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Stock Analysis Compilation
Harris Global Concentrated Strategy on Elevance Health $ELV US
Thesis: Elevance Health is poised for recovery as its stock, currently undervalued due to temporary industry challenges, is expected to bounce back, reflecting its quality and growth potential.
(Extract from their Q4 letter)
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Harris Global Concentrated Strategy on Elevance Health $ELV US
Thesis: Elevance Health is poised for recovery as its stock, currently undervalued due to temporary industry challenges, is expected to bounce back, reflecting its quality and growth potential.
(Extract from their Q4 letter)
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Quiver Quantitative
FYI
We just received this statement from a spokesman for Representative Susie Lee, regarding her recent stock sales:
"Representative Lee is currently in the process of transferring holdings she received following her divorce into ETFs, index funds, and mutual funds, going above and beyond what’s required of her by law and ethics rules.
Representative Lee has never directed an individual stock trade prior to her divorce, and she strongly supports a ban on Members of Congress directing trades of individual stocks."
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FYI
We just received this statement from a spokesman for Representative Susie Lee, regarding her recent stock sales:
"Representative Lee is currently in the process of transferring holdings she received following her divorce into ETFs, index funds, and mutual funds, going above and beyond what’s required of her by law and ethics rules.
Representative Lee has never directed an individual stock trade prior to her divorce, and she strongly supports a ban on Members of Congress directing trades of individual stocks."
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The Kobeissi Letter
BREAKING: The S&P 500 officially falls back below 5,600, now down over -100 points since 3 PM ET yesterday. https://t.co/lnyWk2Io9d
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BREAKING: The S&P 500 officially falls back below 5,600, now down over -100 points since 3 PM ET yesterday. https://t.co/lnyWk2Io9d
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Quiver Quantitative
JUST IN: Congress has lost $71M in the stock market in the last month, per our estimates.
Someone start a GoFundMe. https://t.co/KyGF6Mnby6
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JUST IN: Congress has lost $71M in the stock market in the last month, per our estimates.
Someone start a GoFundMe. https://t.co/KyGF6Mnby6
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The Kobeissi Letter
The collapse of US consumers:
Unemployment expectations in the US are now ABOVE 2020 levels and at their highest since 2008.
In 2024, a poll showed that a whopping 56% of Americans thought the US was in a recession.
Is the US set to enter a recession?
(a thread) https://t.co/iQhcQkRGUv
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The collapse of US consumers:
Unemployment expectations in the US are now ABOVE 2020 levels and at their highest since 2008.
In 2024, a poll showed that a whopping 56% of Americans thought the US was in a recession.
Is the US set to enter a recession?
(a thread) https://t.co/iQhcQkRGUv
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The Kobeissi Letter
Shocking stat of the day:
We have just witnessed the biggest drop in US equity allocation on record. https://t.co/qgVXqbhQEe
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Shocking stat of the day:
We have just witnessed the biggest drop in US equity allocation on record. https://t.co/qgVXqbhQEe
The collapse of US consumers:
Unemployment expectations in the US are now ABOVE 2020 levels and at their highest since 2008.
In 2024, a poll showed that a whopping 56% of Americans thought the US was in a recession.
Is the US set to enter a recession?
(a thread) https://t.co/iQhcQkRGUv tweet