Offshore
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Yellowbrick Investing
Added 56 new stock write-ups to the site (pt 1):
@hughieforbes (liquidation watchlist) - $PRSR.L, $ENX.JO, $2020.OL, $SCOIN.OL, $DPA.L, $SHO, $LLL.AX, $WCM-A.TO, $LABS.L, $WHI.L, $SEIT.L, $SSON.L, $CAU.L
@TMoodyInvest - $ZD
@HawkinsEntrekin - $NVDA (short) https://t.co/zdIrbKoN6Q
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Added 56 new stock write-ups to the site (pt 1):
@hughieforbes (liquidation watchlist) - $PRSR.L, $ENX.JO, $2020.OL, $SCOIN.OL, $DPA.L, $SHO, $LLL.AX, $WCM-A.TO, $LABS.L, $WHI.L, $SEIT.L, $SSON.L, $CAU.L
@TMoodyInvest - $ZD
@HawkinsEntrekin - $NVDA (short) https://t.co/zdIrbKoN6Q
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AkhenOsiris
$FLUT $DKNG $GENI $SRAD
Sportico:
One day after Kalshi began offering customizable parlays on NFL games for the first time at scale on Sept. 29, DraftKings and FanDuel parent Flutter saw their stocks lose billions of dollars off their market caps.
The custom parlays that caused such a ripple effect, however, remain a tiny part of Kalshi’s overall activity. They only saw $6 million in trading volume—the go-to prediction market activity metric—in their first week on the platform. In their second week, that number rose to just $10.1 million.
Kalshi initially launched only single-game parlays but has since added multi-game parlays to its offerings. There was $5.5 million in volume on same-page parlays and $4.6 million on multi-game parlays between Oct. 6 and Oct. 12. Combined, parlays represented roughly 3.1% of the $330.5 million in total volume on Kalshi’s NFL contracts last week, and an even smaller 1.1% of its overall volume.
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$FLUT $DKNG $GENI $SRAD
Sportico:
One day after Kalshi began offering customizable parlays on NFL games for the first time at scale on Sept. 29, DraftKings and FanDuel parent Flutter saw their stocks lose billions of dollars off their market caps.
The custom parlays that caused such a ripple effect, however, remain a tiny part of Kalshi’s overall activity. They only saw $6 million in trading volume—the go-to prediction market activity metric—in their first week on the platform. In their second week, that number rose to just $10.1 million.
Kalshi initially launched only single-game parlays but has since added multi-game parlays to its offerings. There was $5.5 million in volume on same-page parlays and $4.6 million on multi-game parlays between Oct. 6 and Oct. 12. Combined, parlays represented roughly 3.1% of the $330.5 million in total volume on Kalshi’s NFL contracts last week, and an even smaller 1.1% of its overall volume.
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AkhenOsiris
$FLUT $DKNG $GENI $SRAD
Kalshi’s weekend volume was down:
- The college football drop has been relatively small, but trading is down each of the past two Saturdays.
- The drop for NFL Sundays is starker, from $297 million two Sundays ago to $221 million this past Sunday. There were two Monday Night Football games this week, but that’s not enough to explain the entire drop. To wit, Kalshi saw $221 million in volume just on NFL moneylines the previous Sunday.
H/T https://t.co/UarMFSEgQy
@dustingouker
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$FLUT $DKNG $GENI $SRAD
Kalshi’s weekend volume was down:
- The college football drop has been relatively small, but trading is down each of the past two Saturdays.
- The drop for NFL Sundays is starker, from $297 million two Sundays ago to $221 million this past Sunday. There were two Monday Night Football games this week, but that’s not enough to explain the entire drop. To wit, Kalshi saw $221 million in volume just on NFL moneylines the previous Sunday.
H/T https://t.co/UarMFSEgQy
@dustingouker
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Offshore
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Investing visuals
Something I learned the hard way: position sizing matters. A lot.
In the past, I would:
• Do extensive research
• Build conviction
• Just to start a 1% position
These days, I size my positions according to my conviction. It made a huge difference in my returns. https://t.co/nw8d8g2rK0
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Something I learned the hard way: position sizing matters. A lot.
In the past, I would:
• Do extensive research
• Build conviction
• Just to start a 1% position
These days, I size my positions according to my conviction. It made a huge difference in my returns. https://t.co/nw8d8g2rK0
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Offshore
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Yellowbrick Investing
Added 56 new stock write-ups to the site (pt 2):
@secretlyaninja - $NCDL
@stpioc - $BOX (overview)
@BlokeOak57182 - $ALTN.L, $DGI9.L, $ECOB.L, $ASAI.L, $EST.L, $IDHC.L, $TGA.L, $GCL.L, $GRG.L
@karanshah137 - $GMBREW.NS (overview)
@mr_deepvalue - $PETS (overview) https://t.co/kemUKf9vSz
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Added 56 new stock write-ups to the site (pt 2):
@secretlyaninja - $NCDL
@stpioc - $BOX (overview)
@BlokeOak57182 - $ALTN.L, $DGI9.L, $ECOB.L, $ASAI.L, $EST.L, $IDHC.L, $TGA.L, $GCL.L, $GRG.L
@karanshah137 - $GMBREW.NS (overview)
@mr_deepvalue - $PETS (overview) https://t.co/kemUKf9vSz
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AkhenOsiris
RT @buccocapital: Amazon such a dog Walter is just tagging Google in Anthropic news
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RT @buccocapital: Amazon such a dog Walter is just tagging Google in Anthropic news
$GOOGL - ANTHROPIC PROJECTS AS MUCH AS $26 BILLION IN ANNUALIZED REVENUE IN 2026: SOURCES tweet
Offshore
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AkhenOsiris
RT @astraffon: BetMGM's Adam Greenblatt hitting on prediction markets in the Q&A... (yawn) https://t.co/oW4o9oQWaA
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RT @astraffon: BetMGM's Adam Greenblatt hitting on prediction markets in the Q&A... (yawn) https://t.co/oW4o9oQWaA
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