⁠Hidden Value Gems
Some really interesting titles here…I wish I had more time 👇🏼

I see my reading lists posted from time to time ..

[number of books I read in school = 1]

Here is 22,23,24 and 25... https://t.co/u8O1jS59W3 - MastersInvest.com
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⁠Hidden Value Gems
David Einhorn on the "best investment advice" he's ever received:

✅"As soon as you know that you're wrong, change your mind".

✅ The "most common mistake" is doing the "opposite of that," sticking to something "even though they know that they're wrong ... there's no shame in being wrong about something".
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⁠Investing visuals
Would you rather own $HIMS or $PLTR for the next 10 years? https://t.co/ralUNLaQrZ
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⁠iinvested
1Q'25 Baron Discovery Fund on $WING, $KRMN, $ACLX

More fund letters here:
https://t.co/NM0463QOZj https://t.co/0MXgS7SPoT
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⁠Quiver Quantitative
I built a trading bot that buys stock in companies that are ramping up lobbying spending.

Here is a graph of the performance.

Politicians seem to be profitable investments: https://t.co/BJEaPp7Zs4
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⁠App Economy Insights
📊 This Week in Visuals

🧘🏻 Lululemon $LULU
🌐 Samsara $IOT
🔷 Rubrik $RBRK
🖥️ HPE $HPE
✍️ DocuSign $DOCU
🌱 MongoDB $MDB
⚡️ NIO $NIO
🏥 HealthEquity $HQY
📝 Asana $ASAN
https://t.co/EfD4QzUxQ4
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⁠App Economy Insights
What are you watching this week?

• Tuesday: $GTLB $GME
• Wednesday: $CHWY $ORCL
• Thursday: $ADBE

All visualized in our PRO coverage on Saturday. https://t.co/XGLOzlATIR
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⁠Dimitry Nakhla | Babylon Capital®
10 Quality Stocks with +15% CAGR Past 5 Years | EPS CAGR vs Change in Multiple💵

You’ll see the breakdown how much of their returns come from robust EPS growth versus the impact of multiple expansion📈

Highlighting the true drivers of returns🧵

Numbers 2, 3, 5, & 8 🤯
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