Clark Square Capital
RT @deusexdividend: My local golf course (member's only) just ditched their course management software in favor of an in-house solution. Apparently it was entirely vibe coded by a 17 year-old caddie in exchange for 5 green fees, a 30 rack of beer and a Zyn pack. $CSU is in deep trouble guys
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RT @deusexdividend: My local golf course (member's only) just ditched their course management software in favor of an in-house solution. Apparently it was entirely vibe coded by a 17 year-old caddie in exchange for 5 green fees, a 30 rack of beer and a Zyn pack. $CSU is in deep trouble guys
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Offshore
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App Economy Insights
$AMD CEO Dr. Lisa Su just doubled the estimate for the Data Center market to over $1T in 2030. https://t.co/ZrWXp4Yb1i
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$AMD CEO Dr. Lisa Su just doubled the estimate for the Data Center market to over $1T in 2030. https://t.co/ZrWXp4Yb1i
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Offshore
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Quiver Quantitative
We posted this video last week.
A couple days after we posted, the Trump administration announced a deal with Novo Nordisk.
$NVO is up 7% today, after announcing that it will not raise its acquisition offer for Metsera. https://t.co/BoSzZbvOOo
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We posted this video last week.
A couple days after we posted, the Trump administration announced a deal with Novo Nordisk.
$NVO is up 7% today, after announcing that it will not raise its acquisition offer for Metsera. https://t.co/BoSzZbvOOo
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Offshore
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Fiscal.ai
Constellation Software is now trading at its lowest EBIT multiple in more than 5 years.
EV/EBIT: 29.4x
Is this too cheap for the VMS serial acquirer?
$CSU https://t.co/umFqz3FQZX
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Constellation Software is now trading at its lowest EBIT multiple in more than 5 years.
EV/EBIT: 29.4x
Is this too cheap for the VMS serial acquirer?
$CSU https://t.co/umFqz3FQZX
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Offshore
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Quiver Quantitative
BREAKING: Jack Schlossberg, JFK’s only grandson, is running for Congress in New York’s 12th district.
He has said that his campaign will not take any corporate PAC money. https://t.co/y3V4FFuor1
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BREAKING: Jack Schlossberg, JFK’s only grandson, is running for Congress in New York’s 12th district.
He has said that his campaign will not take any corporate PAC money. https://t.co/y3V4FFuor1
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Offshore
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Finding Compounders
Jack Ringwald of National Indemnity lays down his Investment Process
He recounts how he missed out on investing with a young Warren Buffett.
Buffett wanted him to invest $50 000 while Jack was only willing to invest $10 000 https://t.co/7Br0T30DW6
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Jack Ringwald of National Indemnity lays down his Investment Process
He recounts how he missed out on investing with a young Warren Buffett.
Buffett wanted him to invest $50 000 while Jack was only willing to invest $10 000 https://t.co/7Br0T30DW6
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Offshore
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Finding Compounders
Buffett on why he thinks it’s not helpful to have a macro economic view https://t.co/2JkecKDB7n
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Buffett on why he thinks it’s not helpful to have a macro economic view https://t.co/2JkecKDB7n
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