Simplifying Stocks, CPA
Nasdaq rises as Google surges

Treasuries Rebound After Job Openings Data Confirm Slowdown https://t.co/QgKNa7FrVL
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Yellowbrick Investing
One of the three easiest earnings plays of the year https://t.co/bpOp2lXTrd
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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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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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Riley Brown
RT @rileybrown_ai: Is Codex w/ GPT-5 better than Claude Code?

Let's find out.

In this video:
- Learn the easiest way to set up Codex / Claude Code with @sandboxvibe
- Building a personal OS app with NextJS
- Building an Angry Birds game with ThreeJS
- Compare the outputs of both

00:00 Introduction
02:51 Setting Up Claude and Codex
05:15 Testing Codex's Personal OS (Great Styling!)
11:13 Creating Angry Birds Clone with Claude and Codex
11:43 Testing Angry Birds on Codex and Claude Code
16:42 Making the Green Birds Explode on the Codex Version
17:33 Final Comparison of Codex and Claude
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Koldo Huici
The Corridors of the Heart. https://t.co/c3mStLfzcb
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Evan
The NFL's New York Giants have agreed to sell a minority stake in the team to Julia Koch and members of the billionaire Koch family - Bloomberg
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