Offshore
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iinvested
1Q'25 Greenhaven Road Capital on $KFS
Read the full letter here:
https://t.co/NM0463RmOR https://t.co/QQZfkfsiBV
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1Q'25 Greenhaven Road Capital on $KFS
Read the full letter here:
https://t.co/NM0463RmOR https://t.co/QQZfkfsiBV
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Offshore
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Hidden Value Gems
Graduates in Construction and Civil Engineering are expected to earn more than in Computer Engineering.
And probably find a job faster due to much lower unemployment rate.
Interesting data points 📊👇🏼 https://t.co/R2ALqiAAUH
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Graduates in Construction and Civil Engineering are expected to earn more than in Computer Engineering.
And probably find a job faster due to much lower unemployment rate.
Interesting data points 📊👇🏼 https://t.co/R2ALqiAAUH
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Dimitry Nakhla | Babylon Capital®
RT @nfrosinha: @DimitryNakhla Your sober valuations are invaluable.
They inspire and guide most of those that take the time to understand the true meaning of its content.
It takes courage to write these posts. https://t.co/GGvcFv0TJY
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RT @nfrosinha: @DimitryNakhla Your sober valuations are invaluable.
They inspire and guide most of those that take the time to understand the true meaning of its content.
It takes courage to write these posts. https://t.co/GGvcFv0TJY
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Offshore
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Investing visuals
$COST: a steady compounder with a hefty price tag.
Shout out to X-sub @HeroDividend for the request 🫡 https://t.co/qthBpybKoG
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$COST: a steady compounder with a hefty price tag.
Shout out to X-sub @HeroDividend for the request 🫡 https://t.co/qthBpybKoG
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Quiver Quantitative
This has been a wild ride.
In January, we noticed Nancy Pelosi buying up Tempus AI call options.
$TEM has now risen 95% since her trade.
Track her portfolio on Quiver: https://t.co/yLI9MhKi9m
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This has been a wild ride.
In January, we noticed Nancy Pelosi buying up Tempus AI call options.
$TEM has now risen 95% since her trade.
Track her portfolio on Quiver: https://t.co/yLI9MhKi9m
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Offshore
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Investing visuals
$AMD:
🔹Revenue is up +33%
🔹Data center revenue is up +57%
🔹Free cash flow is up +92%
🔹Trades at 30x forward price/free cash flow
High growth at a reasonable price. https://t.co/uF6XuZQJlx
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$AMD:
🔹Revenue is up +33%
🔹Data center revenue is up +57%
🔹Free cash flow is up +92%
🔹Trades at 30x forward price/free cash flow
High growth at a reasonable price. https://t.co/uF6XuZQJlx
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Offshore
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iinvested
1Q'25 Crossroads Capital on $MGNI
More fund letters here:
https://t.co/NM0463RmOR https://t.co/gqEjjsN5qT
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1Q'25 Crossroads Capital on $MGNI
More fund letters here:
https://t.co/NM0463RmOR https://t.co/gqEjjsN5qT
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Offshore
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Hidden Value Gems
The chart looks interesting 👇🏼
“The gap between the highest and lowest yields among the main U.S. assets is the smallest in 40 years.”
Investors have to make two calls:
1️⃣ Are stocks really worth paying 21 times their expected earnings over the next 12 months, an earnings yield of just 4.7% (with 10-year Treasurys at 4.4%)?
2️⃣ “Could it be that the margin of safety stocks have over bonds is actually bigger, because Treasurys now embed more risk?”
#investing #stockmarket #SPX
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The chart looks interesting 👇🏼
“The gap between the highest and lowest yields among the main U.S. assets is the smallest in 40 years.”
Investors have to make two calls:
1️⃣ Are stocks really worth paying 21 times their expected earnings over the next 12 months, an earnings yield of just 4.7% (with 10-year Treasurys at 4.4%)?
2️⃣ “Could it be that the margin of safety stocks have over bonds is actually bigger, because Treasurys now embed more risk?”
#investing #stockmarket #SPX
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