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https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
Librarian Capital
No, deficit is not simply "spending tomorrow's money"
You can't think of the economy like you do a household
Deficit is also a result of unsustainable distribution
Average person is not being paid enough
Government not collecting enough taxes
Deficit spending is filling the gap https://t.co/imA9TqHSoF
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Quiver Quantitative
We just rolled out "Trump Donors" and "Kamala Donors" portfolios on Autopilot.
Here's how some of the companies did today:
TRUMP
$DJT: -1%
$TSLA: +3%
$PLTR: +23%
$HD: +1%
$SCHW: +1%
KAMALA
$NFLX: +1%
$GOOG: +0%
$MSFT: +1%
$AAPL: +1%
$PLTR: +23% https://t.co/Wz5ZmVAR4d
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Quiver Quantitative
RT @PelosiTracker_: This is how you play both sides
Last week Quiver launched two new portfolios tracking which companies' employees donated the most to Trump or Kamala campaigns
Palantir $PLTR was in both
Their CEO donated ~$1.1M
Their senior advisors donated ~$2.3M
The stock is up 22% today https://t.co/lfgeXpoCDD
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Librarian Capital
Elon Musk tweeted he voted and included a photo
Why? Could it be because people remember how, after he claimed to have voted Republican in 2022, state records showed he did not in fact vote?
Remember FSD, "funding secured", and the $1m "lottery" which was in fact fixed
Vote! https://t.co/y9bPrI6itW
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Librarian Capital
RT @joshscampbell: Haven’t registered to vote yet? Many states allow in-person registration AT the polls with proper documentation. It’s not too late.
Find your state’s rules here: https://t.co/2DrQWhFBg9 https://t.co/mOL8UTUTD6
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AkhenOsiris
RT @MikeZaccardi: We need to do this election thing more often.
A "buy everything" day! $SPY $IWM $VEU $AGG $USO $GLD $IBIT
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Quiver Quantitative
BREAKING: Trump Media stock, $DJT, has fallen 15% in the last 15 minutes.
Currently halted.
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Librarian Capital
RT @RpsAgainstTrump: Trump confirms he would give anti-vaxxer RFK Jr total control of public health agencies: “He's gonna do pretty much what he wants as far as I'm concerned. He wants health for women.”
This should scare the hell out of you. Vote! https://t.co/rUoc4rgjqK
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Librarian Capital
RT @SethAbramson: Anyone in America who tells you Trump will be better for our economy needs this retweeted for them immediately. https://t.co/BIICYq4upX
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Stock Analysis Compilation
Guinness GI on Haitian International $1882 HK
Thesis: As the global leader in injection molding machines, Haitian is primed to benefit from government incentives, consumer goods upgrades, and reshoring trends.
(Extract from their Q3 letter) https://t.co/UDHsjDlGds
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Librarian Capital
RT @KingJames: What are we even talking about here?? When I think about my kids and my family and how they will grow up, the choice is clear to me. VOTE KAMALA HARRIS!!! https://t.co/tYYlTmQS6e
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Librarian Capital
“Altria: Don’t be Fooled by Q3 Timing Effects”
Shares bounced 7.8% today, on results arguably worse than last quarter’s; P/E now exceeds 10x.
$MO $PM $BATS $BTI $IMB
https://t.co/hj0J5l9olH https://t.co/YBTcCO9DOm
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Dimitry Nakhla | Babylon Capital®
$AAPL shouldn’t be trading for >31x
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App Economy Insights
$AAPL Apple Q4 FY24 (Sept. quarter):
💳 Services +12% Y/Y to $25B.
📱 Products +2% Y/Y to $70B.
• Revenue +6% Y/Y to $95B ($0.5B beat).
• Operating margin 31% (+1pp Y/Y).
• EPS $1.64 ($0.04 beat). https://t.co/DtxyeLPxia
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Dimitry Nakhla | Babylon Capital®
Amazon $AMZN Q3 2024 Report 🗓️
✅ Revenues: $158.9B (+11% YoY)
✅ Operating Income: $17.4B (+55% YoY)
✅ Net Income: $15.3B (+54% YoY)
✅ Free Cash Flow: $47.7B (+122% YoY)
☁️ AWS Revenue: $27.5B (+19% YoY)
💸 Ads Revenue: $14.3B (+19% YoY)
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#stocks #investing https://t.co/ULKbL0Eedt
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Librarian Capital
Please, please vote to defeat Trump so we can go back to being an investment-content account https://t.co/uTuzGVYUdf
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Librarian Capital
This American spent 15 hours on a flight to get back to Montgomery County, PA, to vote for Harris/Walz
She's doing her part - have you done yours?
