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Finding Compounders
RT @F_Compounders: KKR and the $25 Billion Buyout
KKR vs RJR Nabisco
In 1976; Kohlberg, Kravis and Robert’s left Bear Stern’s to form KKR, a private equity firm , which would become the most prominent and influential in the industry https://t.co/DCl07yYuz5
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RT @F_Compounders: KKR and the $25 Billion Buyout
KKR vs RJR Nabisco
In 1976; Kohlberg, Kravis and Robert’s left Bear Stern’s to form KKR, a private equity firm , which would become the most prominent and influential in the industry https://t.co/DCl07yYuz5
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Offshore
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Finding Compounders
Terry Smith on The Unique Advantage of Equity Investment https://t.co/aH0Miqnh7B
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Terry Smith on The Unique Advantage of Equity Investment https://t.co/aH0Miqnh7B
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Fiscal.ai
A lost decade for Disney?
Free Cash Flow per Share is essentially flat since 2018.
$DIS https://t.co/O9KPKgyRQn
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A lost decade for Disney?
Free Cash Flow per Share is essentially flat since 2018.
$DIS https://t.co/O9KPKgyRQn
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Dimitry Nakhla | Babylon Capital®
May have been early on the call, but eventually you’ll likely see all four of these names trade down -90% from their highs 📉
$IONQ $QBTS $RGTI $QUBT https://t.co/Atvf0BuV7a
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May have been early on the call, but eventually you’ll likely see all four of these names trade down -90% from their highs 📉
$IONQ $QBTS $RGTI $QUBT https://t.co/Atvf0BuV7a
Quantum Computing Stocks in a Bubble?
Let’s take a look at some of their Market Caps and Revenue Estimates & see:
1. How many times Revenue has to double for you to get your money back if you purchased the entire business
2. While assuming a 100% Net Income Margin tweet
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Quiver Quantitative
BREAKING: Representative Cleo Fields has filed several new stock trades.
One of them stood out to me:
He bought stock in a company called Celestica, $CLS.
It's the first time any member of Congress has bought the stock in over 5 years. https://t.co/QEDPiwlDgY
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BREAKING: Representative Cleo Fields has filed several new stock trades.
One of them stood out to me:
He bought stock in a company called Celestica, $CLS.
It's the first time any member of Congress has bought the stock in over 5 years. https://t.co/QEDPiwlDgY
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Dimitry Nakhla | Babylon Capital®
If paid stock pumpers aren’t hitting your inbox, you’re probably fishing in the right pond 😂
Quality companies with real & strong fundamentals don’t require promotion
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If paid stock pumpers aren’t hitting your inbox, you’re probably fishing in the right pond 😂
Quality companies with real & strong fundamentals don’t require promotion
For those saying this doesn't happen.
I have been contacted now 3 times by separate Market Intelligence firms (example message below). I won't be revealing the account identities.
Paid stock pumpers on X is more common than you think.
$oklo $ionq $rgti $qubt $qbts $iren $laes $btq $cccx
I WILL ALWAYS DISCLOSE ANY CONFLICT OF INTEREST. tweet
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Clark Square Capital
Dillards with +3% comp growth in November... after not growing SSS since 2022.
Consumers keep spending on apparel/luxury.
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Dillards with +3% comp growth in November... after not growing SSS since 2022.
Consumers keep spending on apparel/luxury.
Meanwhile everyone's unfavorite retailer Dillards chalks up 3% comp with strong margins (this vs -5% in Q2). And this is a department store 🙃. Spend still a lot stronger than most think despite chinks here & there. $DDS $M $KSS $XLY $XLF $V $MA $AXP $AMZN $WMT https://t.co/wc4ZFyIplf tweet