Offshore
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Yellowbrick Investing
Added 42 new stock write-ups to the site (pt final):
@killapabkai - $BW
@wolfofharcourt - $RBRK
@WolfOfOakville - $GRN.TO (watchlist)
@memyselfandi006 (holding updates) - $EUK3.F, $EVS.BR, $JEN.BR
@dan_tmt - $ATEX
fund letters
and more... https://t.co/NSgaQP4XEH
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Offshore
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ToffCap
RT @ToffCap: Out again with another TMM, our weekly overview of actionable event-driven and special sits 🔥🔥

This week:

- Japan, Japan, Japan
- growing, CF generating companies with >10% div yields, saying 'meh, we can do more'
- buyback machines loading up (again)
- as always, some interesting companies that seem to be inflecting
- a few interesting liquidations
- (upcoming) bidding wars
- a perpetually stupid German company trying it for the nth time and nobody believes it anymore and thus valued as such but underneath things are actually moving
- ... and much more.

As always @ToffCap. Enjoy!
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Evan
All these stocks hit new 52 WEEK HIGHS at some point today

Google $GOOGL
$SOFI
Carnival $CCL
Unity $U
State Street $STT
Sea Limited $SE
Archer Daniels $ADM
Argenx $ARGX
Barrick Mining $B
Bloom Energy $BE
CBRE Group $CBRE
Citizens Financial $CFG
Deutsche Bank $DB
Dillard's $DDS
Equionx Gold $EQX
Fastenal $FAST
Corning $GLW
Kinross Gold $KGC
Live Nation $LYV
Newmont $NEM
Seagate $STX
Tower Semi $TSEM
UBS Group $UBS
Western Digital $WDC
Wynn Resorts $WYNN
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Offshore
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soken
Waiting for altseason so I can die in peace https://t.co/NZod6RJx2K
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Offshore
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soken
he's not seliing, even buying more https://t.co/D4pNY5b7B9
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