Offshore
Photo
Yellowbrick Investing
Added 62 new stock write-ups to the site (pt 2):
@LuxOpesResearch (quick overviews) - $ASML.AS, $BOSN.SW, $INEA.PA, $ALBFR.PA, $FTK.DE, $STLAM.MI, $BAS.DE, $SMHN.DE, $TECN.SW, $ERIC-B.ST, $PAL.VI, $GIVN.SW, $PUB.PA
@puppyeh1 - $AQZ.AX
@100xCompounding - $RIG https://t.co/K0ObdqvtLj
tweet
Added 62 new stock write-ups to the site (pt 2):
@LuxOpesResearch (quick overviews) - $ASML.AS, $BOSN.SW, $INEA.PA, $ALBFR.PA, $FTK.DE, $STLAM.MI, $BAS.DE, $SMHN.DE, $TECN.SW, $ERIC-B.ST, $PAL.VI, $GIVN.SW, $PUB.PA
@puppyeh1 - $AQZ.AX
@100xCompounding - $RIG https://t.co/K0ObdqvtLj
tweet
Offshore
Photo
Yellowbrick Investing
Added 62 new stock write-ups to the site (pt final):
@rebound_capital - $ASML (overview)
@TrickleMicrocap - $HOVR (update)
@valuecroc - $BITF
@Iqbal_yusuf1994 - $MDXH
@FatAlpha - $ASML (sold)
@waterboycap - $DHIL
fund letters
and more... https://t.co/UkOjQhzWJ7
tweet
Added 62 new stock write-ups to the site (pt final):
@rebound_capital - $ASML (overview)
@TrickleMicrocap - $HOVR (update)
@valuecroc - $BITF
@Iqbal_yusuf1994 - $MDXH
@FatAlpha - $ASML (sold)
@waterboycap - $DHIL
fund letters
and more... https://t.co/UkOjQhzWJ7
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
TransDigm $TDG Stock in 4 Charts 📊
1. $TDG FCF CAGR +15.2%
2. $TDG EPS CAGR +14.8%
3. Strong business performance across the company’s two main segments
4. Incredibly strong & steady margins https://t.co/Svzv8JyRDW
tweet
TransDigm $TDG Stock in 4 Charts 📊
1. $TDG FCF CAGR +15.2%
2. $TDG EPS CAGR +14.8%
3. Strong business performance across the company’s two main segments
4. Incredibly strong & steady margins https://t.co/Svzv8JyRDW
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
“Quality (closed at 20-year lows with unprofitable tech +25% in 10 sessions and high SI names on pace for their best month of the year)” — post from @JaredKubin
Paired with chart below, this creates a compelling dynamic—likely a great time to seek value in quality compounders
tweet
“Quality (closed at 20-year lows with unprofitable tech +25% in 10 sessions and high SI names on pace for their best month of the year)” — post from @JaredKubin
Paired with chart below, this creates a compelling dynamic—likely a great time to seek value in quality compounders
Mega Cap Tech Stocks are underperforming Non-Profitable Tech Stocks by the largest margin since 2023 🚨🚨 https://t.co/x9QCoAhuLN tweet
AkhenOsiris
RT @lokoyacap: Monday:
"Meta and Oracle are standardizing on Spectrum-X Ethernet switches as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."
Today:
"Meta and Oracle are utilizing Spectrum-X Ethernet switches within their ecosystem as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."
🧐
tweet
RT @lokoyacap: Monday:
"Meta and Oracle are standardizing on Spectrum-X Ethernet switches as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."
Today:
"Meta and Oracle are utilizing Spectrum-X Ethernet switches within their ecosystem as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."
🧐
tweet
Offshore
Photo
Capital Employed
RT @equitybaron: The October issue of ROE The Boat has just been published. 🚣♂️
Covering a very illiquid French microcap. This company is a cash cow with irreplaceable assets, and pays a nice growing dividend too.
https://t.co/gT2cUEqel0 https://t.co/pM82PSbkb7
tweet
RT @equitybaron: The October issue of ROE The Boat has just been published. 🚣♂️
Covering a very illiquid French microcap. This company is a cash cow with irreplaceable assets, and pays a nice growing dividend too.
https://t.co/gT2cUEqel0 https://t.co/pM82PSbkb7
tweet
Offshore
Video
Umesh
Retrying a split-screen prompt on Veo 3.1, which I’d previously tried on 3.0.
These prompts/ideas are visually complex. There seems to be a slight improvement, but it still takes many runs to get a decent output.
Maybe Veo 4?
Prompt ⤵️ https://t.co/HFMJLyHIim
tweet
Retrying a split-screen prompt on Veo 3.1, which I’d previously tried on 3.0.
These prompts/ideas are visually complex. There seems to be a slight improvement, but it still takes many runs to get a decent output.
Maybe Veo 4?
Prompt ⤵️ https://t.co/HFMJLyHIim
tweet