Offshore
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Finding Compounders
Why Institutions Systematically Underperform Broadly Based Market Indexes https://t.co/j4EFbb5mib
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Why Institutions Systematically Underperform Broadly Based Market Indexes https://t.co/j4EFbb5mib
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Offshore
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Quiver Quantitative
Look at this.
In May, we noticed a US politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 141% since we posted this report: https://t.co/jESBIuZcyX
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Look at this.
In May, we noticed a US politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 141% since we posted this report: https://t.co/jESBIuZcyX
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Offshore
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The Kobeissi Letter
The SHORT SQUEEZE continued:
Over the last 20 years, March 12th is the last day of the year that has a NEGATIVE average YTD return for the S&P 500, per @RyanDetrick.
Will history repeat itself this year?
Some hope for the bulls. https://t.co/EVumAs1hwg
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The SHORT SQUEEZE continued:
Over the last 20 years, March 12th is the last day of the year that has a NEGATIVE average YTD return for the S&P 500, per @RyanDetrick.
Will history repeat itself this year?
Some hope for the bulls. https://t.co/EVumAs1hwg
The case for a SHORT SQUEEZE:
Since February 19th, the S&P 500 has erased -$5 TRILLION in its most one-sided move since the 2022 bear market.
Total PUT option volumes have surged to a record 30+ MILLION contracts over the last 5 days.
Is a short squeeze coming?
(a thread) https://t.co/AutLiKW7Yh tweet
Offshore
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Value Spotlight (Andrew Sather)
Amazon's ROIC has officially crossed over its WACC (again).
This with 25% YOY growth in Invested Capital.
🤯 https://t.co/hxHV6o1hPK
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Amazon's ROIC has officially crossed over its WACC (again).
This with 25% YOY growth in Invested Capital.
🤯 https://t.co/hxHV6o1hPK
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