Alex Bilzerian
RT @matterasmachine: @AD14367367 @alexbilz You can view speed as probability of motion from 0 to 1 where 1=C
In that case motion in opposite direction you can view as negative probability.
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RT @matterasmachine: @AD14367367 @alexbilz You can view speed as probability of motion from 0 to 1 where 1=C
In that case motion in opposite direction you can view as negative probability.
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Offshore
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Alex Bilzerian
I just hate to look at this in a math mindset.
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I just hate to look at this in a math mindset.
@martinmbauer https://t.co/HFYBZPJ4SQ tweet
Offshore
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Stock Analysis Compilation
Artemis on National Grid’s $NG/ LN
Thesis: National Grid's strategic investments in the energy transition make it a solid long-term play, with regulatory support driving its expansion in electricity infrastructure
(Extract from their Q2 letter) https://t.co/nTlw2A6wdv
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Artemis on National Grid’s $NG/ LN
Thesis: National Grid's strategic investments in the energy transition make it a solid long-term play, with regulatory support driving its expansion in electricity infrastructure
(Extract from their Q2 letter) https://t.co/nTlw2A6wdv
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Offshore
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Librarian Capital
AT&T $T selling 70% interest in DirecTV $DTV to TPG
$7.6bn, in separate payments in 2024, 2025, 2029
DirecTV operated as a AT&T/TPG JV since 2021
DirecTV reportedly in merger talks with $SATS's Dish https://t.co/LNNUFILehe
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AT&T $T selling 70% interest in DirecTV $DTV to TPG
$7.6bn, in separate payments in 2024, 2025, 2029
DirecTV operated as a AT&T/TPG JV since 2021
DirecTV reportedly in merger talks with $SATS's Dish https://t.co/LNNUFILehe
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Capital Employed
We always enjoying reading write-ups from @david_katunaric
Credit Bureau Asia $TCU.SI is David's latest.
A provider of credit and risk information solutions in Southeast Asia.
Full write-up... 🔻
https://t.co/ZzxQNvTVh3
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We always enjoying reading write-ups from @david_katunaric
Credit Bureau Asia $TCU.SI is David's latest.
A provider of credit and risk information solutions in Southeast Asia.
Full write-up... 🔻
https://t.co/ZzxQNvTVh3
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Offshore
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Librarian Capital
We removed Rightmove $RMV from our model portfolio* as we didn't think $REA bid would succeed (5-Sep)**
"Few synergies"
"Several large long-term shareholders"
* Later & lower price than real life as letter is monthly
** We didn't think REA will even bid, let alone 4 times https://t.co/XmXAiLk6Pn
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We removed Rightmove $RMV from our model portfolio* as we didn't think $REA bid would succeed (5-Sep)**
"Few synergies"
"Several large long-term shareholders"
* Later & lower price than real life as letter is monthly
** We didn't think REA will even bid, let alone 4 times https://t.co/XmXAiLk6Pn
"Monthly Ranked Top Buys - Aug/Sep 2024"
Model portfolio now gained +40.0% since start of 2023
We replace one holding and resize others
Includes recap of Q2 results & key news for all holdings
https://t.co/EFzcw1UjK6 https://t.co/9LCKEorcBm tweet
Offshore
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Alex Bilzerian
Renormalization From Lorentz to Landau (and Beyond)
See pg. 63 for context:
https://t.co/EKDxk6h4x6 https://t.co/1C7veDGFF2
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Renormalization From Lorentz to Landau (and Beyond)
See pg. 63 for context:
https://t.co/EKDxk6h4x6 https://t.co/1C7veDGFF2
I just hate to look at this in a math mindset. tweet
Dimitry Nakhla | Babylon Capital®
7 Quality Stocks Double-Digit CAGR* Potential Assuming <10-year mean p/e | ltm roic 💵
1️⃣ alphabet $goog $googl
•10-year mean: 23x
•cagr assuming 21x: 11.79%
•ltm roic: 30%
2️⃣ visa $v
•10-year mean: 28x
•cagr assuming 27x: 11.66%
•ltm roic: 35%
3️⃣ amazon $amzn
•10-year mean p/ocf: 24x
•cagr assuming 16x: 16.85%
•ltm roic: 14%
4️⃣ monster beverage $mnst
•10-year mean: 33x
•cagr assuming 30x: 10.51%
•ltm roic: 31%
5️⃣ asml holding $asml
•10-year mean: 31x
•cagr assuming 28x: 12.09%
•ltm roic: 40%
6️⃣ paypal $pypl
•all-time mean: 29x
•cagr assuming 20x: 15.62%
•ltm roic: 16%
7️⃣ alibaba $baba
•10-year mean: 22x
•cagr assuming 14x: 18.17%
•ltm roic: 10%
#stocks #investing
*cagr potential using estimates for fiscal year (fy) ending 2026
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7 Quality Stocks Double-Digit CAGR* Potential Assuming <10-year mean p/e | ltm roic 💵
1️⃣ alphabet $goog $googl
•10-year mean: 23x
•cagr assuming 21x: 11.79%
•ltm roic: 30%
2️⃣ visa $v
•10-year mean: 28x
•cagr assuming 27x: 11.66%
•ltm roic: 35%
3️⃣ amazon $amzn
•10-year mean p/ocf: 24x
•cagr assuming 16x: 16.85%
•ltm roic: 14%
4️⃣ monster beverage $mnst
•10-year mean: 33x
•cagr assuming 30x: 10.51%
•ltm roic: 31%
5️⃣ asml holding $asml
•10-year mean: 31x
•cagr assuming 28x: 12.09%
•ltm roic: 40%
6️⃣ paypal $pypl
•all-time mean: 29x
•cagr assuming 20x: 15.62%
•ltm roic: 16%
7️⃣ alibaba $baba
•10-year mean: 22x
•cagr assuming 14x: 18.17%
•ltm roic: 10%
#stocks #investing
*cagr potential using estimates for fiscal year (fy) ending 2026
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Alex Bilzerian
Like Khrennikov, it must be done alone without the dead weight of an advisor.
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Like Khrennikov, it must be done alone without the dead weight of an advisor.
So much more work to do on negative probabilities in quantum mechanics. tweet
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