Offshore
Photo
Giuliano
This extract from The Wealth of Nations is fundamental for understanding currency depreciation.
It will be curious to observe what happens with Argentina's Peso. https://t.co/CfnDDiuc0h
tweet
This extract from The Wealth of Nations is fundamental for understanding currency depreciation.
It will be curious to observe what happens with Argentina's Peso. https://t.co/CfnDDiuc0h
tweet
Offshore
Photo
Q-Cap
From Forbes in 2013.
One of the best articles I read on Palantir’s crazy gov’t linked history.
TIL In 2005, the CIA literally saved Palantir from disappearing into the abyss with a $2M investment through its venture arm In-Q-Tel.
Also, this bit about Karp is worth every penny.
Still not investing in it but I like this guy now lol
tweet
From Forbes in 2013.
One of the best articles I read on Palantir’s crazy gov’t linked history.
TIL In 2005, the CIA literally saved Palantir from disappearing into the abyss with a $2M investment through its venture arm In-Q-Tel.
Also, this bit about Karp is worth every penny.
Still not investing in it but I like this guy now lol
tweet
Offshore
Photo
Hidden Value Gems
A great post by @JohnHuber72 on the rising capital intensity of the Big Tech and the implications for earnings quality and future returns.
1/ Capex [of Big 4 Tech companies] is now over 3 times depreciation expense.
2/ This spending hasn’t yet hit the income statement, but it will in the next few years as depreciation expenses are set to triple in the coming years as D&A catches up with today’s capex spending.
3/ If the returns on these investments are good, then sales growth will be able to absorb these much higher expenses. But this is not a sure thing.
4/ While the P/E ratios range from 25 to 35, the P/FCF ranges from 40-50.
5/ “I’m not predicting a poor result, but I’m mindful of how difficult it will be given how different the companies are today.”
6/ They used to grow with very little capital invested, but now they have a mountain of capital to deploy, which is obviously much harder at 7 times the size.
tweet
A great post by @JohnHuber72 on the rising capital intensity of the Big Tech and the implications for earnings quality and future returns.
1/ Capex [of Big 4 Tech companies] is now over 3 times depreciation expense.
2/ This spending hasn’t yet hit the income statement, but it will in the next few years as depreciation expenses are set to triple in the coming years as D&A catches up with today’s capex spending.
3/ If the returns on these investments are good, then sales growth will be able to absorb these much higher expenses. But this is not a sure thing.
4/ While the P/E ratios range from 25 to 35, the P/FCF ranges from 40-50.
5/ “I’m not predicting a poor result, but I’m mindful of how difficult it will be given how different the companies are today.”
6/ They used to grow with very little capital invested, but now they have a mountain of capital to deploy, which is obviously much harder at 7 times the size.
tweet
Offshore
Photo
The Long Investor
$PYPL a classic example of needing to zoom out and see the big picture.
Is it moving in the right direction?
It is making higher highs and higher lows?
Is it above all important moving averages?
Has it hit our First Target?
Yes. https://t.co/VCWsihVSNX
tweet
$PYPL a classic example of needing to zoom out and see the big picture.
Is it moving in the right direction?
It is making higher highs and higher lows?
Is it above all important moving averages?
Has it hit our First Target?
Yes. https://t.co/VCWsihVSNX
$PYPL
First Target hit 🎯 https://t.co/018vehyLee tweet
Offshore
Photo
Brandon Beylo
Every $NTDOY shareholder when you ask them about the company. https://t.co/Sn0eE8HsPi
tweet
Every $NTDOY shareholder when you ask them about the company. https://t.co/Sn0eE8HsPi
tweet
Offshore
Photo
The Long Investor
$DIS
Chart uploaded on the 14th of April showing the start of its Wave A decline.
3 weeks ago. https://t.co/cFBERJirdR
tweet
$DIS
Chart uploaded on the 14th of April showing the start of its Wave A decline.
3 weeks ago. https://t.co/cFBERJirdR
tweet