Offshore
Photo
Ahmad Jivraj
Last July, we were getting this market leading business in China, one that benefits from two secular growth markets (eCommerce and Cloud), for just a mid-single digit FCF multiple.
That’s unheard of.
Only in the stock market.
tweet
Last July, we were getting this market leading business in China, one that benefits from two secular growth markets (eCommerce and Cloud), for just a mid-single digit FCF multiple.
That’s unheard of.
Only in the stock market.
$BABA Banger. Cloud accelerated to +26% (+18% last Q), they’re cooking in AI (+“triple digits”), international +19% (almost at break-even now!), total China ecom. +10%.
Food/instant delivery war is the main issue here (hurting margin), but $BABA is winning. 萬丈陽光照耀你我 https://t.co/bwlNLPKXDq - Wasteland Capitaltweet
Offshore
Video
soken
People who sold before Jerome announced the rate cut
tweet
People who sold before Jerome announced the rate cut
#WolfOfWallStreet https://t.co/iR7xQ707jF - BeYourOwnMovietweet
Offshore
Video
Offshore
Video
soken
2025 altseason performance
tweet
2025 altseason performance
Rohit Sharma 2 catch chhodne ke bad 😭 🤣 #MIvsGT https://t.co/7cJDUQVwwu - Marwadi Memertweet
Offshore
Video
soken
realizing 3 hours on X is 9 years of my life
tweet
realizing 3 hours on X is 9 years of my life
Me after my exams are finally over: https://t.co/gTtmVGi2MS - Brainrot Vaulttweet
Offshore
Video
Julian Goldie SEO
How to INSTANTLY Build AI Agents in N8N with Claude
Here's how:
P.S. Want the full guide? DM me. https://t.co/kp1RfL2EQw
tweet
How to INSTANTLY Build AI Agents in N8N with Claude
Here's how:
P.S. Want the full guide? DM me. https://t.co/kp1RfL2EQw
tweet