Offshore
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Hidden Value Gems
Have been researching $TEP.PA for a few days (5x EV/EBITDA, 7x PE, down 70% from 2022 peak).
Came across this slide with interesting data points on CAC and churn rate by sector (not directly related to TEP - just thought it was worth sharing). https://t.co/9HmIBZgvY1
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Have been researching $TEP.PA for a few days (5x EV/EBITDA, 7x PE, down 70% from 2022 peak).
Came across this slide with interesting data points on CAC and churn rate by sector (not directly related to TEP - just thought it was worth sharing). https://t.co/9HmIBZgvY1
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Offshore
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Giuliano
I cannot believe I wasn't familiar with Richard Feynman's ideas.
Here are some fascinating takes from this curious character: https://t.co/ULpEszx7Na
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I cannot believe I wasn't familiar with Richard Feynman's ideas.
Here are some fascinating takes from this curious character: https://t.co/ULpEszx7Na
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Offshore
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The Long Investor
HSI
Throw away the Sell button, I like it.
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HSI
Throw away the Sell button, I like it.
$HSI Hang Seng Index relative to the $SPX.
You buy China here (been saying this for last 12 months really).
Swallow the key to the sell button like you never swallowed before. Don’t second guess it, just swallow.
Come back in 3-5 years. You are welcome. https://t.co/DE2PiBneuH tweet
Offshore
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Brandon Beylo
Can I say something without everyone getting mad?
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Can I say something without everyone getting mad?
Somebody is waging war against the Riverside Park pickelball courts at W. 110th Street.
Cutting up the nets, putting it in trash bags, dismantling the equipment and then scattering it randomly throughout the park.
A vandal struck the courts 3 times in the past 7 days. https://t.co/f37L9Q8Vb4 tweet
The Long Investor
What people don’t understand about technical analysis:
- The moving averages, particularly the 50 and 200 Day MA’s
- Fib levels 0.38, 0.5 and 0.618
- VWAP’s
- and breakout levels
Have a strong habit of aligning with each other
When they align at a confluence level, that is your entry or exit point.
Price action is simply the translation of public opinion on a security and it is usually correct.
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What people don’t understand about technical analysis:
- The moving averages, particularly the 50 and 200 Day MA’s
- Fib levels 0.38, 0.5 and 0.618
- VWAP’s
- and breakout levels
Have a strong habit of aligning with each other
When they align at a confluence level, that is your entry or exit point.
Price action is simply the translation of public opinion on a security and it is usually correct.
tweet
Offshore
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Hidden Value Gems
JP Morgan 2024 summer reading list. Doesn't look particularly exciting...
One lesson I learnt is that if you are not sure what book to pick up, stick with the older one - there is a lot of hype in most recent books, many of which are quickly forgotten. https://t.co/EOjvcXGfEg
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JP Morgan 2024 summer reading list. Doesn't look particularly exciting...
One lesson I learnt is that if you are not sure what book to pick up, stick with the older one - there is a lot of hype in most recent books, many of which are quickly forgotten. https://t.co/EOjvcXGfEg
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