Yellowbrick Investing
$EAGR.TO
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$EAGR.TO
Took a stake in $eagr.to. They make the games you play when you poop. They are trading for $28m cad, for that you get +70m of revenue and $4m in cash from operations plus $4m in the bank with no debt. Big inside ownership and a buyback in place. tweet
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Impatient Value Guy (@GuyImpatient) on X
Took a stake in $eagr.to. They make the games you play when you poop. They are trading for $28m cad, for that you get +70m of revenue and $4m in cash from operations plus $4m in the bank with no debt. Big inside ownership and a buyback in place.
Offshore
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Dimitry Nakhla | Babylon Capital®
At 26x Earnings & a 4.16% FCF Yield, $SPGI appears to be one of the better risk/reward long-term opportunities in today’s market
*(NTM) https://t.co/17nSo9cLlK
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At 26x Earnings & a 4.16% FCF Yield, $SPGI appears to be one of the better risk/reward long-term opportunities in today’s market
*(NTM) https://t.co/17nSo9cLlK
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Offshore
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $ABBN.SW, $ASML, $ALBFR.PA, $FTK.DE, $VACN.SW, $FAE.MC, $HAVAS.AS, $EKI.PA, $HCO.PA, $TKA.VI, $BAR.BR, $DIM.PA, $GLO.PA, $MC.PA
@stonkmetal - $CSU.TO
@LukeWolgram - $INCY (watchlist) https://t.co/7kM6dJx6Lw
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Added 55 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $ABBN.SW, $ASML, $ALBFR.PA, $FTK.DE, $VACN.SW, $FAE.MC, $HAVAS.AS, $EKI.PA, $HCO.PA, $TKA.VI, $BAR.BR, $DIM.PA, $GLO.PA, $MC.PA
@stonkmetal - $CSU.TO
@LukeWolgram - $INCY (watchlist) https://t.co/7kM6dJx6Lw
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Offshore
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 2):
@Anders_Research - $DRTS
@snikhs2 - $ASML (earnings)
@Lindstroem_K - $CARA.ST (more research)
@finphysnerd - $HAWPF
@NingiResearch - $CCC.WA (short)
@mascarosergi - $CTT.AX
@nicknemo17 - $TSM (earnings) https://t.co/yAYQSHLRdC
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Added 55 new stock write-ups to the site (pt 2):
@Anders_Research - $DRTS
@snikhs2 - $ASML (earnings)
@Lindstroem_K - $CARA.ST (more research)
@finphysnerd - $HAWPF
@NingiResearch - $CCC.WA (short)
@mascarosergi - $CTT.AX
@nicknemo17 - $TSM (earnings) https://t.co/yAYQSHLRdC
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Offshore
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt final):
@OSA_Rochester (holding updates) - $GLW, $MODG
@BlokeOak57182 - $DEC, $SVM
@sungcapital - $GETY (merger arb)
@BearCaveEmail - $BETCO.ST (short)
@TawastK - $BEC.MI (overview)
@Fierce__beast - $UDMY (short) https://t.co/x0PtTU4EXX
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Added 55 new stock write-ups to the site (pt final):
@OSA_Rochester (holding updates) - $GLW, $MODG
@BlokeOak57182 - $DEC, $SVM
@sungcapital - $GETY (merger arb)
@BearCaveEmail - $BETCO.ST (short)
@TawastK - $BEC.MI (overview)
@Fierce__beast - $UDMY (short) https://t.co/x0PtTU4EXX
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AkhenOsiris
$AMZN $GOOGL
Based on discussions with sources with direct knowledge of their AWS billing, I am able to disclose the amounts that AI firms are spending, specifically Anthropic and AI coding company Cursor, its largest customer.
I can exclusively reveal today Anthropic’s spending on Amazon Web Services for the entirety of 2024, and for every month in 2025 up until September, and that that Anthropic’s spend on compute far exceeds that previously reported.
Furthermore, I can confirm that through September, Anthropic has spent more than 100% of its estimated revenue (based on reporting in the last year) on Amazon Web Services, spending $2.66 billion on compute on an estimated $2.55 billion in revenue.
https://t.co/Di1ni0TbmK
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$AMZN $GOOGL
Based on discussions with sources with direct knowledge of their AWS billing, I am able to disclose the amounts that AI firms are spending, specifically Anthropic and AI coding company Cursor, its largest customer.
I can exclusively reveal today Anthropic’s spending on Amazon Web Services for the entirety of 2024, and for every month in 2025 up until September, and that that Anthropic’s spend on compute far exceeds that previously reported.
Furthermore, I can confirm that through September, Anthropic has spent more than 100% of its estimated revenue (based on reporting in the last year) on Amazon Web Services, spending $2.66 billion on compute on an estimated $2.55 billion in revenue.
https://t.co/Di1ni0TbmK
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