AkhenOsiris
RT @novy_williams: Okay, I'm convinced. Let's get rid of quarterly earnings reports.

At the end of the Coinbase earnings call today, Brian Armstrong pulled up the mention market and rattled off all the words that weren't said yet

What a wild time to be alive https://t.co/4E5eldFkE4 - Tyrael
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Quiver Quantitative
Wow.

A few months ago, a stock trade by Representative Robert Bresnahan caught our eye.

We posted this report.

$CRDO has now risen 159% since his trade.

Up another 10% today. https://t.co/BEexE9D3JJ
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App Economy Insights
$META CapEx hit $18.8B in Q3.

Zuck is front-loading billions into Superintelligence

If you’re feeling déjà vu, you’re not alone.

Meta faced the same skepticism when it poured billions into the Metaverse.

The stock took a hit back then, too. https://t.co/X42w0p684m
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Quiver Quantitative
The Teacher's Retirement System of Texas has added around $29M of gold, $GLD, to its portfolio https://t.co/8zo1KSPCXM
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Dimitry Nakhla | Babylon Capital®
Mastercard is once again trading at a fairly compelling level $MA 💳 ($550) https://t.co/LPm5mmqSLn
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Clark Square Capital
RT @deusexdividend: $PINFRAL at 3.5x EBITDA with 40% of its market cap in cash (held in USD mind you). Steady growth. All you hear is crickets https://t.co/mufLSJgsyq

EV/EBITDA based on the annualized (weak) last Q is 3.52 for #PINFRA L shares. After accounting for minority interests, it is still below 4.5.

Ex-currency fluctuations, interest income is largely positive (big cash position).

For growing, inflation-linked revenue. $PINFRA - The Shed's Lars
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Clark Square Capital
Wen Presidential pardon bet for Phil Mickelson?

@Kalshi @Polymarket
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Dimitry Nakhla | Babylon Capital®
$FICO

$FICO -6%

Weekly mortgage applications for last week was +57% YOY on lower rates

Earnings & Guide will beat big https://t.co/iNGUwum8nJ - MacroValue
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