Vote!
Source: NY Times; h/t Jason Linkins https://t.co/gtghz5bZ5J
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Librarian Capital
Now on Spaces, Elon Musk saying Trump will win PA
"America PAC" saying Trump will win all battleground states and flip previously blue states
This is NOT what the data is showing
Vote! https://t.co/f3VA7FWkk5
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Stock Analysis Compilation
Clearbridge on Ares Management $ARES US
Thesis: Ares Management’s leadership in private credit and resilience in downturns position it for growth and margin expansion in a supportive market
(Extract from their Q3 letter) https://t.co/XFg5eMexHx
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Librarian Capital
This is hilarious. Elon Musk appears to not know how Google Search works ...
Community Note (proposed): "the search works because Harris is a county in Texas, which Google treats as looking for polling locations in Harris county"
When you confuse Harris County for Kamala Harris.
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Stock Analysis Compilation
Clearbridge on Wintrust Financial $WTFC US
Thesis: Wintrust Financial’s steady growth, niche premium finance expertise, and regional strength present promising intermediate-term growth opportunities.
(Extract from their Q3 letter) https://t.co/wXXFbrgER5
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Librarian Capital
Schroders: FT profile of new-ish CEO Richard Oldfield
"He did an “outstanding job” auditing HSBC"
"Schroders is essentially a client-facing services business and he led the client-facing activities of PwC"
My guess is he can cut costs but not improve products
$SDR
Richard Oldfield, the accountant tasked with turning round Schroders https://t.co/OMeSvG5GPs
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Librarian Capital
RT @reidhoffman: My message for American voters and Russian bots: don't vote for the guy too busy selling you a scamcoin. Vote for Vice President Harris, who knows how to put business—and the American people—first. https://t.co/eAa1NtN2A4
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Librarian Capital
RT @Noahpinion: Another Trump term would bring national weakness, more years of unrest, and rule by the worst people.
Meanwhile, Harris has steered her party toward patriotism and optimism, and will continue Biden's competent economic stewardship.
So vote for Harris!
https://t.co/430afLxV3C
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Capital Employed
Listen to the @alluvialcapital Q3 2024 investor letter🎧
The letter discusses... 👇
Fund performance
Two new holdings
Current holdings updates
Portfolio Themes
https://t.co/4KoNtGKiKc
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Librarian Capital
RT @RpsAgainstTrump: Former NH Republican Senator Gordon Humphrey endorsed VP Harris: “I voted for Republicans for more than 50 years. I can't vote for Trump, as a father, as a grandfather, as a veteran, as a former U.S. senator." https://t.co/OR56RTdhug
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Quiver Quantitative
RT @InsiderRadar: 🚨 New Insider Purchase
One of the directors of $MRTN has just reported the purchase of ~$150k of the company's stock.
This is the first insider purchase we have seen at that company in four years.
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Librarian Capital
Ingersoll Rand $IR cuts FY24 outlook with Q3 results
Precision & Science Technologies segment now expects organic sales growth of -2% to 0 (was 0-2%)
But ILC Dover Q3 revenue up LDD q/q
"Biopharma up low 20s"
cc: Spirax $SPX https://t.co/gW2mVcyklG
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Librarian Capital
RT @carlquintanilla: Albuquerque mayor:
#NewMexico
Still waiting for Trump to pay the half million he owes. Maybe he’s making a special Halloween delivery to the Duke City? We won’t hold our breath. https://t.co/3Yqzp0ISnj
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Stock Analysis Compilation
Long Cast Advisers on Corecard $CCRD US
Thesis: CoreCard’s shift to non-Goldman revenue streams and growth in high-margin accounts create a promising path to accelerating growth and profitability.
(Extract from their Q3 letter) https://t.co/kx0GrRMIat
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