Offshore
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Dalius - Special Sits
Interesting pitch on $SWX by Silver Beech Capital
SWX’s hidden utility value unlocks as Centuri is deconsolidated, debt is cut, and growth/regulatory tailwinds kick in, setting up 40%+ upside from here.
Full letter below. https://t.co/7I9rrPzSQJ
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Interesting pitch on $SWX by Silver Beech Capital
SWX’s hidden utility value unlocks as Centuri is deconsolidated, debt is cut, and growth/regulatory tailwinds kick in, setting up 40%+ upside from here.
Full letter below. https://t.co/7I9rrPzSQJ
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Offshore
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Gainify
We’re in the final weeks of Q2 earnings season
🚩 Tue after close: $ORCL & $GME (plus $SNPS $AVAV $RBRK)
🚩 Thu: before open $KR, after close: $ADBE
Light calendar, but big names.
Which one are you watching most closely? https://t.co/M1PbWLFvqf
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We’re in the final weeks of Q2 earnings season
🚩 Tue after close: $ORCL & $GME (plus $SNPS $AVAV $RBRK)
🚩 Thu: before open $KR, after close: $ADBE
Light calendar, but big names.
Which one are you watching most closely? https://t.co/M1PbWLFvqf
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Offshore
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Umesh
Cool prompt: Surreal portrait photograph depicting a [SCENE] split by a partially unzipped 'Y' shaped zipper. On the outside of the zipper, a cold, wintry landscape, snow-covered and a desaturated, frosty atmosphere of the [SCENE]. In contrast, the interior revealed by the unzipping above showcases a vibrant [SCENE] in sunlight
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Cool prompt: Surreal portrait photograph depicting a [SCENE] split by a partially unzipped 'Y' shaped zipper. On the outside of the zipper, a cold, wintry landscape, snow-covered and a desaturated, frosty atmosphere of the [SCENE]. In contrast, the interior revealed by the unzipping above showcases a vibrant [SCENE] in sunlight
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Yellowbrick Investing
$HOFI.ST
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$HOFI.ST
Hoist Finance $HOFI.ST is a regulated credit-market play with pan-EU reach, targeting distressed debt. Main business is hoovering up NPLs, mostly unsecured, from banks eager to de-risk their books. Its loan portfolio stands at SEK 31bn, w/expected recoveries over 15yrs of~49bn
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X (formerly Twitter)
cuisineålille (@LaTranquillum) on X
Hoist Finance $HOFI.ST is a regulated credit-market play with pan-EU reach, targeting distressed debt. Main business is hoovering up NPLs, mostly unsecured, from banks eager to de-risk their books. Its loan portfolio stands at SEK 31bn, w/expected recoveries…
Offshore
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Gainify
ONLY 9 STOCKS
Trading BELOW the S&P 500 P/E (24.5x) and expected to grow REVENUES 2x FASTER over the next 3 years:
$MU $MRVL $LNG $NVO $SCHW $NEE $BLK $GOOGL $GOOG $PGR
The rare blend of value + growth.
Do you see anything interesting here? https://t.co/n9z1r6qWuK
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ONLY 9 STOCKS
Trading BELOW the S&P 500 P/E (24.5x) and expected to grow REVENUES 2x FASTER over the next 3 years:
$MU $MRVL $LNG $NVO $SCHW $NEE $BLK $GOOGL $GOOG $PGR
The rare blend of value + growth.
Do you see anything interesting here? https://t.co/n9z1r6qWuK
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Offshore
Video
Simplifying Stocks, CPA
RT @FinFluentialx: Stocks Crash as weak jobs data sparks Wall Street worries https://t.co/0bX93doFah
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RT @FinFluentialx: Stocks Crash as weak jobs data sparks Wall Street worries https://t.co/0bX93doFah
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Offshore
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ToffCap
We're out with TMM #69, our weekly overview of actionable event-driven and special sits 🔥🔥
This week:
- some pretty interesting M&A (not priced in)
- some strongly depressed valuations purely on sentiment (while fundamentals move up)
- companies that just want to be shorted
- pico-caps trading at 3.3% of their book value with quite some optionality
- a (future) European Bitcoin treasury co with strong backers (and an ED catalyst ofc)
- pizza
- massive insider purchases in some good lookin' companies
- ... and much more.
As always @ToffCap. Enjoy!
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We're out with TMM #69, our weekly overview of actionable event-driven and special sits 🔥🔥
This week:
- some pretty interesting M&A (not priced in)
- some strongly depressed valuations purely on sentiment (while fundamentals move up)
- companies that just want to be shorted
- pico-caps trading at 3.3% of their book value with quite some optionality
- a (future) European Bitcoin treasury co with strong backers (and an ED catalyst ofc)
- pizza
- massive insider purchases in some good lookin' companies
- ... and much more.
As always @ToffCap. Enjoy!
tweet
Offshore
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Quiver Quantitative
RT @InsiderRadar: BREAKING: New CEO Insider Purchase at $NVCR
The CEO has just reported purchasing $1m of the company's stock, increasing his holdings by 23%.
This is the first insider purchase that has been reported at the company in over 4 years. https://t.co/UhOgSPfVi1
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RT @InsiderRadar: BREAKING: New CEO Insider Purchase at $NVCR
The CEO has just reported purchasing $1m of the company's stock, increasing his holdings by 23%.
This is the first insider purchase that has been reported at the company in over 4 years. https://t.co/UhOgSPfVi1
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Offshore
Video
Aadit Sheth
RT @neatprompts: Instead of watching a 2-hour movie, watch this masterclass on productivity
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RT @neatprompts: Instead of watching a 2-hour movie, watch this masterclass on productivity
This guy literally rewires your brain to never feel lazy again
https://t.co/2AFKkMR1Yq tweet
Offshore
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Dalius - Special Sits
Excellent sources provided by Michael👇
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Excellent sources provided by Michael👇
Public service announcement: I’ve set up a directory for finance-related Substack newsletters.
Let me know if you have any additional publications you would like me to add! https://t.co/tGNjmPYnab tweet