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Quiver Quantitative
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Last month, we noticed Representative Robert Bresnahan buying stock in the Chinese company Alibaba.
$BABA has now risen 48% since he bought in.
The U.S. stock market has fallen 6% over that period. https://t.co/tybmEckRiK
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Last month, we noticed Representative Robert Bresnahan buying stock in the Chinese company Alibaba.
$BABA has now risen 48% since he bought in.
The U.S. stock market has fallen 6% over that period. https://t.co/tybmEckRiK
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Stock Analysis Compilation
Signia on Uranium Royalty $UROY US
Thesis: Uranium Royalty is a $300 million market cap company utilizing a royalty and streaming business model to profit from high-quality uranium mines while minimizing operational risks.
(Extract from their Q4 letter) https://t.co/L027cOjgpQ
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Signia on Uranium Royalty $UROY US
Thesis: Uranium Royalty is a $300 million market cap company utilizing a royalty and streaming business model to profit from high-quality uranium mines while minimizing operational risks.
(Extract from their Q4 letter) https://t.co/L027cOjgpQ
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Finding Compounders
How a Group of Business Students Sold Enron a Year Before The Collapse https://t.co/eWoeT1un0k
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How a Group of Business Students Sold Enron a Year Before The Collapse https://t.co/eWoeT1un0k
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The Kobeissi Letter
BREAKING: The share of US small businesses saying it is a good time to expand over the next 3 months declined by 5 percentage points in February, to 12%.
This marked the largest drop in expansion plans since the 2020 pandemic, according to the NFIB survey.
At the same time, the Uncertainty Index rose 4 points, to 104, the second-highest reading on record.
Small businesses mentioned labor quality, inflation, and labor costs as their most important problems.
Small firms are a major driver of the US economy reflecting ~43.5% of GDP.
Uncertainty is skyrocketing.
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BREAKING: The share of US small businesses saying it is a good time to expand over the next 3 months declined by 5 percentage points in February, to 12%.
This marked the largest drop in expansion plans since the 2020 pandemic, according to the NFIB survey.
At the same time, the Uncertainty Index rose 4 points, to 104, the second-highest reading on record.
Small businesses mentioned labor quality, inflation, and labor costs as their most important problems.
Small firms are a major driver of the US economy reflecting ~43.5% of GDP.
Uncertainty is skyrocketing.
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Investing visuals
$HIMS is down 🔻50% from its February peak. If you're interested in the company, you should know these 5 visuals 🧵👇
1 - How $HIMS makes money https://t.co/afgWXv4m2c
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$HIMS is down 🔻50% from its February peak. If you're interested in the company, you should know these 5 visuals 🧵👇
1 - How $HIMS makes money https://t.co/afgWXv4m2c
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The Kobeissi Letter
JUST IN: Robinhood stock, $HOOD, rises over +5% after announcing a new prediction markets hub with @Kalshi.
This will bring prediction market trading to 25+ million users on Robinhood's platform.
Prediction markets are expanding. https://t.co/puqEUcVf51
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JUST IN: Robinhood stock, $HOOD, rises over +5% after announcing a new prediction markets hub with @Kalshi.
This will bring prediction market trading to 25+ million users on Robinhood's platform.
Prediction markets are expanding. https://t.co/puqEUcVf51
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