Offshore
Video
Umesh
RT @bennash: @umesh_ai thanks Umesh, you always add so much value. Here's me in your prompted world. Wow https://t.co/JRAYcxGxxn
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RT @bennash: @umesh_ai thanks Umesh, you always add so much value. Here's me in your prompted world. Wow https://t.co/JRAYcxGxxn
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Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Here’s a lesser-known quality compounder worth adding to your watchlist:
Howmet Aerospace $HWM 🛩️
A $10,000 investment in $HWM 5 years ago would be worth $102,140 today
Below is the company’s revenue breakdown across its four key segments
Net income margins have significantly expanded since 2020
___
$HWM return metrics:
LTM ROIC: 17%
LTM ROCE: 20%
LTM ROE: 29%
___
$HWM financial position:
Total cash & short-term inv: $545M
Long-term debt: $3.25B
FFO interest coverage ratio: 8.84x
S&P Credit Rating: BBB+
tweet
Here’s a lesser-known quality compounder worth adding to your watchlist:
Howmet Aerospace $HWM 🛩️
A $10,000 investment in $HWM 5 years ago would be worth $102,140 today
Below is the company’s revenue breakdown across its four key segments
Net income margins have significantly expanded since 2020
___
$HWM return metrics:
LTM ROIC: 17%
LTM ROCE: 20%
LTM ROE: 29%
___
$HWM financial position:
Total cash & short-term inv: $545M
Long-term debt: $3.25B
FFO interest coverage ratio: 8.84x
S&P Credit Rating: BBB+
tweet
Offshore
Photo
Yellowbrick Investing
Coinbase after introducing a 50x leverage product and watching the crypto market implode on a -10% day https://t.co/5btmsFtZlM
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Coinbase after introducing a 50x leverage product and watching the crypto market implode on a -10% day https://t.co/5btmsFtZlM
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Offshore
Video
Umesh
The way Grok video is accelerating, it’s going to get much of Veo’s share, it seems.
tweet
The way Grok video is accelerating, it’s going to get much of Veo’s share, it seems.
This is just version 0.9 of Grok Imagine. https://t.co/wyobrr4qft tweet
Dimitry Nakhla | Babylon Capital®
On Friday, doomsayers emerged from hibernation, prompting a question:
If a notable sell-off immediately sparks widespread calls for a market top, perhaps the top isn’t in yet?
Nobody can predict how the week will unfold.
Could markets fall further? Yes.
Could strong earnings & upbeat guidance drive markets higher? Yes.
As an investor, your focus should be on identifying companies to accumulate and pinpointing levels where the risk-reward tilts strongly in your favor.
X is a powerful research tool.
Yet, it’s not immune to herd mentality, so guard your psyche—it can influence you, even subconsciously.
tweet
On Friday, doomsayers emerged from hibernation, prompting a question:
If a notable sell-off immediately sparks widespread calls for a market top, perhaps the top isn’t in yet?
Nobody can predict how the week will unfold.
Could markets fall further? Yes.
Could strong earnings & upbeat guidance drive markets higher? Yes.
As an investor, your focus should be on identifying companies to accumulate and pinpointing levels where the risk-reward tilts strongly in your favor.
X is a powerful research tool.
Yet, it’s not immune to herd mentality, so guard your psyche—it can influence you, even subconsciously.
tweet
Offshore
Photo
Capital Employed
Best stock pitches newsletter dropping tomorrow. Over 40 excellent ideas coming direct to your inbox.
https://t.co/jEccgMyfbM
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Best stock pitches newsletter dropping tomorrow. Over 40 excellent ideas coming direct to your inbox.
https://t.co/jEccgMyfbM
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Offshore
Photo
Capital Employed
A nice post by @govro12 on Pernod Ricard SA $RI
Pernod is trading at its lowest ratio since 2009. 5% dividend too.
https://t.co/ClTdU3yR2F
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A nice post by @govro12 on Pernod Ricard SA $RI
Pernod is trading at its lowest ratio since 2009. 5% dividend too.
https://t.co/ClTdU3yR2F
tweet