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Ruth Capital
here we go round 2 🤣 https://t.co/csKoqo0Jwy
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here we go round 2 🤣 https://t.co/csKoqo0Jwy
that guy who said $SPOT is the next $AMZN of audio or whatever is up like 300% on the stock - Ruth Capitaltweet
Offshore
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Ruth Capital
Everyone loves $HIMS now that it's like 2-3X higher than it was few months ago lol go figure financial X
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Everyone loves $HIMS now that it's like 2-3X higher than it was few months ago lol go figure financial X
$HIMS - digging the curves here on financial growth.
The only worrying metric is expenses growth, but I believe it can be offset by other numbers.
As far as TA goes, it is back to a multi-week S/R flip and demand zone.
LONG (but shares, options too risky on this one). https://t.co/G3udkiZsDQ - Ruth Capitaltweet
Offshore
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Ruth Capital
RT @fundstrat: buy the dip
#BTFD
@fs_insight
$IWM $QQQ
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RT @fundstrat: buy the dip
#BTFD
@fs_insight
$IWM $QQQ
5 reasons we are buying this "inflation-fear" 2-day dip. Wed could be the turning date higher.👀📈
To us, the selling over the last 2 days is setting up to be another “buy the dip” moment. In fact, this turnaround is likely to start today (4/2).
Get the FIRST WORD from Tom Lee only at FS Insight! 🙌🏻🔥
https://t.co/yc2pfdgipu - FS Insighttweet
Ruth Capital
just got lab results and got tested positive with buying the dip
$IWM $XBI @fundstrat
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just got lab results and got tested positive with buying the dip
$IWM $XBI @fundstrat
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Offshore
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Hidden Value Gems
A good overview of the recent turnaround at $GE by @TheEconomist . The stock has tripled in 5 years. Surprised Buffett has not taken a stake.
🧵👇🏽
1⃣ "Mr Culp, the first outsider to run GE, inherited a mess. GE ended 2018 with a $23bn write-down of its power business (largely due to the Alstom deal), a $15bn capital shortfall in a rump reinsurance business, a net annual loss of $22bn and more than $130bn in debt."
"In November 2018, the whole group was worth $65bn, the least since the early 1990s. It had been just ignominiously kicked out of the Dow Jones Industrial Average."
1/4
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A good overview of the recent turnaround at $GE by @TheEconomist . The stock has tripled in 5 years. Surprised Buffett has not taken a stake.
🧵👇🏽
1⃣ "Mr Culp, the first outsider to run GE, inherited a mess. GE ended 2018 with a $23bn write-down of its power business (largely due to the Alstom deal), a $15bn capital shortfall in a rump reinsurance business, a net annual loss of $22bn and more than $130bn in debt."
"In November 2018, the whole group was worth $65bn, the least since the early 1990s. It had been just ignominiously kicked out of the Dow Jones Industrial Average."
1/4
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Hidden Value Gems
Potential big change at $GOOG
"Google considers charging for AI-powered search in big change to business model. Proposals would mark first time any of the software group’s core product falls behind a paywall"
via @FT https://t.co/qKG3DPvzfY
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Potential big change at $GOOG
"Google considers charging for AI-powered search in big change to business model. Proposals would mark first time any of the software group’s core product falls behind a paywall"
via @FT https://t.co/qKG3DPvzfY
A bullish case for $GOOG in @WSJ
➡️ “Investors are understandably angsty about generative AI. Building such capabilities requires a huge upfront investment in computing infrastructure; analysts project Google’s capital expenditures will jump 33% this year to a record just under $43 billion.”
1/5 - Hidden Value Gemstweet