Offshore
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The Long Investor
Good.
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Good.
BREAKING:
France announces its support for the International Criminal Court and the arrest warrant for Netanyahu. https://t.co/TSHHSOc0WH tweet
Offshore
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Brandon Beylo
RT @marketplunger1: Don't look now.
Global Uranium ETF $URA is breaking out of a 10YR base.
Probably nothing.
#uranium https://t.co/FZEkGqHZd6
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RT @marketplunger1: Don't look now.
Global Uranium ETF $URA is breaking out of a 10YR base.
Probably nothing.
#uranium https://t.co/FZEkGqHZd6
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Offshore
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Antonio Linares
RT @EricSanta98: A few points that were missed from $ZM Q1:
The 8% increase in the number of customers contributing more than $100k in TTM revenue evidences the continuous transition from a meetings company into something much bigger.
$ZM keeps expanding among its installed base, driven by cost efficiencies realised by consolidating their communications and collaboration solutions on to Zoom, as well as a more seamless user experience.
For instance, companies that initially contracted with $ZM because of Contact Center or Workvivo are buying into the wider Zoom ecosystem.
This evolution of the business arises from $ZM’s ability to turn minimum viable products into world-class products in a very short period of time. As an example, Zoom Contact Center is adding around a thousand features per quarter.
Eric Yuan announced they beat a Garnet Top 4 CCaaS player in a deal amounting to more than 1,000 seats, as Contact Center is ready for prime time just after two years of launching.
Number of Contact Center accounts with >$100k ARR is up 246% YoY, and management expects it'll be a meaningful revenue contributor within a couple of years.
Despite Contact Center being currently targeted at medium-sized companies, Eric has shared his intention to shift towards large companies as additional features and tiers are added, leading to increased revenue per customer.
As the benefits of the company’s maturing product offering arise, $ZM will see higher cash from operations and higher free cash flow per share
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RT @EricSanta98: A few points that were missed from $ZM Q1:
The 8% increase in the number of customers contributing more than $100k in TTM revenue evidences the continuous transition from a meetings company into something much bigger.
$ZM keeps expanding among its installed base, driven by cost efficiencies realised by consolidating their communications and collaboration solutions on to Zoom, as well as a more seamless user experience.
For instance, companies that initially contracted with $ZM because of Contact Center or Workvivo are buying into the wider Zoom ecosystem.
This evolution of the business arises from $ZM’s ability to turn minimum viable products into world-class products in a very short period of time. As an example, Zoom Contact Center is adding around a thousand features per quarter.
Eric Yuan announced they beat a Garnet Top 4 CCaaS player in a deal amounting to more than 1,000 seats, as Contact Center is ready for prime time just after two years of launching.
Number of Contact Center accounts with >$100k ARR is up 246% YoY, and management expects it'll be a meaningful revenue contributor within a couple of years.
Despite Contact Center being currently targeted at medium-sized companies, Eric has shared his intention to shift towards large companies as additional features and tiers are added, leading to increased revenue per customer.
As the benefits of the company’s maturing product offering arise, $ZM will see higher cash from operations and higher free cash flow per share
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Antonio Linares
Sale en 24 minutos!
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Sale en 24 minutos!
Hoy sale mi podcast con @LocosWallStreet sobre $PLTR.
Los que queríais mi tesis en Español, hoy la vais a tener.
🇪🇸📈 tweet
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Clark Square Capital
$MNST at $53.19 now, so better r/r here.
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$MNST at $53.19 now, so better r/r here.
Here's an odd lot trade that might make you a few bucks.
Monster Beverage $MNST is conducting a modified Dutch auction tender to repurchase $3B in stock.
The tender will be at a minimum of $53, and the stock currently trades at $53.52. The max price will be $60.
Risk: lose 52c
Max upside: $6.48.
Since it's an odd-lot priority, you must do this with 99 shares. So, max loss = ~$50 and max gain = ~$640.
Likely, it lands somewhere in the middle. tweet
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Offshore
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Q-Cap
Ackman: arguably, one of the best mkt allocators in the last decade
Also Ackman: backed this guy for the presidency
The importance to stick to your circle of competence 😂😂😂 https://t.co/Roo6ghXhVp
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Ackman: arguably, one of the best mkt allocators in the last decade
Also Ackman: backed this guy for the presidency
The importance to stick to your circle of competence 😂😂😂 https://t.co/Roo6ghXhVp
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Antonio Linares
RT @LocosWallStreet: 🚀 ¡Estreno Exclusivo! 🚀
Druckenmiller invierte en Palantir
🔍 Opinión de expertos @alc2022
💡 ¿Por qué el mejor inversor apuesta por esta tech?
📈 Impacto en el mercado
(VÍDEO COMPLETO... ⬇️)
#Druckenmiller #Palantir #Inversiones
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RT @LocosWallStreet: 🚀 ¡Estreno Exclusivo! 🚀
Druckenmiller invierte en Palantir
🔍 Opinión de expertos @alc2022
💡 ¿Por qué el mejor inversor apuesta por esta tech?
📈 Impacto en el mercado
(VÍDEO COMPLETO... ⬇️)
#Druckenmiller #Palantir #Inversiones
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Clark Square Capital
Anybody see any news today?
I'm guessing either fat finger trade? Or leaked M&A news?
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Anybody see any news today?
