⁠Stock Analysis Compilation
Artisan US Small-Cap Growth Strategy on VSE Corporation $VSEC US

Thesis: VSE Corporation is transforming into a pure-play aviation aftermarket company, capitalizing on growing demand for maintenance and repair services due to increasing airline passenger traffic and an aging fleet.

(Extract from their Q4 letter)
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⁠Alvin
Phone cameras can't & won't replace real cameras.

Real cameras can't & won't replace phone cameras.

But, recent developments in smartphone imaging technology and processing algorithms are making it easier for people to fully use a smartphone to capture what they want. https://t.co/npRrVHMA3E
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⁠Alvin
Indonesians...

Prepare for the (late) launch of the iPhone 16 Series that might be even closer than you think. 👀

The Indonesian government and Apple have reached the deal that lifts the sales restrictions of newer iPhone models.

That also includes the iPhone 16e. 😏 https://t.co/sRIgORYy07
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⁠Quiver Quantitative
DOGE Subcommittee meeting off to a tense start: https://t.co/Zj8HFxn5RN
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⁠Alvin
RT @sondesix: Google Pickle 9 Pro Extra Large https://t.co/djIpZ7DJUs
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⁠Quiver Quantitative
Trump’s cabinet just gave @elonmusk a round of applause, when asked how he was doing: https://t.co/S6ka9TFIzf
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⁠The Investing for Beginners Podcast
What is the biggest value in a DCF?

Surprise, it's terminal value

But most investors don’t understand the importance of terminal value

Here is how to calculate terminal value: 🧵⬇️ https://t.co/CwMzvrw8Yu
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⁠Mads Capital
Juicegate Update:
The Juice is now up 4.2% today and it might go higher
He's unstoppable, his hedges too powerful https://t.co/s6sctOf0bN
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⁠Quiver Quantitative
RFK Jr. was just asked about a recent measles outbreak: https://t.co/5WBOapcdKM
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