Quiver Quantitative
BREAKING: We received a list of publicly-traded companies who have reportedly donated to the Trump ballroom.

Every company listed has also spent large amounts on lobbying.

Here are the companies, along with their rank on our corporate lobbying leaderboard:

- Meta, $META (#1)
- Amazon, $AMZN (#4)
- Lockheed Martin, $LMT (#6)
- Google, $GOOGL (#7)
- T-Mobile, $TMUS (#10)
- Comcast, $CMCSA (#11)
- Altria, $MO (#16)
- Apple, $AAPL (#21)
- NextEra, $NEE (#29)
- Microsoft, $MSFT (#31)
- Caterpillar, $CAT (#38)
- Palantir, $PLTR (#61)
- Micron, $MU (#71)
- Union Pacific, $UNP (#84)
- HP, $HPQ (#92)
- Coinbase, $COIN (#96)
- Booz Allen Hamilton, $BAH (#116)
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Clark Square Capital
O'Keefe Stevens is looking for an intern. Check it out.

We are happy to announce our first-ever equity research internship. This 10-week Internship over the summer of 2026 is in our Rochester, NY office. Please forward this to anyone you think could be a good fit. We are looking for a current Sophomore or Junior in college. https://t.co/1d8JFKJ3sZ - O'Keefe Stevens Advisory
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Clark Square Capital
RT @AskeladdenTX: What are your best small and micro cap ideas in US / Canada / Australia / Western Europe - and why? (What's the pitch?)
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Yellowbrick Investing
$PMTS

$PMTS

PMTS earnings coming up in a few weeks… have been tracking the company’s hiring, they’re running the 4th shift, earnings should be normalizing now ~$2.6-$3 steady state annualized EPS. Chart looks to be breaking out. $20+ post earnings is likely. Company currently trades at 5x forward earnings. Cheap. - DVD
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 1):
@LuxOpesResearch (updates) - $ARYN.SW, $ALDMS.PA, $VIG.VI, $VACN.SW, $OVH.PA, $EDEN.PA, $VOLV-B.ST, $ASSA-B.ST, $GET.PA, $BFIT.AS, $EL.PA, $AIXA.DE, $FRVIA.PA
@hatedmoats - $PFE
@nicknemo17 - $WBTN
@alexeimartov - $ISSC https://t.co/M16jH9ybLy
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 2):
@LDiscernment - $ACP.WA (update)
@Blinklebloop - $OMSE
@WhiteFalconCap - $AFN.TO
@LaughingH20Cap (fund letter) - $CLAR, $THRY, $LFCR, $VTY.L, $PAR, $NN
@stoiccapital72 - $TOI (update)
@stonkmetal - $DHR (sold) https://t.co/FAbPjmqbqg
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Yellowbrick Investing
$DCTH

Long idea pitch time: $DCTH

$DCTH an FDA commercially approved treatment for liver cancer with peak sales estimates around $350M, just saw positive ph2 results in their additional trials which would expand peak sales to ~$500M if approved

Currently trading sub $300M EV ($90M cash, profitable, ramping sales)

Conservative fair value for bios should be around 2X peak sales. Would put fair value around $1B or a 3X from here.

Trading at range lows of 10-11 range. I have traded this twice 9 to 16, then 11 to 16. Now back down to range lows while business outlook just improved so I think next time we test that range high, we break out.

Seeing 20 seems very realistic. 30 (fair value) isn't far-fetched. And in a bio bull, could see much higher as multiples expand beyond fair value.

Even if peak sales are $400M. Still trades sub 1X EV/S (big margin of safety)

The stock was $15 after recent ph2 results, but completely gave back all gains as company pre announced an expectedly weak Q3 and guided down more than analysts expected. For me? Not a concern. This is a treatment that requires many medical professionals. After investing in med tech for a while, it's common for doctors to take summer off for vacation, so it becomes difficult to schedule treatments. Miss was expected and mgmt is early in their launch and learning.

Now we have good and bad news priced in and the price is too low. Expected expanded peak sales from positive data. Lowered 2025 rev guide + now we know the extent of pricing discounts for their treatment (~12%) under rule 340B. So it's all baked in / known info.

I wasn't expecting much from their pipeline but this CHOPIN trial data changed my mind. They also have ongoing earlier trials for colorectal and breast cancer. Big positive: they can self-fund trials with cash on hand + earnings.
If those succeed, could boost peak sales to $1B+, giving reason for this to be a promising long term hold. In that scenario, this could be >7X from here just for fair value. - Logical Thesis
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