Dalius - Special Situation Investments
New investment ideas from VIC 👇
Incl: $OFLX short, $IMXI, and $SDRL
$OFLX short pitch:
– Cyclical COVID beneficiary at 45x peak earnings.
– Historically traded at 20x multiple.
– Insiders own 68% and are selling.
– A hedge fund with 10% is also reducing its position.
... 👇
tweet
New investment ideas from VIC 👇
Incl: $OFLX short, $IMXI, and $SDRL
$OFLX short pitch:
– Cyclical COVID beneficiary at 45x peak earnings.
– Historically traded at 20x multiple.
– Insiders own 68% and are selling.
– A hedge fund with 10% is also reducing its position.
... 👇
tweet
Alex Brogan
RT @CJ_Siampondo: Very valuable thread👏🏾👏🏾 https://t.co/lDZ6NrhFev
tweet
RT @CJ_Siampondo: Very valuable thread👏🏾👏🏾 https://t.co/lDZ6NrhFev
25 freakishly effective mental models that will save you hundreds of hours of your life: - Alex Brogantweet
Twitter
25 freakishly effective mental models that will save you hundreds of hours of your life:
Jitendra Chawla, CFA
👌 https://t.co/GSrVwgoE6G
tweet
👌 https://t.co/GSrVwgoE6G
How can some people write so beautifully?
1/ Two of my favorite writing techniques: - Julian Shapirotweet
Twitter
How can some people write so beautifully?
1/ Two of my favorite writing techniques:
1/ Two of my favorite writing techniques:
Alex Brogan
RT @KeanuLanu: Probably one of the best threads on Twitter https://t.co/KwMtVUDMQr
tweet
RT @KeanuLanu: Probably one of the best threads on Twitter https://t.co/KwMtVUDMQr
25 freakishly effective mental models that will save you hundreds of hours of your life: - Alex Brogantweet
Alex Brogan
RT @ganymedeworld: This thread 👏 https://t.co/9PUAQQNQVb
tweet
RT @ganymedeworld: This thread 👏 https://t.co/9PUAQQNQVb
25 freakishly effective mental models that will save you hundreds of hours of your life: - Alex Brogantweet
Alex Brogan
RT @TMitrosilis: Navy SEALs have a saying:
"Task saturated"
It's when you're overwhelmed by numerous problems happening at once.
The fix:
• Prioritize the problems
• Execute one w/ 100% focus
• Move onto the next
Trying to do everything is how to do nothing.
Prioritize and execute.
tweet
RT @TMitrosilis: Navy SEALs have a saying:
"Task saturated"
It's when you're overwhelmed by numerous problems happening at once.
The fix:
• Prioritize the problems
• Execute one w/ 100% focus
• Move onto the next
Trying to do everything is how to do nothing.
Prioritize and execute.
tweet
Ramneek
RT @IndraStocks: Why is $CVNA up 100% in 3 weeks and 40% on the day after an earnings "miss?"
Let's take this in parts:
1.The street was off base with estimates relative to actual consensus. Alternative data sources were almost dead on the money for revenue/units counts, so no headline "miss"
tweet
RT @IndraStocks: Why is $CVNA up 100% in 3 weeks and 40% on the day after an earnings "miss?"
Let's take this in parts:
1.The street was off base with estimates relative to actual consensus. Alternative data sources were almost dead on the money for revenue/units counts, so no headline "miss"
tweet
Alex Brogan
RT @Aazarshad: In the past 5 years, I've made $10mn in revenue with just SEO.
But I learned more from what NOT to do.
Some of them are:
1. Not guesstimating the search intent.
2. Writing for algorithms, not for humans.
3. Not being a journalist, instead just a curator.
tweet
RT @Aazarshad: In the past 5 years, I've made $10mn in revenue with just SEO.
But I learned more from what NOT to do.
Some of them are:
1. Not guesstimating the search intent.
2. Writing for algorithms, not for humans.
3. Not being a journalist, instead just a curator.
tweet
sunil shah
RT @garyblack00: Per Bloomberg, $TSLA still way underowned by institutions vs other megacaps.
% shares held by institutions:
- AAPL 62%
- MSFT 75%
- GOOGL 85%
- AMZN 71%
- $TSLA 44%
- NVDA 70%
- META 80%
Several reasons: Weak board, key man risk, capital allocation, high valuation, CEO time split
tweet
RT @garyblack00: Per Bloomberg, $TSLA still way underowned by institutions vs other megacaps.
% shares held by institutions:
- AAPL 62%
- MSFT 75%
- GOOGL 85%
- AMZN 71%
- $TSLA 44%
- NVDA 70%
- META 80%
Several reasons: Weak board, key man risk, capital allocation, high valuation, CEO time split
tweet
Offshore
Photo
Morning Brew ☕️
The US Court of Appeals for the Federal Circuit has ruled that under the Patent Act "only a natural person can be an inventor, so AI cannot be."
Gonna miss out on millions now that I can't patent & sell this https://t.co/pFvvoZPtYw
tweet
The US Court of Appeals for the Federal Circuit has ruled that under the Patent Act "only a natural person can be an inventor, so AI cannot be."
Gonna miss out on millions now that I can't patent & sell this https://t.co/pFvvoZPtYw
tweet
Alex Brogan
RT @thealexbanks: You don't need a $150,000 MBA.
10 newsletters to become smarter, happier and make more money:
tweet
RT @thealexbanks: You don't need a $150,000 MBA.
10 newsletters to become smarter, happier and make more money:
tweet
Alex Brogan
RT @IAmClintMurphy: 10 incredible free websites that will increase your wealth so much,
It feels illegal to share them with you:
tweet
RT @IAmClintMurphy: 10 incredible free websites that will increase your wealth so much,
It feels illegal to share them with you:
tweet