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Quiver Quantitative
Last May, we noticed a U.S. politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 269% since we posted this report.
The stock is up another 6% today.
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Last May, we noticed a U.S. politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 269% since we posted this report.
The stock is up another 6% today.
BREAKING: Representative Susie Lee just bought stock in the German arms manufacturer Rheinmetall, $RNMBY.
She is the first U.S. politician we have seen buy Rheinmetall stock.
Lee sits on the House Appropriations Subcommittee on Military Construction. https://t.co/hiNwf8AsRK tweet
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Dimitry Nakhla | Babylon Capital®
With Nvidia $NVDA hitting all-time highs today, this is undoubtedly the chart of the day 💸
Since 2020, its Data Center revenue has soared at a 105% CAGR, driving remarkable growth
A $10K investment in $NVDA five years ago would now be worth approximately $170K 💰 https://t.co/yzJJuJvqYh
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With Nvidia $NVDA hitting all-time highs today, this is undoubtedly the chart of the day 💸
Since 2020, its Data Center revenue has soared at a 105% CAGR, driving remarkable growth
A $10K investment in $NVDA five years ago would now be worth approximately $170K 💰 https://t.co/yzJJuJvqYh
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Dimitry Nakhla | Babylon Capital®
1/5 Tikr recently unveiled its Valuation Model Hub, empowering investors to input data and estimate potential stock returns 💸
It’s a dynamic tool that lets you leverage current analyst estimates or craft your own projections
Let’s explore how it works with $ASML 🧵 https://t.co/KiC83Xb5Tg
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1/5 Tikr recently unveiled its Valuation Model Hub, empowering investors to input data and estimate potential stock returns 💸
It’s a dynamic tool that lets you leverage current analyst estimates or craft your own projections
Let’s explore how it works with $ASML 🧵 https://t.co/KiC83Xb5Tg
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Investing visuals
12 businesses with near-impenetrable moats.
Starting tomorrow, I’ll share a one-pager breakdown on each — beginning with $ASML.
Who's your favorite?👇 https://t.co/2paYANox2A
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12 businesses with near-impenetrable moats.
Starting tomorrow, I’ll share a one-pager breakdown on each — beginning with $ASML.
Who's your favorite?👇 https://t.co/2paYANox2A
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase at $BTBT
The CEO has just reported purchasing $1.5M of the company's stock, increasing his ownership stake by 55%.
This is the first insider purchase that has been reported at the company in over 4 years.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase at $BTBT
The CEO has just reported purchasing $1.5M of the company's stock, increasing his ownership stake by 55%.
This is the first insider purchase that has been reported at the company in over 4 years.
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The All-In Podcast
RT @chamath: PM is awesome. Congrats Shayne.
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RT @chamath: PM is awesome. Congrats Shayne.
Polymarket made @TIME’s 100 Most Influential Companies
Turns out the people want the truth https://t.co/eWq4pcNwST tweet
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App Economy Insights
$NKE Nike Q4 FY25 (ending May 2025).
• Revenue -12% Y/Y to $11.1B ($380M beat).
• GAAP EPS $0.14 ($0.02 beat).
• Inventory flat Y/Y at $7.5B.
• Wholesale -9% Y/Y to $6.4B.
• Direct revenue -14% Y/Y to $4.4B.
• Greater China revenue -21% Y/Y to $1.5B. https://t.co/aFCVP8FBWw
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$NKE Nike Q4 FY25 (ending May 2025).
• Revenue -12% Y/Y to $11.1B ($380M beat).
• GAAP EPS $0.14 ($0.02 beat).
• Inventory flat Y/Y at $7.5B.
• Wholesale -9% Y/Y to $6.4B.
• Direct revenue -14% Y/Y to $4.4B.
• Greater China revenue -21% Y/Y to $1.5B. https://t.co/aFCVP8FBWw
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The All-In Podcast
You Heard It Here First: John Mearsheimer Predicted the Iran/Israel/US Situation Nine Months Before It Happened ✍️✅
@MearsheimerJ at the 2024 All-In Summit:
"And Iran is the really dangerous flashpoint because as you know, the Russians are now closely aligned with the Iranians. The Chinese are moving in that direction as well."
"And if Israel gets involved in a war with Iran, we're gonna come in, in all likelihood."
"So this gets at the escalation problem."
"Now, to counter the Iranian escalation scenario, the fact is Iran does not want a war with the United States, and the United States does not want a war with Iran."
"And it's the Israelis, especially Benjamin Netanyahu, who has been trying to sort of suck us into a war because he wants us, the United States, to really whack Iran, weaken it militarily, and especially to go after its nuclear capabilities."
"Because as you well know, they are close to the point where they can develop nuclear weapons."
"So the Israelis are the ones who want us to get involved in a big war with Iran. That's the escalation flashpoint."
"And the $64,000 question is whether you think the United States and Iran kind of colluding can work together to prevent the Israelis from getting us sucked in?"
@friedberg:
"That question will be answered based on who leads the next administration."
Mearsheimer:
"Well, if you believe that it matters who leads the next administration, that's true."
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You Heard It Here First: John Mearsheimer Predicted the Iran/Israel/US Situation Nine Months Before It Happened ✍️✅
@MearsheimerJ at the 2024 All-In Summit:
"And Iran is the really dangerous flashpoint because as you know, the Russians are now closely aligned with the Iranians. The Chinese are moving in that direction as well."
"And if Israel gets involved in a war with Iran, we're gonna come in, in all likelihood."
"So this gets at the escalation problem."
"Now, to counter the Iranian escalation scenario, the fact is Iran does not want a war with the United States, and the United States does not want a war with Iran."
"And it's the Israelis, especially Benjamin Netanyahu, who has been trying to sort of suck us into a war because he wants us, the United States, to really whack Iran, weaken it militarily, and especially to go after its nuclear capabilities."
"Because as you well know, they are close to the point where they can develop nuclear weapons."
"So the Israelis are the ones who want us to get involved in a big war with Iran. That's the escalation flashpoint."
"And the $64,000 question is whether you think the United States and Iran kind of colluding can work together to prevent the Israelis from getting us sucked in?"
@friedberg:
"That question will be answered based on who leads the next administration."
Mearsheimer:
"Well, if you believe that it matters who leads the next administration, that's true."
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App Economy Insights
💸 How to calculate Free Cash Flow:
Start with net profit, then:
1️⃣ Add back non-cash items.
2️⃣ Subtract capital expenditures.
✅ That's it! Real cash a business can use.
Here’s Apple’s FY24 FCF as an example. 👇 https://t.co/dz4vJzZVhg
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💸 How to calculate Free Cash Flow:
Start with net profit, then:
1️⃣ Add back non-cash items.
2️⃣ Subtract capital expenditures.
✅ That's it! Real cash a business can use.
Here’s Apple’s FY24 FCF as an example. 👇 https://t.co/dz4vJzZVhg
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