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Quiver Quantitative
BREAKING: Representative Jefferson Shreve just filed a purchase of Halliburton stock, $HAL.
Halliburton is a fracking company.
They received billions in contracts during the war in Iraq.
Full trade list up on Quiver. https://t.co/aVmxbtflCe
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BREAKING: Representative Jefferson Shreve just filed a purchase of Halliburton stock, $HAL.
Halliburton is a fracking company.
They received billions in contracts during the war in Iraq.
Full trade list up on Quiver. https://t.co/aVmxbtflCe
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Quiver Quantitative
BREAKING: Representative Laurel Lee's husband appears to have bought put contracts betting against Novo Nordisk.
Novo Nordisk makes Ozempic.
The contracts expired on June 20th, and had a $65 strike price. The trade was just filed today. https://t.co/wni6h4aelx
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BREAKING: Representative Laurel Lee's husband appears to have bought put contracts betting against Novo Nordisk.
Novo Nordisk makes Ozempic.
The contracts expired on June 20th, and had a $65 strike price. The trade was just filed today. https://t.co/wni6h4aelx
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Investing visuals
$HIMS is down 🔻32% on the $HIMS – $NVO partnership termination.
5 Key highlights👇
1 - Reason for termination 🔍
$NVO ended the agreement with $HIMS to supply Wegovy, citing concerns over “illegitimate” compounded versions. $NVO accuses $HIMS of deceptive marketing and mass compounding of unapproved GLP-1s.
2 - Short-term revenue impact 🫰
Minimal near-term impact: Wegovy was not yet widely available on the $HIMS platform. Compounded GLP-1s remain the core of its current offering.
3 - Long(er)-term revenue impact 💰
While not directly stated by either company, the deal’s collapse and regulatory trends imply future access to branded GLP‑1s could be harder.
4 - Brand trust risk ⚠️
Accusations of deceptive practices may damage $HIMS credibility with regulators, pharma partners, and consumers.
5 - Moving forward with GLP-1 🔮
$HIMS will continue offering compounded and personalized GLP-1 treatments through its own clinical program.
If I missed anything important, feel free to add other insights or important snippets.
Does this change your $HIMS thesis?
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$HIMS is down 🔻32% on the $HIMS – $NVO partnership termination.
5 Key highlights👇
1 - Reason for termination 🔍
$NVO ended the agreement with $HIMS to supply Wegovy, citing concerns over “illegitimate” compounded versions. $NVO accuses $HIMS of deceptive marketing and mass compounding of unapproved GLP-1s.
2 - Short-term revenue impact 🫰
Minimal near-term impact: Wegovy was not yet widely available on the $HIMS platform. Compounded GLP-1s remain the core of its current offering.
3 - Long(er)-term revenue impact 💰
While not directly stated by either company, the deal’s collapse and regulatory trends imply future access to branded GLP‑1s could be harder.
4 - Brand trust risk ⚠️
Accusations of deceptive practices may damage $HIMS credibility with regulators, pharma partners, and consumers.
5 - Moving forward with GLP-1 🔮
$HIMS will continue offering compounded and personalized GLP-1 treatments through its own clinical program.
If I missed anything important, feel free to add other insights or important snippets.
Does this change your $HIMS thesis?
tweet
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Quiver Quantitative
UPDATE: Marjorie Taylor Greene bought stock in Palantir on April 8th.
Greene sits on the House Committee on Homeland Security.
$PLTR has now risen 83% since her purchase: https://t.co/7MS5Nknm8W
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UPDATE: Marjorie Taylor Greene bought stock in Palantir on April 8th.
Greene sits on the House Committee on Homeland Security.
$PLTR has now risen 83% since her purchase: https://t.co/7MS5Nknm8W
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Hidden Value Gems
Excited to join the panel discussion today at #MelloMonday
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Excited to join the panel discussion today at #MelloMonday
Join us for our #MelloMonday starting at 5pm today: https://t.co/CDupKPC1qn
@DangerCapital will be covering Macfarlane #MACF & @HiddenValueGems Trustpilot #TRST on our popular BASH (Buy, avoid, sell, hold) panel
Use code MMX50 for 50% off https://t.co/sGimD1Nup8 tweet
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Dimitry Nakhla | Babylon Capital®
A clean visual of MercadoLibre’s growth by segments & countries since 2020 $MELI 🤝
Two takeaways:
1️⃣ Diversified business segments performing at high levels
2️⃣ Growth in Argentina has surged & may overtake Mexico Revenue (Argentina sales +125% YoY as of Q1 2025 report) https://t.co/lHC3FTNDBr
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A clean visual of MercadoLibre’s growth by segments & countries since 2020 $MELI 🤝
Two takeaways:
1️⃣ Diversified business segments performing at high levels
2️⃣ Growth in Argentina has surged & may overtake Mexico Revenue (Argentina sales +125% YoY as of Q1 2025 report) https://t.co/lHC3FTNDBr
MercadoLibre $MELI Reports a Strong Q1 🎯
✅ Rev: $5.93B vs $5.52B (est) | +37% YoY
✅ EPS: $9.74 vs $8.27 (est) | +44% YoY
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🏷️ GMV: $13.3B | +17% YoY
🧾 Items Sold: 492.2M | +28% YoY
💸 Total TPV: $58.3B | +43% YoY
📲 Fintech MAU: 64.3M | +31% YoY https://t.co/kNTMzECQOj tweet
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Hidden Value Gems
Brent down after seemingly rising escalation. Market is forward looking and has discounted this already? Buy on expectations, Sell on the news?
Interesting how the market behaves, but not very productive to watch it all the time (it at least for me).
So many untouched stones ahead, bottom up fundamental analysis.
One stock at a time 🧭🔎 🔨
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Brent down after seemingly rising escalation. Market is forward looking and has discounted this already? Buy on expectations, Sell on the news?
Interesting how the market behaves, but not very productive to watch it all the time (it at least for me).
So many untouched stones ahead, bottom up fundamental analysis.
One stock at a time 🧭🔎 🔨
tweet