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Yellowbrick Investing
Added 46 new stock write-ups to the site (pt 2):
@nevergr33dy - $BEO.AX
@SaeschInv (exploring AIM) - $ITIM.L, $IOM.L, $IXI.L, $ITX.L, $JIM.L, $IQE.L, $JNEO.L, $JHD.L, $JET2.L, $ITM.L, $JDG.L
@ZeeContrarian1 - $KVUE
@investwithwes1 - $EVVTY (overview)
@BlackScholesMan - $QQ.L https://t.co/tyZmnOQlfK
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Added 46 new stock write-ups to the site (pt 2):
@nevergr33dy - $BEO.AX
@SaeschInv (exploring AIM) - $ITIM.L, $IOM.L, $IXI.L, $ITX.L, $JIM.L, $IQE.L, $JNEO.L, $JHD.L, $JET2.L, $ITM.L, $JDG.L
@ZeeContrarian1 - $KVUE
@investwithwes1 - $EVVTY (overview)
@BlackScholesMan - $QQ.L https://t.co/tyZmnOQlfK
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Offshore
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Dimitry Nakhla | Babylon Capital®
ASML Holding stock is back at $1,000
Despite multiple -40% drawdowns, $ASML has delivered +162% return over the past 5 years, challenging even the most steadfast investors
A deep understanding of the business, coupled with strong conviction makes enduring volatility worthwhile https://t.co/CDHs8PmlZh
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ASML Holding stock is back at $1,000
Despite multiple -40% drawdowns, $ASML has delivered +162% return over the past 5 years, challenging even the most steadfast investors
A deep understanding of the business, coupled with strong conviction makes enduring volatility worthwhile https://t.co/CDHs8PmlZh
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Offshore
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Yellowbrick Investing
Added 46 new stock write-ups to the site (pt 3):
@LionheartInves1 - $GLBXF
@KrokerEquity - $AMZN (overvalued)
@valuedontlie - $PTLO (overview)
@SFarringtonBKC - $HOFT
@Unclestocknotes - $AVAV https://t.co/uhSceDdfGD
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Added 46 new stock write-ups to the site (pt 3):
@LionheartInves1 - $GLBXF
@KrokerEquity - $AMZN (overvalued)
@valuedontlie - $PTLO (overview)
@SFarringtonBKC - $HOFT
@Unclestocknotes - $AVAV https://t.co/uhSceDdfGD
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Investing visuals
If you own the $QQQ, it's important to know that these 10 stocks now account for 54% of the total index.
Fun fact: $PLTR is close to entering the top 10. https://t.co/XS4RGPkBS3
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If you own the $QQQ, it's important to know that these 10 stocks now account for 54% of the total index.
Fun fact: $PLTR is close to entering the top 10. https://t.co/XS4RGPkBS3
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Offshore
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Yellowbrick Investing
Added 46 new stock write-ups to the site (pt final):
@FluentInQuality - $INSTAL.ST, $KFS, $TEQ.ST, $ROKO-B.ST, $ANOD-B.ST, $KPG.AX
@dragdeninvest - $U
@realroseceline - $AMNF
@stock_logging - $HIT
VIC ideas
fund letters
and more... https://t.co/q8gTtdJ54s
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Added 46 new stock write-ups to the site (pt final):
@FluentInQuality - $INSTAL.ST, $KFS, $TEQ.ST, $ROKO-B.ST, $ANOD-B.ST, $KPG.AX
@dragdeninvest - $U
@realroseceline - $AMNF
@stock_logging - $HIT
VIC ideas
fund letters
and more... https://t.co/q8gTtdJ54s
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Here’s what stands out to me for Q2:
From April 7 to May 2, $ASML repurchased 975,887 shares below €600, nailing 56% of its quarterly repurchases in just 33% of the time
Well done by management, repurchasing more aggressively when shares were at a larger discount 🎯
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RT @DimitryNakhla: Here’s what stands out to me for Q2:
From April 7 to May 2, $ASML repurchased 975,887 shares below €600, nailing 56% of its quarterly repurchases in just 33% of the time
Well done by management, repurchasing more aggressively when shares were at a larger discount 🎯
$ASML bought over €1 billion worth of shares in Q2 2025
Outstanding management
Q1 2025: €2.7 Billion
Q2 2025: €1.056 https://t.co/pSuffNikEV tweet
Dimitry Nakhla | Babylon Capital®
RT @SoJustFollowMe: 1. AWS - the largest and most profitable cloud provider in the world.
2. Amazon has the most efficient and scalable logistics network, with huge room to expand. (For players like $SE, $CPNG, $MELI, the situation could be critical if the countries they operate in are unable or unwilling to contain $AMZN by non-market means).
3. Amazon benefits from what was hard to imagine 5–10 years ago: autonomous trucks, drones, warehouse automation. Technological progress in these areas works in their favor.
4. The widest assortment of products in the world, which means they’re not critically dependent on losing revenue from cyclical categories during economic crises or recessions.
5. Prime ecosystem.
6. Diversification - AWS, retail, devices, advertising, entertainment.
Yes, $MSFT is second, $GOOGL third.
Their positions aren’t just about strength, but also about the cyclicality of $NVDA ’s business, production issues, and AI adoption challenges at $AAPL.
$META would come in fourth.
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RT @SoJustFollowMe: 1. AWS - the largest and most profitable cloud provider in the world.
2. Amazon has the most efficient and scalable logistics network, with huge room to expand. (For players like $SE, $CPNG, $MELI, the situation could be critical if the countries they operate in are unable or unwilling to contain $AMZN by non-market means).
3. Amazon benefits from what was hard to imagine 5–10 years ago: autonomous trucks, drones, warehouse automation. Technological progress in these areas works in their favor.
4. The widest assortment of products in the world, which means they’re not critically dependent on losing revenue from cyclical categories during economic crises or recessions.
5. Prime ecosystem.
6. Diversification - AWS, retail, devices, advertising, entertainment.
Yes, $MSFT is second, $GOOGL third.
Their positions aren’t just about strength, but also about the cyclicality of $NVDA ’s business, production issues, and AI adoption challenges at $AAPL.
$META would come in fourth.
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