Offshore
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App Economy Insights
What are you watching this week?
• Monday: $GTLB, $OKTA.
• Tuesday: $BBY, $CRWD, $FLUT, $ONON, $TGT, $SE.
• Wednesday: $MDB, $MRVL, $VEEV, $ZS.
• Thursday: $AVGO, $COST, $HCP, $HPE, $IOT, $JD.
All visualized in our PRO coverage next Saturday. https://t.co/3llhKaaeru
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What are you watching this week?
• Monday: $GTLB, $OKTA.
• Tuesday: $BBY, $CRWD, $FLUT, $ONON, $TGT, $SE.
• Wednesday: $MDB, $MRVL, $VEEV, $ZS.
• Thursday: $AVGO, $COST, $HCP, $HPE, $IOT, $JD.
All visualized in our PRO coverage next Saturday. https://t.co/3llhKaaeru
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Offshore
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The Investing for Beginners Podcast
Operating Profit Margin
Look for > 20% https://t.co/TiZOnIpUT7
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Operating Profit Margin
Look for > 20% https://t.co/TiZOnIpUT7
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Offshore
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Stock Analysis Compilation
Artisan Value Income Strategy on Wells Fargo $WFC US
Thesis: Wells Fargo is poised for long-term growth and improved profitability as it works to lift a $1.95 trillion asset cap imposed by the Federal Reserve while enhancing accountability and operational efficiency under CEO Charlie Scharf.
(Extract from their Q4 letter)
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Artisan Value Income Strategy on Wells Fargo $WFC US
Thesis: Wells Fargo is poised for long-term growth and improved profitability as it works to lift a $1.95 trillion asset cap imposed by the Federal Reserve while enhancing accountability and operational efficiency under CEO Charlie Scharf.
(Extract from their Q4 letter)
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Offshore
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Investing visuals
Life goals: being able to buy a share of my favorite company with my X payout🧐
Quicks maths: $17.59 for 1,3 Mln impressions is $0.0000135 per impression.
Oh well…🤷♂️ https://t.co/FfETuizRCR
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Life goals: being able to buy a share of my favorite company with my X payout🧐
Quicks maths: $17.59 for 1,3 Mln impressions is $0.0000135 per impression.
Oh well…🤷♂️ https://t.co/FfETuizRCR
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Offshore
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Alvin
RT @sondesix: 2 Weeks with the Galaxy S25 Ultra:
The Art of Perfecting an Old Formula.
Two weeks. That’s all it took for the Galaxy S25 Ultra to either impress me… or leave me wanting for more.
On paper, this phone might be very familiar to some. But just like with all Samsung phones, it’s the detail that matters the most.
I have been using this phone as my true daily driver, and I have uncovered some very interesting stuff. Some changes are significant, some are subtle, and some might just affect your purchase decision.
Now, grab your popcorn as we dive deep into all of the features, improvements, and shortcomings of Samsung’s latest flagship phone of 2025. 🍿
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RT @sondesix: 2 Weeks with the Galaxy S25 Ultra:
The Art of Perfecting an Old Formula.
Two weeks. That’s all it took for the Galaxy S25 Ultra to either impress me… or leave me wanting for more.
On paper, this phone might be very familiar to some. But just like with all Samsung phones, it’s the detail that matters the most.
I have been using this phone as my true daily driver, and I have uncovered some very interesting stuff. Some changes are significant, some are subtle, and some might just affect your purchase decision.
Now, grab your popcorn as we dive deep into all of the features, improvements, and shortcomings of Samsung’s latest flagship phone of 2025. 🍿
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Offshore
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Alvin
The painful process of transferring data from a phone you're about to sell to another phone.... 🙂 https://t.co/m260iZMcGI
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The painful process of transferring data from a phone you're about to sell to another phone.... 🙂 https://t.co/m260iZMcGI
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Offshore
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Stock Analysis Compilation
Diamons Hill Small Cap Fund on Mesa Laboratories $MLAB US
Thesis: Mesa Laboratories is a diversified life sciences company strategically positioned for growth through organic development and acquisitions under CEO Gary Owns, enhancing its value in high-growth market segments.
(Extract from their Q4 letter)
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Diamons Hill Small Cap Fund on Mesa Laboratories $MLAB US
Thesis: Mesa Laboratories is a diversified life sciences company strategically positioned for growth through organic development and acquisitions under CEO Gary Owns, enhancing its value in high-growth market segments.
(Extract from their Q4 letter)
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