ToffCap
enX Group $ENX (South Africa) is a diversified industrial group that has been reviewing and subsequently selling chunks of its operations.

They already returned R285 p/s this year; corrected for these the shares are up ~60% over the past year.

The company also reiterated that it will continue to review to ‘maximise value’.

Clean b/s. Interesting sit.
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Capital Employed
The Company Index has just been updated. Close to 1,600 public companies from across the world have now been covered.

https://t.co/ARUJNHSgMi
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Investing visuals
All eyes on $ASML Q3 tomorrow, the first major semi business to report earnings!

• Est. Revenue: $7.74B (+3.6%)
• Est. Earnings per share: $5.38 (+1.8%) https://t.co/uQTjKythDo
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Quiver Quantitative
Here are the current frontrunners for President in 2028, per @Polymarket:

JD Vance: 28%
Gavin Newsom: 23%
AOC: 7%
Dwayne "The Rock" Johnson: 4%

Who else do you think should be in the conversation?
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App Economy Insights
Oracle Cloud to deploy 50K AMD GPUs.

Karan Batta, SVP of OCI:

“We feel like customers are going to take up AMD very, very well — especially in the inferencing space.”

$AMD 🤝 $ORCL https://t.co/YOTbkabGTZ
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Umesh
RT @madpencil_: What if mars is green and full of life and fun underneath the red hard surface 👀 https://t.co/g567YhanAT

[PROMPT] --chaos 30 --ar 16:9 --sref 3486792880 --sw 500 --stylize 500 https://t.co/LyspJF72CE - Umesh
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ToffCap
Too soon (obviously) $BITF https://t.co/oncmFVS0jV

New publication 👇

Discussing some positions (ao $BITF) and a few new interesting set-ups. https://t.co/wHpA0lZHuR - ToffCap
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