Offshore
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AkhenOsiris
Zweig vs Trump, what a battle
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AkhenOsiris
Most of fintwit is still offsides 😱
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AkhenOsiris
My retarded self is worried Retarrdo gets back on the airwaves soon (been ominously quiet)...fear like this makes me trim and raise cash

Most of fintwit is still offsides 😱 - AkhenOsiris
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AkhenOsiris
$AMZN $DASH

Does Amazon stick around in a post-Doordash world for Deliveroo or sell their stake? Do they maybe get friendlier with Doordash beyond this deal?
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AkhenOsiris
Sports Advertising

Sportico:

As much as nobody seems to have any idea how any of this [gestures vaguely at everything] will impact marketing budgets and consumer spending, the specter of a recession has some national TV buyers anticipating a significant downturn in 2025-26 upfront spending. That said, sports inventory should weather the storm, at least in the near term.

While some buyers have suggested that the dollar volume for this year’s TV futures market could be down as much as 10% versus last year’s estimated haul of $18.4 billion, it’s worth noting that advertisers have yet to register their budgets for the spring/summer selloff. But any money that gets pulled out of linear TV wasn’t likely to have landed on sports in the first place; as buyers over the last few weeks have been quick to point out, sky-high demand, relative scarcity and reach have conspired to keep live sports at the very top of marketers’ must-have list.
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Offshore
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Finding Compounders
Secrets of a Bargain Hunting Billionaire : Warren Buffett https://t.co/Y8PcS9neWq
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soken
RT @txtwerse: this is how listening to PANIC by Beomgyu feels like

cr coffee_time_corgi https://t.co/vQnE8vokiG
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Offshore
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soken
RT @angelsattract: Konudan bağımsız rüyalarımda hep aynı bu şekilde havada yürüyorum. İlk defa dün bu konu üzerinde düşündüm. Hatta buraya yazacaktım vazgeçmiştim. Şimdi bu videoyu görünce şok oldum. Bunun anlamı ne bilen var mı? Ya da siz de havada yürüyor musunuz rüyanızda? https://t.co/VrB8cKrwtK
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Offshore
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Finding Compounders
What it takes to excel as a fund manager https://t.co/7G0An213Db
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Offshore
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Finding Compounders
RT @gainify_io: Even on 2026E EBITDA, $NKE trades at 2x peer multiples.

Stock's down 40% over 9M, but the bar’s still high. https://t.co/n9VzMG1jXL
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