Offshore
Photo
Hidden Value Gems
My latest post 👉🏼Achieving 50% Returns with One Million Dollars
✅Narrow down your focus, become an expert in a very niche sector
✅Search across companies with small market capitalisation with more inefficiencies and arbitrage opportunities
✅Screen hundreds of stocks, before doing deeper research, having the patience to reject most ideas and keep waiting for the ”perfect pitch”.
✅Buy significantly discounted companies and sell them when they reach their full value (in other words, the holding period is relatively short, not measured in years or decades).
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My latest post 👉🏼Achieving 50% Returns with One Million Dollars
✅Narrow down your focus, become an expert in a very niche sector
✅Search across companies with small market capitalisation with more inefficiencies and arbitrage opportunities
✅Screen hundreds of stocks, before doing deeper research, having the patience to reject most ideas and keep waiting for the ”perfect pitch”.
✅Buy significantly discounted companies and sell them when they reach their full value (in other words, the holding period is relatively short, not measured in years or decades).
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Offshore
Video
Iqra Saifi
Veo 3 fast in Gemini ❤️
Sound @MireloAI
A hyper-realistic, epic-scale shot of a decadent, chaotic masquerade ball in a vast, gothic cathedral ballroom. The entire scene is bathed in a dramatic, hellish, crimson light.",
"mood": "Decadent, dangerous, chaotic, elegant, vampiric.",
"style": "Cinematic dark fantasy, photorealistic CGI with a painterly quality, 8K resolution, inspired by 'Bram Stoker's Dracula' and 'Castlevania'."
},
"camera": "Low-Angle Orbital Shot on Steadicam",
"lens": "50mm Anamorphic Prime",
"aperture": "f/2.8",
"position": "Starts low, looking up at the central female figure. The camera is close enough to capture the details of her gown.",
},
"movement": "A slow, smooth, 180-degree counter-clockwise orbital pan around the queen over the 8 seconds, gradually revealing the immense scale of the ballroom and the hundreds of dancers."
},
"environment": {
"location": "A vast, gothic cathedral-like ballroom with impossibly high, vaulted ceilings lost in shadow.",
"architecture": "Ornate, black stone pillars with intricate carvings line the hall. The walls are adorned with faded, dark tapestries.",
"floor": "A highly polished, black obsidian floor that reflects the crimson light and the dancers, making it appear like a vast pool of blood.",
"atmosphere": "The air is thick with a visible haze, likely a mix of dust, incense, and un-extinguished candle smoke. This haze catches the light from the chandeliers, creating strong volumetric rays."
},
"lighting": {
"primary_source": {
"type": "Massive, ornate golden chandeliers.",
"position": "Hanging high above the dance floor.",
"color_temperature": "1500K (Deep, fiery orange and red light)",
"intensity": "High, casting dramatic, flickering top-down light and deep, dancing shadows.",
"details": "The chandeliers are laden with thousands of real candles, and hot wax can be seen dripping down in slow motion."
},
"fill_light": {
"type": "Reflected light from the floor and red decor.",
"color": "Deep crimson.",
"intensity": "Fills the scene with an oppressive, monochromatic red glow."
}
},
"subjects": {
"main_character": {
"description": "The Queen of the Ball. A statuesque woman with pale skin and dark hair, radiating an aura of dangerous authority. Her expression is one of serene command.",
"attire": "A magnificent, floor-length ball gown made of black silk and velvet, so dark it seems to absorb the light. It has intricate, subtle embroidery that only catches the light as she moves.",
"action": "She is the calm center of the storm. While everyone else dances wildly, she performs a slow, deliberate, and graceful pirouette, her arms elegantly extended."
},
"secondary_characters": {
"description": "Hundreds of masked dancers, a mix of men and women in dark, gothic formal wear.",
"action": "They are a maelstrom of motion around the queen. Their dancing is frenzied, passionate, and almost violent, with sharp, exaggerated movements. They are a motion-blurred chorus of chaos."
}
},
"animation": {
"queen": "Her pirouette is perfectly smooth. Her gown, rendered with advanced cloth physics, swirls and flows around her in a wide, dramatic circle, the fabric catching crimson highlights.",
"dancers": "Their movements are heavily motion-blurred to create a sense of speed and chaos, contrasting with the queen's sharp focus.",
"environment": "The flames on the chandelier candles flicker wildly. Wax drips in thick, slow-motion globs. The hazy atmosphere slowly swirls in response to the dancers' movements."
