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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Offshore
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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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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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Offshore
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Investing visuals
$BYDD.Y stock has significantly outperformed $TSLA over the past 5 years.
Who do you think will come out on top over the next 5? https://t.co/zDs0JLcjCb
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$BYDD.Y stock has significantly outperformed $TSLA over the past 5 years.
Who do you think will come out on top over the next 5? https://t.co/zDs0JLcjCb
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Offshore
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Dimitry Nakhla | Babylon Capital®
Even though Google’s forward P/E multiple has contracted sharply by -40% (from 31.63x to 18.99x), its shares have rallied an impressive 147% over the past five years 🤯
$GOOG $GOOGL https://t.co/akEMUbKo8P
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Even though Google’s forward P/E multiple has contracted sharply by -40% (from 31.63x to 18.99x), its shares have rallied an impressive 147% over the past five years 🤯
$GOOG $GOOGL https://t.co/akEMUbKo8P
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Offshore
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Quiver Quantitative
BREAKING: Representative Gil Cisneros has filed dozens of new stock trades.
One that stood out to us was a purchase of Northrop Grumman stock, $NOC.
Cisneros sits on the House Armed Services Committee.
Full trade list up on Quiver. https://t.co/ZfFPMRHiqJ
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BREAKING: Representative Gil Cisneros has filed dozens of new stock trades.
One that stood out to us was a purchase of Northrop Grumman stock, $NOC.
Cisneros sits on the House Armed Services Committee.
Full trade list up on Quiver. https://t.co/ZfFPMRHiqJ
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