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Quiver Quantitative
BREAKING: Representative Cleo Fields has filed several new stock trades.
One of them stood out to me:
He bought stock in a company called Celestica, $CLS.
It's the first time any member of Congress has bought the stock in over 5 years. https://t.co/QEDPiwlDgY
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BREAKING: Representative Cleo Fields has filed several new stock trades.
One of them stood out to me:
He bought stock in a company called Celestica, $CLS.
It's the first time any member of Congress has bought the stock in over 5 years. https://t.co/QEDPiwlDgY
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Dimitry Nakhla | Babylon Capital®
If paid stock pumpers aren’t hitting your inbox, you’re probably fishing in the right pond 😂
Quality companies with real & strong fundamentals don’t require promotion
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If paid stock pumpers aren’t hitting your inbox, you’re probably fishing in the right pond 😂
Quality companies with real & strong fundamentals don’t require promotion
For those saying this doesn't happen.
I have been contacted now 3 times by separate Market Intelligence firms (example message below). I won't be revealing the account identities.
Paid stock pumpers on X is more common than you think.
$oklo $ionq $rgti $qubt $qbts $iren $laes $btq $cccx
I WILL ALWAYS DISCLOSE ANY CONFLICT OF INTEREST. tweet
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Clark Square Capital
Dillards with +3% comp growth in November... after not growing SSS since 2022.
Consumers keep spending on apparel/luxury.
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Dillards with +3% comp growth in November... after not growing SSS since 2022.
Consumers keep spending on apparel/luxury.
Meanwhile everyone's unfavorite retailer Dillards chalks up 3% comp with strong margins (this vs -5% in Q2). And this is a department store 🙃. Spend still a lot stronger than most think despite chinks here & there. $DDS $M $KSS $XLY $XLF $V $MA $AXP $AMZN $WMT https://t.co/wc4ZFyIplf tweet
Offshore
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Quiver Quantitative
U.S. Representative Chris Collins was convicted of insider trading in 2019.
He was pardoned in 2020, and is running for Congress again.
He is running against former Rep. Madison Cawthorn.
Cawthorn was investigated for allegedly pumping and dumping a meme coin while in office. https://t.co/vXDfYU5hd6
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U.S. Representative Chris Collins was convicted of insider trading in 2019.
He was pardoned in 2020, and is running for Congress again.
He is running against former Rep. Madison Cawthorn.
Cawthorn was investigated for allegedly pumping and dumping a meme coin while in office. https://t.co/vXDfYU5hd6
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Finding Compounders
David Einhorn’s Speech at the Value Investing Congress in 2006.
He goes into and explains how to look at ROE( Return on Equity) https://t.co/x5uhgOiLjc
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David Einhorn’s Speech at the Value Investing Congress in 2006.
He goes into and explains how to look at ROE( Return on Equity) https://t.co/x5uhgOiLjc
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @realroseceline: Imho there are small pockets of attractive price to value in the market, but overall the market still feels unattractive right now. People joke about Michael Burry when he says he does not understand the market, yet what he really means is that he cannot find value at prices that make sense. That is not unreasonable, it is common sense, and it takes real courage to step aside when you’re making a lot of money while everyone else is excited.
There are plenty of great businesses today with strong economics, real competitive advantages, talented management, and clean balance sheets. The issue is not the quality of these companies, the issue is the price you are being asked to pay. When you look at names like $NET, $PLTR, $CRWD, $SHOP, and others, the businesses might be excellent, but the valuations are stretched far beyond what the fundamentals can justify. Trees do not grow to the sky, and even perfect narratives eventually reconnect with reality.
When prices drift away from value, two outcomes usually show up, you either get a major drawdown of 50-80%, which we just saw with $DUOL, or the stock trades sideways for years while the fundamentals catch up. Neither outcome is unusual and both are simply the result of markets ignoring valuation for too long.
The emotional part is what makes this so difficult. People become attached to the companies they admire, and they take any mention of valuation risk as a criticism of the business itself. A company can be outstanding while the stock is still a bad investment.
Price and quality are separate questions. History proves this when you remember that $MSFT, one of the greatest businesses ever built, traded sideways for fourteen years, and $CSCO only yesterday returned to its dot com high after twenty five years.
This is why patience and value matter, and why even the best companies in the world can disappoint investors when the starting point is wrong. I will be writing about this in much more detail in my upcoming book, and I hope all of you will take the time to read it.
🌹
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RT @realroseceline: Imho there are small pockets of attractive price to value in the market, but overall the market still feels unattractive right now. People joke about Michael Burry when he says he does not understand the market, yet what he really means is that he cannot find value at prices that make sense. That is not unreasonable, it is common sense, and it takes real courage to step aside when you’re making a lot of money while everyone else is excited.
There are plenty of great businesses today with strong economics, real competitive advantages, talented management, and clean balance sheets. The issue is not the quality of these companies, the issue is the price you are being asked to pay. When you look at names like $NET, $PLTR, $CRWD, $SHOP, and others, the businesses might be excellent, but the valuations are stretched far beyond what the fundamentals can justify. Trees do not grow to the sky, and even perfect narratives eventually reconnect with reality.
When prices drift away from value, two outcomes usually show up, you either get a major drawdown of 50-80%, which we just saw with $DUOL, or the stock trades sideways for years while the fundamentals catch up. Neither outcome is unusual and both are simply the result of markets ignoring valuation for too long.
The emotional part is what makes this so difficult. People become attached to the companies they admire, and they take any mention of valuation risk as a criticism of the business itself. A company can be outstanding while the stock is still a bad investment.
Price and quality are separate questions. History proves this when you remember that $MSFT, one of the greatest businesses ever built, traded sideways for fourteen years, and $CSCO only yesterday returned to its dot com high after twenty five years.
This is why patience and value matter, and why even the best companies in the world can disappoint investors when the starting point is wrong. I will be writing about this in much more detail in my upcoming book, and I hope all of you will take the time to read it.
🌹
MICHEAL BURRY IS CLOSING DOWN HIS HEDGE FUND SAYING HE DOES NOT UNDERSTAND TODAY’S MARKET. 🤯 https://t.co/CywDhfUqaV tweet