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memenodes
my crypto portfolio https://t.co/MRExzfLcuz
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my crypto portfolio https://t.co/MRExzfLcuz
Name a bigger downgrade https://t.co/Te6zj8UxfY tweet
Offshore
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Wasteland Capital
The key US consumer story this quarter:
Restaurant same store sales collapsing.
Fashion retail same store sales exploding.
The American Eater is on zepbound, hating $30 slop bowls. The American Shopper is spending brokerage gains on looking good, loving $30 jeans & lingerie.
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The key US consumer story this quarter:
Restaurant same store sales collapsing.
Fashion retail same store sales exploding.
The American Eater is on zepbound, hating $30 slop bowls. The American Shopper is spending brokerage gains on looking good, loving $30 jeans & lingerie.
$AEO FUUK YEAH! Massive beat as expected (Aerie SSS accelerated to +11%), but the Q4 guide of +8-9% total SSS and operating income at $155-160m (vs $130m cons) looks absolutely insane.
Simply flabbergasted. I’m just undefeated in retail & brand investing.
Sydney, call me 🤙 https://t.co/NxHhtFbrwh tweet
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Dimitry Nakhla | Babylon Capital®
$BKNG rarely stays below an 18x earnings multiple for long 👀
$BKNG is expected to grow EPS at a 15%–18% CAGR from 2025 to 2028
That’s an attractive PEG 💵 https://t.co/3QPu0Ovj0s
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$BKNG rarely stays below an 18x earnings multiple for long 👀
$BKNG is expected to grow EPS at a 15%–18% CAGR from 2025 to 2028
That’s an attractive PEG 💵 https://t.co/3QPu0Ovj0s
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EndGame Macro
This is what life is all about, showing up for people when the system doesn’t. An 88 year old veteran shouldn’t have to work full time after losing a pension, but watching strangers rally around him reminds you that ordinary people still have more heart, more compassion, and more integrity than the institutions that failed him. Moments like this are the closest thing we have to real community anymore.
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This is what life is all about, showing up for people when the system doesn’t. An 88 year old veteran shouldn’t have to work full time after losing a pension, but watching strangers rally around him reminds you that ordinary people still have more heart, more compassion, and more integrity than the institutions that failed him. Moments like this are the closest thing we have to real community anymore.
Army veteran Ed Bambas, 88, reveals he works full time at supermarket after losing pension — internet rallies to raise over $1M https://t.co/wtLl8BWwtF https://t.co/3byzJ01mRY tweet
Offshore
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memenodes
Since January 2025
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Since January 2025
we've been in a bear market since december 2024 https://t.co/SkCOVpjLAz tweet