Clark Square Capital
Big news yesterday for the cannabis industry.
IMO, the best way to play it is through $MAPS given that tax savings will get reinvested into marketing.
The r/r remains compelling given that the no-resch scenario got taken off the table.
I am sharing my original write-up below.
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Big news yesterday for the cannabis industry.
IMO, the best way to play it is through $MAPS given that tax savings will get reinvested into marketing.
The r/r remains compelling given that the no-resch scenario got taken off the table.
I am sharing my original write-up below.
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Clark Square Capital
Big news yesterday for $MSOS
IMO, the best way to play the industry-wide catalyst is through $MAPS given that 280e tax savings will get reinvested into marketing.
The dominant advertising platform should benefit disproportionately.
Below is my original write-up [open to all]
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Big news yesterday for $MSOS
IMO, the best way to play the industry-wide catalyst is through $MAPS given that 280e tax savings will get reinvested into marketing.
The dominant advertising platform should benefit disproportionately.
Below is my original write-up [open to all]
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Offshore
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The Institutional Limited Partner
Private Equity Market Update
Exit activity has shrunk in Q1 2024 to a 3-year low. No wonder why secondary volumes are increasing both LPs & GPs turn to the secondary market for liquidity reasons.
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Private Equity Market Update
Exit activity has shrunk in Q1 2024 to a 3-year low. No wonder why secondary volumes are increasing both LPs & GPs turn to the secondary market for liquidity reasons.
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Antonio Linares
Seems like the market though that $AMD could chip away at $NVDA’s marketshare in two quarters.
It will take 5 years at least, in case of success.
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Seems like the market though that $AMD could chip away at $NVDA’s marketshare in two quarters.
It will take 5 years at least, in case of success.
@alc2022 Morning, what were thoughts on $AMD? A bit uninspring no? tweet
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Ryan (@RyanDArthurs) on X
@alc2022 Morning, what were thoughts on $AMD? A bit uninspring no?
Hidden Value Gems
Spending 8+ hours without the internet is hard. Not sure what is easier - staying without caffeine or internet 💺
As a value investor, I couldn't afford $35 on flight wifi (my monthly broadband cost) 🛜
Besides, you can focus better without distracting messages…
Hello America 🙌🇺🇸
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Spending 8+ hours without the internet is hard. Not sure what is easier - staying without caffeine or internet 💺
As a value investor, I couldn't afford $35 on flight wifi (my monthly broadband cost) 🛜
Besides, you can focus better without distracting messages…
Hello America 🙌🇺🇸
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Offshore
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The Long Investor
RT @TheLongInvest: $PFE Earnings due on Weds before the market opens.
$22 would be the sweet spot to add
But has this beaten down stock got the ability to drop another 15% to get there?
Trying to catch the bottom is normally not a good idea. https://t.co/cN5K7uaQNa
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RT @TheLongInvest: $PFE Earnings due on Weds before the market opens.
$22 would be the sweet spot to add
But has this beaten down stock got the ability to drop another 15% to get there?
Trying to catch the bottom is normally not a good idea. https://t.co/cN5K7uaQNa
$PFE bounced within the 0. 618 Fib - 0.78 Fib in 2009
It is showing signs of bouncing in this range now too.
It may be the ultimate cyclical stock and a 5.95% dividend too.
Very attractive long term hold. https://t.co/2cD5yeGfnl tweet
Offshore
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Q-Cap
In the grand tapestry of market dynamics, each stock inevitably navigates its share of trials. Yet within this flux, discernment prevails: between enduring oblivion and transient setback lies the fertile ground of opportunity, where astute investors distinguish between the perishable and the perennial.
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In the grand tapestry of market dynamics, each stock inevitably navigates its share of trials. Yet within this flux, discernment prevails: between enduring oblivion and transient setback lies the fertile ground of opportunity, where astute investors distinguish between the perishable and the perennial.
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Brandon Beylo
You won't find the answer to "proper diversification" in any investment textbook.
And that's because they won't tell you that the answer is equal parts Korean BBQ and Copper.
#NowYouKnow
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You won't find the answer to "proper diversification" in any investment textbook.
And that's because they won't tell you that the answer is equal parts Korean BBQ and Copper.
#NowYouKnow
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Offshore
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Brandon Beylo
Congrats to all those that survived the Metals Bear Market of 2024.
Remember, you all are heroes.
#copper #gold #silver https://t.co/GpyMf2zoKY
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Congrats to all those that survived the Metals Bear Market of 2024.
Remember, you all are heroes.
#copper #gold #silver https://t.co/GpyMf2zoKY
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