Yellowbrick Investing
$NCDL

Bought $NCDL @ $13.28 (26% discount to NAV). BDCs have been taken out to the wood shed after high profile corp defaults (First Brands, Tricolor, Saks, etc). Seems like a classic case of throwing 👶 out with 🛁💧. Decent r/r setup w/ 12-24 month horizon imo. Thread 🧵 (1/n) https://t.co/9iMPi15cdg - secretlyaninja
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ToffCap
Out with a new TMM, our weekly overview of actionable event-driven and special sits 🔥🔥

This week:

- profitable companies selling assets and returning capital
- some very intriguing merger arbs
- odd-lot provisions
- busted stocks but with insiders massively purchasing shares
- cash shells with some (upcoming) action
- a lot of activist action (one of our highest alpha generating flags)
- drugs
- small softwarecos ready to fly
- ... and much more.

As always @ToffCap

Enjoy!
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Dimitry Nakhla | Babylon Capital®
Copart is in its largest drawdown (-31%) since the 2022 bear market

Adjusted for cash, $CPRT now trades for ~23x https://t.co/4jHncAtoST
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ToffCap
One of the main reasons why we keep an eye on what funds are doing in the market.

Aichi $7389 moving strongly after Ariake Capital buying aggressively in the markets.

Our event-driven monitor continues to flag quite a bit of these situations... https://t.co/PrSY3xjywZ
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Capital Employed
If you had to construct a portfolio to prosper over the next five years, how would you allocate it? (i.e. 10% gold, 10% small cap equities etc.) 🤔
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Quiver Quantitative
Wow.

Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.

$VSAT is now up 393% since our reports.

Look at this: https://t.co/DHZ3lsdoTz
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AkhenOsiris
Asked by Faber, $AVGO previous $10bn order wasn’t OAI, per President
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Investing visuals
Q3 earnings season is finally about to kick off!

Notable names this week:

• Tuesday: $BLK, $GS, $C, $WFC, $JNJ, $DPZ
• Wednesday: $AMSL, $BAC, $MS
• Thursday: $TSM, $IBKR
• Friday: $AXP https://t.co/Te726GHpVs
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Quiver Quantitative
The House is out again this week.

At the end of this week, their current recess will have lasted a month.

This comes after they went into recess for the entire month of August.

They haven't taken a recess from stock trading though.
Track their portfolios on Quiver.
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Investing visuals
Rare earth metal stocks are going parabolic - but most don't generate any revenue.

Tread carefully. These are highly speculative plays. https://t.co/zJSVoMgJJn
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Quiver Quantitative
JUST IN: Representative Michael McCaul just filed a purchase of Howmet Aerospace stock, $HWM.

Howmet is a major defense contractor.

McCaul sits on the House Committee on Homeland Security. https://t.co/L5tEEri8F5
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