ShadowStock @ExpectedValues
There are No Bad Assets, just Bad Prices: Exploiting Market Anomalies with Neglected Data shadowstock.blogspot.com Joined May 2009-
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ShadowStock retweeted
Good writing is the output of good thinking. (Why AI hasn’t taken over X).
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ShadowStock retweeted
Designing Practical Factor Models (S7E20) In this episode, I speak with Chris Carrano, Vice President of Strategic Research at Venn by Two Sigma. Chris has had a rare vantage point in the world of factors — spanning smart beta, long/short hedge funds, and risk modeling — and…
ShadowStock retweeted
Your best work comes through you, not from you.
ShadowStock retweeted
The 2024 @DakshanaIndia Annual Report is out! dakshana.org/wp-content/upl… In my letter, I mentioned one of our scholars, Ms. Muskan Soni, starting on Page 4. Here is an excerpt: The state of Madhya Pradesh (MP) has run a small magnet school program known as Super 100 since 2019.…
ShadowStock retweeted
🚨 $PLTR Breaking News 🚨 (Someone get @Benioff a kleenex) State Department awards Palantir a contract for ORION "Only Palantir and Foundry combine all the capabilities below into a single solution that can be setup, deployed, and managed in all use cases for State" STATE…
ShadowStock retweeted
🚀 Is $HHH Howard Hughes Holdings the next Berkshire Hathaway? Join me as I interview analyst Greg Aiken on Bill Ackman’s bold moves to transform HHH into an outsider company! 🏡💰 Watch now: youtu.be/XUjtBMuYrsw
ShadowStock retweeted
Men are simple creatures- A Thread🧵 ⚠️ Get ready to laugh till your stomach hurts😂 1 . Men are simple creatures
ShadowStock retweeted
This is the definitive conversation on Alpha School with @jliemandt, who is the school’s principal and backer. What if kids could learn in two hours a day, test in the top 1% nationally, spend their afternoons mastering other great skills, AND love school more than vacation?…
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The US Govt doesn't need to own shares of corporations. They already own golden preferred shares of all private and public companies, where they get to decide their own dividend payout rates. It's called corporate taxes.
ShadowStock retweeted
✅ $MANO profits from UK’s record bankruptcies, per Alberto Alvarez (@AAGresearch). Local councils face insolvency; 22% of firms refinance in 2025, trading above NCAV. 📈 Watch my full video to learn more: youtu.be/p8g42j-Tm7Y
ShadowStock retweeted
This was the most enjoyable podcast I have ever done! I loved the banter with @StevenBartlett @Diary_Of_A_CEO youtu.be/qgeQ5kMVwRA?si…
ShadowStock retweeted
This year I learned the real difference between being a good analyst and being a good investor. Being an analyst is craftsmanship. You can learn to read balance sheets, income statements, business models. You can train yourself to know what matters and what doesn’t. It’s…
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TOM LEE BASICALLY LAYING OUT WHY $PLTR IS THE AI OS
ShadowStock retweeted
Another blow to the efficient markets hypothesis
Another blow to the efficient markets hypothesis
ShadowStock retweeted
$PLTR should drop 75%. @CitronResearch wrote that, comparing Palantir with OpenAI, the stock is worth $40. This is the most ridiculous article I have read: 1. “Palantir would be fortunate to achieve the same valuation multiple as OpenAI”. OpenAI generates $12bn while burning…
ShadowStock retweeted
The legend continues to grow:
The legend continues to grow: https://t.co/U9HjfI2WnF
ShadowStock retweeted
$SEG - Seaport just sold 250 Water. Street..wow that was quick. Between this + the burn reduction at the Tin building, good to see management executing aggressively on the turnaround plan. $150M purchase price minus $61M mortgage payment - adds $90M to the balance sheet. It…
ShadowStock retweeted
Jim Chanos on Michael Saylor and Micro Strategy.
ShadowStock retweeted
I just love this. The new =COPILOT() function in Excel lets you analyze, generate content, and brainstorm directly in the grid.
ShadowStock retweeted
$LULU Attached is page 1 of a 26-page TD Cowen analyst report on LULU issued today entitled: "PIVOT NEEDED IN ASSORTMENT, MERCHANDISING, DESIGN; VALUATION WASHED OUT" TD Cowen has a 'Buy' rating on LULU with a $298 price target. TD Cowen's 'Insight' regarding LULU in the…
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