AkhenOsiris
Can we give the most important central bank in the world a little early access? It's less than 2 days! Goodness
From @carlquintanilla:
JPMORGAN:". Had the Fed had this [jobsl report in hand going into the FOMC meeting this past Wednesday, it almost certainly would have cut the policy rate by at least 25bp. Now that it looks to be materially behind the curve, we expect a 50bp cut at the September meeting, followed by another 50bp cut in November." [Feroli]
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Can we give the most important central bank in the world a little early access? It's less than 2 days! Goodness
From @carlquintanilla:
JPMORGAN:". Had the Fed had this [jobsl report in hand going into the FOMC meeting this past Wednesday, it almost certainly would have cut the policy rate by at least 25bp. Now that it looks to be materially behind the curve, we expect a 50bp cut at the September meeting, followed by another 50bp cut in November." [Feroli]
Main lesson here is give Powell the goddamn jobs data when it's just 2 days between Fed meeting and NFP day 😂 - AkhenOsiristweet
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Capital Employed
Interesting idea.
Their website looks much better than the old version.
Share priced popped +50% yesterday 🚀
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Interesting idea.
Their website looks much better than the old version.
Share priced popped +50% yesterday 🚀
ADVFN – the world's cheapest fintech stock?
An online financial information company with millions of users would normally have a market value in the tens, if not hundreds of millions.
Not @advfn.
Will its new investors manage to turn the company into an astounding home run? https://t.co/OD6JPC3zVK tweet
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Hidden Value Gems
Elliott in a recent letter to investors:
Many of AI’s supposed uses are “never going to be cost-efficient, are never going to actually work right, will take up too much energy, or will prove to be untrustworthy.” https://t.co/CruKsU9FCp
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Elliott in a recent letter to investors:
Many of AI’s supposed uses are “never going to be cost-efficient, are never going to actually work right, will take up too much energy, or will prove to be untrustworthy.” https://t.co/CruKsU9FCp
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Finding Compounders
Characteristics of a Value Trap
Find the full piece by subscribing to my newsletter.
The link is in my bio https://t.co/0Z7dGmzP41
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Characteristics of a Value Trap
Find the full piece by subscribing to my newsletter.
The link is in my bio https://t.co/0Z7dGmzP41
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Invest In Assets 📈
Bill Ackman once said:
"I'm not emotional about investments. Investing is something where you have to be purely rational and not let emotion affect your decision making - just the facts"
Here is Ackman's equity holdings: https://t.co/Q8Oszm8viU
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Bill Ackman once said:
"I'm not emotional about investments. Investing is something where you have to be purely rational and not let emotion affect your decision making - just the facts"
Here is Ackman's equity holdings: https://t.co/Q8Oszm8viU
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Librarian Capital
RT @LibrarianCap: Fundsmith initiated position in Atlas Copco $ATCO (Swedish tools/instruments maker) in Jul-24
-3.1% in Jul, vs. MSCI World +0.1% (£)
Now +5.9% YTD, vs. benchmark +12.9%
Mag 7 members were 3 of 5 top Jul detractors: $MSFT, $META, $NOVO, $SYK, $GOOG
$PM among top contributors https://t.co/x1ElpL1lND
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RT @LibrarianCap: Fundsmith initiated position in Atlas Copco $ATCO (Swedish tools/instruments maker) in Jul-24
-3.1% in Jul, vs. MSCI World +0.1% (£)
Now +5.9% YTD, vs. benchmark +12.9%
Mag 7 members were 3 of 5 top Jul detractors: $MSFT, $META, $NOVO, $SYK, $GOOG
$PM among top contributors https://t.co/x1ElpL1lND
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