Offshore
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Daniel
7 Google Talks/YouTube Videos that'll make you a Better Investor:
(Bookmark for later) https://t.co/iqVoFQMcSA
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7 Google Talks/YouTube Videos that'll make you a Better Investor:
(Bookmark for later) https://t.co/iqVoFQMcSA
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Offshore
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Brandon Beylo
Silver perking up this morning 👀
#silver
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Silver perking up this morning 👀
#silver
Just a heads up for all you precious metals fans.
Silver crushes gold during the early stages of a Fed Pivot.
Maybe this time will be different.
But if it's not, silver looks ready to rip. And the equities will snap higher, too.
Data via SCP Research.
#silver tweet
Offshore
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Antonio Linares
There's something in $PLTR Q1 2024 earnings which I did not like at all.
Adj. gross margin came in at 83% in Q1 2024, which is actually down 1% QoQ from Q4 2023.
In Q4 2023, they included a graph clearly showing adj. gross margin trending up. It's a beautiful graph.
In the Q1 2024 presentation, the graph is not present. In the call, they simply say adj. gross margin was "83% for the quarter."
They give no QoQ or YoY references. The reporting feels muted.
On the contrary, adj. operating margin is trending up in Q1 2024 and management does include a graph for this metric:
This sugar-coated form of reporting is not optimal for a company like $PLTR.
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There's something in $PLTR Q1 2024 earnings which I did not like at all.
Adj. gross margin came in at 83% in Q1 2024, which is actually down 1% QoQ from Q4 2023.
In Q4 2023, they included a graph clearly showing adj. gross margin trending up. It's a beautiful graph.
In the Q1 2024 presentation, the graph is not present. In the call, they simply say adj. gross margin was "83% for the quarter."
They give no QoQ or YoY references. The reporting feels muted.
On the contrary, adj. operating margin is trending up in Q1 2024 and management does include a graph for this metric:
This sugar-coated form of reporting is not optimal for a company like $PLTR.
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The Long Investor
RT @Sino_Market: #IMPORTANT
China is reportedly considering abolishing the dividend tax for mainland investors who invest in Hong Kong stocks to avoid double taxation and improve liquidity in the HK market.
Source: Bloomberg
#China $HSI #Tencent $BABA $KWEB $FXI $HXC
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RT @Sino_Market: #IMPORTANT
China is reportedly considering abolishing the dividend tax for mainland investors who invest in Hong Kong stocks to avoid double taxation and improve liquidity in the HK market.
Source: Bloomberg
#China $HSI #Tencent $BABA $KWEB $FXI $HXC
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Offshore
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Antonio Linares
Retail investors are meant to be the "most important" investors for $PLTR, but this says otherwise.
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Retail investors are meant to be the "most important" investors for $PLTR, but this says otherwise.
There's something in $PLTR Q1 2024 earnings which I did not like at all.
Adj. gross margin came in at 83% in Q1 2024, which is actually down 1% QoQ from Q4 2023.
In Q4 2023, they included a graph clearly showing adj. gross margin trending up. It's a beautiful graph.
In the Q1 2024 presentation, the graph is not present. In the call, they simply say adj. gross margin was "83% for the quarter."
They give no QoQ or YoY references. The reporting feels muted.
On the contrary, adj. operating margin is trending up in Q1 2024 and management does include a graph for this metric:
This sugar-coated form of reporting is not optimal for a company like $PLTR. tweet
Offshore
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Daniel
The Joys of Compounding is a must-read for every investor out there.
But it's generally for everyone who wants to benefit from compounding in every aspect of life.
Here are my 7 favorite Learnings👇 https://t.co/65CoPkIzk4
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The Joys of Compounding is a must-read for every investor out there.
But it's generally for everyone who wants to benefit from compounding in every aspect of life.
Here are my 7 favorite Learnings👇 https://t.co/65CoPkIzk4
tweet
Offshore
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The Long Investor
HSI
‘Economics and Analysts have been scratching their heads’….because they all got it wrong and now they will have to get back in
‘China's trade performance in April 2024 has left economists scratching their heads and analysts scrambling for their calculators.
The latest figures reveal a surge in both exports and imports, with the former rising by 1.5% and the latter skyrocketing by 8.4%’
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HSI
‘Economics and Analysts have been scratching their heads’….because they all got it wrong and now they will have to get back in
‘China's trade performance in April 2024 has left economists scratching their heads and analysts scrambling for their calculators.
The latest figures reveal a surge in both exports and imports, with the former rising by 1.5% and the latter skyrocketing by 8.4%’
tweet
The Long Investor
US 10 YR pulled back from the end of April and the market got a needed bounce.
US 10 YR is bouncing now again after holding above the 0.5 Fib, making this a higher low.
PPI is out on Tuesday
CPI is out on Wednesday
Market appears to be preparing for these catalysts
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US 10 YR pulled back from the end of April and the market got a needed bounce.
US 10 YR is bouncing now again after holding above the 0.5 Fib, making this a higher low.
PPI is out on Tuesday
CPI is out on Wednesday
Market appears to be preparing for these catalysts
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Offshore
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Brandon Beylo
What professional athlete had the best retirement timing?
Something like Peyton Manning retiring after winning the Super Bowl. https://t.co/qW6uqsEzvP
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What professional athlete had the best retirement timing?
Something like Peyton Manning retiring after winning the Super Bowl. https://t.co/qW6uqsEzvP
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