At Qualtrim, we believe great research shouldn't cost a fortune. → 7-day free trial. → Full access: $8.25/month. Stop overpaying and enjoy institutional-grade analytics right now. Serious tools for serious investors.

Super investor Chris Hohn increased his Visa position by nearly 50%. Visa now makes up 18.2% of the TCI Fund. $V

Google just made their largest US investment ever – $40B in Texas to expand Google Cloud data centers. Google Cloud demand is exploding. $GOOGL $GOOG

Warren Buffett's Berkshire Hathaway adds 17.8 million shares of Google in Q3. That's a 1.6% position. $GOOGL $GOOG

Super investor Chuck Akre just made a major move. In Q3, he increased his FICO position by +2751%. Long-term investors, take note. $FICO

David Tepper’s Q3 13F is out – what’s he planning? He just increased his Whirlpool stake by +1966%. $WHR

Google is in a different league. Waymo announced they reached 100M+ public FSD miles, as of July 2025. Meanwhile, Telsa has hit 50k internal FSD miles... $GOOGL $GOOG $TSLA

Seriously, don't break the bank – Get started today. 🔗

Lisa Su just dropped a bombshell... “In data center AI, AMD aims to drive revenue CAGR of more than 80% over the next 3-5 years.” If she's right, we're early in this story. $AMD

Constellation Software – one of the widest MOATs in tech, is quietly on sale. - Stock price: -27% YTD - FCF/share: +28% since 2023 $CSU $CSU.TO

UnitedHealth is down -35% this year. The business is still compounding. Still dominant. Except the valuation – now below the 5Y average. $UNH

Find another company compounding revenue 30%+ and beating guidance 27 straight quarters. You won't – that's MercadoLibre. $MELI

Visa is up only 6% YTD. Is one of the world’s most consistent cash machines on sale? $V

Super investor Li Lu has returned 30% annually since 1998. Last quarter, he opened a new position – PDD Holdings. It’s now 18% of his portfolio. $PDD

Perhaps the future of Search… is just AI Search. Google’s “Search AI Mode” now has over 75 million daily active users. $GOOGL $GOOG

Nvidia could hit $350 by 2028... That’s if they sustain a 30% EPS CAGR and a 40x multiple. $NVDA

90% of the U.S. population lives within 10 miles of a Walmart or Sam's Club store. That’s scale. That’s data. That’s moat. $WMT

$381.6 billion in cash – that's Warren Buffett’s largest cash position ever. What do you think Buffett’s waiting for? $BRK.B $BRK.A

Amazon could hit $430/share by 2028. That's a 21.5%/year return... Only if Amazon maintains a 5Y EPS CAGR of 25%, and demands a multiple of 30x. $AMZN

Price targets keep going up for Amazon – Analysts are bullish: - Mizuho raises PT → $315 - Wells Fargo raises PT → $292 - Canaccord raises PT → $300 - Citigroup raises PT → $320 $AMZN