Offshore
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Simplifying Stocks, CPA
RT @FinFluentialx: This is who you're trading against
This is pure alpha & peak performance https://t.co/vahH3rafcY
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RT @FinFluentialx: This is who you're trading against
This is pure alpha & peak performance https://t.co/vahH3rafcY
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Offshore
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Evan
TESLA $TSLA JUST PROPOSED A NEW POTENTIALLY TRILLION DOLLAR PAY PACKAGE FOR ELON MUSK
The pay package has 12 different levels which a market cap and operational milestone must be hit
The pay package would see Elon Musk get up to his desired 25% ownership stake
If all 12 tranches are triggered and Elon Musk's 2018 pay package is struck down Elon would have a total of 24.8% voting power in the company
If Elon 2018 pay package is brought back and Elon gets through all 12 tranches he would have 28.8% voting power in Tesla
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TESLA $TSLA JUST PROPOSED A NEW POTENTIALLY TRILLION DOLLAR PAY PACKAGE FOR ELON MUSK
The pay package has 12 different levels which a market cap and operational milestone must be hit
The pay package would see Elon Musk get up to his desired 25% ownership stake
If all 12 tranches are triggered and Elon Musk's 2018 pay package is struck down Elon would have a total of 24.8% voting power in the company
If Elon 2018 pay package is brought back and Elon gets through all 12 tranches he would have 28.8% voting power in Tesla
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Offshore
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Umesh
nano-banana shines best when paired with design tools.
So far, I’ve found @lovart_ai to be one of the best integrations
Lovart + nano-banana = one of the most powerful creative tools.
With just a prompt and an image, I generated these.
Here's how 🧵 https://t.co/wMY9XIaM9m
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nano-banana shines best when paired with design tools.
So far, I’ve found @lovart_ai to be one of the best integrations
Lovart + nano-banana = one of the most powerful creative tools.
With just a prompt and an image, I generated these.
Here's how 🧵 https://t.co/wMY9XIaM9m
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Offshore
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Simplifying Stocks, CPA
The city of Austin can have my rebranding for free https://t.co/cxr3TC5RPZ
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The city of Austin can have my rebranding for free https://t.co/cxr3TC5RPZ
The city of Austin just spent $1.1 million on this rebrand https://t.co/9hMXamDTPV tweet
Offshore
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ToffCap
RT @ToffCap: Out with a new one!
We’re looking at a company trading at <5x20% with the potential to do it for a long time.
The company has quietly (but rapidly) become a European (e-)commerce infrastructure play.
- it has proven that its flywheel generates strong organic growth.
- it has delivered operating leverage, pushing margins upwards.
- it continues to acquire at 3-5x ev/ebitda, with plenty more to come.
- and it has managed its balance sheet such that leverage is falling, even while acquisitions continue.
On the stack.
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RT @ToffCap: Out with a new one!
We’re looking at a company trading at <5x20% with the potential to do it for a long time.
The company has quietly (but rapidly) become a European (e-)commerce infrastructure play.
- it has proven that its flywheel generates strong organic growth.
- it has delivered operating leverage, pushing margins upwards.
- it continues to acquire at 3-5x ev/ebitda, with plenty more to come.
- and it has managed its balance sheet such that leverage is falling, even while acquisitions continue.
On the stack.
tweet
Offshore
Photo
Evan
The S&P 500 will announce later today what companies will be added to the index ... who do you think gets in?
For those who don't know, the index announces its quarterly rebalance every year on
- The first Friday of March
- The first Friday of June
- The first Friday of September
- The first Friday of December
The stocks actually get added to the index on the 3rd Friday within those months
The index will also be rebalanced when companies from within the ~500 companies get acquired. Often after the markets close on the same day the company being acquired stops trading is when S&P announces another company being added
Here is every stock that has been added to the S&P 500 since the start of 2023
- August 2025: Interactive Brokers $IBKR
- July 2025: Square (Block) $XYZ, Trade Desk $TTD, Datadog $DDOG
- May 2025: Coinbase $COIN
- March 2025: DoorDash $DASH, TKO Group $TKO, Williams Sonoma $WSM, and Expand Energy $EXE
- December 2024: Apollo Global $APO, Workday $WDAY, Lennox $LII
- November 2024: Texas Pacific $TPL
- September 2024: Palantir $PLTR, $DELL, and $ERIE
- July 2024: Smurfit Westrock $SW
- June 2024: CrowdStrike $CRWD, $KKR, and GoDaddy $GDDY
- May 2024: Vistra $VST
- April 2024: GE Vernova $GEV and Solventum $SOLV
- March 2024: Super Micro $SMCI and Deckers $DECK
- December 2023: $UBER, Jabil $JBL, and Builders $BLDR
- October 2023: Lululemon $LULU, Hubbell $HUBB, and Veralto $VLTO
- September 2023: Airbnb $ABNB, Blackstone $BX
- August 2023: Kenvue $KVUE
- June 2023: Palo Alto $PANW
- May 2023: $AXON
- March 2023: Fair Issac $FICO, Bunge $BG, and Insulet $PODD
- January 2023: GE Healthcare $GEHC
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The S&P 500 will announce later today what companies will be added to the index ... who do you think gets in?
For those who don't know, the index announces its quarterly rebalance every year on
- The first Friday of March
- The first Friday of June
- The first Friday of September
- The first Friday of December
The stocks actually get added to the index on the 3rd Friday within those months
The index will also be rebalanced when companies from within the ~500 companies get acquired. Often after the markets close on the same day the company being acquired stops trading is when S&P announces another company being added
Here is every stock that has been added to the S&P 500 since the start of 2023
- August 2025: Interactive Brokers $IBKR
- July 2025: Square (Block) $XYZ, Trade Desk $TTD, Datadog $DDOG
- May 2025: Coinbase $COIN
- March 2025: DoorDash $DASH, TKO Group $TKO, Williams Sonoma $WSM, and Expand Energy $EXE
- December 2024: Apollo Global $APO, Workday $WDAY, Lennox $LII
- November 2024: Texas Pacific $TPL
- September 2024: Palantir $PLTR, $DELL, and $ERIE
- July 2024: Smurfit Westrock $SW
- June 2024: CrowdStrike $CRWD, $KKR, and GoDaddy $GDDY
- May 2024: Vistra $VST
- April 2024: GE Vernova $GEV and Solventum $SOLV
- March 2024: Super Micro $SMCI and Deckers $DECK
- December 2023: $UBER, Jabil $JBL, and Builders $BLDR
- October 2023: Lululemon $LULU, Hubbell $HUBB, and Veralto $VLTO
- September 2023: Airbnb $ABNB, Blackstone $BX
- August 2023: Kenvue $KVUE
- June 2023: Palo Alto $PANW
- May 2023: $AXON
- March 2023: Fair Issac $FICO, Bunge $BG, and Insulet $PODD
- January 2023: GE Healthcare $GEHC
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Offshore
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Aadit Sheth
RT @neatprompts: This guy literally rewires your brain to never feel lazy again
https://t.co/Jlg7EupA1m
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RT @neatprompts: This guy literally rewires your brain to never feel lazy again
https://t.co/Jlg7EupA1m
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