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Capital Employed
47 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇

https://t.co/L7tSMecm8H https://t.co/beZbdunfHs
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$AAPL reports earnings tomorrow. Here's a snapshot of the business👇 https://t.co/MJVWsaAohP
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Quiver Quantitative
US GDP just came in negative for the first time since 2022.

Odds of a recession this year have risen to 74%, according to betting markets. https://t.co/9JUd3S4dll
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Quiver Quantitative
Senator Josh Hawley just went on CNBC to talk about congressional stock trading: https://t.co/UJ4eukcq6I
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Hidden Value Gems
I could not pass by the 694.9% interest rate 🙈 https://t.co/2fjOI6d80T
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$PLTR vs $HIMS: which do you prefer? https://t.co/yMlKpzgIrQ
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Quiver Quantitative
Look at this.

In May, we noticed a U.S. politician buying stock in a German arms manufacturer.

Rheinmetall stock has now risen 191% 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
- Quiver Quantitative
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Quiver Quantitative
Elon Musk: This could be the greatest administration since the founding of this country https://t.co/wo1qHU00fR
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If you bought $ABNB at its 2021 IPO, you still wouldn’t have made any money.

Do you think tomorrow’s earnings will change that? https://t.co/cFvC1fEYV5
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AkhenOsiris
Sports betting update from CZR (h/t @ButlerBets:)

"Customers bet Favorites and they bet Overs." Caesars CEO Tom Reeg said during today's' earnings call. "When those hit, it's negative for us. That's not going to change."

Caesars is looking to have single game parlay player prop cash outs for its mobile sportsbooks later this year, a move company officials said during today's earnings call will help it reach its goal of a long-term 10% structural hold.

Caesars increased its Q1 2025 net gaming sports betting revenue by 8.7% year-over-year from Q1 2024 despite "unfavorable" (favorites winning and covering) March Madness results.
How? Higher profit margins driven by parlays, per earnings call

Caesars CEO Tom Reeg said sports contract prediction markets such as Kalshi and Polymarket have had "zero impact so far on our business"; Reeg said during today's earnings call they would pursue its own prediction markets if legal avenues ultimately cleared it to do so.

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Good tidbits during the CZR call on sports betting. Parlays and in-game betting make picks and shovel plays GENI and SRAD more money relative to pre-game bets. GENI and SRAD also shielded from unfavorable outcomes (the economics are same regardless if the house loses or wins)
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