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Quiver Quantitative
BREAKING: Representative Gil Cisneros has filed dozens of new stock trades.
One that stood out to us was a purchase of Northrop Grumman stock, $NOC.
Cisneros sits on the House Armed Services Committee.
Full trade list up on Quiver. https://t.co/ZfFPMRHiqJ
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BREAKING: Representative Gil Cisneros has filed dozens of new stock trades.
One that stood out to us was a purchase of Northrop Grumman stock, $NOC.
Cisneros sits on the House Armed Services Committee.
Full trade list up on Quiver. https://t.co/ZfFPMRHiqJ
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Hidden Value Gems
So $WBD is going ahead with plans to split itself in two listed entities:
- HBO Max Streaming, Studio and TV production;
- Cable networks (incl CNN,TNT and various intl holdings).
The second company will hold 20% in the first (Streaming & Studios).
Not a media expert but I struggle to understand how separating into two businesses will make them better.
The market seems to view this positively. Probably expecting eventual asset sales?
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So $WBD is going ahead with plans to split itself in two listed entities:
- HBO Max Streaming, Studio and TV production;
- Cable networks (incl CNN,TNT and various intl holdings).
The second company will hold 20% in the first (Streaming & Studios).
Not a media expert but I struggle to understand how separating into two businesses will make them better.
The market seems to view this positively. Probably expecting eventual asset sales?
“Following a fall of almost 70% in its stock price since $WBD was formed in 2022, chief executive David Zaslav and chief financial officer Gunnar Wiedenfels have recently evaluated “all options” to arrest the decline, said two people familiar with the matter.”
“They are considering offers to sell Polish broadcaster TVN or a stake in Warner’s video games business, which holds valuable intellectual property to Harry Potter games.”
“WBD’s management hopes investors will remain patient as they work to turn around the company, they said, believing its true market capitalisation should be about $60bn, or $25 a share.”
via @FT tweet
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Dimitry Nakhla | Babylon Capital®
RT @ftr_investors: 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗧𝗮𝗹𝗸 #𝟰𝟲
Name: Dimitry Nakhla @DimitryNakhla
Age: 30
Residence/Country: New Jersey, USA
Invests since: 2016
𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
I am the founder and portfolio manager at Babylon Capital®, a firm I established in 2017 with $800,000 in assets under management. Today, I’m deeply honored to manage over $20 million, a milestone that reflects the trust my investors place in me and the disciplined, rigorous, quality-driven approach we uphold at Babylon Capital®. Complementing my work in finance, I earned my law degree in 2020 with a certificate in corporate and business law, a demanding pursuit that honed my analytical rigor and deepened my understanding of the structures that underpin markets and businesses.
I was introduced to the stock market in 2016 — an encounter that sparked an immediate and enduring obsession. To me, the stock market is one of the most intellectually stimulating arenas to engage with. It is like a 1,000-piece puzzle, where each piece subtly shifts in shape and size daily, yet the broader picture holds steady. It’s an intellectually exhilarating challenge that requires discipline, insight, and adaptability.
𝗪𝗵𝗮𝘁 𝗶𝘀 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆?
My investment philosophy centers on identifying businesses with wide, defensible moats — driven by competitive advantages such as high barriers to entry or significant switching costs — that enable them to sustain elevated returns on invested capital over extended periods.
Curious about Dimitry’s full story — including the industries he focuses on and his 3 highest conviction stocks? 🚀
Check out the full interview in the comments! 🗣️👇🏻
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RT @ftr_investors: 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗧𝗮𝗹𝗸 #𝟰𝟲
Name: Dimitry Nakhla @DimitryNakhla
Age: 30
Residence/Country: New Jersey, USA
Invests since: 2016
𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻
I am the founder and portfolio manager at Babylon Capital®, a firm I established in 2017 with $800,000 in assets under management. Today, I’m deeply honored to manage over $20 million, a milestone that reflects the trust my investors place in me and the disciplined, rigorous, quality-driven approach we uphold at Babylon Capital®. Complementing my work in finance, I earned my law degree in 2020 with a certificate in corporate and business law, a demanding pursuit that honed my analytical rigor and deepened my understanding of the structures that underpin markets and businesses.
I was introduced to the stock market in 2016 — an encounter that sparked an immediate and enduring obsession. To me, the stock market is one of the most intellectually stimulating arenas to engage with. It is like a 1,000-piece puzzle, where each piece subtly shifts in shape and size daily, yet the broader picture holds steady. It’s an intellectually exhilarating challenge that requires discipline, insight, and adaptability.
𝗪𝗵𝗮𝘁 𝗶𝘀 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆?
My investment philosophy centers on identifying businesses with wide, defensible moats — driven by competitive advantages such as high barriers to entry or significant switching costs — that enable them to sustain elevated returns on invested capital over extended periods.
Curious about Dimitry’s full story — including the industries he focuses on and his 3 highest conviction stocks? 🚀
Check out the full interview in the comments! 🗣️👇🏻
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Quiver Quantitative
Wow.
We posted this report on a politician putting up to $250K into a defense stock back in October.
Howmet Aerospace stock has now risen 84% since the trade.
Look at this: https://t.co/jFVqg5FjMV
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Wow.
We posted this report on a politician putting up to $250K into a defense stock back in October.
Howmet Aerospace stock has now risen 84% since the trade.
Look at this: https://t.co/jFVqg5FjMV
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Quiver Quantitative
Marjorie Taylor Greene bought stock in Palantir on April 8th.
$PLTR has now risen 65% since her purchase.
She sits on the House Subcommittee on Information Technology.
She has said that the trade was made based off public information.
You can track her portfolio on Quiver: https://t.co/HPMJSodfzo
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Marjorie Taylor Greene bought stock in Palantir on April 8th.
$PLTR has now risen 65% since her purchase.
She sits on the House Subcommittee on Information Technology.
She has said that the trade was made based off public information.
You can track her portfolio on Quiver: https://t.co/HPMJSodfzo
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Investing visuals
There's no point in discussing "Value" vs. "Growth" investing. https://t.co/iE4IDvcLpS
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There's no point in discussing "Value" vs. "Growth" investing. https://t.co/iE4IDvcLpS
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Quiver Quantitative
UPDATE: Nancy Pelosi is now worth $264M, per our estimates.
Up about $10M in the last month. https://t.co/sEYT87eH31
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UPDATE: Nancy Pelosi is now worth $264M, per our estimates.
Up about $10M in the last month. https://t.co/sEYT87eH31
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Quiver Quantitative
JUST IN: Representative Anna Paulina Luna is introducing legislation to designate ANTIFA as a terrorist organization https://t.co/VTSwFaDSUi
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JUST IN: Representative Anna Paulina Luna is introducing legislation to designate ANTIFA as a terrorist organization https://t.co/VTSwFaDSUi
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