Antonio Linares
RT @EkyCakes: @alc2022 Tad Like a VC - thinks of companies as call options, platforms with optionality that are likely to harness robustness over time, not interested in the day to day price swings, thinks of people (leadership) and users (with customer product being the interface in the middle).
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RT @EkyCakes: @alc2022 Tad Like a VC - thinks of companies as call options, platforms with optionality that are likely to harness robustness over time, not interested in the day to day price swings, thinks of people (leadership) and users (with customer product being the interface in the middle).
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Offshore
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Brandon Beylo
What can a car company do when cutting prices doesn’t fix the market share problem?
They can subsidize purchases with 0.99% loans.
In a 6%+ interest rate environment.
Looks like $TSLA is trying everything at this point. https://t.co/FU2cLznvsh
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What can a car company do when cutting prices doesn’t fix the market share problem?
They can subsidize purchases with 0.99% loans.
In a 6%+ interest rate environment.
Looks like $TSLA is trying everything at this point. https://t.co/FU2cLznvsh
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Giuliano
Who is trustworthy is very obscure to me now.
Freud certainly seems to have been victim of the man-with-a-hammer tendency. https://t.co/gQ5ovuUnoB
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Who is trustworthy is very obscure to me now.
Freud certainly seems to have been victim of the man-with-a-hammer tendency. https://t.co/gQ5ovuUnoB
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The Long Investor
$BABA
47 analysts have weighed in on $BABA
83% say Buy
17% say Hold
0% say Sell
Average PT is $106
High PT of $145
TLI 2024 Target is $121 https://t.co/rrg3r95i6K
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$BABA
47 analysts have weighed in on $BABA
83% say Buy
17% say Hold
0% say Sell
Average PT is $106
High PT of $145
TLI 2024 Target is $121 https://t.co/rrg3r95i6K
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The Long Investor
$AMZN
Out of 61 analysts, 98% recommend $AMZN as a BUY.
Average PT is $224 https://t.co/KJdelPRKEK
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$AMZN
Out of 61 analysts, 98% recommend $AMZN as a BUY.
Average PT is $224 https://t.co/KJdelPRKEK
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The Institutional Limited Partner
Q1 2024 Private Market Performance
Listed GPs (notably Blackstone, KKR, Carlyle & Apollo) have published Q1 funds gross performance. We will get more precise data from providers such as Preqin or Burgiss in the coming weeks.
Average gross perf / (range)
Private Equity: +2.5% (0 - 5%)
Infra: +3.9% (2 - 5%)
Private Credit: +3.25% (2 - 4.1%)
Real Estate: +0.9% (0.3% - 2%)
Blackstone
KKR
Carlyle
Apollo
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Q1 2024 Private Market Performance
Listed GPs (notably Blackstone, KKR, Carlyle & Apollo) have published Q1 funds gross performance. We will get more precise data from providers such as Preqin or Burgiss in the coming weeks.
Average gross perf / (range)
Private Equity: +2.5% (0 - 5%)
Infra: +3.9% (2 - 5%)
Private Credit: +3.25% (2 - 4.1%)
Real Estate: +0.9% (0.3% - 2%)
Blackstone
KKR
Carlyle
Apollo
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The Long Investor
RT @StockMKTNewz: Peter Lynch talking about pullbacks in the Stock Market
https://t.co/rz1OOyDudP
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RT @StockMKTNewz: Peter Lynch talking about pullbacks in the Stock Market
https://t.co/rz1OOyDudP
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Giuliano
Les agradezco muchísimo por tomarse el tiempo de escuchar!
Personalmente, estoy haciendo todo lo posible para que las conversaciones sean interesantes y el contenido sustansioso. https://t.co/NsuQ1QEAcg
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Les agradezco muchísimo por tomarse el tiempo de escuchar!
Personalmente, estoy haciendo todo lo posible para que las conversaciones sean interesantes y el contenido sustansioso. https://t.co/NsuQ1QEAcg
tweet