Bourbon Capital
$SPGI For the full-year 2026, the Company maintains its target of returning 85% or more of adjusted free cash flow to shareholders through dividends and share repurchases.

Every two or three years, this company crashes... then you get your chance

It’s up to you
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Javier Blas
"Please, tell me what the investment case for BP is?"

(Sell-side analyst's question, verbatim, at today's annual result conference call... When even the sell-side is asking itself the question, well, that's part of the answer...)
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Fiscal.ai
Spotify Q4 Results

Revenue +7%
Gross Profit +10%
Operating Income +47%
Total MAUs +11%
Premium Subs +10%
Ad-Supported Subs +12%

$SPOT: +12% pre-market https://t.co/phE7iXryNK
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Michael Fritzell (Asian Century Stocks)
RT @InvestInJapan: Amazing $TSM has such an extensive web of niche suppliers in 🇯🇵 still trading at decent multiples.

Big picture TSMCs mega investment in 🇯🇵is such a welcome injection of energy+capital. Highlighting just how important Made in Japan as a culture is. We live in a special time✨

Insane.
$TSM s giga capex of $52bn and there’s plenty of underfollowed Japanese companies in that TSMC eco system that could benefit. - Made in Japan 🇯🇵
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Fiscal.ai
Spotify Operating Margin by year:

2016: (12%)
2017: (9%)
2018: (1%)
2019: (1%)
2020: (4%)
2021: 1%
2022: (6%)
2023: (3%)
2024: 9%
2025: 13%

$SPOT https://t.co/SqjF5ZfBSO
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Pristine Capital
RT @realpristinecap: Memory stocks are trading WEAK off the open

This has been the leadership group so far in 2026

$SNDK $STX $MU $WDC https://t.co/Cigyg8MQot
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Fiscal.ai
Fiserv just reported its fewest repurchases in 6 years.

Despite trading at its lowest stock price since 2018.

$FISV https://t.co/QHSxBQpSaG
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Quiver Quantitative
Wow.

Ichor stock has now risen 188% since we posted this report.

Up another 25% today. https://t.co/WVByJsJxtl
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God of Prompt
RT @rryssf_: Google just mass-published how 34 researchers actually use Gemini to solve open math and CS problems. not benchmarks. not demos. real unsolved problems across cryptography, physics, graph theory, and economics.

145 pages of case studies. here's what actually matters: https://t.co/JTaaNqti9L
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God of Prompt
RT @godofprompt: Do you really need a Claude Max subscription?

yes yes yes yes
yesyes yes yes yes
yes yes yes yes yes
yes yesyes yes yes
yes yesye yes yes
yes yes yes yes
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Fiscal.ai
Owning distribution > Owning content

$SPOT https://t.co/sMLOrwxAKN
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Javier Blas
CHART OF THE DAY: US car sales over the last decade, by powertrain (via @EIAgov). Battery electric vehicle sales increased in 2H 2025 before sharply declining in response to the expiration of tax credits at the end of September. https://t.co/P6BxtlhVUg
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