Yellowbrick Investing
Some interesting recent stock pitches:
$AQZ.AX - Australian aviation operator at 6x P/E. Qantas blocked from buying at 20x P/E in 2022. Pacific Equity Partners showing acquisition interest @puppyeh1 @acidinvestments
$B3SA3.SA / $BOLSY - Brazil’s main stock exchange. Weak USD benefits emerging markets. Potential pro-biz president in 2026 elections
$4063.T - Leading Japanese chemical co. Leader in PVC and silicon wafers. Wafer biz benefits from AI/chip boom. PVC benefits from infra spend. P/E discount to peers. @nicknemo17 @felix__archive
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Some interesting recent stock pitches:
$AQZ.AX - Australian aviation operator at 6x P/E. Qantas blocked from buying at 20x P/E in 2022. Pacific Equity Partners showing acquisition interest @puppyeh1 @acidinvestments
$B3SA3.SA / $BOLSY - Brazil’s main stock exchange. Weak USD benefits emerging markets. Potential pro-biz president in 2026 elections
$4063.T - Leading Japanese chemical co. Leader in PVC and silicon wafers. Wafer biz benefits from AI/chip boom. PVC benefits from infra spend. P/E discount to peers. @nicknemo17 @felix__archive
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Offshore
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Investing visuals
10 high quality software stocks:
• Elite (>60): $PLTR, $FIG, $VEEV, $RBRK
• Very high (54 - 60): $MNDY, $DDOG
• High (50 - 53): $PANW, $NOW, $ADBE, $FROG https://t.co/Ay3Nlvx2eZ
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10 high quality software stocks:
• Elite (>60): $PLTR, $FIG, $VEEV, $RBRK
• Very high (54 - 60): $MNDY, $DDOG
• High (50 - 53): $PANW, $NOW, $ADBE, $FROG https://t.co/Ay3Nlvx2eZ
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Offshore
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Umesh
These images might make you feel dizzy!
Prompt: vertigo grace abstraction --chaos 60 --ar 16:9 --profile 6xd26z9 --stylize 500 https://t.co/SYdorV0Mgv
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These images might make you feel dizzy!
Prompt: vertigo grace abstraction --chaos 60 --ar 16:9 --profile 6xd26z9 --stylize 500 https://t.co/SYdorV0Mgv
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Offshore
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Dimitry Nakhla | Babylon Capital®
“During the second quarter of fiscal 2025, TransDigm repurchased 42,669 shares of its common stock at an average price per share of $1,249.52 for a total amount of approximately $53 million.”
Why’s this relevant?
Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly 20% annualized returns
$TDG trades near $1,250
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“During the second quarter of fiscal 2025, TransDigm repurchased 42,669 shares of its common stock at an average price per share of $1,249.52 for a total amount of approximately $53 million.”
Why’s this relevant?
Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly 20% annualized returns
$TDG trades near $1,250
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Offshore
Video
Umesh
Prompt: The camera rockets up from below jagged Alpine cliffs in a rapid, continuous ascent, tilting down a few degrees more with every meter to reveal a thunderous gorge and glacier-fed river far beneath, until it snaps onto a lone figure braced on a knife-edge ridge, staring into the plunging valley.
Made with @Kling_ai 2.5 Turbo
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Prompt: The camera rockets up from below jagged Alpine cliffs in a rapid, continuous ascent, tilting down a few degrees more with every meter to reveal a thunderous gorge and glacier-fed river far beneath, until it snaps onto a lone figure braced on a knife-edge ridge, staring into the plunging valley.
Made with @Kling_ai 2.5 Turbo
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Offshore
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Investing visuals
$ASML vs $TSM side by side after both posted strong Q3 earnings.
Key take-away: AI is still in full swing. https://t.co/heGU6OJLaX
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$ASML vs $TSM side by side after both posted strong Q3 earnings.
Key take-away: AI is still in full swing. https://t.co/heGU6OJLaX
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Offshore
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Umesh
A new SOTA image-editing model is here!
It delivers incredible results with chain-of-thought reasoning.
If you're a professional designer or app builder, try Riverflow 1 on @runware.
Here are five great examples ⤵️
1. From a top-down view to various angles https://t.co/tNzObNktF7
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A new SOTA image-editing model is here!
It delivers incredible results with chain-of-thought reasoning.
If you're a professional designer or app builder, try Riverflow 1 on @runware.
Here are five great examples ⤵️
1. From a top-down view to various angles https://t.co/tNzObNktF7
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Offshore
Video
Umesh
RT @rashmimayurr: 🎬 After months of playing with AI clips & experiments, it’s time for the real thing.
In 2026, we’re bringing true AI films to life — made for OTT and theatres.
Our first project, “Her Love,” is the story of a woman whose love spans across two decades — a beautifully woven journey through time, memory, and emotion.
Made on @morphic .
Here’s the trailer 👇
2026 will be a pataka. 💥
Please watch, share, and spread the word.
#HerLove #AIFilm #FutureOfCinema #Morphic #AIFilmmaking
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RT @rashmimayurr: 🎬 After months of playing with AI clips & experiments, it’s time for the real thing.
In 2026, we’re bringing true AI films to life — made for OTT and theatres.
Our first project, “Her Love,” is the story of a woman whose love spans across two decades — a beautifully woven journey through time, memory, and emotion.
Made on @morphic .
Here’s the trailer 👇
2026 will be a pataka. 💥
Please watch, share, and spread the word.
#HerLove #AIFilm #FutureOfCinema #Morphic #AIFilmmaking
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