I'm guessing either fat finger trade? Or leaked M&A news?
Hmmm. $ZENV Zenvia up 30% on no news? Anybody see anything? tweet
twitter.com
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The Institutional Limited Partner
RT @stockspinoffss: My best friend (Nick) from college has a start up in the financial data space.
Nick started his career (employee #99) at Markit which was eventually sold to S&P for $44BN (.EV/revenue multiple of 9.5x)
Here’s what Nick is building:
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RT @stockspinoffss: My best friend (Nick) from college has a start up in the financial data space.
Nick started his career (employee #99) at Markit which was eventually sold to S&P for $44BN (.EV/revenue multiple of 9.5x)
Here’s what Nick is building:
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks 2018-2023 FCF CAGR | >10% FCF Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵
📈 S&P Global $SPGI
•FCF CAGR: 15.1%
•2025E: $4.89B (13.4% YoY)
•2026E: $5.51B (12.5% YoY)
•ROIC: 9.0%
🤖 Fortinet $FTNT
•FCF CAGR: 24.1%
•2025E: $2.02B (15.5% YoY)
•2026E: $2.34B (15.8% YoY)
•ROIC: 135.9%
📦 Amazon $AMZN
•FCF CAGR: 13.6%
•2025E: $78.79B (27.1% YoY)
•2026E: $102.26B (29.8% YoY)
•ROIC: 12.6%
💼 AON plc $AON
•FCF CAGR: 17.0%
•2025E: $3.59B (24.5% YoY)
•2026E: $4.17B (16.1% YoY)
•ROIC: 23.8%
📸 Meta Platforms $META
•FCF CAGR: 22.8%
•2025E: $52.17B (14.1% YoY)
•2026E: $58.94B (13.0% YoY)
•ROIC: 30.1%
🖨️ KLA Corp $KLAC
•FCF CAGR: 23.4%
•2025E: $3.65B (23.2% YoY)
•2026E: $4.23B (16.1% YoY)
•ROIC: 33.5%
🚾 Agilent Technilogies $A
•FCF CAGR: 10.1%
•2025E: $1.58B (15.9% YoY)
•2026E: $1.77B (11.3% YoY)
•ROIC: 15.4%
💳 Mastercard $MA
•FCF CAGR: 14.5%
•2025E: $15.46B (25.9% YoY)
•2026E: $17.01 (10.0% YoY)
•ROIC: 64.1%
🖱️ Alphabet $GOOG $GOOGL
•FCF CAGR: 24.9%
•2025E: $92.11B (14.6% YoY)
•2026E: $106.95B (16.1% YoY)
•ROIC: 30.2%
💨 Watsco $WSO
•FCF CAGR: 27.9%
•2025E: $0.68B (10.4% YoY)
•2026E: $0.77B (12.4% YoY)
•ROIC: 21.3%
#stocks #investing
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RT @DimitryNakhla: 10 Quality Stocks 2018-2023 FCF CAGR | >10% FCF Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵
📈 S&P Global $SPGI
•FCF CAGR: 15.1%
•2025E: $4.89B (13.4% YoY)
•2026E: $5.51B (12.5% YoY)
•ROIC: 9.0%
🤖 Fortinet $FTNT
•FCF CAGR: 24.1%
•2025E: $2.02B (15.5% YoY)
•2026E: $2.34B (15.8% YoY)
•ROIC: 135.9%
📦 Amazon $AMZN
•FCF CAGR: 13.6%
•2025E: $78.79B (27.1% YoY)
•2026E: $102.26B (29.8% YoY)
•ROIC: 12.6%
💼 AON plc $AON
•FCF CAGR: 17.0%
•2025E: $3.59B (24.5% YoY)
•2026E: $4.17B (16.1% YoY)
•ROIC: 23.8%
📸 Meta Platforms $META
•FCF CAGR: 22.8%
•2025E: $52.17B (14.1% YoY)
•2026E: $58.94B (13.0% YoY)
•ROIC: 30.1%
🖨️ KLA Corp $KLAC
•FCF CAGR: 23.4%
•2025E: $3.65B (23.2% YoY)
•2026E: $4.23B (16.1% YoY)
•ROIC: 33.5%
🚾 Agilent Technilogies $A
•FCF CAGR: 10.1%
•2025E: $1.58B (15.9% YoY)
•2026E: $1.77B (11.3% YoY)
•ROIC: 15.4%
💳 Mastercard $MA
•FCF CAGR: 14.5%
•2025E: $15.46B (25.9% YoY)
•2026E: $17.01 (10.0% YoY)
•ROIC: 64.1%
🖱️ Alphabet $GOOG $GOOGL
•FCF CAGR: 24.9%
•2025E: $92.11B (14.6% YoY)
•2026E: $106.95B (16.1% YoY)
•ROIC: 30.2%
💨 Watsco $WSO
•FCF CAGR: 27.9%
•2025E: $0.68B (10.4% YoY)
•2026E: $0.77B (12.4% YoY)
•ROIC: 21.3%
#stocks #investing
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Clark Square Capital
Enjoyed this interview with Roger Fan, of RF Capital
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Enjoyed this interview with Roger Fan, of RF Capital
My latest interview with @StockJabber on Sunday's Idea Brunch:
https://t.co/5En81O5xDq tweet
twitter.com
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