write about in his annual letter, I still wait every year for the last weekend of February.

No ChatGPT or DeepSeek can match it!

Enjoy tomorrow's letter!

Below are some of the notes I took from last year's letter ✍️👇
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Investing visuals
$CELH buying Alani brings their total market share to 15.4% of the energy drink market. The stock made a massive swing and is up +34%

Would you rather own $CELH or $MNST? https://t.co/qDarNGzdi1
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Investing visuals
$CELH buying Alani brings their total market share to 15.4% of the energy drink market. The stock made a massive swing and is up +29%

Would you rather own $CELH or $MNST? https://t.co/BB7T6Wd2Db
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Dimitry Nakhla | Babylon Capital®
$BKNG serves as an ideal case of market neglect

A few months ago, considering its strong fundamentals, it’s surprising to think it was valued so low compared to its growth rate and overall quality 🎯 https://t.co/VezCvn6h5M

7 Reasons WHY $BKNG (Booking Holdings) Should Be On Your Watchlist 💸

1️⃣ $BKNG has grown revenue for 19 out of the last 20 years

2️⃣ $BKNG has increased earnings per share (EPS) for 19 out of the last 20 years

3️⃣ Strong & consistent ROIC (drop in 2020 due to global restrictions)

4️⃣ Opportunity for growth in operating and net income margins

5️⃣ A fortress balance sheet with $16.33B in cash & $13.36B in long term debt

6️⃣ Aggressive share buybacks (33% decrease in shares outstanding since 2013 leading to a 50% boost in EPS)

7️⃣ $BKNG recently initiated a $35.00 per share dividend that will likely grow at an attractive rate (8% - 11%)

#stocks #investing
- Dimitry Nakhla | Babylon Capital®
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