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Stock Analysis Compilation
Diamond Hill Large Cap Fund on Lululemon $LULU US
Thesis: Lululemon is a high-quality technical apparel brand with a strong market presence and growth potential, positioned to overcome current sales challenges and capitalize on its intrinsic value.
(Extract from their Q4 letter)
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Diamond Hill Large Cap Fund on Lululemon $LULU US
Thesis: Lululemon is a high-quality technical apparel brand with a strong market presence and growth potential, positioned to overcome current sales challenges and capitalize on its intrinsic value.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: President Trump signs Executive Order establishing a Strategic Bitcoin Reserve. https://t.co/P7k1nk2FTp
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BREAKING: President Trump signs Executive Order establishing a Strategic Bitcoin Reserve. https://t.co/P7k1nk2FTp
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The Kobeissi Letter
BREAKING: Bitcoin falls sharply after President Trump signs Executive Order establishing a Strategic Bitcoin Reserve.
Why?
No explanation on how the reserve will be funded aside from Bitcoin already held by the US.
It’s simply a promise to not sell what they currently hold. https://t.co/oewvRLe8mj
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BREAKING: Bitcoin falls sharply after President Trump signs Executive Order establishing a Strategic Bitcoin Reserve.
Why?
No explanation on how the reserve will be funded aside from Bitcoin already held by the US.
It’s simply a promise to not sell what they currently hold. https://t.co/oewvRLe8mj
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Quiver Quantitative
Yikes.
Palantir stock, $PLTR, has now fallen 31% since Representative Marjorie Taylor Greene bought in: https://t.co/zp3cTLn66A
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Yikes.
Palantir stock, $PLTR, has now fallen 31% since Representative Marjorie Taylor Greene bought in: https://t.co/zp3cTLn66A
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Offshore
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The Kobeissi Letter
BREAKING: MicroStrategy stock, $MSTR, falls over -7% after President Trump establishes the Strategic Bitcoin Reserve. https://t.co/TCEBffGhKc
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BREAKING: MicroStrategy stock, $MSTR, falls over -7% after President Trump establishes the Strategic Bitcoin Reserve. https://t.co/TCEBffGhKc
BREAKING: President Trump signs Executive Order establishing a Strategic Bitcoin Reserve. https://t.co/P7k1nk2FTp tweet
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Quiver Quantitative
BREAKING: Senator John Boozman just filed over a dozen new stock trades.
One of them caught my eye:
He bought stock in Ecolab, $ECL.
Ecolab specializes in water treatment.
Boozman sits on the Senate Committee on Environment and Public Works.
Full trade list up on Quiver. https://t.co/Z2vj8drc4F
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BREAKING: Senator John Boozman just filed over a dozen new stock trades.
One of them caught my eye:
He bought stock in Ecolab, $ECL.
Ecolab specializes in water treatment.
Boozman sits on the Senate Committee on Environment and Public Works.
Full trade list up on Quiver. https://t.co/Z2vj8drc4F
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AkhenOsiris
Nasdaq down 5% YTD, basically a nothing burger. Been a nasty 10% dump in just a cpl weeks off highs however.
Here are a smattering of names that have greatly outperformed, stock pickers market you bastards 😂
TTWO 17%
NTDOY 30%
DKNG 14%
SRAD 25%
GENI 12%
Video games and gambling don't give two shits about tariffs or weakening economy (everyone buying GTA even in recession...gamblers get more desperate to strike it rich)
META 10%
OKTA 46%
SE 36%
SNOW 10%
ZS 16%
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Nasdaq down 5% YTD, basically a nothing burger. Been a nasty 10% dump in just a cpl weeks off highs however.
Here are a smattering of names that have greatly outperformed, stock pickers market you bastards 😂
TTWO 17%
NTDOY 30%
DKNG 14%
SRAD 25%
GENI 12%
Video games and gambling don't give two shits about tariffs or weakening economy (everyone buying GTA even in recession...gamblers get more desperate to strike it rich)
META 10%
OKTA 46%
SE 36%
SNOW 10%
ZS 16%
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