Most investors love the idea of management having “skin in the game”, but few apply much thought to the various forms of insider ownership - not all of them being good for shareholders. Link to full article: rockandturner.substack.com/p/insider-owne… $SPY $QQQ #FinTwitt #fintwit #Investing $BRKB

The Magnificent 7 - A.I. Wars How are the big tech companies faring against each other in the A.I. arena? $AAPL $META $AMZN $GOOG $GOOGL $MSFT $NVDA $QQQ $SPY #ChatGPT #Perplexity #DeepSeek #artificial_intelligence #FinTwitt #Investing #investor Link: substack.com/@rockandturner…

Hims & Hers (HIMS) - Having a really bad time, but all self inflicted. Link: substack.com/@rockandturner… $HIMS $NVO $LLY $QQQ $SPY #ChatGPT #Perplexity #DeepSeek #artificial_intelligence #FinTwitt #Investing #investor

Greggs Plc (London: GRG) - Share Price Down 15% Today, Down ~50% In 9 Months. What’s Up? Link to full story: substack.com/@rockandturner… $GRG $SPY $QQQ #Investing #FinTwitt #fintwit #InvestmentTips #InvestmentStrategy

Investors Need To Be Nomadic Disciples Full story, link: open.substack.com/pub/rockandtur… R&T Investments $QQQ $SPY $BRKB #FinTwit

FAIR ISAAC CORP (FICO) SHOT THEMSELVES IN THE FOOT The $FICO share price is down 31% in the last 8 months. What’s going on? Full story link: substack.com/@rockandturner… $SPY $QQQ #FinTwit #Investing

#MANOLETE PARTNERS $MANO.L Cartel Case Settlement Important Nuance In Relation To Today's Stock Market Announcement. Read in full: substack.com/profile/102309…

#MEDPACE A Standout Investment In The CRO Space Link to deep dive: open.substack.com/pub/rockandtur… $MEDP $QQQ $SPY Work at Medpace R&T Investments

Wow, Medpace ( $MEDP ) up 50% at the open - $466 vs $308 close. Is this a gamma squeeze? Shorts recently spiked to 14.5% of float from 5%. The Q2 numbers were good, but the earnings call was very cautious. The numbers don't justify the bounce, it looks like short covering. Views?

Moore’s Law resulted in exponential growth in compute power. But as silicon transistors shrink to a few nanometers, quantum effects impact the limits of traditional chip design. Read more: rockandturner.substack.com/p/silicon-semi… $QQQ $SPY $NVDA $TSMC $ASML $INTL $AMD $SMSN $GROW.L $AVGO $TXN

Well I believe this is the first time being fact checked by Grok. Imagine what he’d come up with if he was asked to fact check his creator during the car company’s earnings calls…

Ever heard an investment manager say, “We run a value fund,” or “We focus on growth stocks”? Sounds sharp. Sophisticated, even. But here’s the truth: it’s not true! It's just marketing spin... Investing is a simple game made difficult by bad players. Link: rockandturner.substack.com/p/the-value-ga…

Why has Warren Buffett initiated a position of 5 million shares, worth ~$1.5 billion, in UnitedHealth Group $UNH for Berkshire Hathaway $BRKA $BRKB? It looks like being a good move, here's why: rockandturner.substack.com/p/unitedhealth…

Richard #Feynman has had a profound effect on so many in the #investment community. To find out how he can improve your investment results, read this post: rockandturner.substack.com/p/richard-feyn… $SPY $QQQ $BRKB $AMZN $GOOG $META $NVDA $MSFT #FinTwitt #InvestmentStrategy #InvestmentMindset

The Secret of Investing in Programmatic Acquirers. These companies compound exponentially, turning acquisitions into an art form. Theirs is Aquisition-as-a-Business (AaaB). Full podcast: rockandturner.substack.com/p/investing-in… $BRKB $CSU $HEI $TDG $BRO $DHR $QQQ $SPY $ROP #FinTwitt #Investments