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Stock Analysis Compilation
Davis Financial Fund on Capital One $COF US
Thesis: Capital One is a leading financial services company with a strong track record of growth and prudent credit management, currently holding significant excess capital that positions it for accelerated earnings growth.
(Extract from their Q4 letter)
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Davis Financial Fund on Capital One $COF US
Thesis: Capital One is a leading financial services company with a strong track record of growth and prudent credit management, currently holding significant excess capital that positions it for accelerated earnings growth.
(Extract from their Q4 letter)
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Quiver Quantitative
In May, we noticed a U.S. politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 118% since we posted this report:
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In May, we noticed a U.S. politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 118% since we posted this report:
BREAKING: Representative Susie Lee just bought stock in the German arms manufacturer Rheinmetall, $RNMBY.
She is the first U.S. politician we have seen buy Rheinmetall stock.
Lee sits on the House Appropriations Subcommittee on Military Construction. https://t.co/hiNwf8AsRK tweet
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Dimitry Nakhla | Babylon Capital®
$NVDA is getting close to its lowest valuation in the past 5 years 💵
Are you buying? https://t.co/XiL42lZX8y
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$NVDA is getting close to its lowest valuation in the past 5 years 💵
Are you buying? https://t.co/XiL42lZX8y
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App Economy Insights
RT @EconomyApp: Sneak peek at our February 2025 report (150+ visuals) 👀 https://t.co/NWf4RHFRN6
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RT @EconomyApp: Sneak peek at our February 2025 report (150+ visuals) 👀 https://t.co/NWf4RHFRN6
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The Kobeissi Letter
BREAKING: President Trump has halted all military aid to Ukraine, per Bloomberg. https://t.co/2OBbWbYp0f
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BREAKING: President Trump has halted all military aid to Ukraine, per Bloomberg. https://t.co/2OBbWbYp0f
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The Kobeissi Letter
This is absolutely insane:
At 9:30 AM ET today, the S&P 500 opened ~30 points higher and crypto hit its highest level of the trading session.
By 2:30 PM ET, the S&P 500 had lost -$1.5 trillion of market cap and crypto was down -$300 billion
That's -$1.8 TRILLION of lost market cap in ~5 hours.
In other words, between 9:30 AM and 2:30 PM, the S&P 500 and crypto lost $360 billion PER HOUR.
That's more than the entire market cap of Bank of America, $BAC, lost EVERY HOUR, on average.
We are witnessing history.
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This is absolutely insane:
At 9:30 AM ET today, the S&P 500 opened ~30 points higher and crypto hit its highest level of the trading session.
By 2:30 PM ET, the S&P 500 had lost -$1.5 trillion of market cap and crypto was down -$300 billion
That's -$1.8 TRILLION of lost market cap in ~5 hours.
In other words, between 9:30 AM and 2:30 PM, the S&P 500 and crypto lost $360 billion PER HOUR.
That's more than the entire market cap of Bank of America, $BAC, lost EVERY HOUR, on average.
We are witnessing history.
What just happened?
The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.
Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.
Here's exactly what you need to know.
(a thread) https://t.co/nQpKOlrihB tweet
The Investing for Beginners Podcast
RT @IFB_podcast: 5 powerful ratios for value investors:
1. P/E Ratio
2. P/B Ratio
3. Debt to equity
4. Current ratio
5. Dividend yield
With these, we can screen for valuation, liquidity, debt, and dividend strength.
Examples:
$TXN
$TSM
$GOOG
$WSO
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RT @IFB_podcast: 5 powerful ratios for value investors:
1. P/E Ratio
2. P/B Ratio
3. Debt to equity
4. Current ratio
5. Dividend yield
With these, we can screen for valuation, liquidity, debt, and dividend strength.
Examples:
$TXN
$TSM
$GOOG
$WSO
tweet
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The Kobeissi Letter
BREAKING: Honda has decided to produce its Honda Civic hybrid in the US to avoid tariffs, per Reuters.
Previously, Honda had plans to produce the car in Mexico which is now facing 25% tariffs. https://t.co/ex4Iiq4AGu
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BREAKING: Honda has decided to produce its Honda Civic hybrid in the US to avoid tariffs, per Reuters.
Previously, Honda had plans to produce the car in Mexico which is now facing 25% tariffs. https://t.co/ex4Iiq4AGu
What just happened?
The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.
Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.
Here's exactly what you need to know.
(a thread) https://t.co/nQpKOlrihB tweet