Offshore
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Quiver Quantitative
This keeps getting wilder.
Marjorie Taylor Greene bought stock in Palantir on April 8th.
On April 17th, a massive ICE contract with Palantir was announced.
Greene sits on the House Committee on Homeland Security.
$PLTR just hit another high in overnight trading:
Now up 81%: https://t.co/3haNUXj3zk
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This keeps getting wilder.
Marjorie Taylor Greene bought stock in Palantir on April 8th.
On April 17th, a massive ICE contract with Palantir was announced.
Greene sits on the House Committee on Homeland Security.
$PLTR just hit another high in overnight trading:
Now up 81%: https://t.co/3haNUXj3zk
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Offshore
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Quiver Quantitative
Look at this.
Last week, we called out a purchase of L3Harris stock by Senator Markwayne Mullin.
It caught our attention because L3Harris is a defense contractor and Mullin sits on the Armed Services Committee.
The stock has now risen 20% since his trade. https://t.co/UZ0wu9uISN
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Look at this.
Last week, we called out a purchase of L3Harris stock by Senator Markwayne Mullin.
It caught our attention because L3Harris is a defense contractor and Mullin sits on the Armed Services Committee.
The stock has now risen 20% since his trade. https://t.co/UZ0wu9uISN
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Dimitry Nakhla | Babylon Capital®
5 Quality Stocks Trading at Lower P/E & Higher FCF Yield Than 5-Year Average | Forecasted 3-Year EPS CAGR* | LTM ROIC 💵
1️⃣ ASML Holding $ASML ☀️
•Avg P/E: 35x
•Avg FCF Yield: 2.4%
•NTM P/E: 29x
•NTM FCF Yield: 3.1%
•EPS CAGR: 19%
•LTM ROIC: 48%
2️⃣ MSCI Inc $MSCI 🌐
•Avg P/E: 42x
•Avg FCF Yield: 2.4%
•NTM P/E: 31x
•NTM FCF Yield: 3.6%
•EPS CAGR: 12%
•LTM ROIC: 42%
3️⃣ Salesforce $CRM 📊
•Avg P/E: 42x
•Avg FCF Yield: 3.6%
•NTM P/E: 22x
•NTM FCF Yield: 5.8%
•EPS CAGR: 12%
•LTM ROIC: 11%
4️⃣ Copart $CPRT 🚘
•Avg P/E: 33x
•Avg FCF Yield: 2.4%
•NTM P/E: 29x
•NTM FCF Yield: 2.9%
•EPS CAGR: 13%
•LTM ROIC: 19%
5️⃣ MercadoLibre $MELI 📦**
•Avg P/E: 48x
•Avg FCF Yield: 5.9%
•NTM P/E: 44x
•NTM FCF Yield: 6.2%
•EPS CAGR: 33%
•LTM ROIC: 22%
___
* EPS CAGR for 1, 2, 4, & 5 from 2024 - 2027, 3 from 2025 - 2028
** $MELI adjusted for 1-year averages
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5 Quality Stocks Trading at Lower P/E & Higher FCF Yield Than 5-Year Average | Forecasted 3-Year EPS CAGR* | LTM ROIC 💵
1️⃣ ASML Holding $ASML ☀️
•Avg P/E: 35x
•Avg FCF Yield: 2.4%
•NTM P/E: 29x
•NTM FCF Yield: 3.1%
•EPS CAGR: 19%
•LTM ROIC: 48%
2️⃣ MSCI Inc $MSCI 🌐
•Avg P/E: 42x
•Avg FCF Yield: 2.4%
•NTM P/E: 31x
•NTM FCF Yield: 3.6%
•EPS CAGR: 12%
•LTM ROIC: 42%
3️⃣ Salesforce $CRM 📊
•Avg P/E: 42x
•Avg FCF Yield: 3.6%
•NTM P/E: 22x
•NTM FCF Yield: 5.8%
•EPS CAGR: 12%
•LTM ROIC: 11%
4️⃣ Copart $CPRT 🚘
•Avg P/E: 33x
•Avg FCF Yield: 2.4%
•NTM P/E: 29x
•NTM FCF Yield: 2.9%
•EPS CAGR: 13%
•LTM ROIC: 19%
5️⃣ MercadoLibre $MELI 📦**
•Avg P/E: 48x
•Avg FCF Yield: 5.9%
•NTM P/E: 44x
•NTM FCF Yield: 6.2%
•EPS CAGR: 33%
•LTM ROIC: 22%
___
* EPS CAGR for 1, 2, 4, & 5 from 2024 - 2027, 3 from 2025 - 2028
** $MELI adjusted for 1-year averages
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Offshore
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Quiver Quantitative
BREAKING: We just caught new STOCK ACT violations.
