Offshore
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soken
when you're stress but you swear to your mom to be a good guy https://t.co/A88TpjwCcA
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Offshore
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Koldo Huici
RT @FOTOAGUADO: Learning and having fun with the second lesson of the @0xFramer course, Cartoon Hero🥋
This time, my son pushed me to tweak the story a bit and use one of his favorite Brawl Stars characters.
Then I added a little surprise of my own too 😜 https://t.co/eMNcZIRC9t
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Offshore
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Evan
Check out Google $GOOGL 👀

Here’s how the 🇺🇸 stock market performed today

https://t.co/eK5Y7NiHsw
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Offshore
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Simplifying Stocks, CPA
Nasdaq rises as Google surges

Treasuries Rebound After Job Openings Data Confirm Slowdown https://t.co/QgKNa7FrVL
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Offshore
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Yellowbrick Investing
One of the three easiest earnings plays of the year https://t.co/bpOp2lXTrd
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Offshore
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Simplifying Stocks, CPA
WOW

$AEO +22% after massive guidance raise

$250M raise vs $175M est

Sydney Sweeney is taking American Eagle to the moon https://t.co/6y41YPbQR2
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Offshore
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naiive
Me if Bitcoin won't come back to 125k this year https://t.co/1bT0bmu7zZ
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ToffCap
RT @ToffCap: UK’s 30-year gilt yield hit its highest point since 1998—5.72%—as investors brace for £28B in tax hikes and fiscal policy uncertainty.

Yet demand remained intense: £14bn issued at the highest cost since 2008, oversubscribed 10x.

Soaring yields... insatiable demand... 'safe' assets...
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Simplifying Stocks, CPA
WOW

🇺🇸 AMERICA IS BACK!!!!

$AEO +22% after a massive guidance raise

$250M raise vs $175M est

Sydney Sweeney is taking American Eagle to the moon
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Yellowbrick Investing
$BBD.B pass

Bombardier's turnaround story is one for the books.

Stock currently at EV/Adj. EBITDA ~ 12. The question is where does the next leg of growth come from? (hint: defense, services)

A deep dive on $BBD.B and why I'm passing on the stock here 🧵 https://t.co/nloRfym4Wt
- Kairos
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Yellowbrick Investing
Very cool for Conor (great name, terrible spelling). I bet we see much more of this in the future (and will surely see funds started directly from it as well)

Update on Value Situations
Further to my update to subscribers today, I am excited to announce that I am joining a fundamental equity hedge fund off the back of writing Value Situations. As such, the newsletter is going on hiatus indefinitely and I will not be publishing any ideas for the foreseeable future.

Thank you to all readers and subscribers for your support, encouragement, engagement and messages over the years, it has been a labour of love writing Value Situations and sharing my ideas.
I’m also grateful for the incredible network of friends and fellow investors that the newsletter has allowed me to build.

I’ll still maintain a presence here on X, and hope to stay in touch with many of you, but for obvious compliance reasons going forward I will not be posting about stocks.

Best,

Conor.
- Conor Maguire | Value Situations
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