Offshore
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Yellowbrick Investing
Added 62 new stock write-ups to the site (pt final):
@rebound_capital - $ASML (overview)
@TrickleMicrocap - $HOVR (update)
@valuecroc - $BITF
@Iqbal_yusuf1994 - $MDXH
@FatAlpha - $ASML (sold)
@waterboycap - $DHIL
fund letters
and more... https://t.co/UkOjQhzWJ7
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Added 62 new stock write-ups to the site (pt final):
@rebound_capital - $ASML (overview)
@TrickleMicrocap - $HOVR (update)
@valuecroc - $BITF
@Iqbal_yusuf1994 - $MDXH
@FatAlpha - $ASML (sold)
@waterboycap - $DHIL
fund letters
and more... https://t.co/UkOjQhzWJ7
tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
TransDigm $TDG Stock in 4 Charts 📊
1. $TDG FCF CAGR +15.2%
2. $TDG EPS CAGR +14.8%
3. Strong business performance across the company’s two main segments
4. Incredibly strong & steady margins https://t.co/Svzv8JyRDW
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TransDigm $TDG Stock in 4 Charts 📊
1. $TDG FCF CAGR +15.2%
2. $TDG EPS CAGR +14.8%
3. Strong business performance across the company’s two main segments
4. Incredibly strong & steady margins https://t.co/Svzv8JyRDW
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Offshore
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Dimitry Nakhla | Babylon Capital®
“Quality (closed at 20-year lows with unprofitable tech +25% in 10 sessions and high SI names on pace for their best month of the year)” — post from @JaredKubin
Paired with chart below, this creates a compelling dynamic—likely a great time to seek value in quality compounders
tweet
“Quality (closed at 20-year lows with unprofitable tech +25% in 10 sessions and high SI names on pace for their best month of the year)” — post from @JaredKubin
Paired with chart below, this creates a compelling dynamic—likely a great time to seek value in quality compounders
Mega Cap Tech Stocks are underperforming Non-Profitable Tech Stocks by the largest margin since 2023 🚨🚨 https://t.co/x9QCoAhuLN tweet
AkhenOsiris
RT @lokoyacap: Monday:
"Meta and Oracle are standardizing on Spectrum-X Ethernet switches as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."
Today:
"Meta and Oracle are utilizing Spectrum-X Ethernet switches within their ecosystem as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."
🧐
tweet
RT @lokoyacap: Monday:
"Meta and Oracle are standardizing on Spectrum-X Ethernet switches as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."
Today:
"Meta and Oracle are utilizing Spectrum-X Ethernet switches within their ecosystem as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."
🧐
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Offshore
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Capital Employed
RT @equitybaron: The October issue of ROE The Boat has just been published. 🚣♂️
Covering a very illiquid French microcap. This company is a cash cow with irreplaceable assets, and pays a nice growing dividend too.
https://t.co/gT2cUEqel0 https://t.co/pM82PSbkb7
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RT @equitybaron: The October issue of ROE The Boat has just been published. 🚣♂️
Covering a very illiquid French microcap. This company is a cash cow with irreplaceable assets, and pays a nice growing dividend too.
https://t.co/gT2cUEqel0 https://t.co/pM82PSbkb7
tweet
Offshore
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Umesh
Retrying a split-screen prompt on Veo 3.1, which I’d previously tried on 3.0.
These prompts/ideas are visually complex. There seems to be a slight improvement, but it still takes many runs to get a decent output.
Maybe Veo 4?
Prompt ⤵️ https://t.co/HFMJLyHIim
tweet
Retrying a split-screen prompt on Veo 3.1, which I’d previously tried on 3.0.
These prompts/ideas are visually complex. There seems to be a slight improvement, but it still takes many runs to get a decent output.
Maybe Veo 4?
Prompt ⤵️ https://t.co/HFMJLyHIim
tweet
Yellowbrick Investing
$TALK.ST
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$TALK.ST
Talkpool $TALK.ST is a Swedish telecom services outfit with big ambitions, tiny debt, and several dusty masts in Pakistan. It wants to be your infrastructure whisperer, network drone-wrangler, and a sustainability shaman. Upside? Well, there is a ticking US catalyst.
🧵 tweet
X (formerly Twitter)
cuisineålille (@LaTranquillum) on X
Talkpool $TALK.ST is a Swedish telecom services outfit with big ambitions, tiny debt, and several dusty masts in Pakistan. It wants to be your infrastructure whisperer, network drone-wrangler, and a sustainability shaman. Upside? Well, there is a ticking…
Offshore
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Investing visuals
Some big names reporting earnings next week!
• Tuesday: $NFLX, $KO, $ISRG
• Wednesday: $TSLA, $SAP, $T
• Thursday: $INTC https://t.co/5OjX5qexbp
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Some big names reporting earnings next week!
• Tuesday: $NFLX, $KO, $ISRG
• Wednesday: $TSLA, $SAP, $T
• Thursday: $INTC https://t.co/5OjX5qexbp
tweet
Dimitry Nakhla | Babylon Capital®
10 Quality Stocks w/ Compelling FCF Yields Relative to Historical Averages & Growth 💵
1. $TDG 3.28%
2. $MA 3.28%
3. $CPRT 3.28%
4. $INTU 3.86%
5. $SPGI 4.32%
6. $CSU 4.52%
7. $ADP 4.64%
8. $ICE 5.24%
9. $BKNG 5.76%
10. $ABNB 6.12%
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10 Quality Stocks w/ Compelling FCF Yields Relative to Historical Averages & Growth 💵
1. $TDG 3.28%
2. $MA 3.28%
3. $CPRT 3.28%
4. $INTU 3.86%
5. $SPGI 4.32%
6. $CSU 4.52%
7. $ADP 4.64%
8. $ICE 5.24%
9. $BKNG 5.76%
10. $ABNB 6.12%
“Quality (closed at 20-year lows with unprofitable tech +25% in 10 sessions and high SI names on pace for their best month of the year)” — post from @JaredKubin
Paired with chart below, this creates a compelling dynamic—likely a great time to seek value in quality compounders tweet
X (formerly Twitter)
Dimitry Nakhla | Babylon Capital® (@DimitryNakhla) on X
Quality (closed at 20-year lows with unprofitable tech +25% in 10 sessions and high SI names on pace for their best month of the year)” — post from @JaredKubin
Paired with chart below, this creates a compelling dynamic—likely a great time to seek value…
Paired with chart below, this creates a compelling dynamic—likely a great time to seek value…