⁠Antonio Linares
Trimming is for the weak.
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⁠Antonio Linares
Sale en 24 minutos!

Hoy sale mi podcast con @LocosWallStreet sobre $PLTR.

Los que queríais mi tesis en Español, hoy la vais a tener.

🇪🇸📈 - Antonio Linares
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⁠Clark Square Capital
$MNST at $53.19 now, so better r/r here.

Here's an odd lot trade that might make you a few bucks.

Monster Beverage $MNST is conducting a modified Dutch auction tender to repurchase $3B in stock.

The tender will be at a minimum of $53, and the stock currently trades at $53.52. The max price will be $60.
Risk: lose 52c
Max upside: $6.48.

Since it's an odd-lot priority, you must do this with 99 shares. So, max loss = ~$50 and max gain = ~$640.

Likely, it lands somewhere in the middle. - Clark Square Capital
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⁠ Q-Cap 
Ackman: arguably, one of the best mkt allocators in the last decade

Also Ackman: backed this guy for the presidency

The importance to stick to your circle of competence 😂😂😂 https://t.co/Roo6ghXhVp
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⁠Antonio Linares
RT @LocosWallStreet: 🚀 ¡Estreno Exclusivo! 🚀
Druckenmiller invierte en Palantir

🔍 Opinión de expertos @alc2022 
💡 ¿Por qué el mejor inversor apuesta por esta tech?
📈 Impacto en el mercado

(VÍDEO COMPLETO... ⬇️)
#Druckenmiller #Palantir #Inversiones
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⁠Giuliano
Building one's judgment and then trusting it.

John Morgan's interview in 2013.
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⁠Clark Square Capital
Anybody see any news today?

I'm guessing either fat finger trade? Or leaked M&A news?

Hmmm. $ZENV Zenvia up 30% on no news? Anybody see anything? - Clark Square Capital
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⁠The Institutional Limited Partner
RT @stockspinoffss: My best friend (Nick) from college has a start up in the financial data space.

Nick started his career (employee #99) at Markit which was eventually sold to S&P for $44BN (.EV/revenue multiple of 9.5x)

Here’s what Nick is building:
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⁠ Q-Cap 
Long copper https://t.co/XwGL3aKz7O
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⁠ Q-Cap 
This is very bullish for $NVDA https://t.co/fhxAG2awcE
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks 2018-2023 FCF CAGR | >10% FCF Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵

📈 S&P Global $SPGI
•FCF CAGR: 15.1%
•2025E: $4.89B (13.4% YoY)
•2026E: $5.51B (12.5% YoY)
•ROIC: 9.0%

🤖 Fortinet $FTNT
•FCF CAGR: 24.1%
•2025E: $2.02B (15.5% YoY)
•2026E: $2.34B (15.8% YoY)
•ROIC: 135.9%

📦 Amazon $AMZN
•FCF CAGR: 13.6%
•2025E: $78.79B (27.1% YoY)
•2026E: $102.26B (29.8% YoY)
•ROIC: 12.6%

💼 AON plc $AON
•FCF CAGR: 17.0%
•2025E: $3.59B (24.5% YoY)
•2026E: $4.17B (16.1% YoY)
•ROIC: 23.8%

📸 Meta Platforms $META
•FCF CAGR: 22.8%
•2025E: $52.17B (14.1% YoY)
•2026E: $58.94B (13.0% YoY)
•ROIC: 30.1%

🖨️ KLA Corp $KLAC
•FCF CAGR: 23.4%
•2025E: $3.65B (23.2% YoY)
•2026E: $4.23B (16.1% YoY)
•ROIC: 33.5%

🚾 Agilent Technilogies $A
•FCF CAGR: 10.1%
•2025E: $1.58B (15.9% YoY)
•2026E: $1.77B (11.3% YoY)
•ROIC: 15.4%

💳 Mastercard $MA
•FCF CAGR: 14.5%
•2025E: $15.46B (25.9% YoY)
•2026E: $17.01 (10.0% YoY)
•ROIC: 64.1%

🖱️ Alphabet $GOOG $GOOGL
•FCF CAGR: 24.9%
•2025E: $92.11B (14.6% YoY)
•2026E: $106.95B (16.1% YoY)
•ROIC: 30.2%

💨 Watsco $WSO
•FCF CAGR: 27.9%
•2025E: $0.68B (10.4% YoY)
•2026E: $0.77B (12.4% YoY)
•ROIC: 21.3%

#stocks #investing
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⁠Clark Square Capital
Enjoyed this interview with Roger Fan, of RF Capital

My latest interview with @StockJabber on Sunday's Idea Brunch:

https://t.co/5En81O5xDq - Roger Fan
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⁠ Q-Cap 
wtf is going on https://t.co/ChqeNzACFD
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