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Yellowbrick Investing
$VIRT
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$VIRT
Bought $VIRT today for ~$33.80. Stock -26% in 3 months due to CEO retirement & low EPS estimate for 3Q. Trading at P/E of 7x (mgmt defin.) which is too cheap. I think market is wrong and $VIRT has a few near-term catalysts that'll lead to re-rating. Thread (1/n) 🧵 https://t.co/nLmFFDJoKC tweet
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RT @MebFaber: One of my favorite reads of the year...
"...by far the most powerful predictor of long-term equity performance is the starting P/E or CAPE ratio."
@DeutscheBank via @TheIdeaFarm https://t.co/hQncpmbd9l
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RT @MebFaber: One of my favorite reads of the year...
"...by far the most powerful predictor of long-term equity performance is the starting P/E or CAPE ratio."
@DeutscheBank via @TheIdeaFarm https://t.co/hQncpmbd9l
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Ahmad
RT @sadernoheart: https://t.co/Ck1AOx38oM
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RT @sadernoheart: https://t.co/Ck1AOx38oM
didnt even touch outside the terminal, claude did everything from implementation to pushing the code to github to writing the readme https://t.co/RrOU2HVIhe tweet
Ahmad
RT @TheAhmadOsman: @0xIlyy at this point if you're still in CS you're doing it for the love of the game
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RT @TheAhmadOsman: @0xIlyy at this point if you're still in CS you're doing it for the love of the game
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RT @KobeissiLetter: This is wild:
ALL net wealth in the US stock market since 1926 has been generated by just 3.44% of companies.
To put this differently, ~97% of all stocks have barely contributed to long-term shareholder wealth creation.
The top 1.88% of companies reflect 90% of total gains.
Interestingly, just 0.26% of firms have created HALF of all wealth.
This highlights the extreme concentration of stock market returns in top-performing companies.
Market wealth is heavily skewed toward a very small minority of companies.
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RT @KobeissiLetter: This is wild:
ALL net wealth in the US stock market since 1926 has been generated by just 3.44% of companies.
To put this differently, ~97% of all stocks have barely contributed to long-term shareholder wealth creation.
The top 1.88% of companies reflect 90% of total gains.
Interestingly, just 0.26% of firms have created HALF of all wealth.
This highlights the extreme concentration of stock market returns in top-performing companies.
Market wealth is heavily skewed toward a very small minority of companies.
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RT @DonMiami3: Ask yourself why China isn’t in a hurry to join a *data center* arms race…
Because they’d rather watch us blowup doing it.
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RT @DonMiami3: Ask yourself why China isn’t in a hurry to join a *data center* arms race…
Because they’d rather watch us blowup doing it.
OPENAI URGES U.S. TO BOOST ENERGY FOR AI
OpenAI has asked the U.S. government to massively expand its energy capacity to stay ahead in artificial intelligence. In a filing to the White House, it called for 100 gigawatts of new power each year to close the “electron gap” with China.
The company warned that limited electricity could slow AI progress and economic growth, calling energy “a strategic asset vital to America’s AI, economy, and security.” tweet
X (formerly Twitter)
*Walter Bloomberg (@DeItaone) on X
OPENAI URGES U.S. TO BOOST ENERGY FOR AI
OpenAI has asked the U.S. government to massively expand its energy capacity to stay ahead in artificial intelligence. In a filing to the White House, it called for 100 gigawatts of new power each year to close the…
OpenAI has asked the U.S. government to massively expand its energy capacity to stay ahead in artificial intelligence. In a filing to the White House, it called for 100 gigawatts of new power each year to close the…
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RT @cdixon: We’re excited to share our 2025 State of Crypto report.
This year’s story: the maturation of the crypto industry — with growing institutional adoption, the rise of stablecoins, better infrastructure, new consumer experiences, and long-awaited regulatory clarity.
Read the full report → https://t.co/P3gzQphOEx
Here are the biggest trends of 2025…
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RT @cdixon: We’re excited to share our 2025 State of Crypto report.
This year’s story: the maturation of the crypto industry — with growing institutional adoption, the rise of stablecoins, better infrastructure, new consumer experiences, and long-awaited regulatory clarity.
Read the full report → https://t.co/P3gzQphOEx
Here are the biggest trends of 2025…
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