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Quiver Quantitative
JUST IN: Representative Josh Gottheimer has filed 24 new trades
He bought stock in Sea Limited, $SE
Sea is a Singaporean financial services company
Gottheimer sits on the Financial Services Committee
First time we have seen him buy this stock
Full trade list up on Quiver https://t.co/EAFiF1nEBW
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JUST IN: Representative Josh Gottheimer has filed 24 new trades
He bought stock in Sea Limited, $SE
Sea is a Singaporean financial services company
Gottheimer sits on the Financial Services Committee
First time we have seen him buy this stock
Full trade list up on Quiver https://t.co/EAFiF1nEBW
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Offshore
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Quiver Quantitative
Bessent: Interesting to see you aligned with Elon Musk
Elizabeth Warren: You're no more shocked than I am https://t.co/3CArsZtGlo
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Bessent: Interesting to see you aligned with Elon Musk
Elizabeth Warren: You're no more shocked than I am https://t.co/3CArsZtGlo
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Investing visuals
$ASML:
🔹Revenue is up +48%
🔹Free cash flow is up +29%
🔹Holds $5B in cash
🔹Trading at 33x forward price to free cash flow
The backbone of modern tech for a reasonable price👌 https://t.co/07jwJ4lGdR
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$ASML:
🔹Revenue is up +48%
🔹Free cash flow is up +29%
🔹Holds $5B in cash
🔹Trading at 33x forward price to free cash flow
The backbone of modern tech for a reasonable price👌 https://t.co/07jwJ4lGdR
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Quiver Quantitative
UPDATE: We recently posted a report on a purchase of Amphenol stock by Representative Byron Donalds.
It caught our attention because we'd never seen him trade the stock before.
They released a strong earnings report right after his trade.
The stock has now risen 46% since. https://t.co/AeUUu8132j
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UPDATE: We recently posted a report on a purchase of Amphenol stock by Representative Byron Donalds.
It caught our attention because we'd never seen him trade the stock before.
They released a strong earnings report right after his trade.
The stock has now risen 46% since. https://t.co/AeUUu8132j
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Quiver Quantitative
Put together two different angles of US Senator Alex Padilla being removed from the DHS press conference: https://t.co/r6rn1zUoFW
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Put together two different angles of US Senator Alex Padilla being removed from the DHS press conference: https://t.co/r6rn1zUoFW
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App Economy Insights
$ADBE Adobe Q2 FY25:
• RPO +10% to $19.7B.
• Digital Media ARR +12% to $18.1B.
• Revenue +11% to $5.9B ($70M beat).
• Non-GAAP EPS $5.06 ($0.09 beat).
• Q3 FY25 revenue ~$5.9B ($20M beat).
• FY25 revenue ~$23.55B ($100M beat). https://t.co/TgoWSQZog9
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$ADBE Adobe Q2 FY25:
• RPO +10% to $19.7B.
• Digital Media ARR +12% to $18.1B.
• Revenue +11% to $5.9B ($70M beat).
• Non-GAAP EPS $5.06 ($0.09 beat).
• Q3 FY25 revenue ~$5.9B ($20M beat).
• FY25 revenue ~$23.55B ($100M beat). https://t.co/TgoWSQZog9
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App Economy Insights
RT @EconomyApp: 💳 Chime is going public.
Here’s how they make money. https://t.co/oeCaaLMYmC
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RT @EconomyApp: 💳 Chime is going public.
Here’s how they make money. https://t.co/oeCaaLMYmC
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Hidden Value Gems
I must say, Ray Dalio’s early warnings about escalating political tensions and his bullish stance on gold have proven to be more accurate than many gave him credit for. https://t.co/EYhD7j7338
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I must say, Ray Dalio’s early warnings about escalating political tensions and his bullish stance on gold have proven to be more accurate than many gave him credit for. https://t.co/EYhD7j7338
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