Offshore
Video
naiive
when Bitcoin breaks $ 300k and you remember the $3k covid crash in 2020
https://t.co/Pk1sd1xRvM
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when Bitcoin breaks $ 300k and you remember the $3k covid crash in 2020
https://t.co/Pk1sd1xRvM
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Offshore
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Gainify
2/3 of 2025 are in the books and the marketβs story is taking shape.
S&P 500 is up +10% YTD
Top 7 Winners:
$PLTR +107%
$NEM +100%
$STX +94%
$WDC +78%
$GE +65%
$CVS +63%
$NRG +61%
Top 7 Losers:
$CNC -52%
$IT -48%
$LULU -47%
$MRNA -42%
$DECK -41%
$UNH -38%
$MOH -38%
Surely some of these are massive surprises... Who flips the script in the final stretch?
tweet
2/3 of 2025 are in the books and the marketβs story is taking shape.
S&P 500 is up +10% YTD
Top 7 Winners:
$PLTR +107%
$NEM +100%
$STX +94%
$WDC +78%
$GE +65%
$CVS +63%
$NRG +61%
Top 7 Losers:
$CNC -52%
$IT -48%
$LULU -47%
$MRNA -42%
$DECK -41%
$UNH -38%
$MOH -38%
Surely some of these are massive surprises... Who flips the script in the final stretch?
tweet
Dalius - Special Sits
Interesting setup on $PXHI. Worth a lookπ
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Interesting setup on $PXHI. Worth a lookπ
@ClarkSquareCap $PXHI Sold its wholesale business in Feb (Close April 2nd) for $60mm pretax (79.5% cash and 20.5% minority ownership subject to 3 yr buyers option). What is now left is a big cash pile, the 20.5% minority ownership, and a SaaS business they spun out of the wholesaler 5 years ago. tweet
X (formerly Twitter)
Wonder Bread (@wonderingbread1) on X
@ClarkSquareCap $PXHI Sold its wholesale business in Feb (Close April 2nd) for $60mm pretax (79.5% cash and 20.5% minority ownership subject to 3 yr buyers option). What is now left is a big cash pile, the 20.5% minority ownership, and a SaaS business theyβ¦
Offshore
Photo
Dalius - Special Sits
Interesting piece from Goehring & Rozencwajg. Current fight between Fed chair and president isn't the first in history. Last two instances led to inflation.
It's a fun read, even if you don't base investment decisions on macro. Full letterπ https://t.co/u83kdE8msb
tweet
Interesting piece from Goehring & Rozencwajg. Current fight between Fed chair and president isn't the first in history. Last two instances led to inflation.
It's a fun read, even if you don't base investment decisions on macro. Full letterπ https://t.co/u83kdE8msb
tweet
Offshore
Video
Koldo Huici
π’π πππ₯π₯π¬!
A symphony of everyday chaos.
Opening of a series of episodes about Jerryβs absurd yet adorable life, where the tragic becomes sublime. https://t.co/x7QKuhIac9
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π’π πππ₯π₯π¬!
A symphony of everyday chaos.
Opening of a series of episodes about Jerryβs absurd yet adorable life, where the tragic becomes sublime. https://t.co/x7QKuhIac9
tweet
Offshore
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Gainify
S&P 500 EV/EBITDA just breached 16x only the 2nd time in a decade.
Are you concerned that $SPX valuations are running hot, or is this justified by fundamentals? https://t.co/QhQrWw7TAe
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S&P 500 EV/EBITDA just breached 16x only the 2nd time in a decade.
Are you concerned that $SPX valuations are running hot, or is this justified by fundamentals? https://t.co/QhQrWw7TAe
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Offshore
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Investing visuals
$NFLX vs. $SPOT: A fundamental side-by-side of two great streaming services.
Would you rather cancel your $NFLX πΏ or $SPOT πΆ subscription? https://t.co/tbFLWANEnY
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$NFLX vs. $SPOT: A fundamental side-by-side of two great streaming services.
Would you rather cancel your $NFLX πΏ or $SPOT πΆ subscription? https://t.co/tbFLWANEnY
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Offshore
Video
Umesh
The ad revolution starts here!
Meet the new power combo: QuickDesign + nano banana.
Go from idea β ready-to-use visuals in seconds.
More details 𧡠https://t.co/Vdw06lhLFW
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The ad revolution starts here!
Meet the new power combo: QuickDesign + nano banana.
Go from idea β ready-to-use visuals in seconds.
More details 𧡠https://t.co/Vdw06lhLFW
tweet