Thanks Ariel, 13F filings only come in once per quarter, so it wouldn't be possible to ascertain if they bought before earnings or when exactly they bought, only that they bought during the quarter. In this case, the holdings are accurate as of the third quarter or as of September 30.
Great insights! This was really helpful. Thanks for sharing!
Just discovered your Substack—impressive work! Keep it up!
Really enjoy your work
Would be great if you highlighted stocks that had heavy, new buying 2-3 weeks prior to earnings
Thanks Ariel, 13F filings only come in once per quarter, so it wouldn't be possible to ascertain if they bought before earnings or when exactly they bought, only that they bought during the quarter. In this case, the holdings are accurate as of the third quarter or as of September 30.
Great update and summary. Thank you for this work!
Much appreciated, thanks for reading!