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Veo 3 fast in Gemini ❤️
Sound @MireloAI
A hyper-realistic, epic-scale shot of a decadent, chaotic masquerade ball in a vast, gothic cathedral ballroom. The entire scene is bathed in a dramatic, hellish, crimson light.",
"mood": "Decadent, dangerous, chaotic, elegant, vampiric.",
"style": "Cinematic dark fantasy, photorealistic CGI with a painterly quality, 8K resolution, inspired by 'Bram Stoker's Dracula' and 'Castlevania'."
},
"camera": "Low-Angle Orbital Shot on Steadicam",
"lens": "50mm Anamorphic Prime",
"aperture": "f/2.8",
"position": "Starts low, looking up at the central female figure. The camera is close enough to capture the details of her gown.",
},
"movement": "A slow, smooth, 180-degree counter-clockwise orbital pan around the queen over the 8 seconds, gradually revealing the immense scale of the ballroom and the hundreds of dancers."
},
"environment": {
"location": "A vast, gothic cathedral-like ballroom with impossibly high, vaulted ceilings lost in shadow.",
"architecture": "Ornate, black stone pillars with intricate carvings line the hall. The walls are adorned with faded, dark tapestries.",
"floor": "A highly polished, black obsidian floor that reflects the crimson light and the dancers, making it appear like a vast pool of blood.",
"atmosphere": "The air is thick with a visible haze, likely a mix of dust, incense, and un-extinguished candle smoke. This haze catches the light from the chandeliers, creating strong volumetric rays."
},
"lighting": {
"primary_source": {
"type": "Massive, ornate golden chandeliers.",
"position": "Hanging high above the dance floor.",
"color_temperature": "1500K (Deep, fiery orange and red light)",
"intensity": "High, casting dramatic, flickering top-down light and deep, dancing shadows.",
"details": "The chandeliers are laden with thousands of real candles, and hot wax can be seen dripping down in slow motion."
},
"fill_light": {
"type": "Reflected light from the floor and red decor.",
"color": "Deep crimson.",
"intensity": "Fills the scene with an oppressive, monochromatic red glow."
}
},
"subjects": {
"main_character": {
"description": "The Queen of the Ball. A statuesque woman with pale skin and dark hair, radiating an aura of dangerous authority. Her expression is one of serene command.",
"attire": "A magnificent, floor-length ball gown made of black silk and velvet, so dark it seems to absorb the light. It has intricate, subtle embroidery that only catches the light as she moves.",
"action": "She is the calm center of the storm. While everyone else dances wildly, she performs a slow, deliberate, and graceful pirouette, her arms elegantly extended."
},
"secondary_characters": {
"description": "Hundreds of masked dancers, a mix of men and women in dark, gothic formal wear.",
"action": "They are a maelstrom of motion around the queen. Their dancing is frenzied, passionate, and almost violent, with sharp, exaggerated movements. They are a motion-blurred chorus of chaos."
}
},
"animation": {
"queen": "Her pirouette is perfectly smooth. Her gown, rendered with advanced cloth physics, swirls and flows around her in a wide, dramatic circle, the fabric catching crimson highlights.",
"dancers": "Their movements are heavily motion-blurred to create a sense of speed and chaos, contrasting with the queen's sharp focus.",
"environment": "The flames on the chandelier candles flicker wildly. Wax drips in thick, slow-motion globs. The hazy atmosphere slowly swirls in response to the dancers' movements."
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Offshore
Photo
Dalius - Special Sits
Interesting pitch on $SWX by Silver Beech Capital
SWX’s hidden utility value unlocks as Centuri is deconsolidated, debt is cut, and growth/regulatory tailwinds kick in, setting up 40%+ upside from here.
Full letter below. https://t.co/7I9rrPzSQJ
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Interesting pitch on $SWX by Silver Beech Capital
SWX’s hidden utility value unlocks as Centuri is deconsolidated, debt is cut, and growth/regulatory tailwinds kick in, setting up 40%+ upside from here.
