Yellowbrick Investing
Added 60 new stock write-ups to the site (pt 2):
@stock_logging - $MLUAV.PA
@kevinsxu - $NBIS
@BuffDawgg - $OMASP.HE
@SCapStrategist - $METC
@wallstengine (analyst initiate) - $LYFT, $UBER
@slocapital - $BGC
@Speedwell_LLC - $CASY (overview) https://t.co/KCDIAuqJnA
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Yellowbrick Investing
Added 60 new stock write-ups to the site (pt 3):
@alc2022 - $HFG.DE
@MinusCherry - $VRSN (short)
@roojoo3 (fund letter)- $5842.T, $BKD, $WDC
@felix__archive - $4063.T
@pernasresearch - $KVYO pass / more research on $SPT & $CLVT
@jupiters_string - $2382.HK https://t.co/cCv7JIgQzQ
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Yellowbrick Investing
Added 60 new stock write-ups to the site (pt final):
@donwharton_ss - $OTEX (update)
@BDeveran - $BAER
@AndrewDoPaco1 - $CMG.TO
@hatedmoats - $ASML (earnings)
@The_PennyQueen - $AIDR.CN
@SirChamp12 - $CLNX.MC
fund letters
and more... https://t.co/5v72LtaA6V
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Dimitry Nakhla | Babylon Capital®
Booking Holdings stock trades at ~20x NTM EPS estimates, with a projected 15% EPS CAGR from 2026-2028 💵

If $BKNG meets 2028’s $341 EPS estimate, here’s its potential CAGR:

24x — 16.8%
23x — 15.3%
22x — 13.7%
21x — 12.1%
20x — 10.4%
19x — 8.8% https://t.co/OfZ8S2YOAm
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The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: we spun up 8 ai agents like a small remote team in 52 mins:

one wrote the frontend code
one handled backend logic
one debugged live errors
one managed database setup
one handled authentication
one worked on ui styling
one documented everything in real time
one drafted the marketing copy and launch plan

all running in parallel all talking to each other through codex cloud. and startup idea from ideabrowser.

by the time it was done we had a working wellness app and a full go-to-market plan built by digital coworkers

and the startup idea came from ideabrowser (agents scanning fb groups, subreddits and curated by human beings)

i was really impressed with codex

it hasnt replaced claude code for me, but it's definitely powerful

the weekend has started

what are you building
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