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iinvested
1Q'25 Vltava Fund on $URI
More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/UO2JWu8pEq
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1Q'25 Vltava Fund on $URI
More fund letters here:
https://t.co/dVDkhhvUUk https://t.co/UO2JWu8pEq
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AkhenOsiris
RT @sloth_cap: These fucking retards actually think they're gonna get Japanese people to buy American rice 😭
You're not bearish enough
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RT @sloth_cap: These fucking retards actually think they're gonna get Japanese people to buy American rice 😭
You're not bearish enough
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Hidden Value Gems
Good review of the recent insider activity by FT:
GameStop
➡️Ryan Cohen, Chief Executive
➡️Bought 500,000 shares at $21.55 on Apr 3
➡️Latest price: $26.78
Note: Cohen previously bought shares in June 2023
Applied Materials
➡️Gary Dickerson, Chief Executive
➡️Bought 50,000 shares at $137 on Apr 3
➡️Latest price: $137
Goldman Sachs
➡️John Hess, Board Director
➡️Bought $2 million of shares on Apr 15
➡️Latest price: $509.49
Note: Only the second large insider purchase at Goldman since January 2009
PepsiCo
➡️Executive: Ramon Laguarta, Chief Executive
➡️Sold 50,000 shares for $7.7 million in early March (≈$154/share)
➡️Latest price: $143
Note: His largest sale at the company; not part of a preset trading plan
Jazz Pharmaceuticals
➡️Bruce Cozadd, Chief Executive
➡️Sold 6,500 shares at $144 on March 3
➡️Latest price: $103
Note: His largest transaction since 2021
Trade Desk
➡️Jeff Green, Chief Executive
➡️Sold >900,000 shares at $123 on January 22
➡️Latest price: $50
Note: His largest sale since 2021; executed under a 10b5‑1 plan
$GME $AMAT $GS $PEP $JAZZ $TTD
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Good review of the recent insider activity by FT:
GameStop
➡️Ryan Cohen, Chief Executive
➡️Bought 500,000 shares at $21.55 on Apr 3
➡️Latest price: $26.78
Note: Cohen previously bought shares in June 2023
Applied Materials
➡️Gary Dickerson, Chief Executive
➡️Bought 50,000 shares at $137 on Apr 3
➡️Latest price: $137
Goldman Sachs
➡️John Hess, Board Director
➡️Bought $2 million of shares on Apr 15
➡️Latest price: $509.49
Note: Only the second large insider purchase at Goldman since January 2009
PepsiCo
➡️Executive: Ramon Laguarta, Chief Executive
➡️Sold 50,000 shares for $7.7 million in early March (≈$154/share)
➡️Latest price: $143
Note: His largest sale at the company; not part of a preset trading plan
Jazz Pharmaceuticals
➡️Bruce Cozadd, Chief Executive
➡️Sold 6,500 shares at $144 on March 3
➡️Latest price: $103
Note: His largest transaction since 2021
Trade Desk
➡️Jeff Green, Chief Executive
➡️Sold >900,000 shares at $123 on January 22
➡️Latest price: $50
Note: His largest sale since 2021; executed under a 10b5‑1 plan
$GME $AMAT $GS $PEP $JAZZ $TTD
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Capital Employed
FRESH OFF THE PRESS 🔥
Investor interview #111 with Jonathon and Arvind from KMF Investments.
They discus their backgrounds, investing style, portfolio construction, three stock picks + much more...
https://t.co/tLZTpDk2kk https://t.co/BCkAI7c2jb
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FRESH OFF THE PRESS 🔥
Investor interview #111 with Jonathon and Arvind from KMF Investments.
They discus their backgrounds, investing style, portfolio construction, three stock picks + much more...
https://t.co/tLZTpDk2kk https://t.co/BCkAI7c2jb
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Finding Compounders
It’s pretty simple
In the long run Earnings Per Share growth is what matters .
However this is not an invitation to not be price conscious!
Source : IP Capital Partners https://t.co/4SYsdVjVzb
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It’s pretty simple
In the long run Earnings Per Share growth is what matters .
However this is not an invitation to not be price conscious!
Source : IP Capital Partners https://t.co/4SYsdVjVzb
tweet