It includes one of the wildest trades we've ever seen:
Representative Tim Moore just filed an April 11th purchase of a triple-leveraged tech ETF, $TQQQ.
It has risen 61% since his purchase.
Full trade list up on Quiver: https://t.co/XG892Du71H
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BREAKING: We just caught new STOCK ACT violations.
It includes one of the wildest trades we've ever seen:
Representative Tim Moore just filed an April 11th purchase of a triple-leveraged tech ETF, $TQQQ.
It has risen 61% since his purchase.
Full trade list up on Quiver: https://t.co/XG892Du71H
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Quiver Quantitative
BREAKING: This is why the enforcement of the STOCK Act is a joke.
We had news outlets reach out to us last month about stock trades made around the tariff announcements.
Those articles all came out last week.
But now that they're out, politicians are filing "late" trades.
Just today, Representative Tim Moore filed an April 11th purchase of a triple-leveraged tech ETF which should have been disclosed weeks ago.
He will likely be fined $200.
A small price for avoiding negative press.
Especially when the ETF is up over 60% since his trade.
Keep an eye on Quiver for new filings in the next few weeks, or check out the mobile app for live alerts.
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BREAKING: This is why the enforcement of the STOCK Act is a joke.
We had news outlets reach out to us last month about stock trades made around the tariff announcements.
Those articles all came out last week.
But now that they're out, politicians are filing "late" trades.
Just today, Representative Tim Moore filed an April 11th purchase of a triple-leveraged tech ETF which should have been disclosed weeks ago.
He will likely be fined $200.
A small price for avoiding negative press.
Especially when the ETF is up over 60% since his trade.
Keep an eye on Quiver for new filings in the next few weeks, or check out the mobile app for live alerts.
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Offshore
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Quiver Quantitative
BREAKING: Representative Julie Johnson has bought stock in General Dynamics.
General Dynamics is a defense contractor.
Johnson sits on the House Committee on Foreign Affairs.
This is the first time we have seen her trade $GD.
Full trade list up on Quiver. https://t.co/e6IgyyTdAA
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BREAKING: Representative Julie Johnson has bought stock in General Dynamics.
General Dynamics is a defense contractor.
Johnson sits on the House Committee on Foreign Affairs.
This is the first time we have seen her trade $GD.
Full trade list up on Quiver. https://t.co/e6IgyyTdAA
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Offshore
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Quiver Quantitative
This is wild.
Viasat stock has now risen 93% since we posted this report.
Up another 9% today. https://t.co/z8iFoDwSDl
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This is wild.
Viasat stock has now risen 93% since we posted this report.
Up another 9% today. https://t.co/z8iFoDwSDl
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Offshore
Video
The All-In Podcast
🚨Chamath: "If we go to war, this totally screws everything up. You could see oil double."
"Every time we're on the verge of victory, somebody in the military industrial complex invents some escalation of something so that we can just go to war."
"The answer always seems to be, let's go to war, or let's support a war, or let's enable a war. And the bulwark to that has been the president."
"If we go to war, this totally screws everything up."
"You could see oil double. Double!"
"What happens to the economy of the world, of world GDP, of everything, of inflation, if you have oil at $100/barrel, or $112/barrel?"
"It's not good."
"So you have to wonder like, why would people want this escalation? Who wants this escalation?"
"It's deeply beneficial for America to avoid anything calamitous happening here."
"So I hope we find an off-ramp, and I hope that the president gets his way."
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🚨Chamath: "If we go to war, this totally screws everything up. You could see oil double."
"Every time we're on the verge of victory, somebody in the military industrial complex invents some escalation of something so that we can just go to war."
"The answer always seems to be, let's go to war, or let's support a war, or let's enable a war. And the bulwark to that has been the president."
"If we go to war, this totally screws everything up."
"You could see oil double. Double!"
"What happens to the economy of the world, of world GDP, of everything, of inflation, if you have oil at $100/barrel, or $112/barrel?"
"It's not good."
"So you have to wonder like, why would people want this escalation? Who wants this escalation?"
"It's deeply beneficial for America to avoid anything calamitous happening here."
"So I hope we find an off-ramp, and I hope that the president gets his way."
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Offshore
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Quiver Quantitative
UPDATE: In January, we noticed Nancy Pelosi buying up Tempus AI call options.
$TEM has now risen 133% since her trade.
Track her portfolio on Quiver: https://t.co/DMS0a2tu5j
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UPDATE: In January, we noticed Nancy Pelosi buying up Tempus AI call options.
$TEM has now risen 133% since her trade.
Track her portfolio on Quiver: https://t.co/DMS0a2tu5j
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