Offshore
Photo
Yellowbrick Investing
Added 62 new stock write-ups to the site (pt 1):
- @finance_schmidt (portfolio update) - $IMB.AX, $ACP.WA, $ACNT, $MCB.TO, $KLNG, $IRIX, $BLM.V, $SUP.L, $NOW.V
- @TheRayMyers - $NU (neutral)
- @stpioc - $NTWK (neutral)
- @slocapital - $TGT https://t.co/H6IJ3PTwBD
tweet
Offshore
Photo
Yellowbrick Investing
Added 62 new stock write-ups to the site (pt 2):
@wolfofharcourt (portfolio update) - $RBRK, $MELI, $INPST.AS, $V
@SharpeStack - $MOG-A, $MTRN, $NEU
@Unclestocknotes - $NKE (earnings)
@thewritser - $FPH
@mvcinvesting (portfolio update) - $NBIS, $RKLB, $HROW, $PGY, $CLPT, $DLO https://t.co/AcMQGRPu7H
tweet
Offshore
Photo
Yellowbrick Investing
Added 62 new stock write-ups to the site (pt final):
@waterboycap - $CRBG
@felix__archive - $DUOL
@alexeimartov (portfolio update) - $4755.T, $STZ, $VEON, $ISSC
@treiner5 - $DASH (update)
@PipelineDataLLC - $GKPRF (update) https://t.co/koMUMQYghZ
tweet
Yellowbrick Investing
In the last two days, I've seen a Twitch streamer dunk on a biotech investor for a bad call and an NFL player pitching stocks.
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Roper Technologies, a top holding of Chuck Akre (8% allocation as of Q2 25’ 13F), now trades near its lowest valuation in 5 years

The last time $ROP traded for 23x & a 4.9% FCF Yield was during the extended 2022 bear market https://t.co/RuoLet1wdK
tweet
Yellowbrick Investing
There was once a fund called Social Capital. It was not an underrated form of capital

Social capital is the most underrated form of capital. It compounds quietly until one day, everything moves either for you or against you.

Be kind. Word travels.
- laura
tweet