Offshore
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Hidden Value Gems
Somewhat expected bus still a positive development as $ADM.L disposes of its US motor insurance where they struggled to gain scale and suffered losses for quite a while. Cash proceeds should be small, but more streamlined operations and higher ROIC should be positive. https://t.co/asQ8z1hvHh
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Somewhat expected bus still a positive development as $ADM.L disposes of its US motor insurance where they struggled to gain scale and suffered losses for quite a while. Cash proceeds should be small, but more streamlined operations and higher ROIC should be positive. https://t.co/asQ8z1hvHh
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Offshore
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Finding Compounders
RT @gainify_io: $AMZN, $GOOGL, $META & $MSFT are OUT-INVESTING the rest of the market by miles💰
They are focused on the future, yet they are trading like they’ve lost the plot.
This setup doesn’t come around often.
Top 10 CapEx kings👇 https://t.co/oBslIuzoj3
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RT @gainify_io: $AMZN, $GOOGL, $META & $MSFT are OUT-INVESTING the rest of the market by miles💰
They are focused on the future, yet they are trading like they’ve lost the plot.
This setup doesn’t come around often.
Top 10 CapEx kings👇 https://t.co/oBslIuzoj3
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Offshore
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Dimitry Nakhla | Babylon Capital®
Equifax $EFX Q1 Earnings Report🎯
Rev: $1.44B vs $1.42B est✅ | +4% YoY
EPS: $1.53 vs $1.40 est ✅ | +2% YoY
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Take a look at mortgage hard inquiries & guidance assumption (3rd photo), conservative assumption with big upside
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Guidance 👌🏽
Rev FY 2025: $5.91B - $6.03B https://t.co/jri459VqMs
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Equifax $EFX Q1 Earnings Report🎯
Rev: $1.44B vs $1.42B est✅ | +4% YoY
EPS: $1.53 vs $1.40 est ✅ | +2% YoY
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Take a look at mortgage hard inquiries & guidance assumption (3rd photo), conservative assumption with big upside
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Guidance 👌🏽
Rev FY 2025: $5.91B - $6.03B https://t.co/jri459VqMs
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Offshore
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Finding Compounders
Tying Free Cash Flows to Market Valuations by Robert Howell
Want to Improve your valuation skills?
Check the tweet below https://t.co/aZuBhyBfBJ
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Tying Free Cash Flows to Market Valuations by Robert Howell
Want to Improve your valuation skills?
Check the tweet below https://t.co/aZuBhyBfBJ
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Offshore
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The Kobeissi Letter
Another recession signal has arrived:
The copper-to-gold ratio has dropped to its lowest level in at least 40 years.
This ratio has halved over the last 3 years.
The decline has accelerated over the last month as gold prices have risen +9% while copper prices have plummeted -8%.
A rapidly falling copper-to-gold ratio has historically signaled weakening global economic activity.
Previous major downturns in this indicator were seen during 2020 and 2008.
Are we already in a recession?
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Another recession signal has arrived:
The copper-to-gold ratio has dropped to its lowest level in at least 40 years.
This ratio has halved over the last 3 years.
The decline has accelerated over the last month as gold prices have risen +9% while copper prices have plummeted -8%.
A rapidly falling copper-to-gold ratio has historically signaled weakening global economic activity.
Previous major downturns in this indicator were seen during 2020 and 2008.
Are we already in a recession?
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