Full letter below. https://t.co/7I9rrPzSQJ
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Offshore
Photo
Gainify
We’re in the final weeks of Q2 earnings season
🚩 Tue after close: $ORCL & $GME (plus $SNPS $AVAV $RBRK)
🚩 Thu: before open $KR, after close: $ADBE
Light calendar, but big names.
Which one are you watching most closely? https://t.co/M1PbWLFvqf
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We’re in the final weeks of Q2 earnings season
🚩 Tue after close: $ORCL & $GME (plus $SNPS $AVAV $RBRK)
🚩 Thu: before open $KR, after close: $ADBE
Light calendar, but big names.
Which one are you watching most closely? https://t.co/M1PbWLFvqf
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Offshore
Photo
Umesh
Cool prompt: Surreal portrait photograph depicting a [SCENE] split by a partially unzipped 'Y' shaped zipper. On the outside of the zipper, a cold, wintry landscape, snow-covered and a desaturated, frosty atmosphere of the [SCENE]. In contrast, the interior revealed by the unzipping above showcases a vibrant [SCENE] in sunlight
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Cool prompt: Surreal portrait photograph depicting a [SCENE] split by a partially unzipped 'Y' shaped zipper. On the outside of the zipper, a cold, wintry landscape, snow-covered and a desaturated, frosty atmosphere of the [SCENE]. In contrast, the interior revealed by the unzipping above showcases a vibrant [SCENE] in sunlight
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Yellowbrick Investing
$HOFI.ST
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$HOFI.ST
Hoist Finance $HOFI.ST is a regulated credit-market play with pan-EU reach, targeting distressed debt. Main business is hoovering up NPLs, mostly unsecured, from banks eager to de-risk their books. Its loan portfolio stands at SEK 31bn, w/expected recoveries over 15yrs of~49bn
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X (formerly Twitter)
cuisineålille (@LaTranquillum) on X
Hoist Finance $HOFI.ST is a regulated credit-market play with pan-EU reach, targeting distressed debt. Main business is hoovering up NPLs, mostly unsecured, from banks eager to de-risk their books. Its loan portfolio stands at SEK 31bn, w/expected recoveries…
Offshore
Photo
Gainify
ONLY 9 STOCKS
Trading BELOW the S&P 500 P/E (24.5x) and expected to grow REVENUES 2x FASTER over the next 3 years:
$MU $MRVL $LNG $NVO $SCHW $NEE $BLK $GOOGL $GOOG $PGR
The rare blend of value + growth.
Do you see anything interesting here? https://t.co/n9z1r6qWuK
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ONLY 9 STOCKS
Trading BELOW the S&P 500 P/E (24.5x) and expected to grow REVENUES 2x FASTER over the next 3 years:
$MU $MRVL $LNG $NVO $SCHW $NEE $BLK $GOOGL $GOOG $PGR
The rare blend of value + growth.
Do you see anything interesting here? https://t.co/n9z1r6qWuK
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Offshore
Video
Simplifying Stocks, CPA
RT @FinFluentialx: Stocks Crash as weak jobs data sparks Wall Street worries https://t.co/0bX93doFah
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RT @FinFluentialx: Stocks Crash as weak jobs data sparks Wall Street worries https://t.co/0bX93doFah
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Offshore
Photo
ToffCap
We're out with TMM #69, our weekly overview of actionable event-driven and special sits 🔥🔥
This week:
- some pretty interesting M&A (not priced in)
- some strongly depressed valuations purely on sentiment (while fundamentals move up)
- companies that just want to be shorted
- pico-caps trading at 3.3% of their book value with quite some optionality
- a (future) European Bitcoin treasury co with strong backers (and an ED catalyst ofc)
- pizza
- massive insider purchases in some good lookin' companies
- ... and much more.
As always @ToffCap. Enjoy!
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We're out with TMM #69, our weekly overview of actionable event-driven and special sits 🔥🔥
This week:
- some pretty interesting M&A (not priced in)
- some strongly depressed valuations purely on sentiment (while fundamentals move up)
- companies that just want to be shorted
- pico-caps trading at 3.3% of their book value with quite some optionality
- a (future) European Bitcoin treasury co with strong backers (and an ED catalyst ofc)
- pizza
- massive insider purchases in some good lookin' companies
- ... and much more.
As always @ToffCap. Enjoy!
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